Rtl Group S.a. · LUXSE:RTLL
Rtl — UniCredit & Kepler Cheuvreux conference, Frankfurt (January 2019)
14 slides from Rtl's conference presentation, Jan 21, 2019
Slide 1: UniCredit & Kepler Cheuvreux
UniCredit & Kepler Cheuvreux Frankfurt 21 January 2019 1
Slide 2: Agenda
Agenda 1 2 2019 Business Strategy segments 4
Slide 3: Mediengruppe RTL Deutschland: Audience share lead in most important time slots
Mediengruppe RTL Deutschland Audience share lead in most important time slots… FAMILY OF CHANNELS 14 to 59, 12 mths 2018 MG RTL1 27.3% ACCESS PRIME TIME PRIME TIME (17 – 20h) 14 to 59, in % (20 – 23h) 14 to 59, in % 10.4% +4.8 pp +3.6 pp Others 23.7% 6.3% 27.5 26.3 22.7 10.6% 22.7 ARD-III 7.1% 8.1%
Slide 4: Audience heat map: improved Thursday and leadership in key slots
Mediengruppe RTL Deutschland Audience “heat map”: improved Thursday and leadership in key slots Difference between combined audience shares RTL & VOX vs. Pro7 & Sat.1 (14-59 in % points) Mon Tue Wed Thu Fri Sat Sun Early morning 06.00-09.00 -3.8 (-1.0) +2.5 (+3.8) +7.3 (+8.5) Late morning 09.00-13.0
Slide 5: Groupe M6: Strong overall performance in 2018
Groupe M6 Strong overall performance in 2018 FAMILY OF CHANNELS Women < 50 responsible for GROUPE M61 21.4% Audiovisual reform ? purchases, 12 mths 2018 § New sectors able to advertise on TV (retail, cinema and publishing) ? 15.0% Others § Targeted advertising ? 33.8% 6.4% § Advertising to return to
Slide 6: RTL Nederland: Advertising market remains positive
RTL Nederland Advertising market remains positive FAMILY OF CHANNELS 25 to 54, Prime time, RTL Nederland 27.2% Challenges & opportunities ahead 12 mths 2018 § Risk of a change in the public channels sales System re: volume discounts Others 15.3% § Ad sales representation agreement signed for 27.2% f
Slide 7: Fremantle: Drama launches to come and expected timing of delivery
Fremantle Drama launches to come – and expected timing of delivery 2018 2019 Q4 Q1 Q2 Q3 Q4 2nd season Baghdad Central Dublin Murders 2nd season My Brilliant Friend Charité 2nd season The Rain 2nd season The Luminaries My Brilliant Friend 2nd season On air HBO from 18 November 3rd season A beautiful
Slide 8: Fremantle: Non-scripted - an incredibly large and important part of the story
Fremantle Non-scripted - an incredibly large and important part of the story… As of the week of 26 November 2018 8
Slide 9: Fremantle: Got Talent and the gameshows demonstrate
Fremantle … as Got Talent and the gameshows demonstrate * * As of end of November 2018 9
Slide 10: Digital and platform revenue: Continued strong organic growth
Digital and platform revenue Continued strong organic growth RTL GROUP REVENUE SPLIT PLATFORM AND DIGITAL REVENUE 9 months to 30 September 2018 In € million3 New and improved In % 911 distribution agreements Platform1 Content +7.3% 251 Strong development in YoY growth MPN & adtech revenue 19.7 (espe
Slide 11: Agenda
Agenda 1 2 2019 Business Strategy segments 12
Slide 12: Strategy 2018: More organic growth initiatives in two main areas
Strategy 2018 More organic growth initiatives in two main areas 1 Video-on-demand: Build local streaming champions 2 Content production: Continue push into scripted drama, explore new genres Leverage pan-EU scale to drive organic growth 12
Slide 13: Summary: Common goal to drive RTL forwards
Summary Common goal to drive RTL forwards 1 Clear consumer focus 2 More Group-wide collaboration 3 Foster organic growth initiatives 4 Persistent and long-term approach 13
Slide 14: 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
RTL Group — UniCredit & Kepler Cheuvreux conference, Frankfurt (January 2019) on 6ix