Berenberg

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NENT Group ‘set for bigger losses’ in near term, but international prospects look good

Nordic Entertainment (NENT Group) is set to incur increased cumulative losses as it spends more…

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Berenberg: Viaplay set for stellar international growth

Nordic Entertainment’s (NENT Group) foray into international streaming video markets including the Netherlands and Poland…

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Berenberg: NENT stands apart as European SVOD ‘champion’ as other broadcasters look to AVOD

Nordic Entertainment Group (NENT) stands apart as a ‘traditional’ broadcaster that has successfully captured a…

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Berenberg bullish on Viaplay launch plans for Baltic and Poland

Nordic Entertainment Group’s (NENT Group) prospects for success in the Baltic states and Poland have…

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Eutelsat and SES: a tale of contrasting fortunes

Satellite operators Eutelsat and SES will experience contrasting fortunes in the near term, with Eutelsat…

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NENT Group ‘stands apart’ among broadcasters taking on streaming giants

Nordic Entertainment Group (NENT Group) stands on its own as an example of a broadcaster…

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Mediaset benefits from Italian ad recovery

Mediaset has benefited from a strong recovery in the Italian advertising market in the third…

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ProSiebenSat.1 sees strong recovery as ad market and e-commerce deliver

German broadcaster ProSiebenSat.1 saw a strong recovery in the third quarter, with revenues almost on…

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Eutelsat better placed than SES, says Berenberg

Satellite operator Eutelsat is a better bet for investors than rival player SES, according to…

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Eutelsat delivers ‘robust’ results as broadcast business holds up

Satellite operator Eutelsat has turned in what CEO Rodolphe Belmer described as a “robust” set…

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Analysts heap praise on Eutelsat as broadcast revenues hold up

Amid problems elsewhere in the satellite sector, analysts have given a strong vote of confidence…

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ProSiebenSat.1 pulls financial guidance under coronavirus impact

ProSiebenSat.1 has become the latest media company to pull its financial guidance under pressure from…

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Eutelsat adjusts projections despite resilience of core business

Eutelsat’s core broadcast business is well-placed to withstand the coronavirus crisis but there is likely…

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Berenberg: ‘unfashionable’ Eutelsat’s low valuation ‘starting to look silly’

Satellite operator Eutelsat is “an unfashionable cash cow” that is nevertheless delivering decent shareholder returns…

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ProSiebenSat.1’s Conze hails ‘unique business model’, highlights Joyn premium launch plan

ProSiebenSat.1’s “unique business model”, combining entertainment with e-commerce and digital advertising, will see it through…

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Analysts reflect on ‘thoroughly disappointing’ Eutelsat numbers

Analysts at Berenberg have admitted that satellite operator Eutelsat’s Q1 revenues were “thoroughly disappointing”, with…

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Berenberg: Mediaset investors likely to stick around for MFE deal

Mediaset shareholders are likely to accept conversion of their shares into stakes in the new…

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Berenberg: ‘uncompelling’ Britbox leaves ITV ‘between a rock and hard place’

The proposed Britbox streaming service between ITV and BBC in the UK looks “uncompelling” in…

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SES hit by declining video business

Satellite operator SES last week reported first half revenues of €961.4 million, down 5.1% at…

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Spanish broadcasters facing a tough year as ad market declines

The Spanish free-to-air commercial TV business’s prospects seem increasingly bleak, according to analyses of the…

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SES ‘too optimistic’ on future prospects

Satellite operator SES’s full-year financial guidance is “too optimistic” and the operator faces further challenges…

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Mediaset move will create ‘stronger business’ but pan-European merger unlikely

Mediaset’s creation of a new holding company and the merger of its Italian and Spanish…

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Berenberg: Eutelsat’s stock undervalued despite lack of growth

Satellite operator Eutelsat’s stock is undervalued despite a lack of growth potential, particularly in relation…

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ProSiebenSat.1 ‘must deliver’ on targeted advertising strategy

German commercial broadcaster ProSiebenSat.1must “deliver on its ambitions to accelerate growth in its non-traditional linear…

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BritBox carries risk of ‘cannibalising’ ITV’s business, say analysts

BritBox, the planned UK SVOD JV between the BBC and ITV, is unlikely to be…

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SES faces ‘concerning’ decline in video business

Satellite operator SES is facing a “concerning” decline in its video business, with guidance provided…

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Berenberg: eSports market to be worth US$20bn by 2025

Analysts at Berenberg have published a detailed report about the video games sector in which…

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Berenberg gloomy on ITV prospects

Analysts at Berenberg have reduced their price target for ITV shares and published a ‘hold’…

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Soft advertising market leads to lowering expectations for Spanish broadcasters

The softening advertising market in Spain has led analysts at Berenberg to predict a relatively…

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Mediaset combines pay TV activity with Sky in wide-ranging deal

Mediaset has struck a wide-ranging pay TV deal with Sky that puts a likely end…