New Risk • Jul 08
New major risk - Revenue and earnings growth Earnings have declined by 28% 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 Less than 1 year of cash runway based on free cash flow trend (-kr1.6b free cash flow). Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 28% per year over the past 5 years. Board Change • May 20
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. No highly experienced directors. Independent Non Executive Chairman of the Board Simon Duffy is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Tillkännagivande • Feb 20
Viaplay Group AB (publ), Annual General Meeting, May 12, 2026 Viaplay Group AB (publ), Annual General Meeting, May 12, 2026. Tillkännagivande • Jul 10
Viaplay Group AB (publ) Unveils Football Documentary Series 'Sport Vs Money with Simon Jordan' Viaplay Group announced 'Sport vs Money with Simon Jordan', a revealing four-part documentary series that challenges one of the most urgent questions in global sport: how money is reshaping the game of football. Hosted by former Premier League club owner and award-winning broadcaster Simon Jordan, the series will premiere on August 12th, 2025,on the Viaplay streaming service across the Nordics and the Netherlands. Viaplay Content Distribution handles international sales. 'Sport vs Money' tells the inside story of the collision between football and business. Across four episodes, Jordan - the Premier League's youngest-ever owner - travels the globe to explore how decisions made by football's top executives in the early 1990s set in motion a transformation that has turned the world's most beloved sport into a vast entertainment industry. From London to Miami, Turin to New York, Jordan meets the people who have driven and defined this shift - including club owners, CEOs, FIFA executives, agents and former players - to uncover how community-rooted clubs became billion-dollar assets, how players became global brands, and how the game's future is being shaped behind closed doors. Featured contributors include Arsene Arsenal (FIFA), the man behind the revamped Club World Cup, and Andrea Agnelli (ex-Juventus), one of the architects of the controversial Super League proposal, as well as David Gill (Manchester United), Daniel Levy (T Tottenham Hotspur), Freddie Ljungberg (Arsenal & Seattle Seattle Seattle), Rick Parry (Premier League), Lord Sugar (T Tottenham Hotspur), and executives from Inter Miami, MLS, NFL and more. Tillkännagivande • Apr 24
Viaplay Group AB (publ) to Report Q3, 2025 Results on Oct 22, 2025 Viaplay Group AB (publ) announced that they will report Q3, 2025 results on Oct 22, 2025 Tillkännagivande • Feb 22
Viaplay Group AB (publ) Reiterates Earnings Guidance for the Year 2025 Viaplay Group AB (publ) reiterated earnings guidance for the year 2025. For the year, the company reiterates ambitions of low-to-mid single-digit sales growth. Tillkännagivande • Feb 21
Viaplay Group AB (publ), Annual General Meeting, May 13, 2025 Viaplay Group AB (publ), Annual General Meeting, May 13, 2025. Location: stockholm Sweden Reported Earnings • Oct 23
Third quarter 2024 earnings released: kr0.032 loss per share (vs kr8.86 loss in 3Q 2023) Third quarter 2024 results: kr0.032 loss per share (improved from kr8.86 loss in 3Q 2023). Revenue: kr4.41b (down 2.7% from 3Q 2023). Net loss: kr148.0m (loss narrowed 79% from 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Media industry in Germany. Tillkännagivande • Oct 22
Viaplay Group AB (publ) to Report Q4, 2024 Results on Feb 11, 2025 Viaplay Group AB (publ) announced that they will report Q4, 2024 results on Feb 11, 2025 Reported Earnings • Jul 19
Second quarter 2024 earnings released: kr0.026 loss per share (vs kr75.24 loss in 2Q 2023) Second quarter 2024 results: kr0.026 loss per share (improved from kr75.24 loss in 2Q 2023). Revenue: kr4.49b (down 2.3% from 2Q 2023). Net loss: kr120.0m (loss narrowed 98% from 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 3 percentage points per year. New Risk • Jul 02
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: kr8.9b Forecast net loss in 2 years: kr64m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (70% average weekly change). Shareholders have been substantially diluted in the past year (over 57x increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-kr4.0b). Currently unprofitable and not forecast to become profitable over next 2 years (kr64m net loss in 2 years). Tillkännagivande • May 15
Viaplay Group AB (Publ) Approves Board Elections Viaplay Group AB (publ) announced that at its AGM held on May 14, 2024, the shareholders approved election of Katarina Bonde, Anna Back, Erik Forsberg, Andrea Gisle Joosen, Jacques du Puy, Maxime Saada, Didier Stoessel and Annica Witschard as members of the Board of Directors until the end of the next AGM. Tillkännagivande • Apr 13
Viaplay Group AB (publ), Annual General Meeting, May 14, 2024 Viaplay Group AB (publ), Annual General Meeting, May 14, 2024, at 10:00 Central European Standard Time. Location: Viaplay Group AB (publ), Ringvägen 52 Stockholm Sweden Agenda: To approve election of one or two persons to check and verify the minutes; to approve Presentation of the Annual Report, the Auditor's Report and the consolidated financial statements and the Auditor's Report on the consolidated financial statements; to approve resolution on the treatment of the company's earnings as stated in the adopted Balance Sheet; Resolution on the discharge of liability of the Board members and the Chief Executive Officer for the financial year of 2023; to approve election of Board members; and to consider other matters. New Risk • Mar 31
New major risk - Negative shareholders equity The company has negative equity. Total equity: -kr1.1b This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (59% average weekly change). Negative equity (-kr1.1b). Shareholders have been substantially diluted in the past year (over 57x increase in shares outstanding). Reported Earnings • Mar 31
Full year 2023 earnings released: kr125 loss per share (vs kr4.13 profit in FY 2022) Full year 2023 results: kr125 loss per share (down from kr4.13 profit in FY 2022). Revenue: kr18.6b (up 18% from FY 2022). Net loss: kr9.75b (down kr10.1b from profit in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance. Recent Insider Transactions • Feb 26
Insider recently bought €123k worth of stock On the 22nd of February, Peter Norrelund bought around 2m shares on-market at roughly €0.082 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €267k more in shares than they have sold in the last 12 months. Reported Earnings • Feb 23
Full year 2023 earnings released: kr125 loss per share (vs kr4.13 profit in FY 2022) Full year 2023 results: kr125 loss per share (down from kr4.13 profit in FY 2022). Revenue: kr18.6b (up 18% from FY 2022). Net loss: kr9.75b (down kr10.1b from profit in FY 2022). Revenue is forecast to stay flat during the next 2 years compared to a 4.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance. New Risk • Feb 19
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Over 57x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (51% average weekly change). Shareholders have been substantially diluted in the past year (over 57x increase in shares outstanding). New Risk • Feb 15
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: €8.10m (US$8.69m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (51% average weekly change). Market cap is less than US$10m (€8.10m market cap, or US$8.69m). Tillkännagivande • Feb 06
Viaplay Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 900 million. Viaplay Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 900 million.
Security Name: B shares
Security Type: Common Stock
Securities Offered: 900,000,000
Price\Range: SEK 1
Transaction Features: Rights Offering Recent Insider Transactions • Jan 22
Insider recently bought €121k worth of stock On the 19th of January, Peter Norrelund bought around 1m shares on-market at roughly €0.088 per share. This transaction increased Peter's direct individual holding by 10x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €239k more in shares than they have sold in the last 12 months. Tillkännagivande • Jan 17
Viaplay Group AB (Publ) Provides Earnings Guidance for the Year Ended December 2023 and Fiscal Year 2024 Viaplay Group AB (publ) provided earnings guidance for the year ended December 2023 and fiscal year 2024. For the year 2023, the company expects Group net sales to be approximately SEK 18.56 billion. Group Operating income before ACI & IAC- Loss of approximately SEK 1.11 billion for the group, with a profit of approximately SEK 0.55 billion for the Nordic operations and loss of approximately SEK 1.66 billion for the International operations. Full year group net sales are expected to be within the previously provided target range, with the Nordic operations expected to have performed above the top end of the previously provided range, and the International operations to have performed below the previously provided range.For the year 2024, Net sales for core Nordic, Netherlands and Viaplay Select operations to be SEK 17.2-17.8 billion. Operating income before ACI & IAC for core Nordic, Netherlands and Viaplay Select operations- between a loss of SEK 250 million and a profit of SEK 50 million. Tillkännagivande • Jan 11
Viaplay Group Appoints Roger Lodewick as SVP and CEO Viaplay Netherlands Viaplay Group has appointed Roger Lodewick as SVP and CEO Viaplay Netherlands, effective immediately. Roger has a successful 20-year executive track record spanning a wide range of global gaming, entertainment, media and sports businesses, and joins from ESL FACEIT Group, the world's largest esports and gaming festival company, where he was President Sports Games. In his new role, he will hold commercial and operational responsibility for the Viaplay streaming service in the Netherlands and report to Peter Nørrelund, Viaplay Group EVP and Chief Sports & Business Development Officer. Roger previously spent four years heading up portfolio businesses owned by esports and gaming investment company Modern Times Group (MTG), holding the positions of CEO of DreamHack Sports Games and Co-CEO of DreamHack. Prior to MTG, Roger worked for 12 years as a Media Sales & Product Executive at TEAM Marketing AG, the exclusive global marketing agency for the UEFA Champions League and UEFA Europa League. In his role, Roger held responsibility for media rights sales for these competitions in multiple European territories and sub-Saharan Africa, and was part of the team who transformed the UEFA Cup into the UEFA Europa League and centralised its commercial rights to UEFA. Tillkännagivande • Jan 06
Viaplay Group AB (publ), Annual General Meeting, May 14, 2024 Viaplay Group AB (publ), Annual General Meeting, May 14, 2024. Reported Earnings • Dec 03
Third quarter 2023 earnings released: kr8.86 loss per share (vs kr1.10 loss in 3Q 2022) Third quarter 2023 results: kr8.86 loss per share (further deteriorated from kr1.10 loss in 3Q 2022). Revenue: kr4.54b (up 14% from 3Q 2022). Net loss: kr693.0m (loss widened kr607.0m from 3Q 2022). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance. Tillkännagivande • Dec 03
Viaplay Group AB (publ) has filed a Follow-on Equity Offering. Viaplay Group AB (publ) has filed a Follow-on Equity Offering.
Security Name: B shares
Security Type: Common Stock
Transaction Features: Rights Offering Buying Opportunity • Dec 02
Now 69% undervalued after recent price drop Over the last 90 days, the stock is down 91%. The fair value is estimated to be €1.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 2.4% in a year. Earnings is forecast to grow by 47% in the next year. Tillkännagivande • Dec 01
Viaplay Group AB (publ) to Report Q4, 2023 Results on Feb 13, 2024 Viaplay Group AB (publ) announced that they will report Q4, 2023 results on Feb 13, 2024 Tillkännagivande • Sep 14
Schibsted ASA (OB:SCHA) acquired 10.1% stake in Viaplay Group AB (publ) (OM:VPLAY B). Schibsted ASA (OB:SCHA) acquired 10.1% stake in Viaplay Group AB (publ) (OM:VPLAY B) on September 13, 2023.Schibsted ASA (OB:SCHA) completed the acquisition of 10.1% stake in Viaplay Group AB (publ) (OM:VPLAY B) on September 13, 2023. Tillkännagivande • Aug 04
PPF Gate A.S. acquired a 6.3% stake in Viaplay Group AB (publ) (OM:VPLAY B). PPF Gate A.S. acquired a 6.3% stake in Viaplay Group AB (publ) (OM:VPLAY B) on August 2, 2023. PPF Gate A.S. completed the acquisition of a 6.3% stake in Viaplay Group AB (publ) (OM:VPLAY B) on August 2, 2023. Tillkännagivande • Jul 22
Viaplay Group AB (Publ) Announces Loss Guidance for 2023 and 2024 Viaplay Group AB (publ) announced loss guidance for 2023 and 2024. For 2023, the company now expect full year Group operating losses before ACI and IAC to be approximately SEK 850-1,050 million for 2023, which include approximately SEK 600 million of lower cost of sales following the provisions and write-downs that have made.For the 2024, The company expects to deliver between a loss of SEK 150 million and a profit of SEK 150 million in 2024, which includes approximately SEK 700 million of lower cost of sales. Margins are then expected to gradually rise in the following years towards the long-term objective of double digit EBIT margins. Tillkännagivande • Jun 29
Viaplay Group AB (Publ) Announces Executive Changes Viaplay Group AB (publ) announced a new Nordic country-based operating model and changes to its executive management team. This follows the announcement on 5 June of changes to the Group's short-term outlook for 2023, and the appointment of Jørgen Madsen Lindemann as President and CEO. The new operating model will enable improved operating efficiency and performance, sharpen the Group's focus on the development of market-relevant product offerings, and accelerate the ongoing review of the Group's operations and return on investment. An update on the Group's medium-term outlook will be provided no later than in conjunction with the publication of the Group's Second Quarter results on 20 July. The new Nordic operating model will be based around country management teams with full responsibility for the daily operation and strategic development of the businesses, including full line of sight and accountability for sales, costs, profitability, cashflows, content, marketing and people operations. The corporate and central functions will be reviewed and adapted accordingly. Jørgen Madsen Lindemannwill be interimCEO of the Swedish and Finnish operations while the search is made for a permanent appointment. Lars Bo Jeppesen has been appointed as EVP and CEO of the Danish and Icelandic operations and will join on 1 August. Kenneth Andresen has been appointed as interim CEO of the Norwegian operation. Peter Nørrelund, who recently rejoined the Group as EVP and Chief Sports & Business Development Officer, will also take on responsibility for the Group's operations in the Netherlands, Poland, Baltics, and the UK. The other members of the executive leadership team reporting into the Group CEO are: Enrique Patrickson (EVP, Chief Financial Officer and Head of Strategy and M&A); Philip Wågnert (EVP and Chief Technology & Product Officer); My Perrone (EVP and Group General Counsel); Matthew Hooper (returning to his role as EVP and Chief Corporate Affairs Officer); Vanda Rapti (EVP, Viaplay Select & Content Distribution); and Christian Albeck (EVP, Content Acquisition). Tillkännagivande • Jun 15
Viaplay Group AB (Publ) Appoints Peter Nørrelund as EVP and Chief Sports & Sports Business Development Officer Peter Nørrelund has rejoined Viaplay Group and will take up the position of EVP and Chief Sports & Sports Business Development Officer. He was previously Viaplay Group's Chief Sports Officer and spent more than 20 successful years at the Group before leaving this spring. In his new role, Peter will report to Jørgen Madsen Lindemann, Viaplay Group President and CEO. Effective immediately, Peter Nørrelund will hold overall responsibility for Viaplay Group's sports operations and sports rights management and acquisitions in all markets. In addition, he will lead a new cross-market sports business development unit that will focus on maximising revenue and product opportunities for the Group's sports content. Peter will be a member of the Group Executive Management team and will be based in Copenhagen. Cecilia Gave, who previously held the position of Viaplay Group EVP and Head of Sports and a range of other senior management roles, will leave the company to pursue new opportunities. Tillkännagivande • May 23
Viaplay Group Appoints Cecilia Gave as EVP and Head of Sports Viaplay Group AB (publ) has appointed Cecilia Gave as EVP and Head of Sports. Cecilia brings broad experience from the industry and a very successful track record within the company. In her new role, Cecilia will oversee the strategic development and coordinate the management of Viaplay's sports operations across all relevant markets. Cecilia joins the Group Executive Management team and is based in Stockholm. The appointment is effective immediately. Cecilia joined Viaplay Group in 2016 and has held various leadership roles, most recently VP Sport Production. Cecilia has also been VP and Head of Sports Norway and SVP and Group Head of Viafree, as well as Head of Operations for MTG Sport Sweden. Before joining Viaplay Group, Cecilia held managerial positions at Boxer TV, Titan Television and Schibsted. Cecilia holds a Master of Science in Engineering in Media Technology from the Royal Institute of Technology in Stockholm, plus a major in Media Management from Stockholm School of Economics. Tillkännagivande • May 11
Viaplay Group Announces Executive Changes Viaplay Group has appointed Sandra Åberg SVP and Head of Investor Relations. Sandra is currently Investor Relations Director at Essity in Stockholm and brings extensive experience in investor relations and finance from a broad range of international businesses. She will join Viaplay Group in September 2023 and report to Anders Jensen, Viaplay Group President and CEO. Sandra joined Essity, a global hygiene and health company listed on Nasdaq Stockholm, in 2017. She previously spent 10 years in investor relations and treasury roles at SCA. After beginning her career at Bain & Company, Sandra has also worked at Alfred Berg and SEB. She holds an Msc in Business Administration and Economics from Stockholm University. Sandra will be based in Stockholm and takes over from Matthew Hooper, currently Acting Head of Investor Relations, who will focus on his role as Chief Commercial Officer, UK. Tillkännagivande • May 04
Viaplay Group Appoints Filippa Wallestam EVP and Chief Commercial Officer, Nordics Viaplay Group has appointed Filippa Wallestam EVP and Chief Commercial Officer, Nordics. In her new role, Wallestam will hold overall responsibility for the Group's largest commercial region, which spans Sweden, Norway, Denmark, Finland and Iceland. Most recently EVP and Chief Content Officer, Wallestam will continue to lead Viaplay Group's content operations and will be based in Stockholm. Kim Poder, previously EVP and Chief Commercial Officer, Nordics, has decided to leave the Group after 24 years in a range of senior positions. Both changes are effective immediately. Filippa Wallestam joined the Group in 2014 as Head of Strategy for free-TV and radio in Scandinavia, before becoming EVP and CEO Sweden in April 2018 and then EVP and Chief Content Officer in October 2019. She previously worked as a strategy consultant at Boston Consulting Group in London and New York, and at Daily Mail General Trust. Filippa holds an MSc in Economics and Business Administration from Stockholm School of Economics. In her new role, Filippa Wallestam will continue to be a member of the Group Executive Management team and to report to Anders Jensen. Recent Insider Transactions • Apr 28
President & CEO recently bought €84k worth of stock On the 25th of April, Anders Jensen bought around 4k shares on-market at roughly €20.61 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Anders has been a buyer over the last 12 months, purchasing a net total of €458k worth in shares. Reported Earnings • Apr 08
Full year 2022 earnings released: EPS: kr4.13 (vs kr4.76 in FY 2021) Full year 2022 results: EPS: kr4.13 (down from kr4.76 in FY 2021). Revenue: kr15.7b (up 24% from FY 2021). Net income: kr323.0m (down 12% from FY 2021). Profit margin: 2.1% (down from 2.9% in FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Feb 23
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €25.18, the stock trades at a forward P/E ratio of 61x. Average forward P/E is 12x in the Media industry in Europe. Total loss to shareholders of 12% over the past three years. Reported Earnings • Feb 15
Full year 2022 earnings released: EPS: kr4.13 (vs kr4.76 in FY 2021) Full year 2022 results: EPS: kr4.13 (down from kr4.76 in FY 2021). Revenue: kr15.7b (up 24% from FY 2021). Net income: kr323.0m (down 12% from FY 2021). Profit margin: 2.1% (down from 2.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Tillkännagivande • Feb 08
Viaplay Group AB (publ) Sets US and Canada Direct-To-Consumer Launch Dates Viaplay Group AB (publ) will launch its Viaplay streaming service on a direct-to-consumer (D2C) basis in the US on 22 February and in Canada on 7 March. Viewers will be able to stream more than 1,500 hours of premium European content through the Viaplay app at launch, with at least one premiere to follow every week. Viaplay's unique offering includes popular `Nordic Noir' dramas and critically acclaimed series, films and documentaries, many starring major Hollywood names. The service will be priced at USD 5.99 and CAD 6.99 per month in the US and Canada respectively. Viaplay's North American launches will take its D2C footprint to 13 markets. Highlights of Viaplay's `Nordic Noir' content available in the US and Canada include `Trom' starring Ulrich Thomsen (`The New Pope'; `The Blacklist'), `Furia' and `Partisan' with Fares Fares (`Rogue One: A Star Wars Story'). The line-up also includes Viaplay's provocative young adult drama `Threesome' co-starring Lucien Laviscount (`Emily in Paris'), a broad range of compelling documentaries and much more. In addition, Viaplay will offer curated third-party films such as `A Man Called Ove' (recently remade in Hollywood starring Tom Hanks), the Oscar-winning dark comedy `Another Round' with Mads Mikkelsen (`Casino Royale') and Sofia Helin (`Alex Rider')'s historical drama `The Emigrants', along with the dark financial series `Exit' - one of Norway's most streamed dramas ever. All content will have English subtitles. Viaplay is also available in the US through Comcast's Xfinity and Xumo platforms, and as part of The Roku Channel's Premium Subscriptions line-up. Tillkännagivande • Nov 10
Viaplay Group AB (Publ) Reaffirms Earnings Guidance for the Year 2022 Viaplay Group AB (publ) reaffirmed earnings guidance for the year 2022. The company reaffirmed full year 2022 guidance were updated at its recent third quarter results announcement. Reported Earnings • Oct 26
Third quarter 2022 earnings released Third quarter 2022 results: Revenue: kr3.97b (up 30% from 3Q 2021). Net loss: kr86.0m (down 195% from profit in 3Q 2021). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Tillkännagivande • Oct 19
Viaplay Group AB (publ) (OM:VPLAY B) completed the acquisition of Premier Media Broadcasting Limited. Viaplay Group AB (publ) (OM:VPLAY B) agreed to acquire Premier Media Broadcasting Limited for £30 million on July 21, 2022. The company is based in Dublin and has 23 full-time employees, all of whom are expected to join Viaplay Group after the closing of the transaction, which is subject to regulatory approval. Ernst & Young Ireland acted as financial and tax due diligence provider to Viaplay Group AB (publ) (OM:VPLAY B).
Viaplay Group AB (publ) (OM:VPLAY B) completed the acquisition of Premier Media Broadcasting Limited on October 18, 2022. As of October 18, 2022 Viaplay has received approval from the Irish authorities for its merger with Premier Sports. Tillkännagivande • Oct 18
Viaplay to Launch in the Uk on 1 November,2022 Viaplay Group will launch its Viaplay streaming service in the UK on 1 November. Viewers will be offered two packages: the Films & Series package focused on Nordic storytelling with award-winning Viaplay Originals and curated third-party content, and the Total package that also includes the combined UK sports line-up of Viaplay and UK sports streamer and TV channel operator Premier Sports. These packages will be priced at GBP 3.99 and GBP 14.99 per month respectively. Viaplay Group'sacquisition of Premier Sports has received Irish media merger control clearance, and Premier Sports' TV channels will receive Viaplay branding from 1 November. The UK launch will take Viaplay's direct-to-consumer footprint to 11 countries, with the US and Canada to follow in early 2023. UK sports fans will be able to follow a broad range of live events on Viaplay, including all European Qualifiers for the UEFA EURO and FIFA World Cup played by the Scotland, Wales and Northern Ireland men's national football teams, along with the UEFA Nations League and friendlies, until 2028. Viaplay holds a comprehensive portfolio of rights to over 1,000 UEFA international matches from across Europe, including top-ranked teams such as Belgium, Denmark, France, Germany, Italy, the Netherlands, Portugal and Spain. Viaplay will also show LaLiga, Scottish Cup, Scottish League Cup and Coppa Italia football; BKT United Rugby Championship, Rugby Football League and TOP 14 rugby; NHL, IIHF Ice Hockey World Championship, Champions Hockey League and Elite Ice Hockey League; CEV volleyball; KSW mixed martial arts; EHF handball; ISU figure skating and speed skating; World Athletics Continental Tour Gold and Indoor Tour; and much more. The pay-TV channels Premier Sports 1 and Premier Sports 2 will be rebranded as Viaplay Sports 1 and Viaplay Sports 2, with the free-to-air TV channel FreeSports becoming Viaplay Xtra. All channels will remain available through existing distribution partners, and will continue to broadcast live sports to pubs, clubs and other commercial premises throughout the UK. The content offering on all Premier Sports channels will be expanded to include Viaplay's series and film line-up. Further details of the series and films available on Viaplay in the UK will be announced shortly. Premier Sports had a total of 222,000 paying subscribers at the end of June 2022. Founded in 2009 and previously majority-owned by Setanta Sports, the company generated revenues of GBP 26.4 million in 2021. The transaction values Premier Sports at GBP 30 million on a cash and debt-free basis, subject to customary closing adjustment mechanisms, and the company will be consolidated in Fourth Quarter 2022. Premier Sports is based in Dublin and has 23 full-time employees, all of whom are to join Viaplay Group. Viaplay is currently available as a direct-to-consumer service in all Nordic and Baltic countries, Poland and the Netherlands. The service is also available through Comcast in the US, with a direct-to-consumer launch in both the US and Canada to follow in early 2023. The Viaplay Select branded content concept launched in Japan in April through WOWOW, and will come to DMD's CINDIE streaming service in nine Latin American countries in November. Valuation Update With 7 Day Price Move • Oct 08
Investor sentiment improved over the past week After last week's 15% share price gain to €21.80, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Media industry in Germany. Total returns to shareholders of 4.8% over the past three years. Tillkännagivande • Sep 14
Viaplay Names ‘Veronika' with Alexandra Rapaport as Latest Original Viaplay Group AB (publ) named ‘Veronika' with Alexandra Rapaport as latest Original Psychological thriller with a paranormal flavour stars Alexandra Rapaport (‘Honour’) and Tobias Santelmann (‘Those Who Kill’; ‘Point Break’) ‘Veronika’ directed by triple Cannes Film Festival-nominee Jonas Alexander Arnby Viaplay to premiere at least 70 Originals in 2022. Nordic superstars Alexandra Rapaport (‘Honour’; ‘Little Did I Know’) and Tobias Santelmann (‘Those Who Kill’; ‘Point Break’) will headline the Viaplay Original ‘Veronika’, an innovative psychological thriller with supernatural elements. Set to premiere exclusively on Viaplay in late 2023, the eight-part series is created and scripted by Katja Juras and Anna Lindblom (‘Gåsmamman’) and helmed by acclaimed director Jonas Alexander Arnby (‘War of the Worlds’), the recipient of three nominations at the Cannes Film Festival for ‘When Animals Dream’. Veronika Gren (Alexandra Rapaport) is an introverted police officer and mother of two with a complex past and a tablet addiction. When she sees a dead boy standing in a hospital parking lot, Veronika initially questions her own sanity. But further visions make her realise that she is face to face with victims of unsolved crimes – and that her past holds the key to bringing them justice and catching a killer still on the loose. ‘Veronika’ is produced by Calle Jansson and Mathias Gruffman at Bigster, and executive produced for Viaplay by Helena Larand. Viaplay Content Distribution handles global sales. Reported Earnings • Jul 22
Second quarter 2022 earnings released: EPS: kr2.24 (vs kr1.12 in 2Q 2021) Second quarter 2022 results: EPS: kr2.24 (up from kr1.12 in 2Q 2021). Revenue: kr3.73b (up 21% from 2Q 2021). Net income: kr175.0m (up 101% from 2Q 2021). Profit margin: 4.7% (up from 2.8% in 2Q 2021). Over the next year, revenue is forecast to grow 31%, compared to a 8.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Tillkännagivande • Jul 21
Viaplay Group AB (publ) to Report Q4, 2022 Results on Feb 14, 2023 Viaplay Group AB (publ) announced that they will report Q4, 2022 results on Feb 14, 2023 Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment improved over the past week After last week's 15% share price gain to €22.28, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 9x in the Media industry in Germany. Total returns to shareholders of 9.7% over the past three years. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €23.05, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Media industry in Germany. Total returns to shareholders of 12% over the past three years. Recent Insider Transactions • Jun 02
Insider recently sold €318k worth of stock On the 30th of May, Kim Poder sold around 11k shares on-market at roughly €29.98 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €240k more than they sold in the last 12 months. Recent Insider Transactions • May 06
President & CEO recently bought €98k worth of stock On the 2nd of May, Anders Jensen bought around 3k shares on-market at roughly €29.47 per share. In the last 3 months, they made an even bigger purchase worth €99k. Anders has been a buyer over the last 12 months, purchasing a net total of €301k worth in shares. Reported Earnings • Apr 27
First quarter 2022 earnings released First quarter 2022 results: Revenue: kr3.32b (up 12% from 1Q 2021). Net income: kr483.0m (up 212% from 1Q 2021). Profit margin: 14% (up from 5.2% in 1Q 2021). Over the next year, revenue is forecast to grow 31%, compared to a 8.4% growth forecast for the industry in Germany. Buying Opportunity • Feb 25
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 31%. The fair value is estimated to be kr36.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.6% per annum over the last 3 years. Earnings per share has declined by 3.3% per annum over the last 3 years. Recent Insider Transactions • Feb 24
Acting Chief Financial Officer recently bought €21k worth of stock On the 16th of February, Asa Jansson bought around 600 shares on-market at roughly €34.59 per share. In the last 3 months, there was an even bigger purchase from another insider worth €99k. This was Asa's only on-market trade for the last 12 months. Recent Insider Transactions • Feb 12
President & CEO recently bought €99k worth of stock On the 10th of February, Anders Jensen bought around 3k shares on-market at roughly €35.40 per share. This was the largest purchase by an insider in the last 3 months. Anders has been a buyer over the last 12 months, purchasing a net total of €203k worth in shares. Reported Earnings • Feb 09
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: kr4.76 (down from kr42.75 in FY 2020). Revenue: kr12.7b (up 5.5% from FY 2020). Net income: kr365.0m (down 87% from FY 2020). Profit margin: 2.9% (down from 24% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 7.9% growth forecast for the industry in Germany. Tillkännagivande • Feb 09
Nordic Entertainment Group AB (publ) to Report Fiscal Year 2021 Results on Apr 04, 2022 Nordic Entertainment Group AB (publ) announced that they will report fiscal year 2021 results on Apr 04, 2022 Tillkännagivande • Dec 14
Nordic Entertainment Group AB (Publ) Announces Premium Nordic Streaming Service Viaplay to Launch in the US on 15 December Nordic Entertainment Group AB (publ) announced The premium Nordic streaming service Viaplay will launch in the US on 15 December and offer viewers a unique line-up of top-class Nordic entertainment, including US exclusives of award-winning Viaplay Originals and high-quality acquired films and series from one of the world’s most successful creative regions. The service will be initially available on Comcast’s entertainment devices, including Xfinity X1, Xfinity Flex and the recently announced XClass TV. Viaplay will be available as an add-on subscription, priced at $4.99 per month with a seven-day free trial. Viaplay’s US launch takes its global footprint to 10 countries, with at least six more set to follow by the end of 2023 at the latest. At launch, Viaplay will host more than 1,100 hours of premium Nordic series and films, both new and classic, with a focus on thrillers, drama and young adult content. Viewers can look forward to at least one premiere every week, with Viaplay aiming to release at least 60 Originals in 2022. Executive Departure • Dec 03
Executive VP, CFO and Head of Strategy & M&A Gabriel Catrina has left the company On the 30th of November, Gabriel Catrina's tenure as Executive VP, CFO and Head of Strategy & M&A ended after 3.5 years in the role. As of September 2021, Gabriel still personally held 13.52k shares (€465k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.17 years. Reported Earnings • Oct 27
Third quarter 2021 earnings released: EPS kr1.17 (vs kr3.00 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: kr3.05b (up 8.0% from 3Q 2020). Net income: kr91.0m (down 55% from 3Q 2020). Profit margin: 3.0% (down from 7.1% in 3Q 2020). Tillkännagivande • Oct 09
NENT Group launched Limbo as Latest Viaplay Original NENT Group launched Limbo as Latest Viaplay Original. Rakel Wärmländer, Louise Peterhoff and Sofia Helin star in the six-part drama series, produced by Warner Bros ITVP Sweden. ‘Limbo’ will premiere exclusively on NENT Group’s Viaplay streaming service in 2022. Recent Insider Transactions • Sep 26
President & CEO recently bought €103k worth of stock On the 24th of September, Anders Jensen bought around 2k shares on-market at roughly €48.09 per share. This was the largest purchase by an insider in the last 3 months. This was Anders' only on-market trade for the last 12 months. Tillkännagivande • Aug 04
Nordic Entertainment Group Announces First Polish Viaplay Originals Nordic Entertainment Group (NENT Group) has launched `Polish Murderesses', `Black Dog' and `Freedom of the Swallow' as its first scripted Viaplay Originals in Poland. The shows explore an eye-opening range of compelling and often groundbreaking themes, and are in development with some of Poland's most well-known and exciting creative talents. Polish, Nordic and international original drama will be a cornerstone of NENT Group's Viaplay streaming service in Poland, alongside live sports, Hollywood films and series, and kids content. `Polish Murderesses' is an adaptation of Katarzyna Bonda's bestselling true crime book of the same name, and tells the stories of a diverse group of women with one thing in common - they are all killers. Bonda is Poland's most popular crime writer, with over 2 million books sold, and her work has been published in 15 countries. The series will be produced by NENT Group's Paprika Studios Poland. `Black Dog' is a six-part psychological action drama that follows veterans returning from conflicts in Afghanistan and Iraq, which were the Polish army's largest combat operations since World War 2. The soldiers now face another battlefield: confronting poverty and physical and mental scars, as well as corruption among their former commanders. `Black Dog' is created by Artur Kowalewski (`The Pack'), the creative producer of ATM Grupa. Inspired by Paula Er's hit debut novel, `Freedom of the Swallow' uses an innovative narrative structure to depict the devastating impact of domestic abuse. The story of Olga, whose apparently happy marriage conceals a darker reality, is told from the perspective of various characters whose lives intertwine across six episodes. `Freedom of the Swallow' is written by Agnieszka Kruk and produced by Opus TV. Viaplay is available in Poland from 3 August, priced at PLN 34 per month with an attractive launch promotion. Viaplay has now launched in nine European countries, with the US to follow in late 2021, the Netherlands in first quarter of 2022 and additional markets by the end of 2023.