AD Agencies
Havas hits the accelerator as AI strategy bears fruit
PARIS: Havas is charging into the final quarter of 2025 with a spring in its step. The advertising group posted organic net revenue growth of 3.8 per cent in the third quarter, smashing expectations and vindicating its strategic pivot towards artificial intelligence and data-driven marketing. The surge in top-line performance prompted management to sharpen full-year guidance decisively upwards, signalling confidence that the worst of the economic headwinds facing the sector have passed.
The results reveal a business in motion. North America blazed a trail with organic growth of 7.4 per cent, driven chiefly by Havas Health’s double-digit expansion and its ability to wring higher budgets out of existing clients—a rare feat in an industry where money typically flows only to new business wins. The Asia-Pacific region bounced back smartly from a tepid second quarter with 8.2 per cent growth, whilst the United Kingdom performed solidly. France, dragged down by a tough comparison with last year’s Olympic Games boost, and Latin America, battered by unfavourable currency moves, were the laggards.
Havas now expects full-year net revenue organic growth of between 2.5 and 3.0 per cent, up from previous guidance of above 2.0 per cent. More significantly, the group reckons on an adjusted EBIT margin improvement of around 50 basis points to approximately 12.9 per cent—a meaningful lift that suggests operational leverage is kicking in. The nine-month figures show organic growth of 2.8 per cent, buoyed by cross-selling wins amongst the top 30 clients.
The financial picture is straightforward: Havas is extracting better returns from its existing client base whilst simultaneously expanding its footprint. Operating margin expansion of this magnitude rarely happens by accident. The group has plainly succeeded in persuading clients to spend more on higher-margin services and shifted work into more profitable lines—precisely what a well-functioning agency should accomplish.
Two strategic moves underscore management’s ambition. The majority acquisition of Tidart, a Spanish digital performance specialist, plugs gaps in Havas’ capabilities across e-commerce and performance marketing. More consequential is the formation of Horizon Global, a joint venture with Horizon Media Holdings worth a combined $20 billion in global billings. Styled as an “AI-native solution,” the venture signals that Havas’ Converged.AI strategy—the group’s bet on helping clients harness artificial intelligence across their marketing ecosystems—is moving from rhetoric into revenue-generating reality.
Chief executive vYannick Bolloré spoke of “impressive commercial momentum” and “notable new business wins.” Translation: the market is buying what Havas is selling.
None of this occurs in a vacuum. Foreign exchange movements clipped 3.9 per cent from reported revenue growth, with the dollar’s recent weakness particularly stinging. Geopolitical tensions, trade pressures and political uncertainties lurk in the background. The group remains cautious about the year ahead, even as it tightens guidance.
The broader picture for Havas: a global advertising industry grinding through modest growth and relentless margin pressure is being challenged—and beaten—by a group that has successfully positioned itself as a challenger taking share through genuine commercial innovation. Whether that momentum persists through 2026 is the question investors are asking now. For the moment, the trajectory looks encouraging.
AD Agencies
Omnicom Advertising Asia assembles new regional leadership team
The group is betting that a blend of creative talent, cultural intelligence and AI-driven data can help brands stay relevant in the world’s most complex marketing region.
Asia has long been the market that humbles the overconfident. Omnicom Advertising Asia is determined not to be among them.
The group announced on Monday the formation of a new regional leadership team of six senior executives, reporting to Sean Donovan, president of OA Asia. The structure is designed to help brands navigate a fragmented, fast-moving consumer landscape and build what Donovan calls “long-term cultural relevance” — the kind that survives a news cycle, a platform shift and an algorithm update.
The team
The six appointments span creativity, innovation, strategy, intelligence, business development and marketing, covering the full arc from brand idea to commercial outcome.
Peter Khoury takes on the role of chief creative officer for OA Asia, Melissa Daniels becomes chief innovation officer, and Emmanuel Sabbagh steps up as chief strategy officer. All three take on expanded regional responsibilities while retaining their leadership positions at TBWA\Singapore.
Andreas Krasser broadens his remit to chief client partner for OA Asia, continuing simultaneously as chief executive of OA Hong Kong. Ellie Brocklehurst joins as chief growth and marketing officer, drawing on her previous stint as chief marketing officer for Asia at TBWA. Rounding out the team is S. Subramanyeswar, known in the industry as Subbu, who was appointed chief knowledge officer for OA Asia alongside his role as chief strategy officer of OA India, a position that followed the close of Omnicom’s acquisition of IPG.The pitch
The team will work in close collaboration with leadership across TBWA, McCann and BBDO throughout the OA Asia network, with a brief to cut through the noise of today’s consumer landscape and deliver creative solutions that, in the group’s framing, prove short-term performance while building long-term brand health.
Underpinning the new structure is OMNI, Omnicom’s AI-driven marketing intelligence platform. The platform draws cultural intelligence from across the group’s agency brands, with the stated aim of ensuring that data is not merely accurate but grounded in context — reflecting how people actually think, feel and behave, rather than how a spreadsheet might prefer them to.
Donovan frames the proposition in straightforward terms. “Asia is one of the most complex regions for marketers, but the opportunity here is immense,” he says. “We’ve built a team that simplifies the landscape, combining top talent with an Asia-first, future-focused mindset, and unprecedented access to resources.” The model, he adds, is designed to be plug-and-play, responding to client needs in collaboration with agencies and markets across the region. “More than expertise, it’s about giving clients the perspective, ambition and access to think beyond the next campaign.”
The new structure also strengthens connections across the broader Omnicom family, including its media, production and PR operations — a post-acquisition suite of capabilities that the group is evidently keen to deploy as a single, coherent offering.
In a region where consumer attention is fractured across dozens of platforms, languages and cultures, the real test will not be the org chart. It will be whether six smart people with the right tools can actually make brands matter. Omnicom is putting its money on yes.
