Vantiva - Broadband remains the main growth driver
Vantiva’s FY22 accounts show the first clear picture of the business post the spin-out of the majority of Technicolor Creative Studios (TCS). In the Connected Home (CH) segment, trading conditions remain demanding, with global macroeconomic uncertainty making network service providers (NSPs) wary. However, supply chain issues have been easing and technical enhancements continue to buoy end-user demand for domestic broadband, with additional opportunities opening in Internet of Things applications. In the smaller Supply Chain Solutions (SCS) segment, newer activities, such as vinyl pressing, present the more dynamic opportunities. The shares still sit well below their valuation on a DCF basis.Technicolor SA is engaged in the development of technologies, and the supply of digital production (visual effects and animation), video and sound postproduction and distribution solutions and services for a range of content creators, pay-television operators, and over-the-top (OTT) and network service providers. The Company operates in the media and entertainment industry. The Company's activities are organized in three operating segments: Connected Home, Entertainment Services and Technology. The Connected Home segment includes design and supply of solutions enabling the delivery of digital video entertainment, data, as well as voice and Smart Home services to pay-television operators and network service providers. The Entertainment Services segment includes Production Services and DVD Services divisions. The Technology segment includes Patent Licensing, and Trademark and Technology Licensing divisions.
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