Sir Martin Sorrell's S4 Capital PLC (LSE:SFOR, OTC:SCPPF, FRA:9S4) said trading in the opening months of 2026 has been in line with expectations despite increasingly challenging market conditions, as the digital advertising and marketing group reiterated its full-year guidance and revealed plans to introduce a new dividend policy. In an AGM statement, executive chairman Sorrell said clients remained cautious amid geopolitical uncertainty, tariff negotiations and continued pressure on marketing spending, particularly among technology companies, which account for almost half of group revenue.