Business
Cyfrowy Polsat S A : Presentation – Q1 2026
Cyfrowy Polsat S A : Presentation – Q1
About this update from Cyfrowy Polsat Sa
[{"type":"text","content":"\n Financial results Q1'26\n \n \n 21 May 2026\n 2\n Speakers\n \n PIOTR ŻAK PRESIDENT OF THE MANAGEMENT BOARD\n MACIEJ STEC\n \n \n VICE-PRESIDENT OF THE MANAGEMENT BOARD\n \n \n KATARZYNA OSTAP-TOMANN CFO, MEMBER OF THE MANAGEMENT BOARD\n BARTŁOMIEJ DRYWA\n \n \n MEMBER OF THE MANAGEMENT\n \n \n BOARD\n \n \n JANUSZ PLISZKA\n \n \n MEMBER OF THE MANAGEMENT BOARD, TELEWIZJA POLSAT\n \n Agenda\n \n \n Key highlights Q1'26\n \n \n Operating results\n \n \n Financial results\n \n \n Summary and Q&A\n \n \n Key highlights in Q1'26\n \n \n \n Bartłomiej Drywa\n \n \n Member of the Management Board\n \n \n Key highlights\n \n \n The success of the new multiplay offering is driving ARPU growth across all customer segments\n \n \n We signed a Term Sheet with Towerlink Poland, thanks to which we will improve the quality and coverage of our services\n \n \n We acquired exclusive broadcasting rights to the UEFA Europa League and the UEFA Conference League for the 2027-2031 seasons\n \n \n We have entered into a partnership with kanał Zero covering distribution and advertising\n \n \n We plan to shut down the 3G network by the end of 2026, enabling further optimization of network resources\n \n \n We obtained a generation license for the Drzeżewo wind\n \n \n farm with a capacity of 139 MW\n \n \n We restructured the Group's management frameworks in response to new strategic and operational challenges, with initial effects already visible in Q1'26\n Key figures Q1'26327 GWh\n green energy production\n +17.6% YoY\n 21.9%\n audience share\n -0.3 pp YoY\n 3.0 million\n multiplay customers\n +1.2% YoY\n PLN 82.2\n ARPU per B2C customer\n +5.8% YoY\n PLN 847 million\n EBITDA\n +4.7% YoY\n PLN 3.6 billion\n revenue\n +3.0% YoY\n \n Operating results\n \n \n B2C and B2B\n \n \n services segment\n \n \n \n Maciej Stec\n \n \n Vice-President of the Management Board\n \n \n Over 3 million customers use our multiplay offering\n \n \n High and growing multiplay customer base\n \n \n Increase of the multiplay customer base by 35k YoY due to the successful upselling of services\n \n \n Already 54% of our customers use our multiplay offering\n \n \n Our multiplay customers own 12.5m RGUs,\n \n \n up by 2,293k YoY\n \n \n Low churn rate - mainly thanks to our multiplay strategy\n \n \n Number of multiplay customers1)\n +1.2%\n \n \n (thous. customers)...