Report
Jerôme Bodin

Vivendi : L’EBITA de Canal+ devrait profiter de l’épisode de la L1, en amont de l’IPO

>Un momentum favorable en termes de coûts grâce à l’économie « L1 » - Nous proposons ici un point sur la situation des droits domestiques de la L1 (première division française de football) et quels pourraient être les impacts sur l’EBITA de Canal+ à partir de 2025. La visibilité est actuellement très faible puisque ces droits ne sont toujours pas réattribués pour la prochaine saison (commençant en août 2024). Groupe Canal+ ne négocierait pas avec la LFP (ligue de foot...
Underlying
Vivendi SE

Vivendi is an audiovisual group active in the entertainment industry with activities in music, TV, cinema, mobile, fixed and internet, and games. Co.'s operations are divided into five businesses: Canal+ Group which produces and distributes pay-TV in France, analog or digital, and is involved in film making; Universal Music Group which sells recorded music (physical and digital media); GVT which serves as a telecommunication operator for fixed ultra high-speed broadband, fixed-line telecommunications and Pay-TV in Brazil; SFR which is engaged in mobile phone services in France, as well as fixed and ADSL services; and Other Activities which involves ticketing, Wengo and Watchever.

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
Jerôme Bodin

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