Recent Insider Transactions • May 05
Insider recently bought kr427k worth of stock On the 30th of April, Lars Jeppesen bought around 318k shares on-market at roughly kr1.35 per share. This transaction amounted to 9.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr12m. Insiders have collectively bought kr17m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Apr 26
Insider recently bought kr274k worth of stock On the 23rd of April, Christian Albeck bought around 200k shares on-market at roughly kr1.37 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr12m. Insiders have collectively bought kr16m more in shares than they have sold in the last 12 months. Reported Earnings • Apr 06
Full year 2025 earnings released: kr0.28 loss per share (vs kr0.026 profit in FY 2024) Full year 2025 results: kr0.28 loss per share (down from kr0.026 profit in FY 2024). Revenue: kr17.7b (down 4.4% from FY 2024). Net loss: kr1.27b (down kr1.37b from profit in FY 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Media industry in Europe. New Risk • Mar 03
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 Swedish stocks, typically moving 8.8% 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 Risks Less than 1 year of cash runway based on free cash flow trend (-kr2.3b free cash flow). Earnings have declined by 38% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change). Reported Earnings • Feb 24
Full year 2025 earnings released: kr0.28 loss per share (vs kr0.026 profit in FY 2024) Full year 2025 results: kr0.28 loss per share (down from kr0.026 profit in FY 2024). Revenue: kr17.7b (down 4.4% from FY 2024). Net loss: kr1.27b (down kr1.37b from profit in FY 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Media industry in Europe. Recent Insider Transactions • Feb 21
Executive VP recently bought kr999k worth of stock On the 19th of February, Johan Johansson bought around 854k shares on-market at roughly kr1.17 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Johan's only on-market trade for the last 12 months. Annuncio • Feb 20
Viaplay Group AB (publ), Annual General Meeting, May 12, 2026 Viaplay Group AB (publ), Annual General Meeting, May 12, 2026. Reported Earnings • Oct 23
Third quarter 2025 earnings released: kr0.031 loss per share (vs kr0.032 loss in 3Q 2024) Third quarter 2025 results: kr0.031 loss per share (improved from kr0.032 loss in 3Q 2024). Revenue: kr4.02b (down 8.9% from 3Q 2024). Net loss: kr142.0m (loss narrowed 4.1% from 3Q 2024). Recent Insider Transactions • Sep 01
Insider recently bought kr250k worth of stock On the 25th of August, Christian Albeck bought around 200k shares on-market at roughly kr1.25 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.0m. Insiders have collectively bought kr2.4m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Aug 27
Insider recently bought kr250k worth of stock On the 25th of August, Christian Albeck bought around 200k shares on-market at roughly kr1.25 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.0m. Insiders have collectively bought kr2.1m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Aug 15
Insider recently bought kr196k worth of stock On the 12th of August, Kenneth Andresen bought around 202k shares on-market at roughly kr0.97 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Jul 18
Second quarter 2025 earnings released: kr0.011 loss per share (vs kr0.026 loss in 2Q 2024) Second quarter 2025 results: kr0.011 loss per share (improved from kr0.026 loss in 2Q 2024). Revenue: kr4.31b (down 3.8% from 2Q 2024). Net loss: kr49.0m (loss narrowed 59% from 2Q 2024). Revenue is expected to decline by 2.6% p.a. on average during the next 2 years, while revenues in the Media industry in Europe are expected to grow by 3.1%. New Risk • Jul 17
New major risk - Financial position The company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -kr1.2b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-kr1.2b free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable next year (kr391m net loss next year). Share price has been volatile over the past 3 months (9.2% average weekly change). Major Estimate Revision • Jul 15
Consensus EPS estimates fall by 628% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr18.1b to kr17.3b. Losses expected to increase from kr0.015 per share to kr0.11. Media industry in Sweden expected to see average net income growth of 32% next year. Consensus price target down from kr0.90 to kr0.85. Share price fell 5.9% to kr0.70 over the past week. Price Target Changed • Jul 14
Price target decreased by 11% to kr0.85 Down from kr0.95, the current price target is an average from 2 analysts. New target price is 22% above last closing price of kr0.69. Stock is down 21% over the past year. The company is forecast to post a net loss per share of kr0.11 compared to earnings per share of kr0.026 last year. Annuncio • Jul 10
Viaplay Group AB (publ) Unveils Football Documentary Series 'Sport Vs Money with Simon Jordan' Viaplay Group announced 'Sport vs Money with Simon Jordan', a revealing four-part documentary series that challenges one of the most urgent questions in global sport: how money is reshaping the game of football. Hosted by former Premier League club owner and award-winning broadcaster Simon Jordan, the series will premiere on August 12th, 2025,on the Viaplay streaming service across the Nordics and the Netherlands. Viaplay Content Distribution handles international sales. 'Sport vs Money' tells the inside story of the collision between football and business. Across four episodes, Jordan - the Premier League's youngest-ever owner - travels the globe to explore how decisions made by football's top executives in the early 1990s set in motion a transformation that has turned the world's most beloved sport into a vast entertainment industry. From London to Miami, Turin to New York, Jordan meets the people who have driven and defined this shift - including club owners, CEOs, FIFA executives, agents and former players - to uncover how community-rooted clubs became billion-dollar assets, how players became global brands, and how the game's future is being shaped behind closed doors. Featured contributors include Arsene Arsenal (FIFA), the man behind the revamped Club World Cup, and Andrea Agnelli (ex-Juventus), one of the architects of the controversial Super League proposal, as well as David Gill (Manchester United), Daniel Levy (T Tottenham Hotspur), Freddie Ljungberg (Arsenal & Seattle Seattle Seattle), Rick Parry (Premier League), Lord Sugar (T Tottenham Hotspur), and executives from Inter Miami, MLS, NFL and more. New Risk • Jun 29
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 Swedish stocks, typically moving 9.5% 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 Less than 1 year of cash runway based on current free cash flow (-kr1.2b). Currently unprofitable and not forecast to become profitable next year (kr24m net loss next year). Share price has been volatile over the past 3 months (9.5% average weekly change). Major Estimate Revision • May 08
Consensus EPS estimates fall by 67% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr18.4b to kr18.1b. Losses expected to increase from kr0.06 per share to kr0.10. Media industry in Sweden expected to see average net income growth of 24% next year. Consensus price target down from kr0.95 to kr0.90. Share price rose 3.1% to kr0.57 over the past week. New Risk • Apr 25
New minor risk - Financial position The company has less than a year of cash runway based on its current free cash flow. Free cash flow: -kr1.2b This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-kr1.2b). Currently unprofitable and not forecast to become profitable next year (kr154m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change). Annuncio • Apr 24
Viaplay Group AB (publ) to Report Q3, 2025 Results on Oct 22, 2025 Viaplay Group AB (publ) announced that they will report Q3, 2025 results on Oct 22, 2025 Reported Earnings • Apr 02
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: kr0.026 (up from kr125 loss in FY 2023). Revenue: kr18.5b (flat on FY 2023). Net income: kr106.0m (up kr9.85b from FY 2023). Profit margin: 0.6% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to stay flat during the next 2 years compared to a 2.8% growth forecast for the Media industry in Europe. Major Estimate Revision • Mar 09
Consensus EPS estimates fall from profit to kr0.06 loss The consensus outlook for fiscal year 2025 has been updated. Expected to report loss instead of -kr0.06 instead of kr0.07 per share profit previously forecast. Revenue forecast unchanged at kr18.4b Media industry in Sweden expected to see average net income growth of 9.1% next year. Consensus price target down from kr1.03 to kr0.95. Share price fell 14% to kr0.73 over the past week. Price Target Changed • Mar 07
Price target decreased by 7.3% to kr0.95 Down from kr1.03, the current price target is an average from 2 analysts. New target price is 31% above last closing price of kr0.73. Stock is down 26% over the past year. The company is forecast to post earnings per share of kr0.07 for next year compared to kr0.026 last year. Reported Earnings • Feb 23
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: kr0.026 (up from kr125 loss in FY 2023). Revenue: kr18.5b (flat on FY 2023). Net income: kr106.0m (up kr9.85b from FY 2023). Profit margin: 0.6% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to stay flat during the next 2 years compared to a 3.0% growth forecast for the Media industry in Europe. Annuncio • Feb 22
Viaplay Group AB (publ) Reiterates Earnings Guidance for the Year 2025 Viaplay Group AB (publ) reiterated earnings guidance for the year 2025. For the year, the company reiterates ambitions of low-to-mid single-digit sales growth. New Risk • Feb 21
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: kr2.5b Forecast net loss in 2 years: kr7.8m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-kr4.1b). Currently unprofitable and not forecast to become profitable over next 2 years (kr7.8m net loss in 2 years). Annuncio • Feb 21
Viaplay Group AB (publ), Annual General Meeting, May 13, 2025 Viaplay Group AB (publ), Annual General Meeting, May 13, 2025. Location: stockholm Sweden Reported Earnings • Oct 23
Third quarter 2024 earnings: EPS and revenues miss analyst expectations Third quarter 2024 results: kr0.032 loss per share (improved from kr8.86 loss in 3Q 2023). Revenue: kr4.41b (down 2.7% from 3Q 2023). Net loss: kr148.0m (loss narrowed 79% from 3Q 2023). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) also missed analyst estimates by 137%. Revenue is forecast to stay flat during the next 3 years compared to a 5.5% growth forecast for the Media industry in Sweden. Annuncio • Oct 22
Viaplay Group AB (publ) to Report Q4, 2024 Results on Feb 11, 2025 Viaplay Group AB (publ) announced that they will report Q4, 2024 results on Feb 11, 2025 Reported Earnings • Jul 20
Second quarter 2024 earnings: EPS and revenues miss analyst expectations Second quarter 2024 results: kr0.026 loss per share (improved from kr75.24 loss in 2Q 2023). Revenue: kr4.49b (down 2.3% from 2Q 2023). Net loss: kr120.0m (loss narrowed 98% from 2Q 2023). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 74%. Revenue is forecast to stay flat during the next 3 years compared to a 4.8% growth forecast for the Media industry in Sweden. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 3 percentage points per year. New Risk • Jul 19
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swedish stocks, typically moving 13% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Shareholders have been substantially diluted in the past year (over 57x increase in shares outstanding). Minor Risk Less than 1 year of cash runway based on current free cash flow (-kr4.0b). New Risk • Jul 02
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: kr8.9b Forecast net loss in 2 years: kr64m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (over 57x increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-kr4.0b). Currently unprofitable and not forecast to become profitable over next 2 years (kr64m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Major Estimate Revision • Jun 13
Consensus EPS estimates increase by 830% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from kr0.005 to kr0.0467. Revenue forecast steady at kr18.1b. Net income forecast to grow 99% next year vs 16% growth forecast for Media industry in Sweden. Consensus price target down from kr13.90 to kr0.93. Share price was steady at kr0.81 over the past week. Annuncio • May 15
Viaplay Group AB (Publ) Approves Board Elections Viaplay Group AB (publ) announced that at its AGM held on May 14, 2024, the shareholders approved election of Katarina Bonde, Anna Back, Erik Forsberg, Andrea Gisle Joosen, Jacques du Puy, Maxime Saada, Didier Stoessel and Annica Witschard as members of the Board of Directors until the end of the next AGM. Recent Insider Transactions • May 08
Insider recently bought kr160k worth of stock On the 3rd of May, Philip Wagnert bought around 192k shares on-market at roughly kr0.83 per share. This transaction increased Philip's direct individual holding by 57x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr10.0m. Insiders have collectively bought kr17m more in shares than they have sold in the last 12 months. Price Target Changed • May 06
Price target increased by 29% to kr20.48 Up from kr15.87, the current price target is an average from 2 analysts. New target price is 2,326% above last closing price of kr0.84. Stock is down 100% over the past year. The company is forecast to post a net loss per share of kr0.61 next year compared to a net loss per share of kr125 last year. Annuncio • Apr 13
Viaplay Group AB (publ), Annual General Meeting, May 14, 2024 Viaplay Group AB (publ), Annual General Meeting, May 14, 2024, at 10:00 Central European Standard Time. Location: Viaplay Group AB (publ), Ringvägen 52 Stockholm Sweden Agenda: To approve election of one or two persons to check and verify the minutes; to approve Presentation of the Annual Report, the Auditor's Report and the consolidated financial statements and the Auditor's Report on the consolidated financial statements; to approve resolution on the treatment of the company's earnings as stated in the adopted Balance Sheet; Resolution on the discharge of liability of the Board members and the Chief Executive Officer for the financial year of 2023; to approve election of Board members; and to consider other matters. New Risk • Mar 31
New major risk - Negative shareholders equity The company has negative equity. Total equity: -kr1.1b This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (23% average weekly change). Negative equity (-kr1.1b). Shareholders have been substantially diluted in the past year (over 57x increase in shares outstanding). Major Estimate Revision • Mar 05
Consensus EPS estimates fall by 24% The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -kr0.37 to -kr0.459 per share. Revenue forecast of kr17.9b unchanged since last update. Media industry in Sweden expected to see average net income growth of 19% next year. Consensus price target up from kr15.87 to kr23.00. Share price was steady at kr1.02 over the past week. Recent Insider Transactions • Feb 26
Insider recently bought kr1.4m worth of stock On the 22nd of February, Peter Norrelund bought around 2m shares on-market at roughly kr0.92 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.0m more in shares than they have sold in the last 12 months. Reported Earnings • Feb 23
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: kr125 loss per share (down from kr4.13 profit in FY 2022). Revenue: kr18.6b (up 18% from FY 2022). Net loss: kr9.75b (down kr10.1b from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 91%. Revenue is forecast to stay flat during the next 2 years compared to a 5.4% growth forecast for the Media industry in Sweden. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 49 percentage points per year, which is a significant difference in performance. New Risk • Feb 19
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Over 57x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (30% average weekly change). Shareholders have been substantially diluted in the past year (over 57x increase in shares outstanding). New Risk • Feb 14
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: kr91.5m (US$8.69m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (30% average weekly change). Market cap is less than US$10m (kr91.5m market cap, or US$8.69m). Annuncio • Feb 06
Viaplay Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 900 million. Viaplay Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 900 million.
Security Name: B shares
Security Type: Common Stock
Securities Offered: 900,000,000
Price\Range: SEK 1
Transaction Features: Rights Offering Recent Insider Transactions • Jan 22
Insider recently bought kr1.4m worth of stock On the 19th of January, Peter Norrelund bought around 1m shares on-market at roughly kr1.00 per share. This transaction increased Peter's direct individual holding by 10x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr2.7m more in shares than they have sold in the last 12 months. Major Estimate Revision • Jan 18
Consensus EPS estimates upgraded to kr65.39 loss The consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -kr88.68 to -kr65.39 per share. Revenue forecast unchanged from kr18.6b at last update. Media industry in Sweden expected to see average net income growth of 13% next year. Consensus price target down from kr17.10 to kr15.87. Share price fell 20% to kr3.16 over the past week. Annuncio • Jan 17
Viaplay Group AB (Publ) Provides Earnings Guidance for the Year Ended December 2023 and Fiscal Year 2024 Viaplay Group AB (publ) provided earnings guidance for the year ended December 2023 and fiscal year 2024. For the year 2023, the company expects Group net sales to be approximately SEK 18.56 billion. Group Operating income before ACI & IAC- Loss of approximately SEK 1.11 billion for the group, with a profit of approximately SEK 0.55 billion for the Nordic operations and loss of approximately SEK 1.66 billion for the International operations. Full year group net sales are expected to be within the previously provided target range, with the Nordic operations expected to have performed above the top end of the previously provided range, and the International operations to have performed below the previously provided range.For the year 2024, Net sales for core Nordic, Netherlands and Viaplay Select operations to be SEK 17.2-17.8 billion. Operating income before ACI & IAC for core Nordic, Netherlands and Viaplay Select operations- between a loss of SEK 250 million and a profit of SEK 50 million. Annuncio • Jan 11
Viaplay Group Appoints Roger Lodewick as SVP and CEO Viaplay Netherlands Viaplay Group has appointed Roger Lodewick as SVP and CEO Viaplay Netherlands, effective immediately. Roger has a successful 20-year executive track record spanning a wide range of global gaming, entertainment, media and sports businesses, and joins from ESL FACEIT Group, the world's largest esports and gaming festival company, where he was President Sports Games. In his new role, he will hold commercial and operational responsibility for the Viaplay streaming service in the Netherlands and report to Peter Nørrelund, Viaplay Group EVP and Chief Sports & Business Development Officer. Roger previously spent four years heading up portfolio businesses owned by esports and gaming investment company Modern Times Group (MTG), holding the positions of CEO of DreamHack Sports Games and Co-CEO of DreamHack. Prior to MTG, Roger worked for 12 years as a Media Sales & Product Executive at TEAM Marketing AG, the exclusive global marketing agency for the UEFA Champions League and UEFA Europa League. In his role, Roger held responsibility for media rights sales for these competitions in multiple European territories and sub-Saharan Africa, and was part of the team who transformed the UEFA Cup into the UEFA Europa League and centralised its commercial rights to UEFA. Annuncio • Dec 03
Viaplay Group AB (publ) has filed a Follow-on Equity Offering. Viaplay Group AB (publ) has filed a Follow-on Equity Offering.
Security Name: B shares
Security Type: Common Stock
Transaction Features: Rights Offering Reported Earnings • Dec 03
Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2023 results: kr8.86 loss per share (further deteriorated from kr1.10 loss in 3Q 2022). Revenue: kr4.54b (up 14% from 3Q 2022). Net loss: kr693.0m (loss widened kr607.0m from 3Q 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 67%. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in Sweden. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance. New Risk • Dec 01
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swedish stocks, typically moving 24% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (24% average weekly change). Minor Risk Market cap is less than US$100m (kr486.0m market cap, or US$46.8m). Buying Opportunity • Dec 01
Now 69% undervalued after recent price drop Over the last 90 days, the stock is down 88%. The fair value is estimated to be kr19.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 2.4% in a year. Earnings is forecast to grow by 47% in the next year. Annuncio • Dec 01
Viaplay Group AB (publ) to Report Q4, 2023 Results on Feb 13, 2024 Viaplay Group AB (publ) announced that they will report Q4, 2023 results on Feb 13, 2024 Price Target Changed • Nov 28
Price target decreased by 17% to kr50.25 Down from kr60.20, the current price target is an average from 4 analysts. New target price is 118% above last closing price of kr23.10. Stock is down 88% over the past year. The company is forecast to post a net loss per share of kr83.14 compared to earnings per share of kr4.13 last year. Annuncio • Sep 14
Schibsted ASA (OB:SCHA) acquired 10.1% stake in Viaplay Group AB (publ) (OM:VPLAY B). Schibsted ASA (OB:SCHA) acquired 10.1% stake in Viaplay Group AB (publ) (OM:VPLAY B) on September 13, 2023.Schibsted ASA (OB:SCHA) completed the acquisition of 10.1% stake in Viaplay Group AB (publ) (OM:VPLAY B) on September 13, 2023. Annuncio • Aug 04
PPF Gate A.S. acquired a 6.3% stake in Viaplay Group AB (publ) (OM:VPLAY B). PPF Gate A.S. acquired a 6.3% stake in Viaplay Group AB (publ) (OM:VPLAY B) on August 2, 2023. PPF Gate A.S. completed the acquisition of a 6.3% stake in Viaplay Group AB (publ) (OM:VPLAY B) on August 2, 2023. Annuncio • Jul 22
Viaplay Group AB (Publ) Announces Loss Guidance for 2023 and 2024 Viaplay Group AB (publ) announced loss guidance for 2023 and 2024. For 2023, the company now expect full year Group operating losses before ACI and IAC to be approximately SEK 850-1,050 million for 2023, which include approximately SEK 600 million of lower cost of sales following the provisions and write-downs that have made.For the 2024, The company expects to deliver between a loss of SEK 150 million and a profit of SEK 150 million in 2024, which includes approximately SEK 700 million of lower cost of sales. Margins are then expected to gradually rise in the following years towards the long-term objective of double digit EBIT margins. Major Estimate Revision • Jul 04
Consensus EPS estimates fall by 14% The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -kr6.33 to -kr7.21 per share. Revenue forecast unchanged at kr18.7b. Media industry in Sweden expected to see average net income growth of 20% next year. Consensus price target down from kr158 to kr133. Share price rose 8.6% to kr64.10 over the past week. Annuncio • Jun 29
Viaplay Group AB (Publ) Announces Executive Changes Viaplay Group AB (publ) announced a new Nordic country-based operating model and changes to its executive management team. This follows the announcement on 5 June of changes to the Group's short-term outlook for 2023, and the appointment of Jørgen Madsen Lindemann as President and CEO. The new operating model will enable improved operating efficiency and performance, sharpen the Group's focus on the development of market-relevant product offerings, and accelerate the ongoing review of the Group's operations and return on investment. An update on the Group's medium-term outlook will be provided no later than in conjunction with the publication of the Group's Second Quarter results on 20 July. The new Nordic operating model will be based around country management teams with full responsibility for the daily operation and strategic development of the businesses, including full line of sight and accountability for sales, costs, profitability, cashflows, content, marketing and people operations. The corporate and central functions will be reviewed and adapted accordingly. Jørgen Madsen Lindemannwill be interimCEO of the Swedish and Finnish operations while the search is made for a permanent appointment. Lars Bo Jeppesen has been appointed as EVP and CEO of the Danish and Icelandic operations and will join on 1 August. Kenneth Andresen has been appointed as interim CEO of the Norwegian operation. Peter Nørrelund, who recently rejoined the Group as EVP and Chief Sports & Business Development Officer, will also take on responsibility for the Group's operations in the Netherlands, Poland, Baltics, and the UK. The other members of the executive leadership team reporting into the Group CEO are: Enrique Patrickson (EVP, Chief Financial Officer and Head of Strategy and M&A); Philip Wågnert (EVP and Chief Technology & Product Officer); My Perrone (EVP and Group General Counsel); Matthew Hooper (returning to his role as EVP and Chief Corporate Affairs Officer); Vanda Rapti (EVP, Viaplay Select & Content Distribution); and Christian Albeck (EVP, Content Acquisition). Major Estimate Revision • Jun 18
Consensus EPS estimates fall by 26% The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -kr4.72 to -kr5.96 per share. Revenue forecast unchanged at kr18.7b. Media industry in Sweden expected to see average net income growth of 24% next year. Consensus price target down from kr250 to kr183. Share price rose 19% to kr76.95 over the past week. Annuncio • Jun 15
Viaplay Group AB (Publ) Appoints Peter Nørrelund as EVP and Chief Sports & Sports Business Development Officer Peter Nørrelund has rejoined Viaplay Group and will take up the position of EVP and Chief Sports & Sports Business Development Officer. He was previously Viaplay Group's Chief Sports Officer and spent more than 20 successful years at the Group before leaving this spring. In his new role, Peter will report to Jørgen Madsen Lindemann, Viaplay Group President and CEO. Effective immediately, Peter Nørrelund will hold overall responsibility for Viaplay Group's sports operations and sports rights management and acquisitions in all markets. In addition, he will lead a new cross-market sports business development unit that will focus on maximising revenue and product opportunities for the Group's sports content. Peter will be a member of the Group Executive Management team and will be based in Copenhagen. Cecilia Gave, who previously held the position of Viaplay Group EVP and Head of Sports and a range of other senior management roles, will leave the company to pursue new opportunities. Recent Insider Transactions • Jun 14
Insider recently bought kr499k worth of stock On the 5th of June, Filippa Wallestam bought around 6k shares on-market at roughly kr85.00 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr956k. Insiders have collectively bought kr4.7m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Jun 09
Insider recently bought kr499k worth of stock On the 5th of June, Filippa Wallestam bought around 6k shares on-market at roughly kr85.00 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr956k. Insiders have collectively bought kr4.7m more in shares than they have sold in the last 12 months. Major Estimate Revision • Jun 08
Consensus EPS estimates have been downgraded. The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr19.5b to kr18.7b. Now expected to report a loss of kr4.72 per share instead of kr0.278 per share profit previously forecast. Media industry in Sweden expected to see average net income growth of 28% next year. Consensus price target down from kr384 to kr281. Share price fell 70% to kr66.15 over the past week. Price Target Changed • Jun 07
Price target decreased by 20% to kr314 Down from kr391, the current price target is an average from 9 analysts. New target price is 378% above last closing price of kr65.60. Stock is down 77% over the past year. The company is forecast to post a net loss per share of kr1.26 compared to earnings per share of kr4.13 last year. Price Target Changed • Jun 07
Price target decreased by 20% to kr314 Down from kr391, the current price target is an average from 9 analysts. New target price is 378% above last closing price of kr65.60. Stock is down 77% over the past year. The company is forecast to post a net loss per share of kr1.26 compared to earnings per share of kr4.13 last year.