Media Community
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Media Investing Ideas
Digital Media Shift And Cost Discipline Will Secure Enduring Success
Key Takeaways Digital expansion, particularly through platforms like OneRoof, is driving revenue growth and improved margins, with further gains expected from continued innovation and market trends. Cost-saving measures and content diversification enhance profitability and resilience, supporting premium advertising, subscriptions, and reduced dependence on individual market segments.
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AN
NZ$1.18
9.8% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
0.6% p.a.
Profit Margin
5.85%
Future PE
13.47x
Share price in 2028
NZ$1.46
Project Migrate's Completion Will Improve Service Reliability And Drive Future Content Delivery
Key Takeaways Completion of Project Migrate and transition to IP will enhance reliability and customer retention, positively impacting future revenues and net margins. High-impact content and sports events, along with increased streaming revenue, may boost viewership and future earnings growth.
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AN
NZ$3.21
0.6% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
0.14% p.a.
Profit Margin
5.18%
Future PE
12.01x
Share price in 2028
NZ$3.47