Report
Emmanuel Matot

Vantiva : Début d’année très décevant

>CA T1 en forte baisse malgré l’intégration de Commscope Home Networks - Vantiva a publié hier soir son CA au titre du T1 2024. Il s’avère très décevant, en baisse de 20% à 458 M€ (vs ODDO BHF = 607 M€) malgré l’intégration de Commscope Home Networks (contribution non communiquée vs 221 M€ dans notre modèle initial). La division Maison Connectée (-22% à 358 M€ vs ODDO BHF = 506 M€) pâtit d’une base de comparaison élevée, de déstockages et du ralentissement des in...
Underlying
Technicolor SA

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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Emmanuel Matot

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Matthias Desmarais
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