Q2 2025 Viaplay Group AB (publ) Earnings Call Transcript
Key Points
- Viaplay Group AB (OSTO:VPLAY A) signed an agreement to acquire a 50% stake in Allente Group, enhancing their strategic partnership.
- The company reported strong sports engagement, particularly from Formula One and major events like the Ice Hockey World Championship and Premier League finals.
- Average revenue per subscriber improved year-on-year and sequentially, reflecting a focus on value over volume.
- Digital advertising and HVOD continued to grow, offsetting linear headwinds and resulting in a 1% organic growth.
- The acquisition of Allente is expected to strengthen Viaplay's financial profile and contribute positively to earnings and cash flow.
- Viaplay's B2B volume declined, consistent with previous quarters, indicating challenges in this segment.
- Linear subscriptions were down 3%, highlighting a decline in traditional TV viewership.
- Currency fluctuations, particularly a stronger Swedish Krona, negatively impacted revenues.
- Items affecting comparability amounted to negative SEK42 million, primarily due to redundancy costs and revaluation of liabilities.
- Non-core operations had a cash flow of negative SEK219 million in Q2, aligning with expectations but still a financial drain.
Good morning, and welcome to Viaplay Group's Q2 results conference call. Today also covering the news that we are teaming up with [AAA]. My name is [Ayambai], and joining me here on the call today are our CEO, Jørgen Madsen Lindemann; our CFO, Johan Johansson, and today we also have Chair executor, Car Lawon from the Mb Keegi with us.
Before we start, please note that today's call is being recorded. After the presentation, we will open up for Q&A. If you're listening via the web link, feel free to post your questions on the message board at any time, and I'll read them out during the Q&A. If you prefer to ask your question live, you can do so by using your phone keypad.
You can find all our results, material, including the presentation deck on the investor relations section of our website. We won't be following the slides directly, but they contain all the key information for reference. With that, I'll hand over to you, Jorgen, to walk us through today's highlights.
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