Sweden's Viaplay Q4 sales rise, helped by Allente Group acquisition

Viaplay AB (publ)

19/02/2026 06:42

Overview

Nordic entertainment provider's Q4 net sales rose slightly yr/yr to SEK 4,978 mln

Company's Q4 operating income was negative

Viaplay completed acquisition of Allente Group, adding SEK 578 mln to Q4 net sales

Outlook

Viaplay expects 2026 EBITDA between SEK 1.0 bln and SEK 1.4 bln

Company anticipates SEK 300-400 mln cash synergies from Allente integration from 2027

Viaplay forecasts stable 2026 core operation sales on an organic basis

Result Drivers

ALLENTE ACQUISITION - Consolidation of Allente Group added SEK 578 mln to Q4 net sales and is expected to yield annual cash synergies of SEK 300-400 mln from 2027

SUBSCRIBER STRATEGY - Viaplay's D2C subscription sales increased, with higher ARPU levels, while B2B base declined due to prioritization of value over volume

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
SEK 4.98 bln
Q4 Net Income
-SEK 951 mln
Q4 Adjusted EBIT
SEK 158 mln
Q4 EBIT
-SEK 637 mln


Analyst Coverage

The one available analyst rating on the shares is "hold"

The average consensus recommendation for the broadcasting peer group is "buy."

Wall Street's median 12-month price target for Viaplay Group AB (publ) is SEK1.00, about 13% below its February 18 closing price of SEK1.15

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nMFNclWt5

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)