2024 results and 2025 objectives 

-  Press release of March 27, 2025 -

👉 Strong improvement in profitability and cash flow in 2024

👉 EBITDA +8%, ROC +425%, net result +300%

👉 Annual dividend of 5cts euro per share

👉 Maintaining momentum in 2025 

    

The increase in OPEX (14,2M€ => 15,2M€) of 7% between 2023 and 2024 is linked to changes in perimeter: the integration of the companies Eclair Préservation and Eclair Digital Services in a full year in 2024 compared to a half-year in 2023, and the integration over two months of the Gamestream activity.  

An operating expense (OPEX) is an ongoing cost for running a product, business, or system. 

Its counterpart, a capital expenditure (capex), is the cost of developing or providing non-consumable parts for the product or system.

Perspectives 2025 

Growth in both recurring revenue and gross margin remains at the heart of NETGEM's strategy for 2025. 

To achieve this, the Group intends to continue to differentiate itself through innovation. This will serve both to retain existing customers and to conquer new markets. This is in particular the role that video games streaming and artificial intelligence will have to play in 2025, with for example the acquisition of a stake in the company BARY announced in March 2025. 

As in the last two years, external growth operations and targeted partnerships will support the group’s strategy. 

Thanks to its constant vigilance on operational costs and the end of significant investments in hardware (on behalf of operators), the group anticipates continuing the growth in profitability and free cash flow in 2025 with the same momentum as last year. 

Mathias Hautefort, Managing Director of Netgem, declares: 

”Year 2024 confirmed the relevance of our positioning in the Entertainment Technology market and is the culmination of five years of patient and disciplined efforts and investments to build our profitability around a recurring business model.  

Building on these achievements, with our teams, with our investments in innovation, such as recently in the field of artificial intelligence, and with our new organization around the Eclair and Pleio product lines, we have all the cards in hand to continue with the same momentum in 2025.” 

------------------------------------------

Financial communications calendar 2025 

● Q1 2025 update: Thursday May 22, 2025 

● General meeting: Thursday May 22, 2025, 2:30 p.m. 

● H1 2025 results: Thursday July 31, 2025 

● Q3 2025 update: Thursday October 16, 2025 

Source: netgem.com

Netgem leverages generative AI

 2025-03-18

Netgem leverages generative AI

 to expand its service offering to media publishers by teaming up with Bary

"Netgem announces a strategic expansion in the field of artificial intelligence (AI) through its business dedicated to services for film and audiovisual publishers. This initiative marks a further step in Netgem's commitment to providing innovative solutions for the media industry. 

 Investment in R&D and strategic partnership with Bary

 To realize this ambition, Netgem is investing in AI specialist Bary. This partnership will give Netgem access to a research and development unit dedicated to AI and having developed market-validated solutions. Netgem is thus strengthening its ability to innovate and bring out new products at an accelerated pace, without changing its associated cost structure. (...)"

Responsible AI at the service of creation 

As a first application of this partnership with Bary, Netgem is launching a service for publishers, under the brand name TheSubtil.ai, which combines the efficiency of generative AI (LLM) with the human expertise of translators-adaptors, while preserving intellectual property rights. The translators on whom the new service relies retain their copyright and are remunerated for their work via their collective management society. 

"A solution for localizing audiovisual works  

Thanks to TheSubtil.ai, audiovisual companies will be able to localize their works, whether they are destined for the French or international market. This feature will enable them to reach a wider audience and maximize the potential of each piece of content. Since its conception in 2024, The Subtil.ai service has attracted the attention of major TV networks. As a design partner, Groupe M6 supported TheSubtil.ai in its development, testing and adjusting the solution in real-life conditions. 

 "Working with Bary is always a great experience. Together, we have created an innovative solution combining human and machine. Seeing this solution accessible to the whole market is a great proof of the success of our collaboration" says Alix de Goldschmidt, Innovation, IA Program & Data Director Groupe M6. "

About Bary 

Founded in 2021, Bary is a technology company specializing in the development of solutions for large groups, particularly in the fields of blockchain and artificial intelligence. Drawing on its experience with high-profile customers, the company has decided to launch its own product, TheSubtil.ai, an innovative AI-based subtitling and translation solution dedicated to localizing content in the media and audiovisual industries. 

Sources:

https://www.netgem.com/sites/default/files/netgem/fichiers/news/2025%2003%2019%20CCP%20NETGEM%20-%20BARY%20-%20IA%20-%20DEF%20-%20ENG.pdf

https://www.thesubtil.ai/

https://www.thesubtil.ai/#about

https://www.bary.ai/

(Feb 19th, 2025)

"Netgem TV to Deliver Free FIFA+ Content via Supporting UK Broadband ISPs

Netgem TV has today announced that their IPTV box and service, which is typically bundled by broadband ISPs like Brsk, TalkTalk, ConnectFibre, CommunityFibre  and others, will benefit from a new collaboration with the FIFA+ streaming platform that will bring “unparalleled access to free, high-quality football content” to users of the service."​

​👉 Brsk (Better TV),
👉 TalkTalk,
👉​ Connect Fibre,
👉​ CommunityFibre

"The agreement will see FIFA+ support being added to their platform, starting with the UK and Ireland “this month“, followed by France and other regions across Europe."

Sources:

https://www.ispreview.co.uk/index.php/2025/02/netgem-tv-to-deliver-free-fifa-content-via-supporting-uk-broadband-isps.html#respond

https://www.netgem.com/en/news/free-football-all-netgem-fifa-team-european-rollout

ACCORD NETGEM SONATEL - ORANGE

 (12-02-2025)

Sonatel, a member of the Orange Group, and Netgem, a leading provider of integrated solutions in the Digital Entertainment market, will launch the first Cloud Gaming platform in West Africa: Wido Games, powered by Pleio will be available in February to all Sonatel customers. 

Wido Games, powered by Pleio : une offre innovante avec un modèle d’abonnement adapté aux habitudes de consommation 

✔ Offre de cloud gaming illimitée via un abonnement journalier, hebdomadaire ou mensuel 

✔ Expérience comparable à une console de jeux récente 

✔ QoS optimale : faible latence, images en HD, enregistrement des parties dans le cloud  

✔ Accès en illimité à un catalogue de jeux AAA récents, avec parmi eux Sniper Ghost Warrior 3, HOT WHEELS UNLEASHED, Lords Of The Fallen ou encore Escape Game Fort Boyard.  

Source:https://www.netgem.com/sites/default/files/netgem/fichiers/investisseurs/communiques-de-presse-reglementes/ENG_CP_SONATEL-Netgem_12022025.pdf

---------------------------------------------------------------------

Deux bons indicateurs à suivre:

WIDO Games by Pleio
https://play.google.com/store/apps/details?id=wido.games

 

12/02/2025:       +10 téléchargements
17/02/2025:       +50 téléchargements

25/02/2025:     +100 téléchargements

14/03/2025:  +1 000 téléchargements

19/03/2025:  +5 000 téléchargements

Pleio Cloud Gaming - Gamestream Cloud Gaming

https://play.google.com/store/apps/details?id=games.pleio.bt_fr

 

19/03/2025:  +5 000 téléchargements

---------------------------------------------------------------------

1. https://wido.games
2. https://play.google.com/store/apps/details?id=wido.games
3. https://frontend.sonatel.gamestream.biz/
4. https://www.wido.tv/#/help

About SONATEL

Sonatel Group is a telecommunications company headquartered in Senegal. Sonatel Group offers global telecommunications solutions for individuals and businesses in fixed, mobile, Internet, television, and data. Apart from Senegal, the Group is in Mali, Guinea Conakry, Guinea Bissau, and Sierra Leone. The French telecommunications company Orange is Sonatel's parent company. With over 40 million customers, Sonatel is a market leader in nearly all its operating countries.

https://www.orange.com/fr/sites-du-groupe-orange

____________________________
jeudi 27 mars 2025: Résultats 2024
jeudi 22 mai 2025: Informations T1 2025

Netgem anticipe nouvelle croissance pour 2025

 (30 janvier 2025)  

Netgem annonce pour 2024 un chiffre d’affaires total de 33,8M€, avec une croissance de son chiffre d’affaires récurrent (+6%),  de sa marge brute (+7%) et une situation de trésorerie solide (7 M€ à fin 2024).  

Netgem confirme pour 2025 une nouvelle croissance de son chiffre d'affaires récurrent autour de ses deux domaines d’activité : le streaming et les services aux médias, ainsi qu’une amélioration continue de son efficacité opérationnelle.  

Netgem continuera à innover au service de ses clients, et prépare le lancement de nouveaux services exploitant les capacités de l’Intelligence Artificielle au sein de sa plateforme technologique mutualisée. 

"L'intégration en 2024 des jeux vidéo dans l'offre de streaming a dopé le dynamisme commercial du groupe et doit se traduire par des annonces auprès d'opérateurs télécoms sur l'année 2025.

 Celle-ci devrait également être l'année du lancement par le groupe de nouveaux services autour de l'IA dans son pôle de services Médias", précise un communiqué.

Netgem vise une amélioration sensible de son résultat net et la conversion de son Ebitda en cash, et anticipe une meilleure visibilité sur son activité.

✓    647 000 abonnés à fin Juin 2023 

✓    677 000 abonnés à fin decembre 2023 (+4.6%)

✓    700 000 abonnés à fin Juin 2024 (+3,4%)

✓ > 700 000 abonnés à fin decembre 2024 

Calendrier de communication financière 2025 

● Résultats 2024 : jeudi 27 mars 2025 

● Point T1 2025 : jeudi 22 mai 2025 

● Assemblée générale : jeudi 22 mai 2025, 14h30 

SOURCES:

https://www.netgem.com/fr/investisseurs/communiques-de-presse-reglementes

https://www.boursorama.com/bourse/actualites/netgem-croissance-du-chiffre-d-affaires-recurrent-de-6-et-de-la-marge-brute-de-7-en-2024-4f046f1b3e646ed2acbaf3e1e65f5da5

Netgem - Un modèle rentable renforcé:

     information fournie par EuroLand Corporate •31/01/2025 

--------------------

A RAPELLER:

Netgem a communiqué en 2019:

Le CA (chiffre d'affaires) n'est plus le indicateur, pour evaluer la santé de Netgem (aprés 2019)!

==> mais si la "Marge Brute" est la nouvelle reference!

==> Elle donne une idée précise de l'importance des gains réalisés, et donc de sa rentabilité et de sa compétitivité.

=> Le nouveau modèle de activité* de Netgem, (changement, commencé en 2018-2019) fait la croissance des résultats plus lente et pas explosive come dans le passé, mais ce qui importe ici est donc est une croissance recurrente récurrente et durable (proportionnelle à la croissance de la base d'abonnés actifs)!!!

*En effet, l'application de ce nouveau modèle décale dans le temps la reconnaissance de marge : passage d'un mode "licence" (marge unique et proportionnelle à l'acquisition de nouveaux abonnés) à un mode "Software as a service" (marge récurrente et proportionnelle à la base d'abonnés actifs).
Ce nouveau modèle d'affaires aligne mieux les intérêts de Netgem avec ceux de ses clients opérateurs.

Marge brute 2019 ==>2024:

13.2 Meur  ==> 23,6 Meur (+79%)

Marge brute 2023: 22,0 
Marge brute 2024: 23,6 (+7%)

--------------------------------------

Investors Call 30 January 2025:

-------------

(https://netgem.co.uk/)

About ConnectFibre TV Offer (by Netgem TV)

Connect TV (powered by Netgem TV)

was available to Connect Fibre existing and new customers in March 2023.

------

update (Mar 7th, 2025):

Broadband ISP Connect Fibre Add Wi-Fi 7 At No Extra Cost for UK Homes

Netgem SuperApp Gaming TV 2025 ...

 https://www.linkedin.com/company/netgem/

"Bonne année à nos clients télécom et partenaires médias !

En démarrant cette année 2025, nous sommes déterminés à stimuler l'innovation sur tous les marchés.

Pour nos clients télécom, nous sommes impatients de participer à la diversification de leurs contenus avec le Cloud Gaming, d'optimiser leurs coûts grâce aux FAST Channels, et de leur offrir des expériences de streaming personnalisées via notre SuperApp de divertissement, sur tous les devices.

Pour nos partenaires de contenu et nos clients médias, nous sommes également ravis de soutenir des services innovants avec Eclair by Netgem, en offrant une expertise exceptionnelle pour les sous-titres de haute qualité aux meilleurs prix, la préparation de fichiers et le contrôle de qualité, la préservation physique et numérique sécurisée et souveraine, sans oublier la création et l’exploitation complète de plateformes de streaming.

Collaborons pour croître et améliorer ensemble l'expérience client cette année !
hashtag#Streaming hashtag#CloudGaming hashtag#FASTChannels hashtag#VOD hashtag#SuperApp hashtag#MediaServices hashtag#Eclair hashtag#AI hashtag#Subtitles

"

21-23 jan 2025: