Report
Jerôme Bodin

Vivendi : What to expect from the Q1 revenues publication and the 2022 AGM?

>Strong momentum for the two main assets - This is an update on our expectations for Vivendi’s revenues which are set to be published on 25 April (before opening), the day of the 2022 AGM. We forecast a strong quarter with growth for Groupe Canal+ and Havas but a decline for Editis due to a tougher book market in France in Q1 2022. The group will not hold a conference call but could potentially address aspects related to the outlook at the AGM. We reiterate our Outper...
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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