Viaplay har det ret godt

Nent har netop sluppet deres regnskab, der – ikke overraskende – mest er til deres aktionærer, der tjener lidt penge, hver gang Nent gør det.

Det hele ser i den forbindelse godt ud.

Der bliver tjent en masse penge, og det hele vokser.

Når det er på plads, er der faktisk en række tal, der er relevante for såden nogle helt almindelige film folk.

Som eksempel er der nu 1,459 millioner der har købt adgang til Viaplay i Norden.

Og uden at bore for meget i det tal, er det nærmest overvældende mange.

Noget der såmænd bliver understreget af at Viaplay er vokset med vilde 25 procent det sidste års tid.

Tjenesten bliver ydermere udvidet næste år til også at dække Island, så den vokser nok også når den kommer derop.

Nent selv mener ydermere at vide at en af årsagerne til at Viaplay vokser, er de mange rettigheder der findes der.

Deres sport er således en stor del af årsagen til vækst.

Og så er der jo deres serier.

Her sker der – om muligt – endnu mere.

Nent Studios, der står for heftige 15 procent af hele Nent gruppens salg, voksede med 32 procent hvilket hænger sammen med at der er en nærmest umulig stor produktion af scripted drama og non-scripted indhold i den del af butikken.

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Og selv om at det ikke fremgår direkte, så tyder en del på at det omfattende salg af indhold samt at denne afdeling vokser så kraftigt som den gør, at det – såmænd – kan betale sig at producere godt indhold.

Indhold som kunderne vil betale for.

Anders Jensen President & CEO, er glad og forklarer:

 -Q3 was a historically important quarter for NENT Group. We have not only delivered on our profitable growth commitment, but Viaplay has continued to add subscribers at a healthy rate and are now up 25 percent in the twelve months. We have shifted to a functional operating model that will make us faster and more efficient, and we will launch Viaplay in Iceland in H1 2020. Furthermore, we yesterday announced an agreement to create a 50/50 joint venture between Viasat Consumer and Canal Digital, which is expected to yield substantial synergies and drive shareholder value, starter han og fortsætter.

 -The positive momentum seen in H1 continued into Q3 with higher sales and profits for both operating segments. Group sales were up 10 percent on an organic basis and operating income for our combined business segments was up 3 percent despite US dollar transactional headwinds of SEK 20m. Our central operation costs were up following initial costs related to the Viasat Consumer / Canal Digital combination.

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Han fotrsætter.

 -Our Broadcasting & Streaming operations delivered their 12th consecutive quarter of profitable growth, which demonstrates the positive effect of our investments into the streaming market. Subscription & Other sales, which accounted for 63 percent of Group sales, were up 11 percent. We added 37k Viaplay subscribers, compared to a loss of 13k last year, and the base has grown over 25 percent in the last twelve months to 1,459k. The expansion to Iceland in the first half of next year is in line with our strategy, and reflects the strength of our content, the attraction of such a highly connected society, and the fact that our technology is built to be able to scale efficiently and effectively, fortsætter han.

 -Advertising sales, which accounted for 22 percent of Group sales, were up 2 percent as higher prices offset the continuing fall in linear TV viewing levels. We are now entering the 2020 annual advertising contract negotiations and, while it’s far too early to indicate the outcome, it is clear that demand for TV advertising remains high even if there is a shortage of inventory supply. We do therefore expect prices to continue to rise.

Nent Studios, which accounted for 15 percent of Group sales, generated 32 percent growth, primarily on the back of exceptional performance in the scripted drama but also from double digit growth in non-scripted productions. Operating profits were also up despite the investments we have made into our US based operations,pointerede han blandt andet.

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