Germany · Delayed Price · Currency is EUR RTL Group Earnings Call Transcripts
Fiscal Year 2025
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2025 saw revenue and EBITA declines due to weak TV ad markets, but streaming growth and the RTL Nederland sale boosted profit and enabled a high dividend. 2026 guidance anticipates streaming profitability, higher EBITDA, and continued cost discipline.
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Streaming revenue and subscribers grew strongly, offsetting declines in TV ad and content revenue. The sale of RTL Nederland and the planned Sky Deutschland acquisition are set to transform the business, with full-year profit boosted by one-off gains and a robust dividend outlook.
Fiscal Year 2024
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Solid 2024 results with stable revenue and strong streaming growth offsetting weak TV ad markets. Adjusted EBITDA met guidance, Fremantle delivered record margins, and RTL+ is on track for profitability by 2026. Dividend of €2.50/share proposed, with further upside from RTL Nederland sale.
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Revenue grew 2% to EUR 2.9 billion in H1 2024, led by streaming and TV ad gains, while adjusted EBITDA dipped due to higher sports costs. Full-year guidance is reaffirmed, with strong streaming growth and strategic investments supporting long-term targets.