Report
Jerôme Bodin

ODDO : En 2024, l’IA va accélérer un changement profond du modèle, voire une consolidation entre grandes agences ?

>Une lecture préliminaire du marché négative pour les agences autour de l’IA - Près de 12 mois après nos premières réflexions autour de l’IA, nous tirons un premier bilan sur ce sujet. Il est, en effet, toujours difficile d’apprécier correctement ce type de changement lors qu’il apparait. Le marché s’est : 1/ tout d’abord inquiété, conduisant à une baisse des cours de Bourse des agences en mars et avril 2023 ; 2/ puis s’est rassuré au regard de changements qui ont fin...
Underlyings
Publicis Groupe SA

Publicis is holding company. Through its subsidiaries, Co. is engaged in marketing, communication and digital transformation. Co. designs a customized package of services to meet each client's particular needs through a holistic and global approach. In addition, Co. provides financial markets with information concerning the relative size of each of the different business sectors for the sole purpose of allowing sector comparisons. Co.'s principal activities comprise four main categories: Digital, Advertising, Specialized Agencies and Marketing Services (SAMS) and Media.

WPP Plc

WPP is a holding company. Through its subsidiaries, Co. is a communications services organization providing national and multinational clients a range of communications services. Co. is organized into four operating segments: Advertising and Media Investment Management; Data Investment Management; Public Relations and Public Affairs; and Branding and Identity, Healthcare and Specialist Communications. This last reportable segment includes WPP Digital and direct, digital, promotional & relationship marketing.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Jerôme Bodin

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