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00:00Hello everybody and welcome back. First, an apology from all of us about the technological issues we had this morning.
00:08We know your time is valuable. We know a lot of you blocked time to hear the town hall and
00:14we're deeply sorry that we had some issues.
00:18But without further ado, we're going to walk you through all the content that you might have missed this morning
00:23and we're excited to share the story about the next chapter of the VAS Health Network.
00:30I'm going to jump into this by saying Donna shared this morning all the incredible work and efforts that you
00:36all put in to 2025 and the amazing results that we had at Habas overall.
00:42She also introduced the concept of growth powered by desire, which was introduced. And desire is at the heart of
00:52where Habas is going as a company.
00:53And it's equally applicable to health. We all desire health for ourselves, for our families, and for the communities that
01:01we live in.
01:02We also desire a lot of the products that our clients put out. Many of you ran to get the
01:10Pfizer vaccine because it was driven by the desire to have what you thought was the best COVID vaccine out
01:15there.
01:16And so desire is going to be at the heart of who we are as Habas. And there's a lot
01:21more coming on that.
01:24Today, though, is about how we bring that to life. And today is about the how we create desire for
01:33our products.
01:33And we started by looking at where we are and where we need to go. And that brought us to
01:40the idea of growth.
01:41And we brought this idea to Donna and said, let's keep it simple. This is our new mission as a
01:47company.
01:47And she said, that's pretty good. But can you think bigger? So we said, how about this? And she said,
01:55ah, that's a little better, but keep going.
01:57And so that's where we're going to go today, where we're going to unlock growth for Habas Health Network.
02:04And that starts by going on a little journey about where we are and where we're going to go.
02:09But the bulk of today that Dennis, Dan, and I are going to talk about is how do we get
02:15there?
02:17And that starts by understanding that we know what you're hearing out there in the world.
02:23The deafening noise of it's the end of creativity as we know it. It's the end of advertising that we
02:30know it.
02:31That 95% of us will be replaced by AI.
02:36And while we don't believe that to be true, we know that that's in the back of your mind.
02:42We also know we can't ignore what's happening around with our competitors.
02:47It seems that WPP is a sick patient these days, that everybody is trying to figure out the good and
02:54the bad of what the Omnicom merger means.
02:56And of course, our friends at Publicis claim that they have figured out AI inside and out.
03:03The interesting thing is, in the backdrop of all of this, Habas has emerged as quite an interesting player.
03:11And I love this quote that came out in January, that while others are focused on pruning and consolidation,
03:18Habas has emerged as the industry's most bullish company.
03:23All of this means that we need to meet this moment as a company, and we need to reinforce our
03:29leadership for the future.
03:33We start by looking at where we sit in the competitive landscape.
03:38There are lots of agencies, or an increasingly large number, that are creatively focused.
03:43But there's still quite a lot that are living in the sea of sameness that has dragged down the industry
03:48for quite some time.
03:49There are companies that are doing things as they always have been with their tech stack,
03:54and there are others that are leading the future.
03:56So the question is, where are we in this space-time continuum?
04:00Well, the good news is, we pitch up here.
04:03That's where we want to be as a company, driven by creativity, driven by technology that is built for the
04:10future.
04:10The challenge is, we unfortunately often deliver here.
04:14And so as a leadership team, we asked ourselves the question, why is it that we pitch one place, but
04:20we often deliver another?
04:22And the answer we got to was that, as we sit here today, we're built for delivering for our clients.
04:30And in the future, we need to move beyond that and be built for unlocking growth for our clients.
04:36And so today's conversation is about how we unlock that growth.
04:41And that's about rebuilding for more of what our clients desire, there's that word again, and less of what they
04:48don't.
04:48And that means moving from traditional basic integration and technological expertise, technical expertise in the world of health, to moving
04:58to modern growth engines.
05:00That's driven by innovation, that's about speed, and that's about the advanced toolkit that Dennis is going to dive more
05:06into.
05:08We're going to do this in three chapters.
05:10The first is the vision.
05:12This is going to be our North Star for where we're going as the Havas Health Network.
05:17Next is the engine.
05:19That's what powers us.
05:21That's Dennis is going to talk about how do we leverage the best humans and the best tools to deliver
05:27competitive advantage for ourselves, for our agencies, and for our clients.
05:31And lastly, Dan is going to come up and talk about what binds us.
05:35That's our culture that has always been at the heart of the Havas difference.
05:41And so let's dive into the vision.
05:46The next chapter for this story starts where we are at our strongest.
05:52It is our legacy of innovation.
05:56What many of you may not know is that Havas Health Network is home to more firsts than any other
06:03health and wellness communications company.
06:05There are literally hundreds of firsts in how we have innovated as a company.
06:10And that comes from being the first global health network to launching the first COVID-19 vaccine.
06:17But it moves on to really differentiated things, like being the first company to open an office in mainland China.
06:25It also means we're the first health company that has a minority certified group right within it.
06:31And the list goes on and on and on.
06:34And why is it important that we're home to more firsts than any other health and wellness communications company?
06:41Because no one remembers who's second.
06:44And this plays out in many ways.
06:47Can anybody remember who the fifth man on the moon was?
06:51It was Alan Shepard.
06:53And I had to look that up in ChatGPT.
06:57We spent the winter watching the Olympics.
07:00But can anyone remember who won fourth place in figure skating or speed skating or the luge?
07:07We can't.
07:09Those are all noble and important things.
07:12But the reason we only remember who was first is because the rest are unfortunately forgettable.
07:22And the reason for that is the first spark, it changes everything.
07:27It led Marie Curie to create the first x-ray machine.
07:32It led Jonas Salk to create the first polio vaccine.
07:35Look how proud of himself he is.
07:40Being first is also important for brands.
07:45And let's talk about that for a minute.
07:47Because you may be thinking, well, we can't always be first to market or first to launch.
07:53And that's true.
07:54But you can always be first to innovate.
07:56Because first works on multiple dimensions.
08:00You can be first in marketing.
08:02You can be first in how you deploy technology.
08:05And you can be first in how you deploy experience.
08:10Any combination of those or any of them by themselves puts the core of innovation of what we're creating as
08:16a company.
08:18And that differentiation has remarkably powerful impacts on the brands that we create.
08:24We talk about the power of unlocking strategies that make a meaningful difference.
08:29This comes from a Kantar study.
08:31And those, the power of us unlocking a meaningful difference for our brands can lead to a 25% lift
08:38in brand power.
08:39But if we add innovative behaviors on top of our strategies, we can move that brand power to grow 54
08:50% above other brands.
08:52First is also about growth and not just vanity.
08:57This is looking at total shareholder return of innovative companies versus non-innovative companies, even in difficult times.
09:04And we see total shareholder value of 17 percentage points higher for companies that have this first mindset of innovation.
09:15First is also about efficiency.
09:17No shortage of discussion of efficiency in the business these days.
09:21Seems like every client is asking for things to be 20% more efficient and us to be 20%
09:28less expensive.
09:29But here's the reality.
09:30And this comes from a Stanford Business School study.
09:33You get the quick 20% by having higher recall of first mover brands.
09:40If you're a second mover brand, it costs you six times as much money to have the brand building power
09:47of a first mover brand.
09:49And over the long term, first mover brands built on innovation deliver nearly two and a half times the equity
09:58of non-innovative brands.
10:02Being first is also about scale.
10:04These are brands that were first to market in many things.
10:08It's kind of funny to look back at the logos from back in the day.
10:11These brands that were first to launch in each of their categories are still number one in each of their
10:17categories.
10:18In fact, in many of them, it is well over triple the power of the second mover brands.
10:25Netflix, for example, gets 32% of our time spent.
10:31Hulu at number two is only 15%.
10:34So every day, we have to ask ourselves this important question, which is at the core of where we're going
10:41as a company.
10:44What's the next first?
10:46And with that, I have a short video to play about what's your next first.
10:53The future of health isn't waiting.
10:57It never has.
11:01For over 30 years, Havas has been driven by one belief.
11:06The future belongs to those who find the next first.
11:11We're home to the bold.
11:13The curious.
11:15The seekers who aim higher.
11:18Relentless and pursue with the next first.
11:21The seekers who aim higher.
11:23The seekers who aim higher.
11:28The seekers who aim higher.
11:32The seekers who aim higher.
11:35The seekers who aim higher.
11:37The seekers who aim higher.
11:38The seekers who aim higher.
11:39The seekers who aim higher.
11:39The seekers who aim higher.
11:40The seekers who aim higher.
11:41The seekers who aim higher.
11:42The seekers who aim higher.
12:11Gracias por ver el video.
12:13The future starts with us. It always has. What's your next first?
12:37So great to see you and so proud of all of the work that you're all doing.
12:41And it's an incredible foundation to think about what we're building on.
12:45The thing that we want you to walk away with today is that the future of this company is built
12:52on one simple idea.
12:54What's the next first? How do we put innovation at the center of everything that we do?
13:01And our case studies prove that. This is ResMed's new work that made CPAP machines an aphrodisiac.
13:08Look at the impact of first mover status. Three times the brand awareness.
13:14A hundred million video views about CPAP machines.
13:18The reunion for Cabinuva, the first DTC reality show.
13:24This has led Cabinuva to be the number one most requested HIV treatment and had phenomenal 50% year-over
13:33-year growth.
13:34It also works in spaces that we didn't normally think about innovation and creativity being a core of.
13:42But we see this coming out of Gemini, which is the first interactive employer training program.
13:47And we see what that's meant for brands that are trying to get employers to understand how to get a
13:55payback for complex gene therapies.
13:58And look at the impact that that's had.
14:02The impact of being first in China, and I mentioned that before, has been incredible.
14:07We were the first health and wellness agency to open in China.
14:11We are now number one in China and have been since the day that we opened with over 300 health
14:18experts in three cities across China.
14:22For RSV and Sanofi, we launched the first campaign to get infants vaccinated and immunized for RSV.
14:32What has that meant for their business?
14:34It has led them to be number one in their category.
14:39So much ahead of the competition that on some weeks, we get 50 times the number of people getting Bay
14:48Fortis as the nearest competitor.
14:50That is the power of being first.
14:53And it even works in medical education.
14:55This is an innovation of creating the first ever virtual people at a medical congress, the first human-driven portraits
15:06for UTIs.
15:08And the impact for that has been staggering.
15:1140% increase in booth engagement and 52% of HCPs committed to rethinking their current treatment paradigm.
15:22And so where do we go with this?
15:25Well, it starts with you.
15:28And it starts with asking each of you a simple question.
15:31What's your next first?
15:33And we're going to make this at the center of everything we are as a company, including starting Shark Tanks
15:40every quarter,
15:41where we're going to offer a $25,000 prize to invest in your first mover ideas.
15:47And the first Shark Tank will be coming in just a few months.
15:54You've been the first to hear our new story of growth and how we're going to unlock growth for our
15:59clients, for our agencies, and for each of you.
16:02This is going to launch externally in late Q2.
16:05We've got a new website coming.
16:07We have a whole toolkit around first coming and so many more things across our social channels and tools that
16:15we can't wait to share with you.
16:17And with that, it's time to move from vision on to the engine.
16:21And I'm going to hand it off to my friend, Dennis.
16:25Thanks, Eric.
16:26And now I'm ready to talk to you about the engine that's going to drive all those firsts that you
16:31heard Eric talk about going forward.
16:32And I really want to appeal not only to the collective group, but each of you individually to show you
16:38how we're positioning Havas to use data, tools, and technology to power each of you and our clients to create
16:45an unfair competitive advantage that delivers real business results.
16:50And the way that we're going to do this is we're going to unlock data and technology around our people.
16:56And we do that through this idea of not working in a black box.
17:00A lot of our competitors are out there selling their proprietary systems that you have to subscribe to that we're
17:06finding are quite inflexible and rigid.
17:09Our approach is the black book.
17:11We're constantly scouring for the best partners, the best platforms, tools, and tech.
17:16It's way too early to pick a winner right now in the AI race.
17:20What we're focused on is translating the best of what's available to power each of you and to power results
17:26for our clients.
17:27And I'm going to show you today specifically areas how we're doing that.
17:30And it all starts with our foundational AI strategy.
17:34And this is quite simple.
17:36While all three of these aspects are important, we often hear clients focusing only on efficiency.
17:42Drive the savings.
17:43Drive the savings.
17:44Drive the savings.
17:45Yes, we want to take waste out of the system so that each of you can spend time doing higher
17:50value activities that drive greater impact.
17:53And that means we not only are going to be efficient, but we're going to focus on effectiveness, true business
17:59results that we can demonstrate, and innovation.
18:02That's going to keep powering those firsts that no one else is going to have a chance to deliver the
18:06way that Havas can.
18:09And you could see the evidence in the environment and the ecosystem.
18:12It's very clear.
18:14In fact, you saw some of the numbers that Eric talked about in terms of the pressure we get every
18:19day from clients.
18:20People are expecting to spend less money, do less with agencies.
18:23There's pressure around the merger, and everyone wants the efficiency gains.
18:28And, yes, the client pressure we get calls every day, new rates, new MSA negotiations based on AI, savings, savings,
18:39savings.
18:39It's all out there.
18:40And some will save to a commodity business, and their business will go away.
18:45We're going to take a very different approach.
18:46We're going to focus on setting up each of you to deliver work in a way that delivers results that
18:53no one else can.
18:54And it's really about this shift.
18:56And this is where I'd like you to think about how this affects you as an individual.
19:00Our business has been very successfully built on people and hours.
19:05And that was the business that got us to where we are today.
19:08But going forward, our business is about people powered by tech that deliver results.
19:14So when we win new business, I really like the slide Eric showed about we pitch up here, but we
19:21kind of deliver down here.
19:22The way we deliver up here now is by powering each of you with the right data and tech to
19:27deliver results.
19:28And we're going to scope for results.
19:30We're not just going to put additional hours and people on it.
19:33We're going to surround you with the technology that allows you to go at risk, to price for outcomes,
19:39and to stay well ahead of the market in terms of the business impact that we know that our clients
19:43are looking for and are asking for every day.
19:46So we do this with less people intensity.
19:48It's not just about adding more people and time into the mix in the same old fee for service aspect.
19:55It's about more value creation.
19:57And in fact, we're willing to contract for that value and create whole new models of offerings and products that
20:03we're going to be selling in starting now in 2026 as some of the first that we're going to be
20:08delivering.
20:10Yes, there's some barriers out there.
20:12And I think everyone in the audience right now might be saying there's some groups that are like, let's go.
20:17I'm all in.
20:18I'm ready to roll.
20:19Some that are thinking, I'm not quite sure where this is thing, but I'll watch and see.
20:23And I have others that are saying, I'm really scared.
20:26I don't know what this means for me individually.
20:28So my message to each one of you, regardless of what bucket you're in right now, it's okay.
20:33It's your starting point.
20:34We're all going to get to that first bucket, though, where we see that this new way of working is
20:39what defines our future and allows you to create your own firsts that create impact for our business and for
20:46our clients and the patients that they serve.
20:48We also, I remember it wasn't that long ago, I could hear whispers in the hallway when I'd walk through
20:53the office, publicist is way ahead.
20:56Are we ever going to catch up?
20:57They have better tech than we do.
20:59And that was true at a point in the past.
21:01But when I look at where we are today, wow, do we have the tools.
21:05I mean, we have more tools than many of you might realize.
21:09These are all actual, functioning, legitimate tools mapped to different parts of the marketing process.
21:14But that's a heck of a lot of logos.
21:17How are we supposed to remember all that?
21:18What's the roadmap?
21:20So I'm going to leave you with just a couple of specific examples today of three ways we're organizing our
21:26data, tech, and tools strategy to power each of you to do better work.
21:30First, we're going to look at partnerships and acquisitions.
21:34Then we're going to look at how we operationalize that efficiency to make you more effective and to innovate more.
21:40And then finally, we're going to look at new revenue generating offerings that are going to make that shift away
21:46from fee for service to high value results and revenue for all of us going forward.
21:52So from a partnership and acquisitions point of view, this is really important.
21:56I mentioned it's way too early to pick a winner.
21:58Things are changing so fast around us.
22:01What we're looking for are partners that can impact our business today and give us exclusive relationships that we can
22:07bring that no one else can.
22:09And so as one example, what if you had a partnership you could bring to your clients today that had
22:14a proven impact on driving top-line brand revenue?
22:18Well, a little bright insight is the answer.
22:20And for some of you that may not have heard, in about 30 to 45 days at the end of
22:27the fourth quarter last year, we put together this partnership with Bright Insight, which is a novel tech platform company
22:34formed by two ex-Amgen employees that focuses on the holy grail of patient onboarding, adherence, and persistence.
22:42Something that for many years, a lot of marketers would just say, that's just too hard.
22:47We're just going to focus on new starts and hope we can grow from there.
22:51Well, take a look at these numbers.
22:52These are actual client numbers from top global pharma clients where Bright Insight has validated top-line growth by using
23:01their platform across specialty brands, new launches, and even from mature in-market competitors.
23:06And what's great is we now have this exclusive partnership going forward.
23:11These results were driven with no input from Havas in terms of creativity or messaging.
23:17And now we can add to that and just think about what we can drive further.
23:20Those are going to be one whole new set of firsts for all of us.
23:24Well, what about on the operational side?
23:27How can we supercharge each of our teams to work differently and to provide more impact on the business across
23:34the board, to deliver your own firsts?
23:37I love this example from the Lynx UK team about Lynx AI.
23:41How about your own personal team of agents?
23:44Join Lynx AI.
23:46And I love this example because what you see here is a snapshot from within the Lynx AI platform that
23:53the team in the UK took the initiative to build out themselves.
23:56And they have hundreds of different available agents around very specific use cases that allow their people to work differently.
24:04I used this last week on the Veve pitch.
24:07They have a blind spot agent where you could take your presentation through and tell you what you missed and
24:13how you can make your presentation even better in front of the client as just one simple example.
24:18This is a team that took the initiative to learn the tools, to translate it into work that matters and
24:25that's having an impact on their business.
24:26A great example.
24:28What if you could have every major GPT model at your fingertips?
24:32Those of you that might be power users may want more.
24:34Those of you who don't even know how to start may be wondering, where do I start and how do
24:38I even find it?
24:39Well, hopefully you've seen by now, AVA is out there.
24:43And this is a snapshot from AVA.
24:45You can access AVA through the converge.ai platform.
24:49This gives you every major GPT model to begin to work with.
24:52So for those of you kind of on the fence, not sure, get started.
24:56Practice.
24:57Talk to it.
24:58If you don't know what to do, say, I've never used you before.
25:01What should I do?
25:02It will help you.
25:03Right?
25:03This is a great way to learn how to use the tools, to personalize it, and then look what you
25:08can build from there.
25:09That's available to everyone now.
25:13Another one is what about a craft that will be revered industry-wide?
25:19Meet today's Vermeer.ai.
25:21This is an amazing product from the Prozom Pixels organization.
25:25This is another one.
25:26When I first heard about it, everyone kind of said, wow, that sounds interesting.
25:29Is it real?
25:30Is it really work?
25:31Is it different?
25:32Well, not only is it real, it's unlike anything we've ever seen before.
25:36This is one that's out there right now, but not everyone has access to it.
25:40I know, I tried.
25:41They won't let me.
25:42It's really built for creatives.
25:44You won't want me anywhere near this platform.
25:45But the great thing about Vermeer.ai is it allows our creators, it allows our artists to practice their craft
25:53in a way that they never could before, by combining multiple different tech platforms to create a way of expression
26:01and output that's quite different.
26:02Here's an example.
26:04What you see in the video, one of the really unique things about Vermeer is the way to tape the
26:08image in context and alter the shape and cone and the way that you can place the image in different
26:16settings in different areas.
26:48What if? Bring different creative ideas forward in a way that no one else has been before.
26:52So Vermeer is a very powerful tool and it's available now, not coming soon.
26:57You can access it also through the Ava portal.
27:00You do need to take a certification so that you're a proven member of the creative community to use it
27:07properly.
27:08But we have a lot of our teams beginning to start to use this tool right now and having great
27:12impact with clients across the board.
27:15And the last part for me and the one I'm certainly the most excited about is the new revenue generating
27:21opportunities.
27:21We're building new products and services as we speak, not just for the fun of it, but to shift our
27:27work from that asset-based pricing and fee-for-service that we all loved in the past but need to
27:34move away from to new high revenue generating tools, platforms, and offerings.
27:39One example is what if you could beat the competition before they even realize what happened?
27:44Well, you could feed that GPT beast with geo.
27:47And if you haven't heard about generative engine optimization, this is a big topic right now that goes well beyond
27:53the new, quote, SEO.
27:55This is about foundational content strategy.
27:58The idea behind geo is you've got a new audience out there.
28:02We've got patients, providers, payers, and policymakers, and now we have large language models.
28:07And we need to look at the LLMs as the unique, discrete audience, and the way we feed content to
28:13that audience to drive our brand performance is what's behind our service with geo.
28:18And what's great about this is we go from a very easy-to-buy, tip-of-the-spear, two-week
28:23light audit through a 90-day pilot through an annual managed service.
28:28It gives us a full range of options for our clients, all new revenue generating opportunities that look at the
28:34positioning of the knowledge base within a GPT model and the way that we position our clients competitively to do
28:42that.
28:42This is an overview of that pricing model, and this is an approach we're going to take to a lot
28:47of the new products that we're driving, make it easy to buy to get started, and then provide a pathway,
28:52a roadmap that we can build a revenue stream and a value stream, more importantly, for our clients as we
28:57go forward.
28:59Now, the next one, you may have heard us talk about Persona AI before, and I want to introduce now
29:06Clarity, powered by Verve Labs.
29:08This is a really exciting offering where we're taking not only agents, but full synthetic audiences in the context of
29:18literal worlds and simulations of scenarios that we can build, and bringing disparate data sources together, we can actually talk
29:26to
29:27the marketing team members now and say, I can bring your target audience onto the brand team, and they can
29:33build content, creative messaging right along with us.
29:36Here's an example of how the Verve Brand Champion model works.
29:41This is a video that we shared at CES, where we brought the Neuroverse to CES.
29:47We had about eight to ten different neurodiverse agents in the booth.
29:50You could interact with each one of these agents individually, or you could talk to the whole panel and ask
29:56them about your product offering, new ideas that you had, or market challenges.
30:01What you see here are actual feedback in real time of a workflow on Verve, where the agents are going
30:07through completing different tasks and organizing all that feedback into one overall consolidated response.
30:14We've been using this Neuroverse powered by Verve Labs to power specific audiences for many of our different clients across
30:21different physician specialties, countries, and patient types.
30:25I even used one, this in a pitch two weeks ago, where we built a model that simulated five years
30:31forward, different launch scenarios that our client could understand what scenario they're in, and then the actions they could take
30:38to optimize their brand performance.
30:39So, clarity is going to bring a whole new area of impact and revenue for our clients.
30:45Now, I covered three or four here just quickly.
30:48You might remember the slide with all the logos, and some of you may be saying, how am I supposed
30:52to remember all this stuff?
30:53The beauty of data and tech is you don't have to.
30:56And I want to introduce you to HIP, the VOS Intelligence Platform.
31:01And while today we're talking about Ava and Lynx.ai and Verve, again, a lot of those front-end wrappers
31:07are going to change as the tech and tools change.
31:10What HIP is, is a foundational workflow platform we're building at the center of Havas Health, connecting into each of
31:18the existing available platforms today that allows you to focus on the use case.
31:23And when we prompt HIP, all we have to do is say, here's the output I'm looking for.
31:29Here's the client challenge that I have that I'm trying to address.
31:33And it will actually go forward and tell you, this is the right partners, these are the right tools, and
31:40this is the right workflow to execute this answer.
31:42So, you don't have to remember all that stuff.
31:44You just focus on the need that your client has and the outcome, the business result that they're looking to
31:51drive.
31:51And what you see here, this is in prototype form.
31:55It's the least developed of all the tools.
31:57Everything else I showed you is in production mode.
31:59HIP right now in Q2 is in a beta mode.
32:02We're starting to test this with different users and different agencies across the network.
32:06And we will accelerate this greatly as we move through Q2 and through the back half of the year.
32:11So, this will be coming soon to the teams as we go forward.
32:16You see a little bit of what the beta environment looks like here.
32:19The solution compass is that offering, I said, where you can just go in and tell it what you need,
32:24and it will come back and tell you exactly the way to tackle that problem.
32:28So, as I close with the engine, I want to ask each of you, lead this with confidence.
32:35We have, it's not about the most amount of tools or the shiniest tech.
32:39It's about the strategy behind it.
32:41We are leading.
32:43We have firsts with our AI strategy that no one can copy and no one can replicate.
32:48You need to take that confidence to your clients.
32:51Lead with that across the board.
32:53Get involved.
32:54If you're on the fence, start using the tools right now.
32:57Like I said, if you don't know how to start, ask it how to start.
33:00It'll tell you.
33:01It's really not that hard.
33:02The more you can integrate this, though, and lead with confidence, it's going to open up these different opportunities you
33:08have.
33:08And I, for those of you that may know, I have a little bit of a problem with the Walt
33:14Disney Company in that I'm a very high donor to the organization through my family.
33:19We have a bit of an addiction to Disney, I think.
33:22But I love this quote from Walt, and this is where I see all of us.
33:26It's where I think about what I'm doing and about what each of you face.
33:30Q2 and 2026 for Havas right now with data, tech, tools, and AI, it's all about let's stop talking about
33:36it.
33:37Let's just get to work.
33:38Start doing.
33:39And that's my ask for each one of you today.
33:41Think about what's going to be your next engine first.
33:50Thank you, Dennis.
33:53So Eric kicked us off, and he talked about a new vision that'll drive us, an exciting vision.
33:58Dennis talked about the engine that'll power us, and I'm excited to talk a little bit about culture, which is
34:04what binds us.
34:05So for anyone who's worked here for any amount of time, I think we can all agree that the culture
34:10at Havas just hits differently, right?
34:12It's what attracted me to come to the organization, and it's what's kept me here for a number of years
34:16now.
34:17And the good news about where we are culturally is that the ingredients for our growth strategy are already in
34:24place in many respects.
34:25The decision to operate under a single P&L many years ago is more relevant and more effective today than
34:31it was when that decision was made.
34:33And many organizations operate or say they operate under that structure, we actually live it and are able to deliver
34:40the best solutions for our clients by bringing the best talent from anywhere across the world.
34:45The decision Donna made many years ago to place a true global strategy around our business, which has now resulted
34:53in over 6,000 experts in health and wellness all over the world, is incredibly differentiated.
34:58We're able to reach any market in any category with any level of expertise at the turn of a dime,
35:05and it's a really special thing that our clients have come to value.
35:08Converged AI, which launched about two years ago, both as an operating system, a way of working, and also a
35:14tool, allows us to have a really stuck-together way of working across health, media, and creative.
35:20And as Dennis just outlined, everything that we're building can be plugged in and really supported by this underlying platform.
35:27And finally, Habas has forever really been centered around the idea of operating with agility.
35:34We are an agile and adaptable organization.
35:37While we're big and we're scaled and we're global, I often hear clients say that it's like working with a
35:43small, scrappy startup.
35:44So to be able to have that posture but also have scale means we're headed in the right direction.
35:50Equally, our values remain unchanged.
35:53So entrepreneurship is at the heart of who we are as a company.
35:57This is the type of company, if you wait to be told what to do, you'll forever be stuck.
36:01We want to go get it, we want to go find the next horizon, and we want to push for
36:05business opportunities that nobody has seen yet.
36:09It's also a place where we're deeply curious.
36:12We are constantly asking why, we are constantly questioning and pushing the status quo,
36:16and peeling back the onion and really trying to get to the core of what's going to move us forward
36:21collectively.
36:23We're also a courageous bunch.
36:24We stand up for what we believe in.
36:26We fight for the work that we believe in.
36:28We fight for the patients that we serve, and we fight for each other.
36:32This is a place where we'll go hard.
36:34We have a lot of fire behind what we're doing, but we'll do it with a sense of empathy.
36:39Havas, as I mentioned earlier, is a unique culture,
36:41and I've never been in a company that cared so deeply, not only about the work, but about each other.
36:47So while these values will remain unchanged, and I believe them to be true,
36:52and I stand behind these, and our leadership group stands behind these,
36:55what's really important is what people around the world think about these values
36:59and how they put them into action.
37:01So let's hear from them.
37:02The entrepreneurial spirit at Havas is about saying yes before you have all the answers
37:07and trusting that you'll figure out along the way.
37:10The entrepreneurial spirit at Havas means to me,
37:12if you can think it, you can do it.
37:14If not you, then who?
37:16For somebody like me that is an entrepreneur and has my own brand,
37:19coming into a workplace like this really cultivates my thinking.
37:23I need to understand and to crack the code all the time.
37:25I'm looking at building sustainable business units.
37:28I'm so lucky to have a team and company that supports me
37:32as I pursue my master's studying health tech product design.
37:35I'm glad I took that initiative and built something from scratch.
37:38Curiosity is how you avoid making predictable work.
37:41You have to stay curious if you want to stay ahead.
37:43Being comfy can only make you stale.
37:45It's all about curiosity and finding that nugget of information
37:47that's really going to help us push.
37:49Curiosity propels all of us from Gen X to Gen Z to learn these new AI tools.
37:54Staying curious is how I build trust with the clients.
37:58Curiosity can transform a campaign into something memorable.
38:01Courage is kind of being that person and be like,
38:03Hey, you've got something to say.
38:06You've got something to bring.
38:07I see you over there.
38:08Come out here and dance.
38:10Courage happens in the small everyday decisions that you make.
38:14Courage shows up in leaning into that discomfort.
38:17It's backing an idea that really makes you feel something
38:19and has your stomach in knots.
38:21Courage is proposing a strong idea and helping it grow.
38:25Courage is what turns all small opportunities into great achievements.
38:29Courage at Havas means to be encouraged.
38:34So I love hearing what these values mean to people all over the world.
38:39And it's amazing how everyone has a bit of a different take
38:42and how they put these into action every day.
38:44So while these values will remain unchanged,
38:47how we deploy them and how we act on them needs to shift.
38:51Donna mentioned earlier that this is not a difficult moment.
38:56It's a defining moment, right?
38:57This is an opportunity for us to transform how we work
39:01and what we deliver for our clients because the game has changed, right?
39:05We're in a moment of transformation that we could either shy away from
39:09or we can lean into.
39:10And I think we all agree we're going to lean into this moment.
39:13And just to be a bit reductive for a minute,
39:15when we talk about what is going on around us,
39:18there are two competing forces operating at once.
39:21In one conversation, we're being asked to deliver a tremendous amount of efficiency,
39:27cost efficiency, speed efficiency, and deliver faster, cheaper, and better for our clients.
39:33In the same moment, we're being asked to deliver considerably greater business value
39:38and deliver tangible results for the work that we create for our clients.
39:42That's either an incredible challenging proposition or an incredible opportunity,
39:46depending on how we look at it.
39:48And we are meant to meet this moment.
39:51Pending, we make a couple of shifts.
39:53So we talked about curiosity as something that is core to who we are.
39:57When it comes to AI, curiosity is not going to be enough.
40:01We need to shift from being AI curious to AI blooded.
40:05Dennis just talked about the engine that's going to power us.
40:08AI needs to run as the underpinning of everything that we do,
40:12not just individual tools meeting kind of point of situation moments,
40:16but the underpinning of how we work, what we deliver, and the value we provide to our clients.
40:22Another shift that we need to enable is moving from a hierarchy model to a hive model.
40:28So something that we find as we shift from a more traditional operating model
40:33to a more innovative and advanced model
40:35is we need to shed the layers of how we work.
40:38Oftentimes, we're sitting in meetings.
40:41We have managers on managers on managers in a single function,
40:44and we're not swarming the problem with the right level of subject matter expertise.
40:49That's what we mean by hive model or hive mentality,
40:52getting the right talent to surround a client problem
40:55to deliver the best result and the best outcome.
40:59The third shift is moving from a place and a posture of managing our business
41:03to one where we're truly driving our business forward.
41:07The days of simply managing a scope, delivering the work that's outlined in a scope is not enough.
41:12Our clients, and I speak to clients every single day,
41:15they are demanding that we drive their business forward,
41:18that we see around the corners, that we see the blind spots like Dennis mentioned,
41:22so that we can drive them towards better outcomes,
41:25towards better business results,
41:27and ultimately towards better results for the patients that they're serving.
41:30And finally, the shift that this is all leading to,
41:33that we have an opportunity to create, is one from activity to impact.
41:38So for a long time, advertising agencies have been in the activity business.
41:43We make money off of our ability to deliver lots of things for our clients.
41:49Those days are over.
41:50We are in the impact business now.
41:52Yes, we're going to need to deliver and execute flawlessly,
41:55but what we need to be famous for is the impact and the value we deliver to our clients' business
42:01and ultimately to the audiences that we serve.
42:04And just to put an example around it,
42:06I think a compliment that we would get today is Havas Health is a great partner.
42:11They delivered my launch flawlessly.
42:13That's great.
42:14We want to deliver flawless launches for our clients.
42:17What really where we need to shift in the future is Havas Health is an incredible partner.
42:22They unlocked a new growth opportunity for me, and I achieved 10% beyond my launch forecast.
42:28Oh, and by the way, they delivered flawlessly.
42:30We're not going to lose the execution piece, but we have to play on the value and impact game.
42:36So this is all in our hands, right?
42:39We have a core operating model that works.
42:42We have values that are not going to change,
42:44but we do have to create a shift in how we work and how we partner with clients.
42:49So the ask to everyone, myself included, is take this on, take ownership, make decisions,
42:56move quickly, and drive impact and create the impact that our clients need and that we need for each other.
43:02Now is the time for us to lead.
43:04We are uniquely positioned to meet this moment.
43:07While there's a ton of change around us, Havas Health has been built for this moment,
43:12and we're evolving to meet and exceed this moment and lead in the future.
43:16So the question I would ask everyone to take and internalize today is collectively, what's our next first?
43:23What are we going to bring to the world as a global network that has never been seen before,
43:28that we didn't know we need, that our clients didn't even realize was possible,
43:32that the patients and physicians we serve had no idea was possible?
43:35So what are we going to deliver?
43:37What's our next first?
43:39And our collective next first is going to be driven by individual first.
43:43So I would urge you, and I'm asking this to myself too,
43:46what are we walking out of work today thinking about that we want to do for the first time?
43:52An agency first, a client first, and hopefully an industry first.
43:56So with that, we have the ingredients to drive our network into the future.
44:01We have a growth strategy that we have a lot of confidence in,
44:04and we have an engine that's going to power that growth strategy forward.
44:07Havas Health is a unique place to be, and in my opinion, in our opinion,
44:12it is the only place to be as we lead into the future.
44:15So let's go, everybody.
44:16Thank you.