Slide 1: Entertain. Inform. Engage.
Entertain. Inform. Engage.
Slide 2: Q1 2020 Highlights
Q1 2020 Highlights FIRST COVID IMPACTS; GOOD OPERATIONAL KPI’S 1 Higher audience shares in Germany, France and the Netherlands 2 Paying subscribers grow 34% across TVNow and Videoland 3 Net debt almost halved to €200 million compared to year end 2019 2
Slide 3: Operational Highlights
OPERATIONAL HIGHLIGHTS
Slide 4: Higher ad market and audience share, growth of TVNow
Mediengruppe RTL Deutschland HIGHER AD MARKET AND AUDIENCE SHARE, GROWTH OF TVNOW Family of channels HIGHLIGHTS 14 to 59, YTD May 2020 ◼ MEDIEN ◼ GRUPPE 28.2%1 ◼ RTLDEUTSCHLAND Viewing time (14-59) +8% across April & May 10.9% Others 22.8% 6.5% Increase of paying subscribers by +49% YoY2 MARKET 10.8
Slide 5: Groupe M6: Higher ad market and audience share
Groupe M6 HIGHER AD MARKET AND AUDIENCE SHARE Family of channels HIGHLIGHTS Family of channels Women < 50 responsible for purchases,YTD May 2020 22.5% Viewing time for Women < 50 responsible for purchases +23% across April & May 14.1% Others 34.4% 8.4% Completed successful disposal of iGraal STRONG
Slide 6: Continued growth of Videoland, higher audience share
RTL Nederland CONTINUED GROWTH OF VIDEOLAND, HIGHER AUDIENCE SHARE Family of channels HIGHLIGHTS Adults 25–54, Prime time, YTD May 2020 30.8% Audience shares up (0.8 ppts) yoy driven by main channel. Viewing time2 for Adults 25-54 stable across April & May Others 17.2% 18.6% Increase of paying subsc
Slide 7: Fremantle: Timing effects impact top line
Fremantle TIMING EFFECTS IMPACT TOP LINE Key financials HIGHLIGHTS In € million (1.3)% Projects in Strong performance of non- 8 (13) 378 ≈300 development scripted formats 383 (AGT: The Champions, Five Guys a Week) FX & Scope Organic growth Revenue Pitches since (3.4%) ≈450 mid-March Growing drama bu
Slide 8: Strategy
STRATEGY
Slide 9: New Strategic Framework
NEW STRATEGIC FRAMEWORK 1 2 3 ALLIANCES & HIGHER REACH & CORE GROWTH PARTNERSHIPS MONETISATION Creativity & Communications & People Regulation Entrepreneurship Marketing ENABLER 9
Slide 10: Re-confirmed streaming ambitions
RE-CONFIRMED STREAMING AMBITIONS BUILD NATIONAL STREAMING CHAMPIONS TARGETS¹ Investments: Boost investments in content, marketing and technology 5m - 7m paying subscribers by 2025 > €500m streaming revenue by 2025 Execution: Roll-out via stand-alone services or national partnerships ~ €350m content
Slide 11: 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