Vantiva（0MV8）株式概要バンティバ社は、フランス、イギリス、その他のヨーロッパ、アメリカ、その他のアメリカ大陸、アジア太平洋地域、南アフリカの有料放送事業者およびネットワークサービスプロバイダー向けにソフトウェアソリューションを設計、開発、供給している。 詳細0MV8 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績0/6財務の健全性0/6配当金0/6報酬過去5年間の収益は年間5.7%増加しました。 同業他社や業界と比較して、良好な取引価格 リスク分析マイナスの株主資本 現在は利益が出ておらず、今後3年間で利益が出る見込みはない 意味のある時価総額がありません ( €51M )すべてのリスクチェックを見る0MV8 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.1198.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-529m5b2016201920222025202620282031Revenue €1.5bEarnings €143.4mAdvancedSet Fair ValueView all narrativesVantiva S.A. 競合他社Calnex SolutionsSymbol: AIM:CLXMarket cap: UK£64.2mBATM Advanced CommunicationsSymbol: LSE:BVCMarket cap: UK£47.3mM.T.I Wireless EdgeSymbol: AIM:MWEMarket cap: UK£58.6mTouchstarSymbol: AIM:TSTMarket cap: UK£5.4m価格と性能株価の高値、安値、推移の概要Vantiva過去の株価現在の株価€0.1152週高値€0.1752週安値€0.08ベータ0.591ヶ月の変化6.67%3ヶ月変化-8.65%1年変化-30.98%3年間の変化-46.62%5年間の変化-96.60%IPOからの変化-99.90%最新ニュースBuy Or Sell Opportunity • Apr 27Now 24% overvaluedOver the last 90 days, the stock has fallen 5.4% to €0.11. The fair value is estimated to be €0.087, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to decline by 5.9% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.Reported Earnings • Apr 24Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.74b (down 6.9% from FY 2024). Net loss: €145.0m (loss narrowed 9.9% from FY 2024). Revenue is expected to decline by 3.0% p.a. on average during the next 2 years, while revenues in the Communications industry in the United Kingdom are expected to grow by 9.5%.New Risk • Feb 20New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. 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). Negative equity (-€381m). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€56.3m market cap, or US$66.2m).New Risk • Dec 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% 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 (12% average weekly change). Negative equity (-€381m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€59.8m market cap, or US$70.4m).New Risk • Nov 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €99m Forecast net loss in 2 years: €10m 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 Negative equity (-€381m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€61.9m market cap, or US$71.3m).Reported Earnings • Aug 04First half 2025 earnings releasedFirst half 2025 results: Revenue: €861.0m (down 14% from 1H 2024). Net loss: €81.0m (loss narrowed 51% from 1H 2024). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Communications industry in the United Kingdom are expected to grow by 11%.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Apr 27Now 24% overvaluedOver the last 90 days, the stock has fallen 5.4% to €0.11. The fair value is estimated to be €0.087, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to decline by 5.9% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.Reported Earnings • Apr 24Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.74b (down 6.9% from FY 2024). Net loss: €145.0m (loss narrowed 9.9% from FY 2024). Revenue is expected to decline by 3.0% p.a. on average during the next 2 years, while revenues in the Communications industry in the United Kingdom are expected to grow by 9.5%.New Risk • Feb 20New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. 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). Negative equity (-€381m). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€56.3m market cap, or US$66.2m).New Risk • Dec 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% 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 (12% average weekly change). Negative equity (-€381m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€59.8m market cap, or US$70.4m).New Risk • Nov 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €99m Forecast net loss in 2 years: €10m 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 Negative equity (-€381m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€61.9m market cap, or US$71.3m).Reported Earnings • Aug 04First half 2025 earnings releasedFirst half 2025 results: Revenue: €861.0m (down 14% from 1H 2024). Net loss: €81.0m (loss narrowed 51% from 1H 2024). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Communications industry in the United Kingdom are expected to grow by 11%.Breakeven Date Change • May 31Forecast to breakeven in 2026The analyst covering Vantiva expects the company to break even for the first time. New forecast suggests losses will reduce by 74% to 2025. The company is expected to make a profit of €100.0k in 2026. Average annual earnings growth of 119% is required to achieve expected profit on schedule.New Risk • May 02New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -€48m 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 Risks Less than 1 year of cash runway based on free cash flow trend (-€48m free cash flow). Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-€238m). Minor Risk Market cap is less than US$100m (€76.9m market cap, or US$86.8m).Breakeven Date Change • Apr 30Forecast to breakeven in 2026The 2 analysts covering Vantiva expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 52% to 2025. The company is expected to make a profit of €25.6m in 2026. Average annual earnings growth of 137% is required to achieve expected profit on schedule.Reported Earnings • Apr 19Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.87b (down 10% from FY 2023). Net loss: €161.0m (loss narrowed 43% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Communications industry in the United Kingdom.お知らせ • Apr 04Vantiva Launches the HomeSight Wellness Module to Transform Home CareVantiva announced the launch of the HomeSight Wellness Module, an innovative addition to the HomeSight Connected Care suite. This new solution supports home care and home healthcare providers in offering personalized, preventive, and cost-effective remote care directly to their clients' homes. The Wellness Module expands the reach of home care services, making them more efficient and holistic. By integrating connected smart healthcare devices with a familiar TV interface, it enables remote preventative care, wellness programs, and rehabilitation initiatives—bringing value to care providers, clients, and families. The HomeSight Wellness Module offers advanced technology and user-friendlyb features to streamline home care, including: Health Metrics Data Collection: The HomeSight system enables secure collection of data from supported 3rd party wireless-connected devices; including blood pressure, weight, temperature, oxygen saturation, glucose levels and more. The HomeSight system complies with the security measures required by the USA Health Insurance Portability and Accountability Act (HIPAA) to ensure sensitive patient data is protected. Task Tools for Better Engagement: Care givers can assign reminders for tasks such as medication, exercises and health measurements that appear on the TV. This feature includes tracking of completed actions, to ensure better adherence to health and wellness programs. Cost-effective and scalable, these features help providers expand their services efficiently while ensuring care remains personal and closely connected to clients' needs. Unlocking New Opportunities for Providers: The Wellness Module helps providers expand their services with high-value, revenue-generating solutions designed for convenience and impact, including: Preventative Care: Identifying health concerns early to enable timely intervention. Health & Wellness Programs: Virtual programs that support ongoing health management, reducing the need for frequent in-person visits. Clients can follow personalized plans for medication, exercise, and health tracking at home. Rehabilitation Support: Recovery programs and remote monitoring to assist clients in regaining strength and mobility. Bringing More Confidence to Clients and Families: For clients, this addition to the HomeSight Connected Care suite provides continuous support, timely interventions, and greater independence—ensuring care isn't limited to scheduled visits. From a simple reminder to stay active to real-time health monitoring, the Wellness Module makes personalized care easier, smarter, and more accessible.お知らせ • Mar 28Rodeofx Inc. acquired Mikros Image SAS from Vantiva S.A. (ENXTPA:VANTI).Rodeofx Inc. acquired Mikros Image SAS from Vantiva S.A. (ENXTPA:VANTI) on March 27, 2025. Rodeofx Inc. completed the acquisition of Mikros Image SAS from Vantiva S.A. (ENXTPA:VANTI) on March 27, 2025.Reported Earnings • Mar 14Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.87b (down 10% from FY 2023). Net loss: €161.0m (loss narrowed 43% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Communications industry in the United Kingdom.お知らせ • Mar 14Vantiva S.A. Provides Sales Guidance for the Year 2025Vantiva S.A. provides sales guidance for the year 2025. For the period, the company expects sales in 2025 to remain in line with 2024 levels.New Risk • Mar 09New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €222m Forecast net loss in 2 years: €49m 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Negative equity (-€117m). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (€49m net loss in 2 years).お知らせ • Mar 06Vantiva S.A. to Report First Half, 2025 Results on Jul 30, 2025Vantiva S.A. announced that they will report first half, 2025 results on Jul 30, 2025New Risk • Feb 28New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -€13m 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 Risks Less than 1 year of cash runway based on free cash flow trend (-€13m free cash flow). Negative equity (-€117m). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (€78.3m market cap, or US$81.5m).New Risk • Feb 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-€117m). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (€59.3m market cap, or US$62.1m).Breakeven Date Change • Feb 17Forecast to breakeven in 2026The analyst covering Vantiva expects the company to break even for the first time. New forecast suggests losses will reduce by 48% per year to 2025. The company is expected to make a profit of €25.6m in 2026. Average annual earnings growth of 96% is required to achieve expected profit on schedule.New Risk • Nov 16New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -€13m 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 Risks Less than 1 year of cash runway based on free cash flow trend (-€13m free cash flow). Negative equity (-€117m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€101m net loss in 2 years). Share price has been volatile over the past 3 months (7.6% average weekly change). Shareholders have been diluted in the past year (38% increase in shares outstanding). Market cap is less than US$100m (€67.4m market cap, or US$70.9m).お知らせ • Oct 09+ 2 more updatesVantiva Announces CEO ChangesVantiva announced the appointment of Tim O'Loughlin as CEO. His appointment and co-option as a Director were formally approved during Vantiva’s Board of Directors meeting on October 8, 2024. Tim succeeds Lars Ihlen, who has served as Interim CEO since August 15, 2024. With over 20 years of corporate leadership experience, Tim brings significant expertise in strategic hardware and enterprise software technology markets. Most notably, he spent 18 years in senior leadership roles with two companies recently acquired by Vantiva: ARRIS and Pace. Since January 2, 2024, Tim has served as Senior Vice President of the Americas Customer Unit for Vantiva. Tim O'Loughlin will operationalize the role from Vantiva’s offices in Paris, France, and Norcross, Georgia, USA. On the occasion of this appointment, Vantiva's Board of Directors expressed its gratitude to Lars Ihlen for his exemplary leadership as Interim CEO. Lars Ihlen will remain the Group's Chief Financial Officer.New Risk • Aug 05New major risk - Negative shareholders equityThe company has negative equity. Total equity: -€117m 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 Risk Negative equity (-€117m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€46m net loss in 2 years). Shareholders have been diluted in the past year (38% increase in shares outstanding). Market cap is less than US$100m (€51.8m market cap, or US$56.5m).Reported Earnings • Jul 26First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.00b (down 3.3% from 1H 2023). Net loss: €166.0m (loss narrowed 27% from 1H 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Communications industry in the United Kingdom.お知らせ • May 18Vantiva Launches the Self-Storage Unified Operations Management PlatformVantiva announced the launch of the Vantiva Smart Storage Version 1.0 operations management platform. Vantiva Smart Storage V1.0 is the first operations management platform designed exclusively for the self-storage industry. This SaaS platform is built to make running a self-storage portfolio easier and more efficient by unifying all technology systems – including sensors, HVAC, access control and more – in a "single pane of glass" dashboard. It works with existing and new devices and subsystems, regardless of manufacturer and connection technology. With access to data insights from every subsystem and location on a single screen, operators can oversee even thousands of sites from anywhere. The service includes customer needs assessment, dashboard customization, and system user training. Vantiva customers also receive ongoing support for the lifetime of the platform. Vantiva Smart Storage V1.0 enables site operators to: Reduce utility costs through remote HVAC monitoring and control. Automate time-consuming daily tasks like lock-checks and walk-throughs. Respond to real-time alerts, addressing events that could damage the facility, including leaks, fires, or unusual occupancy patterns. Increase safety & security through intrusion detection and motion-based video capture. Simplify and Improve employee experiences through unified subsystem management. Vantiva Smart Storage V1.0 is now available for deployment.お知らせ • Apr 17+ 1 more updateVantiva S.A. to Report First Half, 2024 Results on Jul 24, 2024Vantiva S.A. announced that they will report first half, 2024 results on Jul 24, 2024Board Change • Apr 17Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Katleen Vandeweyer was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 27Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.08b (down 25% from FY 2022). Net loss: €283.0m (loss narrowed 47% from FY 2022). Revenue is expected to decline by 2.5% p.a. on average during the next 2 years, while revenues in the Communications industry in the United Kingdom are expected to grow by 5.6%.New Risk • Mar 22New major risk - Revenue and earnings growthEarnings have declined by 20% 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 Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings have declined by 20% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Shareholders have been diluted in the past year (38% increase in shares outstanding). Market cap is less than US$100m (€68.3m market cap, or US$73.9m).お知らせ • Feb 29Vantiva Demonstrates One of the First Carrier-Grade Wi-Fi 7 Extenders and Advanced 5G FWA CPE at Mobile World Congress 2024Vantiva announced plans for Mobile World Congress (MWC) 2024. The company, which now takes the top provider position of home gateways and set-top boxes following its recent acquisition of CommScope’s Home Networks division, is demonstrating its latest carrier-grade tri-band Wi-Fi 7 gateways, Eagle X3 extender and its 5G fixed wireless access (FWA) gateways, the Cobra 5G and Falcon 5G. The customer premises equipment (CPE) is supported by a powerful software suite, including NaviGate 5G™ and NaviGate Companion™, which simplify the installation and management of gateways and extenders for end-users and operators. Cobra 5G and Falcon 5G FWA gateways use Vantiva’s breakthrough Indoor5G™ technology. The Indoor5G™ allows for self-optimization of the 5G gateway antennas by automatically tuning the configuration to ensure the best reception from operators’ towers. Cobra 5G can be used as an Ethernet gateway and an FWA gateway, making it an ideal solution for small and medium-sized businesses. With its WanSensing™ feature, the Cobra 5G gateway can switch between wired and 5G connectivity to always support reliable service continuity. Vantiva’s 5G FWA product range comes equipped with the NaviGate 5G™ app, allowing end-users self-installation, hence reducing operators’ OPEX. Eagle X3 is the new Vantiva premium Wi-Fi 7 tri-band extender and one of the first carrier-grade extenders on the market to leverage all advanced Wi-Fi 7 features, such as broader channel widths and multi-link operations, improving the quality of user experience. Eagle X3 can be used as an extender or an access point. The NaviGate Companion™ app is a white-labeled iOS and Android application for all Vantiva gateways and extenders that allows consumers to set up and manage their home gateways and extenders using their mobile phones and tablets. Vantiva will also be discussing sustainability initiatives for customers, partners and end-users. The company has implemented a range of measures to reduce its environmental footprint, including the incorporation of recycled plastics, the reduction of device power consumption and the creation of packaging that is smaller and lighter.お知らせ • Feb 09Vantiva Announces Board ChangesVantiva announced appointment of representatives of TPG Angelo Gordon and CommScope Company Inc., Nicola Mueller and Krista Bowen, respectively, who were elected to the Board at the last General Meeting. Vantiva also announced the appointment of Barclays Bank Ireland Plc, represented by Shabab Ditta, as Board Observer. Richard Moat, who stepped down after a long tenure to allow, and in support of, a change in strategic direction following successful completion of the CommScope Home Networks acquisition. Nicola Mueller is a Director at TPG Angelo Gordon. Nicola Mueller joined TPG Angelo Gordon in 2019 and is a senior investment professional in the TPG Angelo Gordon European Credit Solutions team. Prior to TPG Angelo Gordon, Nicola Mueller was an investment professional at Oaktree Capital Management and Goldman Sachs. Nicola Mueller brings valuable financial expertise to the Board. Krista Bowen is Senior Vice President and Deputy General Counsel of CommScope, which she joined in 2010. Krista Bowen will bring over 25 years of legal experience to the Board in addition to a wealth of knowledge on CommScope Home Networks. Prior to joining CommScope, Krista Bowen was a partner at the law firm Robinson, Bradshaw & Hinson, specializing in mergers and acquisitions. Shabab Ditta joined Barclays in 2006 and is a Managing Director in the Credit Trading business at Barclays Bank Plc. Vantiva’s Board of Directors now comprises 12 directors, 60% of whom are independent. The proportion of women on the Board is 50%.お知らせ • Jan 11+ 1 more updateVantiva Appoints Tim O’Loughlin as Senior Vice President of the Americas Customer UnitVantiva announced that Tim O’Loughlin is joining Vantiva Connected Home to lead the Americas Customer Unit. Following the acquisition of CommScope’s Home Networks Division, Vantiva is splitting its Customer Unit into two regions (Americas & Eurasia). This decision will enable better regional focus and an enhanced customer-centric approach. With this operation now final, Vantiva has significantly expanded its portfolio of clients and extended its presence in key geographies, in particular by strengthening its presence in North America and expanding its footprint in Eurasia. On January 2nd, 2024, Tim O’Loughlin was appointed Senior Vice President of the Americas Customer Unit for Vantiva’s Connected Home division. Tim has more than 20 years of experience managing and directing sales, marketing, and customer service for leading telecommunication equipment providers, mainly in the Americas (Canada, Latin America and the United States). He was instrumental in the growth of Pace in the Americas, where he spent 18 years as President of the Americas Business Unit and ran Americas Sales and global marketing for ARRIS prior to its sale to CommScope. Most recently, Tim was EVP and President of the Americas region for payment hardware and services provider Verifone. Tim O’Loughlin holds two degrees from Florida Atlantic University. Mercedes Pastor will lead the Eurasia Customer Unit for Vantiva’s Connected Home division. Mercedes joined Vantiva in 2016 and held different roles, such as Head of the Global CPE Business Unit and Head of EMEA Connected Home, before becoming Head of Global Customer Unit in 2022.Board Change • Sep 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Katleen Vandeweyer was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 06Vantiva S.A. Launches Vantiva Smart StorageVantiva S.A. announced the launch of Vantiva Smart Storage, the first end-to-end Wi-Fi and Internet of Things (IoT) software-as-a-service solution for the self-storage industry. Designed to transform self-storage facilities into smart spaces, this solution leverages Vantiva's position as a leader in networked connectivity to empower property owners and operators to deliver a modern, efficient and customer-centric storage experience while driving growth and profitability. The self-storage market is the initial strategic entry point into vertical smart solutions for Vantiva. There are over 50,000 self-storage facilities with annual revenue reaching $40 billion and an average profit margin of 41% in the U.S., according to Neighbor's 2022 Self-Storage Industry Statistics report. Vantiva's Smart Storage solution is simple to deploy and manage. This completely customizable and future-proof platform integrates 3rd party connected devices and subsystems while supporting multiple communication protocols. By leveraging data analytics, this advanced solution integrates disparate technology silos and delivers actionable information to address the unique needs of the self-storage industry, including the improvement of operational efficiencies that result in reducing costs, risks and liabilities for property owners and operators. Vantiva's Smart storage has four main benefits for property owners and operators: Robust world-class internet connectivity: Vantiva's solution provides trusted connectivity for site-wide coverage, reliable networking capabilities and easy-to-install range extenders that scale with any sized business. Remote and secure asset management and monitoring: Vantiva provides a fully integrated device and connectivity software platform that allows users 24/7 remote and secure monitoring of critical assets, including alerts. Creation of new operational efficiencies: Vantiva's platform enables site operators to automate customer interactions and transactions, facilitating optimized unit provisioning and configuring. A completely customizable tenant experience for a highly differentiated offering: Vantiva provides a complete end-to-end solution that culminates in a consumer-facing app. Renters can remotely access and monitor their units through cameras and monitor temperature, humidity and other environmental conditions. This is the latest development in Vantiva's ongoing commitment to providing open and innovative technologies to industry leaders worldwide. The ultimate goal is to empower businesses to deliver end-users seamless connectivity and premium experiences by creating best-in-class solutions and partnering with the most innovative companies in the IoT ecosystem.お知らせ • Aug 31Vantiva Launches New Software Suite for Network Service Providers and ConsumersVantiva announced the launch of its new generation of software services under the NaviGateTM Suite at IBC 2023. This NaviGateTM Suite focuses on bringing added value to Network Service Providers (NSPs) and TV operators while improving the consumer experience. The NaviGateTM Suite features three services: NaviGate IQTM, NaviGate 5GTM and NaviGate CompanionTM. NaviGate IQTM provides operators with advanced data analytics and machine learning to improve set-top box (STB) performance and offer upgraded and tailored services. NaviGate 5GTM & NaviGate CompanionTM offer a range of white-labeled iOS/Android tools for broadband, from 5G signal optimization to managing and accessing gateways from anywhere. NaviGate IQTM: Provides operators with valuable insights into their Android TV subscribers' video service consumption. It is designed to be used on a Vantiva STB as well as a competitor's hardware. It is a lightweight monitoring agent running on subscribers' STB. NaviGate IQTM allows operators to understand how the end-user is consuming content and using applications with the goal of providing a better experience and tailored services. On the back end, NaviGate IQTM takes advantage of machine learning to detect anomalies at the earliest stages, accelerating root cause analysis and proactive corrections to preserve customer experience. NaviGate IQTM has the capability to identify and inform the operator of rogue and pirated content consumption, preventing loss of revenue for operators. NaviGate 5GTM: Supporting Vantiva’s 5G Fixed Wireless Access (FWA) gateways, the NaviGate 5GTM is a white-labeled application for both iOS and Android mobile devices that helps consumers locate the best 5G reception “sweet spot” in their home. NaviGate 5GTM helps the end-user set up and position the FWA gateway to maximize performance. The app also runs signal strength and speed tests, providing users with the most accurate data to confirm its correct installation. It enables and secures the quality of end-user self-service installation, reducing inbound technical support calls and the costs of truck rolls. NaviGate CompanionTM: For broadband operators, NaviGate CompanionTM is a white-labeled iOS and Android application for all Vantiva gateways that allows consumers to set up and manage their home gateways and extenders using their mobile phones and tablets. NaviGate CompanionTM allows end users to monitor and manage their home network in real-time and from anywhere. It grants visibility and defines Internet access rules, including advanced Wi-Fi settings and parental controls. This is the latest development in Vantiva’s ongoing commitment to providing open and innovative technologies for Network Service Providers (NSPs) and TV operators around the world. The ultimate goal is to help deliver consumers seamless connectivity and premium entertainment experiences by creating best-in-class customer premise equipment (CPE) and partnering with the most innovative companies in the connected home ecosystem.Board Change • Aug 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Katleen Vandeweyer was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Aug 07New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -€185m 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: Major Risks Shares are highly illiquid. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-€185m). Currently unprofitable and not forecast to become profitable over next 2 years (€44m net loss in 2 years). Market cap is less than US$100m (€65.5m market cap, or US$72.1m).お知らせ • Aug 03Vantiva S.A. Announces Executive ChangesVantiva (Euronext Paris: VANTI), formerly known as Technicolor, a global technology leader in the field of ultra-high-speed broadband connections, with a presence in 20 countries and over 5,300 employees worldwide, announced on Wednesday the appointment of Rob Wipper as the President of Supply Chain Solutions division (SCS). Rob has spent more than 25 years of his career in high-volume, high-intensity manufacturing and logistics operations. Prior to this new position, he was Vantiva's Senior Vice President of North America SCS operations. Rob will be based in Memphis, Tennessee and will replace Bruno Roqueplo, who served as the interim president of SCS since March. Bruno will remain with the division until the end of 2023, as a strategic advisor to Rob. Vantiva welcomes his contribution to the continued growth and profitability of SCS.Reported Earnings • Jul 30First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.04b (down 35% from 1H 2022). Net loss: €227.0m (loss widened 195% from 1H 2022). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Communications industry in the United Kingdom.Board Change • Jul 28High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Katleen Vandeweyer was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 24Vantiva S.A. to Report First Half, 2023 Results on Jul 27, 2023Vantiva S.A. announced that they will report first half, 2023 results on Jul 27, 2023Board Change • Jul 13High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Katleen Vandeweyer was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 01Vantiva S.A. Announces Audit Committee ChangesVantiva announced that Katleen Vandeweyer, Independent Director and member of Vantiva’s Audit Committee and Board of Directors, has been appointed Chairwoman of the Audit Committee on June 20, 2023. She succeeds Mindy Mount, who stepped down from the Chairwomanship of the Audit Committee on June 20, 2023, and who will be stepping down from the Board effective June 30, 2023. Katleen Vandeweyer has been a member of the company’s Board of Directors and Audit Committee since April 27, 2023. Mindy Mount has been a member of the Board of Directors since April 2016, and Chairwoman of the Audit Committee since February 2017.お知らせ • Jun 22+ 1 more updateVantiva S.A., Annual General Meeting, Jun 20, 2023Vantiva S.A., Annual General Meeting, Jun 20, 2023. Agenda: To consider and approve appointed Ms. Karine Brunet and M. Tony Werner as new independent directors for a three-year term and decided to ratify the co-opted appointments of Ms.Laurence Lafont, Ms. Katleen Vandeweyer and M.Luis Martinez-Amago, and renewed for a further three years, the terms of office of Ms. Laurence Lafont and Ms. Katleen Vandeweyer who were due to expire at the close of the aforementioned meeting.Breakeven Date Change • May 24No longer forecast to breakevenThe 3 analysts covering Vantiva no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €31.0m in 2023. New consensus forecast suggests the company will make a loss of €42.2m in 2024.Board Change • May 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Luis Martinez-Amago was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 08Vantiva S.A. Appoints Katleen Vandeweyer as Independent Non-Executive DirectorRenewi plc announced that on 27 April 2023, Non-Executive Director, Katleen Vandeweyer, was appointed as an independent non-executive director of Vantiva S.A, formerly Technicolor SA.Reported Earnings • Mar 11Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.78b (down 4.2% from FY 2021). Net loss: €529.0m (loss widened 337% from FY 2021). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Communications industry in the United Kingdom.Board Change • Jul 31Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. CEO & Director Richard Moat was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 30Second quarter 2022 earnings released: €0.17 loss per share (vs €0.081 loss in 2Q 2021)Second quarter 2022 results: €0.17 loss per share (down from €0.081 loss in 2Q 2021). Revenue: €845.0m (up 30% from 2Q 2021). Net loss: €40.0m (loss widened 111% from 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 18% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.Buying Opportunity • Jun 02Now 21% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be €4.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has grown by 73%.Reported Earnings • May 06First quarter 2022 earnings releasedFirst quarter 2022 results: €0.16 loss per share. Revenue: €756.0m (up 6.3% from 1Q 2021). Net loss: €37.0m (loss narrowed 37% from 1Q 2021). Over the next year, revenue is forecast to grow 3.8%, compared to a 33% growth forecast for the industry in the United Kingdom.Buying Opportunity • May 06Now 21% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be €4.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has grown by 73%.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Richard Moat was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 27Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €2.90b (down 3.6% from FY 2020). Net loss: €121.0m (loss narrowed 37% from FY 2020). Revenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 3.2%, compared to a 39% growth forecast for the industry in the United Kingdom.Breakeven Date Change • Jan 30No longer forecast to breakevenThe 3 analysts covering Technicolor no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €26.2m in 2022. New consensus forecast suggests the company will make a loss of €22.3m in 2022.Reported Earnings • Nov 05Third quarter 2021 earnings released: €0.11 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: €691.0m (down 13% from 3Q 2020). Net loss: €27.0m (down 118% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 4 analysts covering Technicolor expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €19.4m in 2022. Average annual earnings growth of 53% is required to achieve expected profit on schedule.Reported Earnings • Aug 02Second quarter 2021 earnings released: €0.081 loss per share (vs €11.55 loss in 2Q 2020)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2021 results: Revenue: €648.0m (down 6.6% from 2Q 2020). Net loss: €19.0m (loss narrowed 89% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.Reported Earnings • May 13First quarter 2021 earnings released: €0.25 loss per share (vs €8.60 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were flat. First quarter 2021 results: Revenue: €711.0m (flat on 1Q 2020). Net loss: €59.0m (loss narrowed 55% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 57% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 09Full year 2020 earnings released: €2.61 loss per shareThe company reported a soft full year result with weaker revenues and control over costs, although losses reduced. Full year 2020 results: Revenue: €3.01b (down 21% from FY 2019). Net loss: €192.0m (loss narrowed 7.7% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 13Full year 2020 earnings released: €0.81 loss per share (vs €13.58 loss in FY 2019)The company reported a soft full year result with weaker revenues and control over costs, although losses reduced. Full year 2020 results: Revenue: €3.01b (down 21% from FY 2019). Net loss: €192.0m (loss narrowed 7.7% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 11%, compared to a 11% growth forecast for the Entertainment industry in the United Kingdom.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €9.93The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: €797.0m (down 22% from 3Q 2019). Net income: €153.0m (up €185.5m from 3Q 2019). Profit margin: 19% (up from net loss in 3Q 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 74% per year, which means it is performing significantly worse than earnings.株主還元0MV8GB CommunicationsGB 市場7D-2.2%18.8%2.4%1Y-31.0%100.6%21.7%株主還元を見る業界別リターン: 0MV8過去 1 年間で100.6 % の収益を上げたUK Communications業界を下回りました。リターン対市場: 0MV8は、過去 1 年間で21.7 % のリターンを上げたUK市場を下回りました。価格変動Is 0MV8's price volatile compared to industry and market?0MV8 volatility0MV8 Average Weekly Movement7.3%Communications Industry Average Movement8.1%Market Average Movement5.7%10% most volatile stocks in GB Market11.5%10% least volatile stocks in GB Market3.1%安定した株価: 0MV8 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0MV8の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19854,376Tim O’Loughlinwww.vantiva.comVantiva S.A.は、フランス、英国、その他の欧州、米国、その他の米州、アジア太平洋地域、南アフリカの有料テレビ事業者およびネットワークサービスプロバイダー向けにソフトウェアソリューションを設計、開発、供給している。同社のCPEポートフォリオには、ファイバーゲートウェイ、固定無線アクセス、ルーター、エクステンダー、Wi-fi XL、ナビゲートコンパニオン、ナビゲート5G、RDK-B、PRPL OS、ホームウェアなどのブロードバンドソリューションと、セットトップボックス、ドングル、スマートメディアデバイス、ナビゲートIQ、アンドロイドTV、RDK-V、Linuxなどのビデオソリューションがある。同社は、モデムやゲートウェイなどのブロードバンドCPE接続デバイスを提供し、ケーブル、電話会社、モバイル事業者が、ケーブル、xDSL、ファイバー、LTE、5Gなどの固定有線・無線ネットワークを通じて、家庭や企業の加入者にビデオ、音声、データ、モビリティなどのマルチプレイサービスを提供できるように設計されている。また、ブロードバンド、放送、ハイブリッドネットワーク上でケーブル、衛星、通信事業者が使用できるように設計されたデジタルセットトップボックスなどのビデオ接続も提供している。さらに、同社はIP、放送、ハイブリッドのセットトップボックスとメディアサーバーを提供し、NSPが標準、高、超高精細の放送テレビ、インターネットテレビ、OTTサービスへのアクセスを提供できるようにしている。さらに、CPE、ハードウェア、ソフトウェア機能の設計、検証、完全統合を提供し、すべてのロジスティクスを管理し、製造、組み立て、販売後のサービスを監督する。さらに同社は、屋内接続用の固定無線アクセスソリューションであるファルコン5G、ケアプロバイダーが個人とそのサポートネットワークの健康とウェルネスを向上させるためのHomeSightソリューションサービス、プロフェッショナルサービス、サービス管理ソリューションも提供している。同社は以前はTechnicolor SAとして知られていたが、2022年9月にVantiva S.A.に社名を変更した。Vantiva S.A.は1985年に設立され、フランスのパリに本社を置いている。もっと見るVantiva S.A. 基礎のまとめVantiva の収益と売上を時価総額と比較するとどうか。0MV8 基礎統計学時価総額€51.19m収益（TTM）-€145.00m売上高(TTM)€1.74b0.0xP/Sレシオ-0.4xPER（株価収益率0MV8 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0MV8 損益計算書（TTM）収益€1.74b売上原価€1.59b売上総利益€145.00mその他の費用€290.00m収益-€145.00m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.30グロス・マージン8.35%純利益率-8.35%有利子負債／自己資本比率-121.3%0MV8 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 21:24終値2026/05/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vantiva S.A. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Alban CousinArete Research Services LLPAndrew GardinerBarclaysRaimo LenschowBarclays10 その他のアナリストを表示
Buy Or Sell Opportunity • Apr 27Now 24% overvaluedOver the last 90 days, the stock has fallen 5.4% to €0.11. The fair value is estimated to be €0.087, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to decline by 5.9% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.
Reported Earnings • Apr 24Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.74b (down 6.9% from FY 2024). Net loss: €145.0m (loss narrowed 9.9% from FY 2024). Revenue is expected to decline by 3.0% p.a. on average during the next 2 years, while revenues in the Communications industry in the United Kingdom are expected to grow by 9.5%.
New Risk • Feb 20New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. 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). Negative equity (-€381m). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€56.3m market cap, or US$66.2m).
New Risk • Dec 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% 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 (12% average weekly change). Negative equity (-€381m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€59.8m market cap, or US$70.4m).
New Risk • Nov 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €99m Forecast net loss in 2 years: €10m 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 Negative equity (-€381m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€61.9m market cap, or US$71.3m).
Reported Earnings • Aug 04First half 2025 earnings releasedFirst half 2025 results: Revenue: €861.0m (down 14% from 1H 2024). Net loss: €81.0m (loss narrowed 51% from 1H 2024). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Communications industry in the United Kingdom are expected to grow by 11%.
Buy Or Sell Opportunity • Apr 27Now 24% overvaluedOver the last 90 days, the stock has fallen 5.4% to €0.11. The fair value is estimated to be €0.087, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to decline by 5.9% in 2 years. Earnings are forecast to grow by 85% in the next 2 years.
Reported Earnings • Apr 24Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.74b (down 6.9% from FY 2024). Net loss: €145.0m (loss narrowed 9.9% from FY 2024). Revenue is expected to decline by 3.0% p.a. on average during the next 2 years, while revenues in the Communications industry in the United Kingdom are expected to grow by 9.5%.
New Risk • Feb 20New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. 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). Negative equity (-€381m). Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€56.3m market cap, or US$66.2m).
New Risk • Dec 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% 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 (12% average weekly change). Negative equity (-€381m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€59.8m market cap, or US$70.4m).
New Risk • Nov 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €99m Forecast net loss in 2 years: €10m 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 Negative equity (-€381m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€10m net loss in 2 years). Market cap is less than US$100m (€61.9m market cap, or US$71.3m).
Reported Earnings • Aug 04First half 2025 earnings releasedFirst half 2025 results: Revenue: €861.0m (down 14% from 1H 2024). Net loss: €81.0m (loss narrowed 51% from 1H 2024). Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Communications industry in the United Kingdom are expected to grow by 11%.
Breakeven Date Change • May 31Forecast to breakeven in 2026The analyst covering Vantiva expects the company to break even for the first time. New forecast suggests losses will reduce by 74% to 2025. The company is expected to make a profit of €100.0k in 2026. Average annual earnings growth of 119% is required to achieve expected profit on schedule.
New Risk • May 02New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -€48m 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 Risks Less than 1 year of cash runway based on free cash flow trend (-€48m free cash flow). Share price has been highly volatile over the past 3 months (15% average weekly change). Negative equity (-€238m). Minor Risk Market cap is less than US$100m (€76.9m market cap, or US$86.8m).
Breakeven Date Change • Apr 30Forecast to breakeven in 2026The 2 analysts covering Vantiva expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 52% to 2025. The company is expected to make a profit of €25.6m in 2026. Average annual earnings growth of 137% is required to achieve expected profit on schedule.
Reported Earnings • Apr 19Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.87b (down 10% from FY 2023). Net loss: €161.0m (loss narrowed 43% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Communications industry in the United Kingdom.
お知らせ • Apr 04Vantiva Launches the HomeSight Wellness Module to Transform Home CareVantiva announced the launch of the HomeSight Wellness Module, an innovative addition to the HomeSight Connected Care suite. This new solution supports home care and home healthcare providers in offering personalized, preventive, and cost-effective remote care directly to their clients' homes. The Wellness Module expands the reach of home care services, making them more efficient and holistic. By integrating connected smart healthcare devices with a familiar TV interface, it enables remote preventative care, wellness programs, and rehabilitation initiatives—bringing value to care providers, clients, and families. The HomeSight Wellness Module offers advanced technology and user-friendlyb features to streamline home care, including: Health Metrics Data Collection: The HomeSight system enables secure collection of data from supported 3rd party wireless-connected devices; including blood pressure, weight, temperature, oxygen saturation, glucose levels and more. The HomeSight system complies with the security measures required by the USA Health Insurance Portability and Accountability Act (HIPAA) to ensure sensitive patient data is protected. Task Tools for Better Engagement: Care givers can assign reminders for tasks such as medication, exercises and health measurements that appear on the TV. This feature includes tracking of completed actions, to ensure better adherence to health and wellness programs. Cost-effective and scalable, these features help providers expand their services efficiently while ensuring care remains personal and closely connected to clients' needs. Unlocking New Opportunities for Providers: The Wellness Module helps providers expand their services with high-value, revenue-generating solutions designed for convenience and impact, including: Preventative Care: Identifying health concerns early to enable timely intervention. Health & Wellness Programs: Virtual programs that support ongoing health management, reducing the need for frequent in-person visits. Clients can follow personalized plans for medication, exercise, and health tracking at home. Rehabilitation Support: Recovery programs and remote monitoring to assist clients in regaining strength and mobility. Bringing More Confidence to Clients and Families: For clients, this addition to the HomeSight Connected Care suite provides continuous support, timely interventions, and greater independence—ensuring care isn't limited to scheduled visits. From a simple reminder to stay active to real-time health monitoring, the Wellness Module makes personalized care easier, smarter, and more accessible.
お知らせ • Mar 28Rodeofx Inc. acquired Mikros Image SAS from Vantiva S.A. (ENXTPA:VANTI).Rodeofx Inc. acquired Mikros Image SAS from Vantiva S.A. (ENXTPA:VANTI) on March 27, 2025. Rodeofx Inc. completed the acquisition of Mikros Image SAS from Vantiva S.A. (ENXTPA:VANTI) on March 27, 2025.
Reported Earnings • Mar 14Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.87b (down 10% from FY 2023). Net loss: €161.0m (loss narrowed 43% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Communications industry in the United Kingdom.
お知らせ • Mar 14Vantiva S.A. Provides Sales Guidance for the Year 2025Vantiva S.A. provides sales guidance for the year 2025. For the period, the company expects sales in 2025 to remain in line with 2024 levels.
New Risk • Mar 09New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €222m Forecast net loss in 2 years: €49m 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 Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Negative equity (-€117m). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (€49m net loss in 2 years).
お知らせ • Mar 06Vantiva S.A. to Report First Half, 2025 Results on Jul 30, 2025Vantiva S.A. announced that they will report first half, 2025 results on Jul 30, 2025
New Risk • Feb 28New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -€13m 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 Risks Less than 1 year of cash runway based on free cash flow trend (-€13m free cash flow). Negative equity (-€117m). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (8.4% average weekly change). Market cap is less than US$100m (€78.3m market cap, or US$81.5m).
New Risk • Feb 18New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-€117m). Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (€59.3m market cap, or US$62.1m).
Breakeven Date Change • Feb 17Forecast to breakeven in 2026The analyst covering Vantiva expects the company to break even for the first time. New forecast suggests losses will reduce by 48% per year to 2025. The company is expected to make a profit of €25.6m in 2026. Average annual earnings growth of 96% is required to achieve expected profit on schedule.
New Risk • Nov 16New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -€13m 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 Risks Less than 1 year of cash runway based on free cash flow trend (-€13m free cash flow). Negative equity (-€117m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€101m net loss in 2 years). Share price has been volatile over the past 3 months (7.6% average weekly change). Shareholders have been diluted in the past year (38% increase in shares outstanding). Market cap is less than US$100m (€67.4m market cap, or US$70.9m).
お知らせ • Oct 09+ 2 more updatesVantiva Announces CEO ChangesVantiva announced the appointment of Tim O'Loughlin as CEO. His appointment and co-option as a Director were formally approved during Vantiva’s Board of Directors meeting on October 8, 2024. Tim succeeds Lars Ihlen, who has served as Interim CEO since August 15, 2024. With over 20 years of corporate leadership experience, Tim brings significant expertise in strategic hardware and enterprise software technology markets. Most notably, he spent 18 years in senior leadership roles with two companies recently acquired by Vantiva: ARRIS and Pace. Since January 2, 2024, Tim has served as Senior Vice President of the Americas Customer Unit for Vantiva. Tim O'Loughlin will operationalize the role from Vantiva’s offices in Paris, France, and Norcross, Georgia, USA. On the occasion of this appointment, Vantiva's Board of Directors expressed its gratitude to Lars Ihlen for his exemplary leadership as Interim CEO. Lars Ihlen will remain the Group's Chief Financial Officer.
New Risk • Aug 05New major risk - Negative shareholders equityThe company has negative equity. Total equity: -€117m 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 Risk Negative equity (-€117m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (€46m net loss in 2 years). Shareholders have been diluted in the past year (38% increase in shares outstanding). Market cap is less than US$100m (€51.8m market cap, or US$56.5m).
Reported Earnings • Jul 26First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.00b (down 3.3% from 1H 2023). Net loss: €166.0m (loss narrowed 27% from 1H 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Communications industry in the United Kingdom.
お知らせ • May 18Vantiva Launches the Self-Storage Unified Operations Management PlatformVantiva announced the launch of the Vantiva Smart Storage Version 1.0 operations management platform. Vantiva Smart Storage V1.0 is the first operations management platform designed exclusively for the self-storage industry. This SaaS platform is built to make running a self-storage portfolio easier and more efficient by unifying all technology systems – including sensors, HVAC, access control and more – in a "single pane of glass" dashboard. It works with existing and new devices and subsystems, regardless of manufacturer and connection technology. With access to data insights from every subsystem and location on a single screen, operators can oversee even thousands of sites from anywhere. The service includes customer needs assessment, dashboard customization, and system user training. Vantiva customers also receive ongoing support for the lifetime of the platform. Vantiva Smart Storage V1.0 enables site operators to: Reduce utility costs through remote HVAC monitoring and control. Automate time-consuming daily tasks like lock-checks and walk-throughs. Respond to real-time alerts, addressing events that could damage the facility, including leaks, fires, or unusual occupancy patterns. Increase safety & security through intrusion detection and motion-based video capture. Simplify and Improve employee experiences through unified subsystem management. Vantiva Smart Storage V1.0 is now available for deployment.
お知らせ • Apr 17+ 1 more updateVantiva S.A. to Report First Half, 2024 Results on Jul 24, 2024Vantiva S.A. announced that they will report first half, 2024 results on Jul 24, 2024
Board Change • Apr 17Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Katleen Vandeweyer was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 27Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.08b (down 25% from FY 2022). Net loss: €283.0m (loss narrowed 47% from FY 2022). Revenue is expected to decline by 2.5% p.a. on average during the next 2 years, while revenues in the Communications industry in the United Kingdom are expected to grow by 5.6%.
New Risk • Mar 22New major risk - Revenue and earnings growthEarnings have declined by 20% 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 Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings have declined by 20% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Shareholders have been diluted in the past year (38% increase in shares outstanding). Market cap is less than US$100m (€68.3m market cap, or US$73.9m).
お知らせ • Feb 29Vantiva Demonstrates One of the First Carrier-Grade Wi-Fi 7 Extenders and Advanced 5G FWA CPE at Mobile World Congress 2024Vantiva announced plans for Mobile World Congress (MWC) 2024. The company, which now takes the top provider position of home gateways and set-top boxes following its recent acquisition of CommScope’s Home Networks division, is demonstrating its latest carrier-grade tri-band Wi-Fi 7 gateways, Eagle X3 extender and its 5G fixed wireless access (FWA) gateways, the Cobra 5G and Falcon 5G. The customer premises equipment (CPE) is supported by a powerful software suite, including NaviGate 5G™ and NaviGate Companion™, which simplify the installation and management of gateways and extenders for end-users and operators. Cobra 5G and Falcon 5G FWA gateways use Vantiva’s breakthrough Indoor5G™ technology. The Indoor5G™ allows for self-optimization of the 5G gateway antennas by automatically tuning the configuration to ensure the best reception from operators’ towers. Cobra 5G can be used as an Ethernet gateway and an FWA gateway, making it an ideal solution for small and medium-sized businesses. With its WanSensing™ feature, the Cobra 5G gateway can switch between wired and 5G connectivity to always support reliable service continuity. Vantiva’s 5G FWA product range comes equipped with the NaviGate 5G™ app, allowing end-users self-installation, hence reducing operators’ OPEX. Eagle X3 is the new Vantiva premium Wi-Fi 7 tri-band extender and one of the first carrier-grade extenders on the market to leverage all advanced Wi-Fi 7 features, such as broader channel widths and multi-link operations, improving the quality of user experience. Eagle X3 can be used as an extender or an access point. The NaviGate Companion™ app is a white-labeled iOS and Android application for all Vantiva gateways and extenders that allows consumers to set up and manage their home gateways and extenders using their mobile phones and tablets. Vantiva will also be discussing sustainability initiatives for customers, partners and end-users. The company has implemented a range of measures to reduce its environmental footprint, including the incorporation of recycled plastics, the reduction of device power consumption and the creation of packaging that is smaller and lighter.
お知らせ • Feb 09Vantiva Announces Board ChangesVantiva announced appointment of representatives of TPG Angelo Gordon and CommScope Company Inc., Nicola Mueller and Krista Bowen, respectively, who were elected to the Board at the last General Meeting. Vantiva also announced the appointment of Barclays Bank Ireland Plc, represented by Shabab Ditta, as Board Observer. Richard Moat, who stepped down after a long tenure to allow, and in support of, a change in strategic direction following successful completion of the CommScope Home Networks acquisition. Nicola Mueller is a Director at TPG Angelo Gordon. Nicola Mueller joined TPG Angelo Gordon in 2019 and is a senior investment professional in the TPG Angelo Gordon European Credit Solutions team. Prior to TPG Angelo Gordon, Nicola Mueller was an investment professional at Oaktree Capital Management and Goldman Sachs. Nicola Mueller brings valuable financial expertise to the Board. Krista Bowen is Senior Vice President and Deputy General Counsel of CommScope, which she joined in 2010. Krista Bowen will bring over 25 years of legal experience to the Board in addition to a wealth of knowledge on CommScope Home Networks. Prior to joining CommScope, Krista Bowen was a partner at the law firm Robinson, Bradshaw & Hinson, specializing in mergers and acquisitions. Shabab Ditta joined Barclays in 2006 and is a Managing Director in the Credit Trading business at Barclays Bank Plc. Vantiva’s Board of Directors now comprises 12 directors, 60% of whom are independent. The proportion of women on the Board is 50%.
お知らせ • Jan 11+ 1 more updateVantiva Appoints Tim O’Loughlin as Senior Vice President of the Americas Customer UnitVantiva announced that Tim O’Loughlin is joining Vantiva Connected Home to lead the Americas Customer Unit. Following the acquisition of CommScope’s Home Networks Division, Vantiva is splitting its Customer Unit into two regions (Americas & Eurasia). This decision will enable better regional focus and an enhanced customer-centric approach. With this operation now final, Vantiva has significantly expanded its portfolio of clients and extended its presence in key geographies, in particular by strengthening its presence in North America and expanding its footprint in Eurasia. On January 2nd, 2024, Tim O’Loughlin was appointed Senior Vice President of the Americas Customer Unit for Vantiva’s Connected Home division. Tim has more than 20 years of experience managing and directing sales, marketing, and customer service for leading telecommunication equipment providers, mainly in the Americas (Canada, Latin America and the United States). He was instrumental in the growth of Pace in the Americas, where he spent 18 years as President of the Americas Business Unit and ran Americas Sales and global marketing for ARRIS prior to its sale to CommScope. Most recently, Tim was EVP and President of the Americas region for payment hardware and services provider Verifone. Tim O’Loughlin holds two degrees from Florida Atlantic University. Mercedes Pastor will lead the Eurasia Customer Unit for Vantiva’s Connected Home division. Mercedes joined Vantiva in 2016 and held different roles, such as Head of the Global CPE Business Unit and Head of EMEA Connected Home, before becoming Head of Global Customer Unit in 2022.
Board Change • Sep 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Katleen Vandeweyer was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 06Vantiva S.A. Launches Vantiva Smart StorageVantiva S.A. announced the launch of Vantiva Smart Storage, the first end-to-end Wi-Fi and Internet of Things (IoT) software-as-a-service solution for the self-storage industry. Designed to transform self-storage facilities into smart spaces, this solution leverages Vantiva's position as a leader in networked connectivity to empower property owners and operators to deliver a modern, efficient and customer-centric storage experience while driving growth and profitability. The self-storage market is the initial strategic entry point into vertical smart solutions for Vantiva. There are over 50,000 self-storage facilities with annual revenue reaching $40 billion and an average profit margin of 41% in the U.S., according to Neighbor's 2022 Self-Storage Industry Statistics report. Vantiva's Smart Storage solution is simple to deploy and manage. This completely customizable and future-proof platform integrates 3rd party connected devices and subsystems while supporting multiple communication protocols. By leveraging data analytics, this advanced solution integrates disparate technology silos and delivers actionable information to address the unique needs of the self-storage industry, including the improvement of operational efficiencies that result in reducing costs, risks and liabilities for property owners and operators. Vantiva's Smart storage has four main benefits for property owners and operators: Robust world-class internet connectivity: Vantiva's solution provides trusted connectivity for site-wide coverage, reliable networking capabilities and easy-to-install range extenders that scale with any sized business. Remote and secure asset management and monitoring: Vantiva provides a fully integrated device and connectivity software platform that allows users 24/7 remote and secure monitoring of critical assets, including alerts. Creation of new operational efficiencies: Vantiva's platform enables site operators to automate customer interactions and transactions, facilitating optimized unit provisioning and configuring. A completely customizable tenant experience for a highly differentiated offering: Vantiva provides a complete end-to-end solution that culminates in a consumer-facing app. Renters can remotely access and monitor their units through cameras and monitor temperature, humidity and other environmental conditions. This is the latest development in Vantiva's ongoing commitment to providing open and innovative technologies to industry leaders worldwide. The ultimate goal is to empower businesses to deliver end-users seamless connectivity and premium experiences by creating best-in-class solutions and partnering with the most innovative companies in the IoT ecosystem.
お知らせ • Aug 31Vantiva Launches New Software Suite for Network Service Providers and ConsumersVantiva announced the launch of its new generation of software services under the NaviGateTM Suite at IBC 2023. This NaviGateTM Suite focuses on bringing added value to Network Service Providers (NSPs) and TV operators while improving the consumer experience. The NaviGateTM Suite features three services: NaviGate IQTM, NaviGate 5GTM and NaviGate CompanionTM. NaviGate IQTM provides operators with advanced data analytics and machine learning to improve set-top box (STB) performance and offer upgraded and tailored services. NaviGate 5GTM & NaviGate CompanionTM offer a range of white-labeled iOS/Android tools for broadband, from 5G signal optimization to managing and accessing gateways from anywhere. NaviGate IQTM: Provides operators with valuable insights into their Android TV subscribers' video service consumption. It is designed to be used on a Vantiva STB as well as a competitor's hardware. It is a lightweight monitoring agent running on subscribers' STB. NaviGate IQTM allows operators to understand how the end-user is consuming content and using applications with the goal of providing a better experience and tailored services. On the back end, NaviGate IQTM takes advantage of machine learning to detect anomalies at the earliest stages, accelerating root cause analysis and proactive corrections to preserve customer experience. NaviGate IQTM has the capability to identify and inform the operator of rogue and pirated content consumption, preventing loss of revenue for operators. NaviGate 5GTM: Supporting Vantiva’s 5G Fixed Wireless Access (FWA) gateways, the NaviGate 5GTM is a white-labeled application for both iOS and Android mobile devices that helps consumers locate the best 5G reception “sweet spot” in their home. NaviGate 5GTM helps the end-user set up and position the FWA gateway to maximize performance. The app also runs signal strength and speed tests, providing users with the most accurate data to confirm its correct installation. It enables and secures the quality of end-user self-service installation, reducing inbound technical support calls and the costs of truck rolls. NaviGate CompanionTM: For broadband operators, NaviGate CompanionTM is a white-labeled iOS and Android application for all Vantiva gateways that allows consumers to set up and manage their home gateways and extenders using their mobile phones and tablets. NaviGate CompanionTM allows end users to monitor and manage their home network in real-time and from anywhere. It grants visibility and defines Internet access rules, including advanced Wi-Fi settings and parental controls. This is the latest development in Vantiva’s ongoing commitment to providing open and innovative technologies for Network Service Providers (NSPs) and TV operators around the world. The ultimate goal is to help deliver consumers seamless connectivity and premium entertainment experiences by creating best-in-class customer premise equipment (CPE) and partnering with the most innovative companies in the connected home ecosystem.
Board Change • Aug 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Katleen Vandeweyer was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Aug 07New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -€185m 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: Major Risks Shares are highly illiquid. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-€185m). Currently unprofitable and not forecast to become profitable over next 2 years (€44m net loss in 2 years). Market cap is less than US$100m (€65.5m market cap, or US$72.1m).
お知らせ • Aug 03Vantiva S.A. Announces Executive ChangesVantiva (Euronext Paris: VANTI), formerly known as Technicolor, a global technology leader in the field of ultra-high-speed broadband connections, with a presence in 20 countries and over 5,300 employees worldwide, announced on Wednesday the appointment of Rob Wipper as the President of Supply Chain Solutions division (SCS). Rob has spent more than 25 years of his career in high-volume, high-intensity manufacturing and logistics operations. Prior to this new position, he was Vantiva's Senior Vice President of North America SCS operations. Rob will be based in Memphis, Tennessee and will replace Bruno Roqueplo, who served as the interim president of SCS since March. Bruno will remain with the division until the end of 2023, as a strategic advisor to Rob. Vantiva welcomes his contribution to the continued growth and profitability of SCS.
Reported Earnings • Jul 30First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.04b (down 35% from 1H 2022). Net loss: €227.0m (loss widened 195% from 1H 2022). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Communications industry in the United Kingdom.
Board Change • Jul 28High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Katleen Vandeweyer was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 24Vantiva S.A. to Report First Half, 2023 Results on Jul 27, 2023Vantiva S.A. announced that they will report first half, 2023 results on Jul 27, 2023
Board Change • Jul 13High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Katleen Vandeweyer was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 01Vantiva S.A. Announces Audit Committee ChangesVantiva announced that Katleen Vandeweyer, Independent Director and member of Vantiva’s Audit Committee and Board of Directors, has been appointed Chairwoman of the Audit Committee on June 20, 2023. She succeeds Mindy Mount, who stepped down from the Chairwomanship of the Audit Committee on June 20, 2023, and who will be stepping down from the Board effective June 30, 2023. Katleen Vandeweyer has been a member of the company’s Board of Directors and Audit Committee since April 27, 2023. Mindy Mount has been a member of the Board of Directors since April 2016, and Chairwoman of the Audit Committee since February 2017.
お知らせ • Jun 22+ 1 more updateVantiva S.A., Annual General Meeting, Jun 20, 2023Vantiva S.A., Annual General Meeting, Jun 20, 2023. Agenda: To consider and approve appointed Ms. Karine Brunet and M. Tony Werner as new independent directors for a three-year term and decided to ratify the co-opted appointments of Ms.Laurence Lafont, Ms. Katleen Vandeweyer and M.Luis Martinez-Amago, and renewed for a further three years, the terms of office of Ms. Laurence Lafont and Ms. Katleen Vandeweyer who were due to expire at the close of the aforementioned meeting.
Breakeven Date Change • May 24No longer forecast to breakevenThe 3 analysts covering Vantiva no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €31.0m in 2023. New consensus forecast suggests the company will make a loss of €42.2m in 2024.
Board Change • May 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Luis Martinez-Amago was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 08Vantiva S.A. Appoints Katleen Vandeweyer as Independent Non-Executive DirectorRenewi plc announced that on 27 April 2023, Non-Executive Director, Katleen Vandeweyer, was appointed as an independent non-executive director of Vantiva S.A, formerly Technicolor SA.
Reported Earnings • Mar 11Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.78b (down 4.2% from FY 2021). Net loss: €529.0m (loss widened 337% from FY 2021). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Communications industry in the United Kingdom.
Board Change • Jul 31Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. CEO & Director Richard Moat was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 30Second quarter 2022 earnings released: €0.17 loss per share (vs €0.081 loss in 2Q 2021)Second quarter 2022 results: €0.17 loss per share (down from €0.081 loss in 2Q 2021). Revenue: €845.0m (up 30% from 2Q 2021). Net loss: €40.0m (loss widened 111% from 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 18% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jun 02Now 21% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be €4.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has grown by 73%.
Reported Earnings • May 06First quarter 2022 earnings releasedFirst quarter 2022 results: €0.16 loss per share. Revenue: €756.0m (up 6.3% from 1Q 2021). Net loss: €37.0m (loss narrowed 37% from 1Q 2021). Over the next year, revenue is forecast to grow 3.8%, compared to a 33% growth forecast for the industry in the United Kingdom.
Buying Opportunity • May 06Now 21% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be €4.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has grown by 73%.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Richard Moat was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 27Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €2.90b (down 3.6% from FY 2020). Net loss: €121.0m (loss narrowed 37% from FY 2020). Revenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 3.2%, compared to a 39% growth forecast for the industry in the United Kingdom.
Breakeven Date Change • Jan 30No longer forecast to breakevenThe 3 analysts covering Technicolor no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of €26.2m in 2022. New consensus forecast suggests the company will make a loss of €22.3m in 2022.
Reported Earnings • Nov 05Third quarter 2021 earnings released: €0.11 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: €691.0m (down 13% from 3Q 2020). Net loss: €27.0m (down 118% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 4 analysts covering Technicolor expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €19.4m in 2022. Average annual earnings growth of 53% is required to achieve expected profit on schedule.
Reported Earnings • Aug 02Second quarter 2021 earnings released: €0.081 loss per share (vs €11.55 loss in 2Q 2020)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2021 results: Revenue: €648.0m (down 6.6% from 2Q 2020). Net loss: €19.0m (loss narrowed 89% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.
Reported Earnings • May 13First quarter 2021 earnings released: €0.25 loss per share (vs €8.60 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were flat. First quarter 2021 results: Revenue: €711.0m (flat on 1Q 2020). Net loss: €59.0m (loss narrowed 55% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 57% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 09Full year 2020 earnings released: €2.61 loss per shareThe company reported a soft full year result with weaker revenues and control over costs, although losses reduced. Full year 2020 results: Revenue: €3.01b (down 21% from FY 2019). Net loss: €192.0m (loss narrowed 7.7% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 13Full year 2020 earnings released: €0.81 loss per share (vs €13.58 loss in FY 2019)The company reported a soft full year result with weaker revenues and control over costs, although losses reduced. Full year 2020 results: Revenue: €3.01b (down 21% from FY 2019). Net loss: €192.0m (loss narrowed 7.7% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.
Analyst Estimate Surprise Post Earnings • Mar 13Revenue misses expectationsRevenue missed analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 11%, compared to a 11% growth forecast for the Entertainment industry in the United Kingdom.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS €9.93The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: €797.0m (down 22% from 3Q 2019). Net income: €153.0m (up €185.5m from 3Q 2019). Profit margin: 19% (up from net loss in 3Q 2019). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 74% per year, which means it is performing significantly worse than earnings.
