Corus Entertainment Inc. Class B · TSX:CORS
Corus Entertainment Inc. Class B — Q1 2019 Earnings Presentation
17 slides from Corus Entertainment Inc. Class B's earnings presentation, Jan 11, 2019
Slide 1: Fiscal 2019 First Quarter Earnings Conference Call
Fiscal 2019 First Quarter Earnings Conference Call Friday, January 11, 2019 | 8 a.m. ET
Slide 2: Safe Harbour Disclosure Forward-looking Statements
Safe Harbour Disclosure Forward-looking Statements This presentation contains forward-looking information and should be read subject to the following cautionary language: To the extent any statements made in this presentation contain information that is not historical, these statements are forward-l
Slide 3: Q1 Fiscal 2019 Financial Highlights
Q1 Fiscal 2019 Financial Highlights • Q1 results reflect strong start to fiscal 2019 • Disciplined execution of operating plan and targeted investments to support long-term strategic priorities • Overall revenue increase largely driven by 4% growth in television advertising • Segment profit and marg
Slide 4: Q1 Fiscal 2019 Operational Achievements
Q1 Fiscal 2019 Operational Achievements Strong fall season on Global, with 15% increase in overall audience1 • Corus had eight of the Top 20 programs for Adults 25-54 and nine of the Top 20 programs for Women 25-54.2 • New Amsterdam ranked in the Top 10 as the #1 new drama this fall.2 Great lineup o
Slide 5: Q1 Fiscal 2019 Operational Achievements
Q1 Fiscal 2019 Operational Achievements Corus’ Specialty portfolio continues to deliver • This fall, Corus owned 13 of the Top 20 Entertainment Specialty Channels and 11 of the Top 20 Specialty programs for both Adults 25-54 and Women 25-54.1 • The top five Kids networks were Corus networks.1 Great
Slide 6: Q1 Fiscal 2019 Operational Achievements
Q1 Fiscal 2019 Operational Achievements Corus announces new multi-platform channel deal with Crown Media’s iconic Hallmark Channel • W Network claims top spot among specialty channels across key demos,1 driven by the “Hallmark Channel’s Countdown to Christmas”, and was the #1 most watched channel in
Slide 7: Q1 Fiscal 2019 Operational Achievements
Q1 Fiscal 2019 Operational Achievements Nelvana content slate is expanding, with emphasis on co-production partnerships New “feature film quality” animated short The Most Magnificent Thing Fiscal 2019 First Quarter Earnings Conference Call | 7
Slide 8: Q1 Fiscal 2019 Operational Achievements
Q1 Fiscal 2019 Operational Achievements Corus Studios will produce 11 series in Fiscal 2019 Masters of Flip Backyard Builds Rust Valley Restorers Fire Masters Fiscal 2019 First Quarter Earnings Conference Call | 8
Slide 9: VOD
Q1 Fiscal 2019 Operational Achievements Broadened audience reach across platforms premium VOD Fiscal 2019 First Quarter Earnings Conference Call | 9
Slide 10: Q1 Fiscal 2019 Operational Achievements
Q1 Fiscal 2019 Operational Achievements Advanced advertising solutions provide meaningful value to advertisers Audience-Based Dynamic Ad Automation and Buying Insertion Artificial Intelligence Fiscal 2019 First Quarter Earnings Conference Call | 10
Slide 11: so.da becomes social agency for John Frieda Canada
so.da becomes social agency for John Frieda Canada Corus’ social digital agency (so.da) provides social strategy, analytics, community management and content production expertise to advertisers Fiscal 2019 First Quarter Earnings Conference Call | 11
Slide 12: Q1 Fiscal 2019 Consolidated Results
Q1 Fiscal 2019 Consolidated Results • Consolidated revenues increased to $467 million, up 2% for the quarter • Consolidated segment profit1 increased to $192 million, up 8% for the quarter • Consolidated segment profit margin1 of 41% for the quarter, up from 39% last year • Net income attributable t
Slide 13: Q1 Fiscal 2019 Television Results
Q1 Fiscal 2019 Television Results TELEVISION • Segment revenues increased 3% for the quarter • Advertising revenues increased 4% for the quarter • Subscriber revenues were flat for the quarter • Merchandising, distribution and other revenues increased 3% for the quarter • Segment profit1 increased 9
Slide 14: Q1 Fiscal 2019 Radio Results
Q1 Fiscal 2019 Radio Results RADIO • Segment revenues decreased 2% in the quarter • Segment profit1 decreased 4% in the quarter • Segment profit margin1 of 32% in Q1 2019, consistent with the prior year comparable period 1 Segment profit and segment profit margin do not have standardized meanings pr
Slide 15: Fiscal 2019: Continued Strategic Discipline
Fiscal 2019: Continued Strategic Discipline Strategic Priorities own and control engage our expand into new more content audiences and adjacent markets Fiscal 2019 First Quarter Earnings Conference Call | 15
Slide 16: Fiscal 2019 Outlook
Fiscal 2019 Outlook • Data analytics and advanced advertising initiatives gaining traction • Arrival of new distribution platforms in Canada will provide new revenue opportunities • Growing slate of owned content supports revenue diversification strategy • Strong start to the year and continued focu
Slide 17: Fiscal 2019 First Quarter Earnings Conference Call
Fiscal 2019 First Quarter Earnings Conference Call Friday, January 11, 2019 | 8 a.m. ET Q&A