Reported Earnings • May 18
First quarter 2026 earnings released: EPS: AR$1,299 (vs AR$167 in 1Q 2025) First quarter 2026 results: EPS: AR$1,299 (up from AR$167 in 1Q 2025). Revenue: AR$2.36t (up 63% from 1Q 2025). Net income: AR$234.7b (up AR$204.6b from 1Q 2025). Profit margin: 10.0% (up from 2.1% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 11
Cablevisión Holding S.A. to Report Q1, 2026 Results on May 11, 2026 Cablevisión Holding S.A. announced that they will report Q1, 2026 results at 5:00 PM, Argentina Standard Time on May 11, 2026 Announcement • Mar 26
Cablevisión Holding S.A., Annual General Meeting, Apr 30, 2026 Cablevisión Holding S.A., Annual General Meeting, Apr 30, 2026. Location: held remotely, Argentina Reported Earnings • Mar 15
Full year 2025 earnings released: AR$449 loss per share (vs AR$2,143 profit in FY 2024) Full year 2025 results: AR$449 loss per share (down from AR$2,143 profit in FY 2024). Revenue: AR$8.33t (up 101% from FY 2024). Net loss: AR$81.1b (down 121% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Mar 04
Cablevisión Holding S.A. to Report Q4, 2025 Results on Mar 10, 2026 Cablevisión Holding S.A. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026 Buy Or Sell Opportunity • Feb 23
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.5% to AR$6,810. The fair value is estimated to be AR$8,870, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company became loss making. Board Change • Feb 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. President of Board of Directors Ignacio Driollet was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Nov 17
Third quarter 2025 earnings released: AR$445 loss per share (vs AR$41.11 loss in 3Q 2024) Third quarter 2025 results: AR$445 loss per share (further deteriorated from AR$41.11 loss in 3Q 2024). Revenue: AR$2.07t (up 110% from 3Q 2024). Net loss: AR$80.5b (loss widened AR$73.0b from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 117% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 25
Cablevisión Holding S.A. to Report Q3, 2025 Results on Nov 10, 2025 Cablevisión Holding S.A. announced that they will report Q3, 2025 results at 5:00 PM, Argentina Standard Time on Nov 10, 2025 Reported Earnings • Aug 14
Second quarter 2025 earnings released: AR$373 loss per share (vs AR$330 profit in 2Q 2024) Second quarter 2025 results: AR$373 loss per share (down from AR$330 profit in 2Q 2024). Revenue: AR$1.91t (up 81% from 2Q 2024). Net loss: AR$67.5b (down 213% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 112% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 02
Cablevisión Holding S.A. to Report Q2, 2025 Results on Aug 11, 2025 Cablevisión Holding S.A. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025 Reported Earnings • May 15
First quarter 2025 earnings released: EPS: AR$157 (vs AR$1,717 in 1Q 2024) First quarter 2025 results: EPS: AR$157 (down from AR$1,717 in 1Q 2024). Revenue: AR$1.36t (up 68% from 1Q 2024). Net income: AR$28.4b (down 91% from 1Q 2024). Profit margin: 2.1% (down from 38% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has increased by 117% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 09
Cablevisión Holding S.A. to Report Q1, 2025 Results on May 12, 2025 Cablevisión Holding S.A. announced that they will report Q1, 2025 results After-Market on May 12, 2025 Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to AR$6,910, the stock trades at a trailing P/E ratio of 3.2x. Average trailing P/E is 15x in the Media industry in South America. Total returns to shareholders of 889% over the past three years. Announcement • Mar 21
Cablevisión Holding S.A., Annual General Meeting, Apr 28, 2025 Cablevisión Holding S.A., Annual General Meeting, Apr 28, 2025. Location: florida 954, buenos aires Argentina Reported Earnings • Mar 03
Full year 2024 earnings released: EPS: AR$2,143 (vs AR$551 loss in FY 2023) Full year 2024 results: EPS: AR$2,143 (up from AR$551 loss in FY 2023). Revenue: AR$4.14t (up 101% from FY 2023). Net income: AR$387.1b (up AR$486.6b from FY 2023). Profit margin: 9.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has increased by 123% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 27
Cablevisión Holding S.A. to Report Q4, 2024 Results on Feb 27, 2025 Cablevisión Holding S.A. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025 Valuation Update With 7 Day Price Move • Jan 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to AR$8,250, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 12x in the Media industry in South America. Total returns to shareholders of 1,350% over the past three years. Reported Earnings • Nov 10
Third quarter 2024 earnings released Third quarter 2024 results: Revenue: AR$983.1b (up 195% from 3Q 2023). Net loss: AR$7.43b (down 165% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 115% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to AR$5,700, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 14x in the Media industry in South America. Total returns to shareholders of 873% over the past three years. Announcement • Oct 30
Cablevisión Holding S.A. to Report Q3, 2024 Results on Nov 07, 2024 Cablevisión Holding S.A. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024 Reported Earnings • Aug 16
Second quarter 2024 earnings released: EPS: AR$108 (vs AR$40.28 in 2Q 2023) Second quarter 2024 results: EPS: AR$108 (up from AR$40.28 in 2Q 2023). Revenue: AR$856.1b (up 98% from 2Q 2023). Net income: AR$19.6b (up 169% from 2Q 2023). Profit margin: 2.3% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 136% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 27
Cablevisión Holding S.A. to Report Q2, 2024 Results on Aug 12, 2024 Cablevisión Holding S.A. announced that they will report Q2, 2024 results After-Market on Aug 12, 2024 Buy Or Sell Opportunity • May 21
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 24% to AR$5,233. The fair value is estimated to be AR$4,347, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Meanwhile, the company has become profitable. Reported Earnings • May 13
First quarter 2024 earnings released: EPS: AR$1,448 (vs AR$72.26 in 1Q 2023) First quarter 2024 results: EPS: AR$1,448 (up from AR$72.26 in 1Q 2023). Revenue: AR$683.9b (up 157% from 1Q 2023). Net income: AR$261.5b (up AR$248.5b from 1Q 2023). Profit margin: 38% (up from 4.9% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 149% per year, which means it is well ahead of earnings. Announcement • May 08
Cablevisión Holding S.A. to Report Q1, 2024 Results on May 10, 2024 Cablevisión Holding S.A. announced that they will report Q1, 2024 results After-Market on May 10, 2024 Announcement • Mar 26
Cablevisión Holding S.A., Annual General Meeting, Apr 30, 2024 Cablevisión Holding S.A., Annual General Meeting, Apr 30, 2024, at 15:00 Argentina Standard Time. Agenda: To consider the appointment of two (2) shareholders to sign the meeting minutes; to consider the performance of the members of the Board of Directors; to consider the compensation of the members of the Board of Directors; to consider the authorization to the Board of Directors to pay advances on compensation to directors who perform technical administrative functions and/or independent directors and/or directors who participate in special commissions for economic year 2024; to consider the performance of the members of the Supervisory Committee; to consider the compensation of the members of the Supervisory Committee for the economic year ended 31 December 2023; to consider the fees of the External Auditor for the economic year ended 31 December 2023; to consider the appointment of t External Auditor; and to consider the other matters. Reported Earnings • Mar 14
Full year 2023 earnings released: AR$551 loss per share (vs AR$557 loss in FY 2022) Full year 2023 results: AR$551 loss per share (improved from AR$557 loss in FY 2022). Revenue: AR$2.06t (up 182% from FY 2022). Net loss: AR$99.5b (loss narrowed 1.2% from FY 2022). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 128% per year, which means it is well ahead of earnings. Announcement • Mar 05
Cablevisión Holding S.A. to Report Q4, 2023 Results on Mar 11, 2024 Cablevisión Holding S.A. announced that they will report Q4, 2023 results After-Market on Mar 11, 2024 Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to AR$4,616, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 11x in the Media industry in South America. Total returns to shareholders of 1,202% over the past three years. Valuation Update With 7 Day Price Move • Nov 24
Investor sentiment improves as stock rises 66% After last week's 66% share price gain to AR$3,148, the stock trades at a trailing P/E ratio of 4.6x. Average forward P/E is 12x in the Media industry in South America. Total returns to shareholders of 623% over the past three years. New Risk • Nov 20
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 47% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (47% net debt to equity). Large one-off items impacting financial results. Reported Earnings • Nov 14
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: AR$333.4b (up 125% from 3Q 2022). Net income: AR$11.4b (up AR$106.6b from 3Q 2022). Profit margin: 3.4% (up from net loss in 3Q 2022). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 174 percentage points per year, which is a significant difference in performance. Announcement • Nov 04
Cablevisión Holding S.A. to Report Q3, 2023 Results on Nov 10, 2023 Cablevisión Holding S.A. announced that they will report Q3, 2023 results After-Market on Nov 10, 2023 Reported Earnings • Aug 16
Second quarter 2023 earnings released: EPS: AR$11.22 (vs AR$10.93 in 2Q 2022) Second quarter 2023 results: EPS: AR$11.22 (up from AR$10.93 in 2Q 2022). Revenue: AR$251.3b (down 8.1% from 2Q 2022). Net income: AR$2.03b (up 2.6% from 2Q 2022). Profit margin: 0.8% (up from 0.7% in 2Q 2022). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Media industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 162 percentage points per year, which is a significant difference in performance. Announcement • Aug 01
Cablevisión Holding S.A. to Report Q2, 2023 Results on Aug 10, 2023 Cablevisión Holding S.A. announced that they will report Q2, 2023 results After-Market on Aug 10, 2023 Reported Earnings • May 13
First quarter 2023 earnings released: EPS: AR$58.38 (vs AR$59.72 in 1Q 2022) First quarter 2023 results: EPS: AR$58.38 (down from AR$59.72 in 1Q 2022). Revenue: AR$214.8b (up 56% from 1Q 2022). Net income: AR$10.5b (down 2.2% from 1Q 2022). Profit margin: 4.9% (down from 7.8% in 1Q 2022). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Media industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 148 percentage points per year, which is a significant difference in performance. Announcement • May 09
Cablevisión Holding S.A. to Report Q1, 2023 Results on May 10, 2023 Cablevisión Holding S.A. announced that they will report Q1, 2023 results After-Market on May 10, 2023 Reported Earnings • Mar 13
Full year 2022 earnings released Full year 2022 results: Revenue: AR$729.2b (up 71% from FY 2021). Net loss: AR$100.7b (down AR$104.4b from profit in FY 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 56% per year, which means it is well ahead of earnings. Reported Earnings • Nov 16
Third quarter 2022 earnings released: AR$527 loss per share (vs AR$8.81 profit in 3Q 2021) Third quarter 2022 results: AR$527 loss per share (down from AR$8.81 profit in 3Q 2021). Revenue: AR$148.2b (up 54% from 3Q 2021). Net loss: AR$95.3b (down AR$96.8b from profit in 3Q 2021). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings. Reported Earnings • Nov 12
Third quarter 2022 earnings released: AR$527 loss per share (vs AR$8.81 profit in 3Q 2021) Third quarter 2022 results: AR$527 loss per share (down from AR$8.81 profit in 3Q 2021). Revenue: AR$148.2b (up 54% from 3Q 2021). Net loss: AR$95.3b (down AR$96.8b from profit in 3Q 2021). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings. Reported Earnings • Aug 12
Second quarter 2022 earnings released: EPS: AR$5.04 (vs AR$26.14 loss in 2Q 2021) Second quarter 2022 results: EPS: AR$5.04 (up from AR$26.14 loss in 2Q 2021). Revenue: AR$126.9b (up 44% from 2Q 2021). Net income: AR$911.0m (up AR$5.63b from 2Q 2021). Profit margin: 0.7% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 45% compared to a 4.9% decline forecast for the industry in Argentina. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment improved over the past week After last week's 18% share price gain to AR$747, the stock trades at a trailing P/E ratio of 17.6x. Average forward P/E is 12x in the Media industry in South America. Total returns to shareholders of 192% over the past three years. Reported Earnings • May 13
First quarter 2022 earnings released: EPS: AR$50.90 (vs AR$20.66 in 1Q 2021) First quarter 2022 results: EPS: AR$50.90 (up from AR$20.66 in 1Q 2021). Revenue: AR$117.4b (up 28% from 1Q 2021). Net income: AR$9.20b (up 146% from 1Q 2021). Profit margin: 7.8% (up from 4.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 27% compared to a 4.4% decline forecast for the industry in Argentina. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 46% per year. Reported Earnings • Mar 12
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: AR$20.47 (up from AR$16.67 loss in FY 2020). Revenue: AR$425.5b (up 41% from FY 2020). Net income: AR$3.70b (up AR$6.71b from FY 2020). Profit margin: 0.9% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Aug 21
President of Board of Directors recently bought AR$4.8m worth of stock On the 17th of August, Sebastian Bardengo bought around 13k shares on-market at roughly AR$361 per share. This was the largest purchase by an insider in the last 3 months. This was Sebastian's only on-market trade for the last 12 months. Reported Earnings • Aug 12
Second quarter 2021 earnings released: AR$26.14 loss per share (vs AR$1.32 loss in 2Q 2020) The company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: AR$88.4b (up 18% from 2Q 2020). Net loss: AR$4.72b (loss widened AR$4.48b from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 13
First quarter 2021 earnings released The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: AR$82.5b (up 25% from 1Q 2020). Net income: AR$3.36b (up 184% from 1Q 2020). Profit margin: 4.1% (up from 1.8% in 1Q 2020). The increase in margin was driven by higher revenue. Reported Earnings • Mar 13
Full year 2020 earnings released: AR$16.67 loss per share (vs AR$16.75 loss in FY 2019) The company reported a solid full year result with improved revenues and control over costs, although losses were not reduced. Full year 2020 results: Revenue: AR$301.6b (up 27% from FY 2019). Net loss: AR$3.01b (flat on 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 14% per year, which means it is performing significantly worse than earnings. Analyst Estimate Surprise Post Earnings • Mar 13
Revenue misses expectations Revenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 15%, compared to a 11% growth forecast for the Media industry in Argentina. Is New 90 Day High Low • Feb 12
New 90-day low: AR$350 The company is down 22% from its price of AR$452 on 13 November 2020. The Argentinean market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 13% over the same period. Is New 90 Day High Low • Jan 27
New 90-day low: AR$355 The company is down 5.0% from its price of AR$373 on 29 October 2020. The Argentinean market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 16% over the same period. Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment deteriorated over the past week After last week's 15% share price decline to AR$380, the stock is trading at a trailing P/E ratio of 10.3x, down from the previous P/E ratio of 12.1x. This compares to an average P/E of 12x in the Media industry in South America. Total return to shareholders over the past three years is a loss of 27%. Is New 90 Day High Low • Dec 16
New 90-day high: AR$458 The company is up 33% from its price of AR$344 on 16 September 2020. The Argentinean market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 13% over the same period. Reported Earnings • Nov 13
Third quarter 2020 earnings released: AR$8.01 loss per share The company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: AR$67.0b (up 26% from 3Q 2019). Net loss: AR$1.45b (loss narrowed 85% from 3Q 2019). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Nov 13
Revenue misses expectations Revenue missed analyst estimates by 4.9%. Over the next year, revenue is forecast to grow 46%, compared to a 11% growth forecast for the Media industry in Argentina. Is New 90 Day High Low • Nov 12
New 90-day high: AR$455 The company is up 3.0% from its price of AR$440 on 14 August 2020. The Argentinean market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 4.0% over the same period. Is New 90 Day High Low • Sep 18
New 90-day low: AR$329 The company is down 22% from its price of AR$419 on 19 June 2020. The Argentinean market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is flat over the same period.