Ankündigung • Apr 09
Grupo Televisa, S.A.B. to Report Q1, 2026 Results on Apr 28, 2026 Grupo Televisa, S.A.B. announced that they will report Q1, 2026 results at 3:00 PM, Central Standard Time on Apr 28, 2026 Ankündigung • Apr 08
Grupo Televisa, S.A.B., Annual General Meeting, Apr 28, 2026 Grupo Televisa, S.A.B., Annual General Meeting, Apr 28, 2026. Location: av vasco de quiroga, no 2000 building d, third floor santa fe neighborhood, postal code 01210, mexico Mexico Ankündigung • Apr 03
Bernardo Gómez Martínez and Alfonso de Angoitia Noriega completed the acquisition of 22.2% stake in Grupo Televisa, S.A.B. (BMV:TLEVISA CPO) from Emilio Azcárraga. Bernardo Gómez Martínez and Alfonso de Angoitia Noriega executed an agreement to acquire 22.2% stake in Grupo Televisa, S.A.B. (BMV:TLEVISA CPO) from Emilio Azcárraga on January 5, 2026. Bernanrdo Gómez and Alfonso de Angoitia Noriega will purchase Grupo Televisa, S.A.B 26,332,332,804 Series A shares.
The closing of the abovementioned transaction is subject to the satisfaction of several conditions precedent that are customary in these type of transactions, including the authorization of the Mexican Antitrust Commission (Comisión Nacional Antimonopolio).
Bernardo Gómez Martínez and Alfonso de Angoitia Noriega completed the acquisition of 22.2% stake in Grupo Televisa, S.A.B. (BMV:TLEVISA CPO) from Emilio Azcárraga on April 1, 2026. Obtaining the clearance from the Mexican Antitrust Commission has been satisfied Ankündigung • Feb 04
Grupo Televisa, S.A.B. to Report Q4, 2025 Results on Feb 26, 2026 Grupo Televisa, S.A.B. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026 Ankündigung • Oct 02
Grupo Televisa, S.A.B. to Report Q3, 2025 Results on Oct 23, 2025 Grupo Televisa, S.A.B. announced that they will report Q3, 2025 results After-Market on Oct 23, 2025 Ankündigung • Jul 03
Grupo Televisa, S.A.B. to Report Q2, 2025 Results on Jul 22, 2025 Grupo Televisa, S.A.B. announced that they will report Q2, 2025 results After-Market on Jul 22, 2025 Ankündigung • May 06
Grupo Televisa, S.A.B. announces Annual dividend, payable on May 31, 2025 Grupo Televisa, S.A.B. announced Annual dividend of MXN 0.3500 per share payable on May 31, 2025, ex-date on May 29, 2025 and record date on May 29, 2025. Ankündigung • Apr 09
Grupo Televisa, S.A.B. to Report Q1, 2025 Results on Apr 29, 2025 Grupo Televisa, S.A.B. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025 Ankündigung • Apr 07
Grupo Televisa, S.A.B., Annual General Meeting, Apr 29, 2025 Grupo Televisa, S.A.B., Annual General Meeting, Apr 29, 2025. Location: av vasco de quiroga, no 2000 building d, third floor santa fe neighborhood, postal code 01210, mexico Mexico Ankündigung • Mar 24
Grupo Televisa, S.A.B.(BMV:TLEVISA CPO) dropped from FTSE All-World Index (USD) Grupo Televisa, S.A.B.(BMV:TLEVISA CPO) dropped from FTSE All-World Index (USD) Ankündigung • Jan 31
Grupo Televisa, S.A.B. to Report Q4, 2024 Results on Feb 20, 2025 Grupo Televisa, S.A.B. announced that they will report Q4, 2024 results After-Market on Feb 20, 2025 Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: Mex$0.25 (vs Mex$0.33 loss in 3Q 2023) Third quarter 2024 results: EPS: Mex$0.25 (up from Mex$0.33 loss in 3Q 2023). Revenue: Mex$15.4b (down 16% from 3Q 2023). Net income: Mex$666.5m (up Mex$1.59b from 3Q 2023). Profit margin: 4.3% (up from net loss in 3Q 2023). Revenue is expected to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings. Ankündigung • Oct 09
Grupo Televisa, S.A.B. to Report Q3, 2024 Results on Oct 24, 2024 Grupo Televisa, S.A.B. announced that they will report Q3, 2024 results After-Market on Oct 24, 2024 New Risk • Sep 20
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.0% average weekly change). New Risk • Aug 01
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risk Paying a dividend despite being loss-making. Reported Earnings • Jul 25
Second quarter 2024 earnings released: Mex$0.01 loss per share (vs Mex$0.05 profit in 2Q 2023) Second quarter 2024 results: Mex$0.01 loss per share (down from Mex$0.05 profit in 2Q 2023). Revenue: Mex$15.7b (down 15% from 2Q 2023). Net loss: Mex$25.6m (down 119% from profit in 2Q 2023). Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.6%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 33 percentage points per year, which is a significant difference in performance. Ankündigung • Jul 04
Grupo Televisa, S.A.B. to Report Q2, 2024 Results on Jul 23, 2024 Grupo Televisa, S.A.B. announced that they will report Q2, 2024 results After-Market on Jul 23, 2024 Declared Dividend • May 22
Dividend of Mex$0.35 announced Shareholders will receive a dividend of Mex$0.35. Ex-date: 30th May 2024 Payment date: 31st May 2024 Dividend yield will be 62%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (18% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: Mex$0.33 (vs Mex$0.28 loss in 1Q 2023) First quarter 2024 results: EPS: Mex$0.33 (up from Mex$0.28 loss in 1Q 2023). Revenue: Mex$16.0b (down 14% from 1Q 2023). Net income: Mex$895.0m (up Mex$1.68b from 1Q 2023). Profit margin: 5.6% (up from net loss in 1Q 2023). Revenue is expected to decline by 1.3% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 15
Full year 2023 earnings released: Mex$3.01 loss per share (vs Mex$4.07 loss in FY 2022) Full year 2023 results: Mex$3.01 loss per share (improved from Mex$4.07 loss in FY 2022). Revenue: Mex$73.8b (down 2.3% from FY 2022). Net loss: Mex$8.42b (loss narrowed 27% from FY 2022). Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance. Ankündigung • Apr 09
Grupo Televisa, S.A.B., Annual General Meeting, Apr 26, 2024 Grupo Televisa, S.A.B., Annual General Meeting, Apr 26, 2024. Agenda: To consider and approve the report on the operations and activities in which the Board of Directors intervened during the 2023 fiscal year; to consider and approve the Audit Committee's annual report; to consider and approve the Corporate Practices Committee's annual report; to consider and approve the report regarding certain fiscal obligations of the Company pursuant to the applicable legislation; and to consider and approve any other matters. Ankündigung • Apr 04
Grupo Televisa, S.A.B. (BMV:TLEVISA CPO) entered into agreement to acquire remaining unknown stake in Sky Mexico from AT&T Inc. (NYSE:T). Grupo Televisa, S.A.B. (BMV:TLEVISA CPO) entered into agreement to acquire remaining unknown stake in Sky Mexico from AT&T Inc. (NYSE:T) on April 3, 2024. With this acquisition, Grupo Televisa would become 100% owner of Sky Mexico. The transaction is subject to regulatory approvals. The transaction price would be paid by the Grupo Televisa in 2027 and 2028. Luis Malvido will step down as Chief Executive Officer of Sky on April 15, 2024. Francisco Valim will take over as CEO of Sky and will remain as CEO of Grupo Televisa’s Cable segment (izzi). Reported Earnings • Feb 25
Full year 2023 earnings released: Mex$3.66 loss per share (vs Mex$4.07 loss in FY 2022) Full year 2023 results: Mex$3.66 loss per share (improved from Mex$4.07 loss in FY 2022). Revenue: Mex$73.8b (down 2.3% from FY 2022). Net loss: Mex$10.2b (loss narrowed 11% from FY 2022). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance. New Risk • Feb 24
New major risk - Revenue and earnings growth Earnings have declined by 54% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 54% per year over the past 5 years. Minor Risk Paying a dividend despite being loss-making. Ankündigung • Feb 22
Grupo Televisa, S.A.B. completed the Spin-Off of Some businesses of Grupo Televisa, S.A.B. The board of Grupo Televisa, S.A.B. (BMV:TLEVISA CPO) approved to spin-off Some businesses on October 27, 2022. As per the record date of February 19, 2024, shareholders will receive 1 share of Ollamani for every 20 shares held in Grupo Televisa, S.A.B. The spin-off businesses includes its futbol operations, the Estadio Azteca, the gaming and sports operations, and publishing and distribution of magazines, as well as certain related assets and real estate. The spin-off business controlling entity will be listed on Mexican Stock Exchange and that would have the same shareholding structure of Televisa. The transaction is approved by the board of Grupo Televisa and subject to several conditions, including compliance with applicable law, as well as obtaining all required corporate and regulatory authorizations, and the approval of the spin-off by Grupo Televisa's shareholders meeting. As of April 26, 2023, Grupo Televisa conducted a Extraordinary General Stockholders' Meeting and shareholders has approved the transaction. The transaction is expected to complete in the first half of next year. As of January 26, 2024, a spin off company will be constituted to be named Ollamani, S.A.B. The transaction is expected to close on February 20, 2024.
The board of Grupo Televisa, S.A.B. (BMV:TLEVISA CPO) completed the spin-off of Some businesses on February 20, 2024. Ankündigung • Feb 09
Grupo Televisa, S.A.B. to Report Q4, 2023 Results on Feb 22, 2024 Grupo Televisa, S.A.B. announced that they will report Q4, 2023 results After-Market on Feb 22, 2024 New Risk • Oct 28
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 0.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.4x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.6% average weekly change). Ankündigung • Oct 13
Grupo Televisa, S.A.B. to Report Q3, 2023 Results on Oct 26, 2023 Grupo Televisa, S.A.B. announced that they will report Q3, 2023 results After-Market on Oct 26, 2023 New Risk • Oct 11
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (6.3% average weekly change). Buying Opportunity • Sep 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 28%. The fair value is estimated to be €0.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.8% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Jul 28
Second quarter 2023 earnings released: EPS: Mex$0.05 (vs Mex$1.08 in 2Q 2022) Second quarter 2023 results: EPS: Mex$0.05 (down from Mex$1.08 in 2Q 2022). Revenue: Mex$18.5b (flat on 2Q 2022). Net income: Mex$133.5m (down 96% from 2Q 2022). Profit margin: 0.7% (down from 16% in 2Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Ankündigung • Jul 06
Grupo Televisa, S.A.B. to Report Q2, 2023 Results on Jul 25, 2023 Grupo Televisa, S.A.B. announced that they will report Q2, 2023 results After-Market on Jul 25, 2023 Ankündigung • Jun 16
Grupo Televisa, S.A.B. Announces Executive Changes Grupo Televisa, S.A.B. announced that José Antonio González Anaya will step down as Chief Executive Officer of Grupo Televisa’s Cable segment (“izzi”) on July 31st due to personal reasons. Televisa also announced that Francisco Valim will take over as CEO of izzi as of August 1st, 2023. Mr. Valim is a seasoned executive with over 34 years of experience, including 20 years holding CEO positions, mainly in the Telco, Media and Services industries in Brazil and abroad. He has led large and complex publicly listed and private companies. Francisco possesses a deep understanding of the telecommunication market and broader telco ecosystems including pay-TV, broadband, and optical fiber, among others, in highly competitive environments. He is also experienced in leading significant transformation and turnaround processes by delivering revenue growth, best-in-class cost restructuring, and increased profitability. Before joining izzi, Mr. Valim was CEO of Nextel Brazil, a mobile telco operator with approximately R$4 billion reais in annual revenue, where he implemented an operational turnaround process, bringing the company to profitability during his tenure. As CEO of Via Varejo, one of the electronic and furniture retailers in Latin America with approximately R$22 billion reais in annual revenue, Francisco developed a long-term strategic business plan, and led the company through a successful IPO process. Mr. Valim also served as CEO of Oi, one of the full-service telco operators in Brazil with around R$28 billion reais in annual revenue, where he reverted 14 quarters of negative growth in less than one year and expanded profitability to 33% from 26% throughout this period. Upcoming Dividend • May 22
Upcoming dividend of Mex$0.35 per share at 2.0% yield Eligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.5%). Reported Earnings • May 05
First quarter 2023 earnings released: Mex$0.28 loss per share (vs Mex$0.75 loss in 1Q 2022) First quarter 2023 results: Mex$0.28 loss per share (improved from Mex$0.75 loss in 1Q 2022). Revenue: Mex$18.5b (flat on 1Q 2022). Net loss: Mex$788.9m (loss narrowed 63% from 1Q 2022). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year. Reported Earnings • Apr 06
Full year 2022 earnings released: Mex$4.07 loss per share (vs Mex$0.19 loss in FY 2021) Full year 2022 results: Mex$4.07 loss per share (further deteriorated from Mex$0.19 loss in FY 2021). Revenue: Mex$75.5b (up 2.2% from FY 2021). Net loss: Mex$11.5b (loss widened Mex$11.0b from FY 2021). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Feb 26
Full year 2022 earnings released: Mex$4.51 loss per share (vs Mex$2.17 profit in FY 2021) Full year 2022 results: Mex$4.51 loss per share (down from Mex$2.17 profit in FY 2021). Revenue: Mex$75.5b (down 27% from FY 2021). Net loss: Mex$12.8b (down 311% from profit in FY 2021). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Ankündigung • Feb 02
Grupo Televisa, S.A.B. to Report Q4, 2022 Results on Feb 23, 2023 Grupo Televisa, S.A.B. announced that they will report Q4, 2022 results After-Market on Feb 23, 2023 Reported Earnings • Oct 29
Third quarter 2022 earnings released: EPS: Mex$0.14 (vs Mex$0.28 in 3Q 2021) Third quarter 2022 results: EPS: Mex$0.14 (down from Mex$0.28 in 3Q 2021). Revenue: Mex$19.3b (down 26% from 3Q 2021). Net income: Mex$379.0m (down 50% from 3Q 2021). Profit margin: 2.0% (down from 2.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings. Reported Earnings • Jul 28
Second quarter 2022 earnings released: EPS: Mex$1.08 (vs Mex$0.78 in 2Q 2021) Second quarter 2022 results: EPS: Mex$1.08 (up from Mex$0.78 in 2Q 2021). Revenue: Mex$18.5b (down 25% from 2Q 2021). Net income: Mex$3.04b (up 39% from 2Q 2021). Profit margin: 16% (up from 8.8% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 26% compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Buying Opportunity • Jul 02
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 26%. The fair value is estimated to be €1.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings is forecast to decline by 26% per annum over the same time period. Upcoming Dividend • May 20
Upcoming dividend of Mex$0.35 per share Eligible shareholders must have bought the stock before 27 May 2022. Payment date: 31 May 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (7.2%). Valuation Update With 7 Day Price Move • May 11
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €1.49, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Media industry in Germany. Total loss to shareholders of 5.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.07 per share. Reported Earnings • Apr 28
First quarter 2022 earnings released: Mex$0.75 loss per share (vs Mex$0.21 loss in 1Q 2021) First quarter 2022 results: Mex$0.75 loss per share (down from Mex$0.21 loss in 1Q 2021). Revenue: Mex$18.6b (down 22% from 1Q 2021). Net loss: Mex$2.12b (loss widened 263% from 1Q 2021). Over the next year, revenue is expected to shrink by 27% compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Feb 25
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: Mex$1.93 (up from Mex$0.44 loss in FY 2020). Revenue: Mex$103.5b (up 6.3% from FY 2020). Net income: Mex$5.39b (up Mex$6.64b from FY 2020). Profit margin: 5.2% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 13% compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Oct 23
Third quarter 2021 earnings released: EPS Mex$0.28 (vs Mex$1.17 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: Mex$26.1b (up 9.1% from 3Q 2020). Net income: Mex$760.6m (down 77% from 3Q 2020). Profit margin: 2.9% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 8% per year. Executive Departure • Oct 07
Chief Financial Officer Carlos Ferreiro Rivas has left the company On the 30th of September, Carlos Ferreiro Rivas' tenure as Chief Financial Officer ended. We don't have any record of a personal shareholding under Carlos' name. Carlos is the only executive to leave the company over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model. Reported Earnings • Jul 07
Second quarter 2021 earnings released: EPS Mex$0.78 (vs Mex$0.61 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: Mex$24.8b (up 11% from 2Q 2020). Net income: Mex$2.18b (up 25% from 2Q 2020). Profit margin: 8.8% (up from 7.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Upcoming Dividend • May 21
Upcoming dividend of Mex$0.35 per share Eligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.9%). Reported Earnings • Apr 24
First quarter 2021 earnings released: Mex$0.21 loss per share (vs Mex$3.39 loss in 1Q 2020) The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: Mex$23.8b (up 2.6% from 1Q 2020). Net loss: Mex$584.4m (loss narrowed 94% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Ankündigung • Mar 10
Televisa Appoints Rodrigo Villanueva as New Investor Relations Vice President Grupo Televisa, S.A.B. announced that Rodrigo Villanueva has joined the company as Investor Relations Vice President. Prior to joining Televisa, Mr. Villanueva was Director, Head of LatAm Technology, Media & Telecommunications Equity Research at Bank of America. Is New 90 Day High Low • Feb 28
New 90-day low: €1.21 The company is down 12% from its price of €1.37 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.56 per share. Reported Earnings • Feb 21
Full year 2020 earnings released: Mex$0.31 loss per share (vs Mex$1.60 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: Mex$97.4b (down 4.3% from FY 2019). Net loss: Mex$892.3m (down 119% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 77% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Feb 21
Revenue beats expectations Revenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 6.6%, compared to a 3.2% growth forecast for the Media industry in Germany. Ankündigung • Feb 03
Grupo Televisa, S.A.B. to Report Q4, 2020 Results on Feb 18, 2021 Grupo Televisa, S.A.B. announced that they will report Q4, 2020 results After-Market on Feb 18, 2021 Is New 90 Day High Low • Jan 08
New 90-day high: €1.48 The company is up 22% from its price of €1.21 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.68 per share. Is New 90 Day High Low • Dec 05
New 90-day high: €1.41 The company is up 37% from its price of €1.03 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.59 per share. Is New 90 Day High Low • Nov 10
New 90-day high: €1.31 The company is up 9.0% from its price of €1.20 on 11 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.00 per share. Analyst Estimate Surprise Post Earnings • Oct 24
Third-quarter earnings released: Revenue misses expectations Third-quarter revenue missed analyst estimates by 0.5% at Mex$23.9b. Revenue is forecast to grow 3.3% over the next year, while the growth in Media industry in Germany is expected to stay flat. Reported Earnings • Oct 24
Third quarter earnings released Over the last 12 months the company has reported total losses of Mex$2.15b, with earnings decreasing by Mex$4.45b from the prior year. Total revenue was Mex$97.8b over the last 12 months, down 2.4% from the prior year. Is New 90 Day High Low • Oct 10
New 90-day high: €1.21 The company is up 29% from its price of €0.94 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.75 per share. Ankündigung • Oct 07
Grupo Televisa, S.A.B. to Report Q3, 2020 Results on Oct 22, 2020 Grupo Televisa, S.A.B. announced that they will report Q3, 2020 results on Oct 22, 2020 Ankündigung • Jul 06
An unknown buyer agreed to acquire 50% stake in Sistemas Radiopolis, S.A. de C.V. from Grupo Televisa, S.A.B. (BMV:TLEVISA CPO) for MXN 1.2 billion. An unknown buyer agreed to acquire 50% stake in Sistemas Radiopolis, S.A. de C.V. from Grupo Televisa, S.A.B. (BMV:TLEVISA CPO) for MXN 1.2 billion on July 2, 2020.