Rtl Group S.a. · LUXSE:RTLL
Rtl — Morgan Stanley Technology, Media & Telecom Conference 2019, Barcelona
17 slides from Rtl's conference presentation, Nov 13, 2019
Slide 1: Interim Results, Morgan Stanley Barcelona
Morgan Stanley INTERIM RESULTS Barcelona H1/2019 13th November 2019 28 AUGUST 2019 1
Slide 2: Agenda
AGENDA 9 mths 2019 OPERATIONAL STRATEGY & HIGHLIGHTS HIGHLIGHTS OUTLOOK 2019
Slide 3: RTL Group continues to deliver on its Total Video strategy
RTL GROUP CONTINUES TO DELIVER ON ITS TOTAL VIDEO STRATEGY… 1 2 3 3
Slide 4: Strong revenue growth: YTD September 2019 highlights
YTD September 2019 Highlights STRONG REVENUE GROWTH a d 43.5% | Organic growth 0/ Revenue: €4,595m <+2.8%| €50m lower yoy despite Net debt: €878m acquisition of Gulli Digital 14.494 Revenue: €755m bt4.4% BROADCAST . DIGITAL ~ 7RaNseORMAI
Slide 5: Organic growth drivers: update as of 9 months to 30 September 2019
ORGANIC GROWTH DRIVERS: UPDATE AS OF 9 MONTHS TO 30 SEPTEMBER 20 19 5
Slide 6: Agenda
AGENDA 9 mths 2019 OPERATIONAL STRATEGY & HIGHLIGHTS HIGHLIGHTS OUTLOOK 2019
Slide 7: Strong operational performance – expanding TV offer
STRONG OPERATIONAL PERFORMANCE – EXPANDING TV OFFER 2 VOX UP ◼ ◼ ◼ 7
Slide 8: Solid performance with synergies and regulatory upside
SOLID PERFROMANCE WITH SYNERGIES AND REGULATORY UPSIDE ◼ ◼ ◼ 8
Slide 9: Challenging market conditions, growing digital business
CHALLENGING MARKET CONDITIONS, GROWING DIGITAL BUSINESS 9
Slide 10: Significant double-digit organic growth
SIGNIFICANT DOUBLE-DIGIT ORGANIC GROWTH 10
Slide 11: Growth in 2019 and beyond supported by new shows and renewals
WITH GROWTH IN 2019 AND BEYOND SUPPORTED BY NEW SHOWS AND RENEWALS 11
Slide 12: Agenda
AGENDA HALF-YEAR 2019 OPERATIONAL STRATEGY & HIGHLIGHTS HIGHLIGHTS OUTLOOK 2019
Slide 13: New alliances: shaping the future of the European total video industry
NEW ALLIANCES: SHAPING THE FUTURE OF THE EUROPEAN TOTAL VIDEO IN DUSTRY 13
Slide 14: Create Europe's leading ad-tech development unit
CREATE EUROPE’S LEADING AD-TECH DEVELOPMENT UNIT 14
Slide 15: Priorities going forward
RTL Group PRIORITIES GOING FORWARD FOCUS ON OPERATIONAL PERFORMANCE and strengthen families of channels across the Group GROW NATIONAL STREAMING CHAMPIONS with focus on technology and exclusive content ACCELERATE CONTENT CREATION / PRODUCTION across Fremantle and TV broadcasters DEEPLY INTEGRATE AD-
Slide 16: Outlook for 2019
RTL Group OUTLOOK FOR 2019 REVENUE expected to @ grow moderately, driven by digital businesses and Fremantle EBITA pre-restructuring costs expected to decrease moderately, reflecting investments in TV programming and VOD 2019 Guidance Revenue outlook In € million and % +2.5% > €6,668m EBITA outlook
Slide 17: Disclaimer
Disclaimer This presentation is not an offer or solicitation of an offer to buy or sell securities. It is furnished to you solely for your information and use at this meeting. It contains summary information only and does not purport to be comprehensive or complete, and it is not intended to be (and
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