Microsoft and Publicis Expand Their Alliance: Agentive AI and 110,000 Employees Equipped
Microsoft and Publicis Groupe announce the expansion of their partnership formed ten years earlier around the Marcel platform. The two companies are developing a comprehensive marketing solution powered by agentive AI, aimed at connecting existing systems, AI agents, and proprietary data.
Ten years after co-creating Marcel, an AI platform dedicated to marketing, Microsoft and Publicis Groupe announced on April 8, 2026, the extension of their partnership. The two companies are committed to creating a comprehensive marketing solution that links legacy systems, AI agents, and proprietary data to accelerate outcomes in the era of agentive AI. The stated goal is to enable marketing teams to focus their efforts on strategy, creativity, and innovation by integrating agentive AI into the core of operations.
Strategic Deployment and Media Partnership
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As part of this agreement, Publicis will deploy Microsoft 365 Copilot to its more than 110,000 employees worldwide. Publicis has also chosen Microsoft Azure as its preferred cloud provider. Concurrently, Publicis will become Microsoft's global media agency of reference. The two companies will conduct targeted co-innovation built on Microsoft Azure to connect audiences, signals, and performance data.
Combining Technologies for Next-Generation AI
The partnership combines Microsoft's AI technologies and capabilities with the digital transformation expertise of Publicis Sapient and the proprietary data of Epsilon. Marcel thus evolves from an AI marketing pioneer to a player in the next generation of AI applicable across all business sectors. This integration aims to allow creatives and operational teams to spend less time on repetitive tasks and more on design, brand development, and sustainable growth of their clients.
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Context
Period
Period: S1 2026
Key reported figures
Revenue: 8 734 millions d'euros
Quarterly revenue: 8 734 millions d'euros
Revenue growth: -14,8 %
EBITDA: 1 524 millions d'euros
EBITDA margin: 21,1 %
Net income: 793 millions d'euros
Free cash flow: 950 millions d'euros
1 215 millions d'euros
Guidance from the release
Relèvement de l'objectif de croissance organique pour 2026 à +4,5 % à +5 %, nous sommes en mesure de relever notre objectif
Risks mentioned
Contexte macroéconomique difficile.
Visibilité réduite sur le plan macroéconomique.
Opportunities identified
Relèvement de l’objectif de croissance organique pour 2026.
Dynamique en new business nous rend confiants.
Outlook / guidance
Management commentary: réitère ses objectifs pour 2027 et 2028 de croissance annuelle moyenne à taux de change constant du revenu net et du BNPA ajusté de +7 % à +8 % et de +8 % à +10 % respectivement
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