OM

Omnicom Group Inc. stock research

Mar 31, 2023

FY2023 Q1

Omnicom Group (OMC) Gross Margin — Quarter Ended Mar 31, 2023

Revenue was unchanged from the same quarter last year, but gross profit was lower, resulting in a lower gross margin. Compared to the prior quarter, revenue declined and gross profit declined more sharply, leading to a weakened gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue was unchanged from the same quarter last year, but gross profit was lower, resulting in a lower gross margin. Compared to the prior quarter, revenue declined and gross profit declined more sharply, leading to a weakened gross margin.

  • The most observable driver is that cost of revenue decreased less than revenue relative to both the prior quarter and the year-ago quarter, compressing gross profit.
  • Gross margin weakened compared to the prior quarter, as revenue fell while cost of revenue fell less. Gross margin also weakened slightly compared to the same quarter last year, as revenue was stable but gross profit was lower.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

14.2%

Gross profit

$489.6M

Revenue

$3.4B

Cost of revenue

$3.0B

Quarter-over-quarter change

n/a

Year-over-year change

-0.6 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$3.4B$489.6M$3.0B14.2%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

-0.6 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The most observable driver is that cost of revenue decreased less than revenue relative to both the prior quarter and the year-ago quarter, compressing gross profit.

Gross margin weakened compared to the prior quarter, as revenue fell while cost of revenue fell less. Gross margin also weakened slightly compared to the same quarter last year, as revenue was stable but gross profit was lower.

Monitor the trend in cost of revenue relative to revenue, as it directly affects gross margin.