S4 Capital plc (LON:SFOR)

London flag London · Delayed Price · Currency is GBP · Price in GBX
42.60
+1.95 (4.80%)
Apr 28, 2026, 4:35 PM GMT
61.67%
Market Cap 281.10M
Revenue (ttm) 754.80M
Net Income (ttm) -24.80M
Shares Out 659.86M
EPS (ttm) -0.04
PE Ratio n/a
Forward PE 7.41
Dividend 0.01 (2.71%)
Ex-Dividend Date Jun 4, 2026
Volume 4,804,879
Average Volume 4,170,696
Open 39.05
Previous Close 40.65
Day's Range 39.05 - 44.00
52-Week Range 15.70 - 43.40
Beta 0.31
RSI 78.76
Earnings Date May 29, 2026

About S4 Capital

S4 Capital plc, together with its subsidiaries, provides digital advertising and marketing services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through three segments: Content, Data & Digital Media, and Technology Services. The company offers contents, campaigns, and assets for paid, social, and earned media, such as digital platforms and apps, as well as brand activations. It also provides campaign management analytics, creative production and ad serving, platform and systems integration, transition, and... [Read more]

Employees 6,350
Stock Exchange London Stock Exchange
Ticker Symbol SFOR
Full Company Profile

Financial Performance

In 2025, S4 Capital's revenue was 754.80 million, a decrease of -11.01% compared to the previous year's 848.20 million. Losses were -24.80 million, -91.92% less than in 2024.

Financial Statements

News

Martin Sorrell Says S4 Capital's Future Depends on AI Adoption at Scale

EXCLUSIVE: Sorrell said he is “starting to see green shoots” as he looks to AI to get the advertising company out of a slump.

5 weeks ago - WSJ

S4 Capital Shares Jump After Company Reassures on Outlook

The advertising company founded by industry veteran Martin Sorrell projected in-line revenue performance for 2026 and higher profitability.

5 weeks ago - WSJ

S4 Capital Earnings Call Transcript: H2 2025

2025 saw improved margins and liquidity despite a near 11% revenue decline, driven by cost discipline and restructuring. Free cash flow more than doubled, net debt fell sharply, and the company is shifting to AI-driven, subscription-based models.

5 weeks ago - Transcripts

S4 Capital Shares Soar After Performance Set to Beat Revised Guidance

Shares in S4 Capital jumped after the digital-advertising company said its 2025 results would exceed its recently-downgraded guidance and current consensus expectations.

3 months ago - WSJ

LA Times Studios and S4 Capital's Monks to Host Networking Lounge at CES 2026

LOS ANGELES--(BUSINESS WIRE)--LA Times Studios, a Los Angeles Times Media Group (LATMG) company, in partnership with Monks, the global, digital-first, data-driven, unitary operating brand of S4 Capita...

4 months ago - Business Wire

S4 Capital Earnings Call Transcript: Q3 2025

Q3 saw revenue and net revenue declines year-over-year, but sequential improvement over Q2, with cost reductions and new business wins expected to drive stronger H2 profitability. AI-driven offerings and operational efficiencies are supporting margin improvement, while net debt and leverage have improved.

6 months ago - Transcripts

S4 Capital's Monks Launches White Paper "Owning the Answer: The Marketer's Playbook for AEO, GEO and the AI Search Era"

NEW YORK , Oct. 30, 2025 /PRNewswire/ -- The rise of AI-driven search is forcing brands to rethink how they remain visible in an increasingly machine-mediated world. Recognizing this fundamental shift...

6 months ago - PRNewsWire

S4 Capital Earnings Call Transcript: H1 2025

Net revenue declined 10% like-for-like in H1 2025 due to tech client caution and macroeconomic headwinds, but free cash flow and net debt improved. AI initiatives and major client wins are expected to drive a stronger H2, with EBITDA guidance maintained for the year.

8 months ago - Transcripts

S4 Capital Earnings Call Transcript: H1 2025

Net revenue declined 10% like-for-like in H1 2025, with operational EBITDA at £20.8 million and net debt reduced to £145.9 million. AI-driven transformation and new business wins are expected to drive a stronger H2, with full-year EBITDA guidance maintained and enhanced shareholder returns possible if targets are met.

8 months ago - Transcripts

S4 Capital Lowers Top-Line Forecast Again Due to Uncertainty, Tariffs

The company founded by industry titan Martin Sorrell cited volatility triggered in part by U.S. tariffs as it lowered its like-for-like net revenue projection for the second time in the past three mon...

8 months ago - WSJ

S4 Capital's Monks Technology Services Debuts Advancements in Real-Time Audience Analytics, Engagement and Content Delivery at IBC 2025

Finalist for "Game-Changer Sustainable Product" at IBC, LiveVision ™  equips broadcasters and M&E companies with scalable, real-time production and decisioning that reduces infrastructure, manual effo...

8 months ago - PRNewsWire

Layoffs are about to hit Martin Sorrell's S4 Capital advertising group

S4 Capital's Monks brand is undergoing a restructure that will include layoffs. The market value of the Martin Sorrell-led S4 has plummeted about 97% since its 2021 peak.

8 months ago - Business Insider

MSQ rules out potential merger with Sorrell's S4 Capital, WSJ reports

Marketing agency MSQ Partners has ruled out a potential merger with Martin Sorrell's ad group S4 Capital , WSJ reported on Thursday.

9 months ago - Reuters

Sorrell's ad group S4 Capital confirms merger talks with MSQ Partners

Martin Sorrell's ad group S4 Capital confirmed on Monday that it is in preliminary talks for a potential merger with MSQ Partners, a marketing services firm majority owned by private equity firm One E...

9 months ago - Reuters

Sorrell's S4 Capital cuts annual revenue forecast as tech clients stay cautious

Martin Sorrell's ad group S4 Capital said on Wednesday it expects annual like-for-like net revenue to decline by low single digits, as tech clients remain cautious amid a weaker global economy and U.S...

11 months ago - Reuters

S4 Capital Earnings Call Transcript: Q1 2025

Q1 2025 net revenue fell 12% year-over-year amid client caution and tech sector softness, but operational EBITDA met expectations due to cost controls. Full-year guidance is maintained, with H2 performance expected to improve as new business ramps up.

1 year ago - Transcripts

S4 Capital Earnings Call Transcript: Q1 2025

Q1 2025 net revenue fell 12% year-over-year, mainly due to tech client caution and a key client reduction, but operational EBITDA met expectations. H2 is expected to see significant growth from new business wins, with guidance for 2025 net revenue and EBITDA similar to 2024.

1 year ago - Transcripts

S4 Capital Earnings Call Transcript: H2 2024

2024 saw net revenue fall 11% like-for-like to GBP 755 million, with operational EBITDA at GBP 88 million and improved margins due to cost controls. A GBP 280 million impairment was recorded, and 2025 is expected to be flat, with AI-driven services and new business wins supporting future growth.

1 year ago - Transcripts

S4 Capital Earnings Call Transcript: H2 2024

2024 saw revenue and EBITDA decline due to tech client spending cuts and macro headwinds, but margins improved through cost control and restructuring. AI innovation and new business wins, like General Motors, support a stable 2025 outlook, with continued focus on efficiency and cash management.

1 year ago - Transcripts

Industry Innovator Dave Meeker Joins S4 Capital's Monks

AI pioneer Monks taps Dentsu's innovation executive to further AI transformation LAS VEGAS , Jan. 13, 2025 /PRNewswire/ -- Monks , the global, purely digital, data-driven, unitary operating brand of S...

1 year ago - PRNewsWire

S4 Capital Earnings Call Transcript: Q3 2024

Q3 2024 saw a 19% revenue decline amid tough macroeconomic conditions and reduced tech client spend. Cost reductions and new business initiatives are underway, but full-year net revenue and EBITDA are expected to be down year-over-year.

1 year ago - Transcripts

S4 Capital Earnings Call Transcript: Q3 2024

Q3 saw a 19% revenue decline amid challenging macro conditions and reduced tech client spend, with full-year net revenue expected to fall by low double digits. Cost reductions and new AI-driven offerings are underway, while net debt remains within target range.

1 year ago - Transcripts

S4 Capital Earnings Call Transcript: H1 2024

Net revenue declined 16% in H1 2024 due to macroeconomic uncertainty and reduced tech client spending, but operational EBITDA margin remained stable at 8% through cost actions. Full-year EBITDA is expected to match 2023, with a stronger second half anticipated.

1 year ago - Transcripts

S4 Capital Earnings Call Transcript: H1 2024

Net revenue declined 16% in H1 due to tech client caution and lower transformation activity, but operational EBITDA margin remained stable at 8% through cost control. Full-year EBITDA is expected to match 2023, with further margin expansion in H2 as cost savings continue.

1 year ago - Transcripts

Media.Monks, the operating brand of S4 Capital, Announces Strengthened Offerings Reflecting Accelerating Industry Transition to AI-powered Creative and Technology and Refreshes Brand to Become Monks

LONDON , July 18, 2024 /PRNewswire/ -- Media.Monks, the operating brand of S4 Capital and leading digital-first, data-driven, advertising, marketing and technology services company, today announces st...

1 year ago - PRNewsWire