Updates

LBG Media - Now 17 clients spending US$1m a year raises earnings visibility

July 2025

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

LBG has posted a strong H1 to 30 March, with sales up 13% to £43.9m and EBITDA rising 18% to £12.2m. Sales growth was seen across both Direct and Indirect channels. On the Direct side, which includes bespoke content partnerships, sales rose 8% to £19.3m - building on last year’s performance. Since floating four years ago, LBG has ridden the wave of digital transformation in media, with digital ad spend rising from less than 50% to over 70% of total budgets, says CEO Solly Solomou. As a result, blue-chip brands like Google, Netflix, Tesco and Uber Eats are increasingly leaning into LBG’s platform to access its vast, hyper-engaged audience of 520m young adults across the UK and US. On the Direct side, this is no longer just ...

To access our archive of articles and to receive current issues you need to subscribe.

Subscribe now

Already a subscriber? Login

Liontrust

IG Design

LBG Media - Bumbling seller creates buy opportunity (March 2025)

LBG Media (February 2025)

LBG Media - Explosive H1 organic growth of 29% vs 7.5% last year (September 2024)

LBG Media (January 2024)

LBG Media - Hugely eps enhancing deal to buy Betches (November 2023)

LBG Media - Sharp recovery (October 2023)

LBG Media - Explosive swing factor set for H2 (January 2023)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X