Vivendi SE

ENXTPA:VIV Stock Report

Market Cap: €2.1b

Vivendi Management

Management criteria checks 3/4

Vivendi's CEO is Arnaud N. P. M. G. de Puyfontaine, appointed in Nov 2013, has a tenure of 12.58 years. directly owns 0.059% of the company’s shares, worth €1.26M. The average tenure of the management team and the board of directors is 8 years and 6.2 years respectively.

Key information

Arnaud N. P. M. G. de Puyfontaine

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenure12.6yrs
CEO ownership0.06%
Management average tenure8yrs
Board average tenure6.2yrs

Recent management updates

Recent updates

Narrative Update Jun 01

VIV: Luxury Media Expansion And Buybacks Will Support Future Upside Potential

Vivendi's analyst price target has seen mixed adjustments, with changes of up to €0.60 in both directions as analysts factor in updated views on earnings potential, profitability, and valuation multiples. Analyst Commentary Recent Street research on Vivendi reflects a mix of caution and optimism, with several firms revisiting their price targets as they reassess earnings potential, profitability, and valuation multiples.
Narrative Update Apr 28

VIV: Luxury Media Expansion And Buybacks Will Support Future Earnings Power

Vivendi's updated analyst price targets have shifted by €0.30 overall as analysts fine tune their expectations following a series of small target raises and cuts that reflect revised assumptions on fair value, discount rates, revenue growth and profit margins. Analyst Commentary Recent Street research on Vivendi shows a mix of higher and lower price targets, with the net €0.30 shift reflecting how closely analysts are recalibrating their views on valuation, execution and earnings power.
Narrative Update Apr 13

VIV: Cooler Outlook And Buyback Plan Will Shape Near Term

Narrative Update on Vivendi The analyst price target for Vivendi has been reduced from €2.80 to €2.20, with analysts pointing to updates in fair value estimates, a higher discount rate, and revised expectations for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary Recent Street research on Vivendi reflects a more cautious tone, with several bearish analysts trimming price targets in quick succession.
Narrative Update Mar 30

VIV: Future Returns Will Reflect Moderated Expectations And Ongoing Share Repurchase Support

Narrative Update The updated analyst price target for Vivendi has edged lower by about €0.60, as analysts factor in a slightly higher discount rate, more moderate revenue growth assumptions, a marginally firmer profit margin outlook, and a small adjustment to the future P/E multiple. Analyst Commentary Recent research points to a slightly more cautious stance on Vivendi, with updated price targets reflecting a reassessment of both execution risks and longer term growth potential.
Narrative Update Mar 16

VIV: Future Returns Will Benefit From Repriced Earnings Multiple Assumptions

Analysts have trimmed their Vivendi price target from €3.16 to €2.66 as they factor in a higher discount rate, adjust profit margin expectations lower, and apply a much higher future P/E multiple in their valuation work. Valuation Changes Fair Value: revised from €3.16 to €2.66, reflecting a lower central estimate for the shares.
Narrative Update Dec 20

VIV: Stronger Margins Will Support Upgraded Earnings Power And Upside Potential

Vivendi's analyst price target has been modestly increased to EUR 3.00 from EUR 2.90, as analysts point to slightly faster expected revenue growth, significantly stronger profit margins, and a lower assumed future P/E multiple to support the revised fair value. Analyst Commentary Recent updates from bullish analysts signal growing confidence in Vivendi's earnings power and strategic execution, even as the nominal change in the price target appears modest.
Narrative Update Dec 06

VIV: Long-Term Returns Will Benefit From Lower Perceived Cash Flow Risk

Vivendi's analyst price target has been modestly increased to EUR 3.00 from EUR 2.90, as analysts cite a slightly lower discount rate and marginally improved long term valuation assumptions, despite only negligible changes to revenue growth and profitability forecasts. Analyst Commentary Recent research updates highlight a nuanced view of Vivendi, with modest target changes but a consistent positive stance on the shares.
Narrative Update Nov 22

VIV: Long-Term Returns Will Remain Resilient Despite Price Estimate Revisions

Vivendi’s fair value price target has been reduced from €3.55 to €3.20. Analysts cite modestly slower revenue growth and a higher discount rate as reasons for the revision.
Narrative Update Aug 07

Focusing On Listed Investments And Cost Management At Gameloft Will Unlock Future Value For Stakeholders

Vivendi's fair value estimate has seen a marginal upward revision, as both the consensus analyst price target and future P/E multiple remain essentially unchanged. What's in the News The European Commission has formally accused Vivendi of breaching EU merger rules during its takeover of Lagardère, specifically for implementing the transaction prior to notifying regulators and obtaining necessary approvals.
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New Narrative Mar 09

Focusing On Listed Investments And Cost Management At Gameloft Will Unlock Future Value For Stakeholders

Transformation and restructuring through asset spin-offs aim to unlock value, enhancing revenue and earnings as Vivendi focuses on listed investments.
Analysis Article Apr 24

Vivendi SE (EPA:VIV) Could Be Riskier Than It Looks

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Media industry in France, you could be forgiven...
Analysis Article Apr 05

Here's Why Vivendi (EPA:VIV) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Mar 15

The Strong Earnings Posted By Vivendi (EPA:VIV) Are A Good Indication Of The Strength Of The Business

Even though Vivendi SE's ( EPA:VIV ) recent earnings release was robust, the market didn't seem to notice. Our analysis...
Analysis Article Mar 02

When Should You Buy Vivendi SE (EPA:VIV)?

Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock received a lot of...
Analysis Article Jan 08

Are Investors Undervaluing Vivendi SE (EPA:VIV) By 32%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Vivendi fair value estimate is €14.48 Vivendi is estimated to...
Analysis Article Dec 14

Vivendi (EPA:VIV) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Nov 23

When Should You Buy Vivendi SE (EPA:VIV)?

While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it had a relatively subdued couple...
Analysis Article Sep 08

Vivendi SE's (EPA:VIV) Intrinsic Value Is Potentially 39% Above Its Share Price

Key Insights Vivendi's estimated fair value is €11.32 based on 2 Stage Free Cash Flow to Equity Vivendi is estimated to...
Analysis Article Aug 17

These 4 Measures Indicate That Vivendi (EPA:VIV) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jul 30

Is It Time To Consider Buying Vivendi SE (EPA:VIV)?

Vivendi SE ( EPA:VIV ), is not the largest company out there, but it received a lot of attention from a substantial...
Analysis Article Apr 14

Vivendi (EPA:VIV) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Feb 06

Should You Think About Buying Vivendi SE (EPA:VIV) Now?

Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock saw a decent share...
Analysis Article Dec 11

Estimating The Fair Value Of Vivendi SE (EPA:VIV)

How far off is Vivendi SE ( EPA:VIV ) from its intrinsic value? Using the most recent financial data, we'll take a look...
Analysis Article Oct 28

At €8.34, Is It Time To Put Vivendi SE (EPA:VIV) On Your Watch List?

While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it received a lot of attention...
Analysis Article Sep 15

These 4 Measures Indicate That Vivendi (EPA:VIV) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Aug 25

Estimating The Intrinsic Value Of Vivendi SE (EPA:VIV)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Vivendi SE ( EPA:VIV...
Analysis Article Jul 14

Is Now An Opportune Moment To Examine Vivendi SE (EPA:VIV)?

While Vivendi SE ( EPA:VIV ) might not be the most widely known stock at the moment, it received a lot of attention...
Analysis Article May 27

We Think Vivendi (EPA:VIV) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Mar 07

Should You Investigate Vivendi SE (EPA:VIV) At €10.75?

Today we're going to take a look at the well-established Vivendi SE ( EPA:VIV ). The company's stock received a lot of...

CEO Compensation Analysis

How has Arnaud N. P. M. G. de Puyfontaine's remuneration changed compared to Vivendi's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025n/an/a

€18m

Jun 30 2025n/an/a

-€240m

Mar 31 2025n/an/a

-€267m

Dec 31 2024n/an/a

-€183m

Sep 30 2024n/an/a

-€101m

Jun 30 2024n/an/a

-€20m

Mar 31 2024n/an/a

€96m

Dec 31 2023€5m€2m

€212m

Sep 30 2023n/an/a

-€395m

Jun 30 2023n/an/a

-€1b

Mar 31 2023n/an/a

-€857m

Dec 31 2022€5m€2m

-€712m

Sep 30 2022n/an/a

-€440m

Jun 30 2022n/an/a

-€169m

Mar 31 2022n/an/a

-€399m

Dec 31 2021€4m€2m

-€630m

Jun 30 2021n/an/a

-€652m

Mar 31 2021n/an/a

-€291m

Dec 31 2020€3m€1m

€69m

Sep 30 2020n/an/a

€2b

Jun 30 2020n/an/a

€2b

Mar 31 2020n/an/a

€2b

Dec 31 2019€3m€1m

€2b

Compensation vs Market: Insufficient data to establish whether Arnaud N. P. M. G.'s total compensation is reasonable compared to companies of similar size in the French market.

Compensation vs Earnings: Arnaud N. P. M. G.'s compensation has been consistent with company performance over the past year.


CEO

Arnaud N. P. M. G. de Puyfontaine (62 yo)

12.6yrs
Tenure
€4,591,989
Compensation

Mr. Arnaud N. P. M. G. Roy de Puyfontaine, E.S.C.P. M.B.A. is Non-Independent Non-Executive Chairman at Swi Capital Holding Ltd. since February 19, 2026 and serves as its Chairman of Strategic Advisory Boa...


Leadership Team

NamePositionTenureCompensationOwnership
Vincent Bollore
Censor & Special Advisor to the Chairman of the Management Board7.2yrs€1.46mno data
Arnaud N. P. M. G. de Puyfontaine
Chairman of Management Board & CEO12.6yrs€4.59m0.059%
€ 1.3m
Francois Laroze
CFO & Member of Management Board4yrs€2.14m0.027%
€ 584.2k
Frédéric Crépin
Member of the Management Board12yrs€2.24m0.040%
€ 860.0k
Cédric de Bailliencourt
Member of the Management Board & Senior VP8.8yrs€1.16mno data
Celine Merle-Beral
Chief of HR Strategy & Corporate Culture and Member of Management Board4yrs€800.41k0.0057%
€ 122.3k
Xavier Le Roy
Executive Vice President of Investor Relations & Corporate Developmentno datano datano data
Lorella Gessa
Chief Communications Officer4yrsno datano data
Mathieu Peyceré
Executive Vice President of Group Human Resources13.8yrsno datano data
Laurence Daniel
Senior Vice President of Mergers & Acquisitionsno datano datano data
Florent De Cournuaud
Senior Vice President of Management & Business Plan Controlno datano datano data
Bernard Bacci
Group Head of Taxesno datano datano data
8.0yrs
Average Tenure
60.5yo
Average Age

Experienced Management: VIV's management team is seasoned and experienced (8 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Vincent Bollore
Censor & Special Advisor to the Chairman of the Management Board7.2yrs€1.46mno data
Laurent Dassault
Independent Member of Supervisory Board6.2yrs€100.00k0.00010%
€ 2.1k
Yannick Bollore
Chairman of Supervisory Board10.1yrs€600.00k0.025%
€ 538.6k
Sandrine Bihan
Employee Shareholder Representative Member of the Supervisory Board9.2yrs€80.00k0.00084%
€ 17.9k
Maud Fontenoy
Independent Member of the Supervisory Board4.2yrs€110.00k0.00010%
€ 2.1k
Laure Delahousse
Independent Member of Supervisory Board1.2yrsno data0.00010%
€ 2.1k
Bernard Osta
Vice Chairman of Supervisory Board & Lead Independent Member of Supervisory Board1yrno data0.00010%
€ 2.1k
6.2yrs
Average Tenure
55yo
Average Age

Experienced Board: VIV's board of directors are considered experienced (6.2 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/14 20:04
End of Day Share Price 2026/06/12 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Vivendi SE is covered by 27 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
William Noel MilnerArete Research Services LLP
Alvaro del Pozo MarotoBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander