New Street Research - GRUPO TELEVISA (TLEVISA) Televisa (Neutral, TP: $2.3, -20%) Q4 25: Mixed quarter; Fibre upgrade; Dividend suspended; Potential capital increase

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New Street Research

Chris Hoare

EUR 8462.00 For Business Accounts Only

Televisa (Neutral, TP: $2.3, -20%) Q4 25: Mixed quarter; Fibre upgrade; Dividend suspended; Potential capital increase

Televisa reported a mixed set of Q4 results after the close yesterday. The company also announced plans to upgrade 6m homes with FTTH and highlighted it is analysing investment opportunities in the Mexican Telco space.

27/02/2026 1 EN

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GRUPO TELEVISA

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
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Asian Internet
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Global healthcare thematic research

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Pan European Telecom Services and Cable

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Analysts

Chris Hoare

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Televisa (Neutral, TP: $2.3, -20%) Q4 25: Mixed quarter; Fibre upgrade; Dividend suspended; Potential capital increase

LatAm Telcos Outlook 2026 – Consolidation moves to broadband + Millicom pt to $70

Televisa (Neutral, TP: $2.3, -5%) Q3 25: A better quarter driven by Broadband/Cable; solid EBITDA at TVUNI

AMZN: OpenAI deal expands AWS top model offerings

SBA Communications 4Q25 Results & Model Update

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