Capital Markets Day Event

15 September 2020

Going Where
the Growth Is

Our three-year plan calls for doubling of revenue and gross profit.
Sir Martin Sorrell
Executive Chairman
These results confirm that S4Capital is currently in a growth sweetspot and that its digital only, faster, better, cheaper, unitary, "holy trinity" model, which combines first party data with digital content, data and digital media, is migrating from brand awareness and trial to conversion at scale.

The Case For Investment

Digital is the place to be.

We estimate that in 2018 digital accounted for approximately 45% or $225 billion of total global advertising spend of $500 billion1, and project that by 2022 this share will grow to approximately 55%.

Half of all advertising spend will be on digital media ad formats by 2019/2020, compared to 46% in 2018.2

The market for internet advertising is expanding at over 20% year-on-year3, compared to 3-4% for the overall advertising market.4

US (8% of global internet users), India (12%) and China (21%) are the opportunity.

  1. Excluding about $400 billion of trade support, the primary target of the Amazon advertising platform.
  2. Source: Magna
  3. Source: Bond
  4. Company estimate

The new marketing era

In a low-inflation, lower-GDP growth world, clients need a different kind of marketing partner.

The seven tech giants have reshaped the industry, cultivating valuable data in their walled gardens.

Insights-driven targeting has replaced traditional marketing and advertising channels. Consumer data is now the battleground and clients want to take back control.

Faster, better, cheaper

Our business model is focused on data, content, programmatic. Speed, quality and value are key.

Brands are now operating in an always-on world, where they must react ‘faster’ to incoming events as well as creating their own proactive messages.

’Better’ means using all the technologies in an agnostic fashion.

’Cheaper’ means being more efficient: a big idea applied in endless iterations, 24/7.

One point of connection

Clients want true integration. So, we operate as one business, where content and media people work closely together, driven by the data.

We share a single P and L.

No earn-outs – our leaders all own shares directly in our shared business.


S4 Capital PLC Shs (United Kingdom) SFOR.L


Our commitment to high standards of governance informs the composition of the Board as well as the way it operates, promoting a culture of openness and debate and constructive relations between and among the Executive and Non-Executive members of the Board. The Board currently has two committees: an Audit and Risk Committee and a Nomination and Remuneration Committee. It is the Board’s intention that, beginning with the financial year ending 31 December 2019, the Board will conduct an annual review of its effectiveness and that of its committees, with input from external consultants at least every third year, ensuring that the review is robust and challenging.

A key part of the Board’s commitment to high standards of governance is active dialogue with shareowners at formal and informal briefings and presentations as well as at our general meetings.

Read reports from the Audit and Risk Committee and Nomination and Remuneration Committee in our 2018 Annual Report.

A Responsible
Growth Strategy

We are growing S⁴Capital in a responsible and sustainable way, for the long-term benefit of all, making a meaningful difference and leaving a light footprint.


Share Registrars Limited

The Courtyard
17 West Street
01252 821390

Investor contacts


  • HSBC is one of the world’s largest banking and financial services organisations, serving more than 39 million customers through four global businesses. Its network covers 66 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.

  • Dowgate Capital is an independent company, authorised and regulated by the FCA, offering Corporate Broking and Private Client Stockbroking Services.

  • PwC is a network of firms in 158 countries with more than 250,000 people who are committed to delivering quality in assurance, advisory and tax services.

  • BDO LLP is a key member of the BDO global network of public accounting, tax and advisory firms. The firms have representation in 162 countries, with 80,000 people working out of over 1,500 offices.

  • Travers Smith LLP is a leading independent law firm, focused on providing commercial and high-quality advice on all aspects of English law.

    Travers Smith acts for publicly-listed and private companies, financial institutions, investment funds and private equity clients, as well as other business enterprises involved in large and complex UK and cross-border transactions, matters and disputes.

  • Powerscourt is an award-winning independent strategic communications consultancy. From offices in London and Dublin, it provides trusted advice to the world’s top companies on critical business issues.

Q3 Trading Update
9 November 2020

S4 Capital is due to publish its Q3 Trading Update on Monday 9 November 2020