Report
Jerôme Bodin

Vivendi : What to expect from Q1 and the 2023 AGM?

>AGM and then several key events: sale of Editis, consolidation of Lagardère and cancellation of shares - This note provides an update on our expectations for Vivendi for Q1. The group is due to report its sales on 24 April, which is the day of its 2023 AGM. It is not expected to hold a conference call given this event. We forecast growth of 4% for Q1, which is slightly slower than Q4. This reflects a natural slowdown at Havas. For the 2023 AGM, we do not expect any s...
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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