Q4 2025 Viaplay Group AB (publ) Earnings Call Transcript
Key Points
- Viaplay Group AB (NENTF) achieved or exceeded its targets for the pro forma combined results of Viaplay and the Alinta Group for the full year.
- The acquisition of the remaining 50% of the Linde Group was completed, promising future cash synergies of SEK300 million to SEK400 million from 2027.
- The company reported 2% organic growth in its streaming business, with an increase in ARPU levels for both D2C and B2B segments.
- Viaplay Group AB (NENTF) became the first broadcaster to show all 552 games from the English Football League championship annually.
- Digital advertising sales increased by 38%, reflecting successful transformation efforts in the advertising business.
- Total sales were down 2% on an organic basis in Q4, primarily due to a 37% decline in sub-licensing and other sales.
- The company's profits were impacted by the consolidation of Allente's profit for half of the quarter and adverse currency effects.
- Net debt rose significantly from SEK1.1 billion in 2024 to SEK5.2 billion in 2025 due to refinancing and acquisition activities.
- The company faces challenges in maintaining linear advertising market shares as these markets remain under pressure.
- Piracy remains a significant issue, with an estimated 1.3 million households in the Nordics engaging in piracy, impacting potential revenues.
The Good morning everyone and welcome to today's Q4 2025 results conference call. At this time, all participants are in a listen-only mode. My name is Matthew Hooper and I will be your host today.
Joining me here on the call are our CEO, Jorgen Madsen Lindemann; and our CFO, Johan Johansson. Welcome, gentlemen.
As usual, our presentation will be followed by a Q&A session, and you can find our results materials, including a presentation deck and detailed fact sheet on the investor relations section of our website. We will not follow the slides, but the presentation deck and fact sheet do provide useful information for you. Please be advised that today's conference is being recorded.
If you want to ask questions and you are following the webcast, please post your questions in the ask a question box at any time, and I will read them out. If you prefer to ask your questions directly, you are of course welcome to do so by using your phone keypad, but more about that later when we get to the Q&A session.
I will
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