Advanced TV Innovation of the Year 2023: Netgem TV

 NETGEM wins the prise of 

"Advanced TV Innovation of the Year" 2023

with its new:

Immersive Entertainment with Cloud Gaming on TV

https://www.netgem.com/en/our-expertise/immersive-tv

Advanced TV Innovation of the Year 

Technologies that change the way people use and view TV are immensely powerful tools for TV operators and content providers as well as for consumers themselves. The Advanced TV Innovation award goes to a technology or service that has delivered a new and better form of TV experience – whether by enabling viewers to view content in new ways, by overcoming a technical or commercial challenge in bringing new services to market or delivering a measurable improvement in the overall quality of a service.

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Note that Netgem TV has been named a finalist in not one, but FIVE categories at the prestigious Video Tech Awards 2023!

Netgem premium box has earned nominations for:

 Advanced TV Service of the Year, Netgem for Netgem complete managed services for Full Fibre ISPs
 The Super Aggregator Award, Netgem for Zeop TV: Unrestricted Content Across All Devices
 FAST Innovation of the Year, Netgem TV for Talk Talk TV
 UX and Content Discovery Award, Netgem TV for Netgem TV
 Advanced TV Innovation of the Year, Netgem for Immersive Entertainment with Cloud Gaming on TV

About VideoTech Innovation Awards 2023

The Awards, now in their fifth year, are the highlight of the calendar for industry executives - a celebration of technology achievements and a showcase for the latest game-changing solutions and initiatives.

https://netgem.co.uk/2023/09/30/netgem-shortlisted-for-the-videotech-awards/

Netgem: Growth of +30% in ARR guaranteed for 2023

Growth of +30% in Annual Recurring Revenue

already guaranteed for 2023

Trading Update of 19 October 2023

"Confirmation of the ARR* growth objective of 30% in 2023:

 ✓ Strong commercial activity for Netgem’s “Immersive TV” offer integrating Content and Cloud Gaming for operators 

✓ Continuing integration of the acquired Eclair subsidiaries to provide new offers from 2024, and an axis of profitability and complementary growth 

✓ ESG Gold mark (score 73/100) attributed by Ethifinance for year 2022

The group is also continuing to grow its subscriber base in its different geographic markets, in particular with its customers Zeop in France, Elisa in Finland and TalkTalk in the United Kingdom. British telecom operator brsk also launched its new television service"Better.TV" with the Netgem TV platform.

  France Channel launched its service on Amazon Channel. (...)"

*  Annual Recurring Revenue.

 
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Revenue:

Revenue in 2021 = 28.3 MEur

Revenue in 2022 = 36.3 MEur  (+28%)

Revenue in 2023 =~ ? MEur  (+?%) 

Revenue for H1 2023 amounts to €18.1M (H1 2022: €16.3M), up 11% on the same period in 2022. ARR H1 2023 was €10.1M (H1 2022: €6.1M), up 65%. This growth translates into a 4% increase in gross margin to €10M.

Continued control of operating costs combined with growth in gross margin resulted in a 21% increase in Ebitda H1 2023 to €3.8M (H1 2022: €3.2M).

Source:

https://www.netgem.com/en/investors/regulatory-press-releases

https://www.netgem.com/en/investors/regulatory-information

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24 OCTOBRE 2023:

Source

NEW: Netgem powers Brsk @ UK

16.10.2023 

Netgem powers new internet TV service for UK altnet Brsk

UK fibre altnet Brsk is launching a new co-branded TV service, powered by Netgem. The new 'Better TV' service will offer a range of free and premium streaming content to customers. 

Source: (https://www.telecompaper.com/news/netgem-powers-new-internet-tv-service-for-uk-altnet-brsk--1479170)

https://www.brsk.co.uk/order/confirm-address

https://www.brsk.co.uk/bettertv

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About Brsk:

(19 September 2023)  Launched in 2020, Brsk has 250,000 ready-for-service homes passed, 14,000 customer connections, and a build rate of 25,000 premises per month. The network was first deployed in West Yorkshire in 2021 and has expanded to urban areas in Manchester, Lancashire, and the West Midlands.

UK altnet Brsk aims for one million FTTP homes  by 2026 and beyond

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To read:

https://www.ispreview.co.uk/index.php/2023/02/a-quick-look-at-the-changing-growth-of-uk-full-fibre-altnets.html

ZTE and Netgem: new cloud gaming on Android TV

September 15, 2023

ZTE and Netgem collaborate again,

now to deliver a new immersive TV experience 

with cloud gaming on Android TV

This new collaboration between ZTE and Netgem extends beyond the realms of hardware and software. 

Both companies are poised to engage in comprehensive marketing efforts and other forms of collaboration, with the goal of bolstering the competitive edge in the market of the complete range of Android TV STBs and Netgem Immersive TV platform. 

This synergistic partnership harnesses the strengths of each company, creating a platform for expanded entertainment choices and further advancing the evolution of the entertainment industry, particularly for telecom operators seeking to boost their 5G and fibre customer adoptions.

Source: https://www.zte.com.cn/global/about/news/zte-and-netgem-collaborate-to-deliver-a-new-immersive-tv-experience-with-cloud-gaming-on-android-tv.html

More:

2019/3/13 - ZTE and Netgem Sign Strategic Partnership to Address the European Fiber Market

https://www.zte.com.cn/global/about/news/20190313e1.html

13-08-2024 - https://itchannelpro.nl/wt-group-en-zte-seminar-the-fiber-evolution-for-better-roi/

NEW: Netgem Immersive TV with gaming

 12-09-2023

Netgem news: Immersive TV with gaming

An all-encompassing entertainment platform designed to enhance the TV viewing experience

Energise 5G & fibre growth

Integrate Cloud Gaming with TV services to create enticing new bundles and give customers a compelling reason to make the switch.

To see:

https://www.netgem.com/en/our-expertise/immersive-tv

More info @

https://show.ibc.org/ce/netgem

New Channels @ Netgem TV (Aug & Sept 2023)

 New Channels @ Netgem TV

    1 Sept 2023: NEW KIDS AREA  - Back to School

    25 Aug 2023: NOSEY AND BEOND TV

    18 Aug 2023: Love The Plannet, Love Wine

    5 Aug 2023: NextUp Live Comedy

Netgem S1 2023: Amélioration de tous les indicateurs économiques

Résultats semestriels 2023 et Perspectives 

Croissance, rentabilité et innovation 

✓ Amélioration de tous lesindicateurs économiques 

✓ 647000 abonnés à fin Juin 2023 

 ✓ Relèvement de l’objectif de croissance de l’annual recurring revenue (ARR) à 30% *

✓ Acquisitions de Eclair Préservation et de Eclair Digital Services finalisées!

👉 * "...en mai 2023 Netgem á déjà releveillé sa prévision annuelle de croissance de l’ARR à « plus de 25% », contre « plus de 20% » "

Source:

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

___________________________________________
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Pas de RN significativement positif pour le S1 2023, parce que:
A rapeller le 23 juin 2023:

✓ Acquisition des sociétés Eclair Préservation et Eclair Digital Services

✓ Rachat des intérêts minoritaires de Vitis (activités France)

✓ Placement privé de 5 millions d’euros entièrement souscrit par la Caisse des Dépôts et Manco

L’acquisition des sociétés Eclair Préservation et Eclair Digital Services s’élève à 4 millions d’euros en valeur d’entreprise et celle des minoritaires de Vitis à 3,4 millions d’euros.

👉 Le changement de périmètre résultant de ces opérations devrait augmenter le résultat 2024 par action du groupe (EPS) de plus de 10% après synergies. L’objectif des parties est de pouvoir finaliser ces opérations début juillet 2023, avec un effet contributeur aux résultats dès le second semestre 2023.

Where can I watch France Channel?

Updated @ 12 july 2023 

Where can I watch France Channel?

Not yet followed by anyone

Computers

Stream using a web browser on your desktop or laptop. 

We support Safari, Chrome, Firefox and MS Edge web browsers.

Using the web browser on your Smart TV, game consoles, Blu-Ray/DVD players or streaming devices is not supported.

 

Amazon Prime Video Channels

Available in the US

Log in to you Amazon Prime Video and look for Prime Video Channels selection. Search for France Channel and subscribe with Amazon checkout. You will be able to enjoy access to France Channel everywhere where Amazon Prime Video offer is available.

 

Apple TV box

Available in the US

Download the France Channel app on your Apple TV box. You can find us easily within Apple TV apps by typing France Channel in the search box. To log in use the credentials created on www.francechannel.tv 

 

Roku

Available in the US

Download the France Channel app on your Roku device (Roku 2 and later). Choose to subscribe using your Roku account on your device. You can find us easily within ROKU apps by typing France Channel in the search box.

 

Mobiles & Tablets

Android

Download the France Channel app from the Google Play store. In order to log in, first you need to sign up on web to create your France Channel account on www.francechannel.tv. Later simply log in on your Android device thru France Channel app using your France Channel account set up on the web.

We support Android 7+ devices only.

Alternatively, use the Mobile App to connect to Chromcast.

 

iPad & iPhone

Download the France Channel app from Apple's App Store. In order to log in, first you need to sign up on web to create your France Channel account on www.francechannel.tv. Later simply log in on your device thru France Channel app using your France Channel account set up on the web.

We support iOS 12+ devices only

 

SOURCE: https://support.francechannel.tv/hc/en-us/articles/360020395578-Where-can-I-watch-France-Channel-

France Channel available @ Amazon Prime Video

 (Jul. 12, 2023)

France Channel  Debuts on Amazon Prime Video

"...Amazon Prime Video is the largest streaming-content provider worldwide with movies, series, original content and subscriptions to services such as Paramount Plus, Max, Discovery+ and now, France Channel. The partnership allows an estimated 146 million members of Amazon Prime in the U.S. to discover France through the largest ever offering of French titles, a majority of which have never been available in the United States.

According to Duolingo's data as of February of 2023, there are currently 20 million users on the app learning French. ..."

"..."We are very proud to be distributed on Amazon Prime Video Channels as it allows us to bring French Culture to the U.S.," said Julien Verley, chief executive officer and founder of France Channel. "Our assertion is that with the France Channel platform, many Americans will use it as an online discovery tool that serves as an alternative to physically traveling to France, but immersing oneself in the beauty of French Cinema and lifestyle...."

(source: https://www.wsaz.com/prnewswire/2023/07/12/france-channel-largest-streaming-service-celebrating-france-french-culture-entertainment-debuts-amazon-prime-video/?outputType=amp)

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(23-06-2023)

NETGEM a acheté Eclair Préservation et Eclair Digital Services

Avec la Acquisition des sociétés Eclair Préservation et Eclair Digital Services (et Rachat des intérêts minoritaires de Vitis en France), NETGEM se lance sur la diversification en 2023 avec l'objectif de transformer les éditeurs en centre de profits (vs centre de couts auparavant), stratégie déjà engagée avec Gaumont Classique ou France Channels, et de se renforcer dans d'autres segments.

https://www.netgem.com/fr/notre-expertise

Cela permettra à Netgem de compenser la perte de CA liée à la cession des activités Fibre (finalisée fin mars), sur le déclin, et les remplacer par des activités rentables qui ont, conjointement, un potentiel de développement plus attrayant (synergies à exploiter), souligne l'analyste Oddo.

 En outre, la valorisation des 2 deals apparait raisonnable, et l'impact relutif sur les BPA de la société devrait se situer entre +10% et +20% post-dilution sur 2024 (selon les hypothèses de synergies retenues)!

(source:  https://www.netgem.com/fr/news/netgem-se-renforce-dans-les-services-aux-acteurs-de-laudiovisuel)

ZTE & Netgem relationship solidifies!

(2023-06-07)

"Jianbo Wang, CEO of ZTE France & Benelux:

👉  “We are very pleased to work with Netgem on launching a new generation of TV & Streaming services, now available across our range of leading edge Android TV STBs and dongles. 

This combination of exciting Streaming services offers great opportunities for Telecom operators to differentiate themselves in a very cost effective way with innovative TV devices, and we will be building on this first launch with Zeop to expand the new joint proposition to more Operators across Europe.”"

"...Now Netgem can offer any operator wishing to evolve their TV UX and embrace more content, with a very fast time-to-market, running on any Android TV STB. 

Netgem not only offers a future-proof solution for Operators with a strong central innovation Roadmap, but also delivers savings in terms of Capex and Opex to the Operators with the combination of its Cloud-based aggregation Platform and cost-effective Android TV devices provided in partnership with ZTE."

Source (2023-06-07):

Netgem launches latest Multiscreen TV service for ZEOP in France, with new Netgem UI on Android TV

Netgem launches a complete revamp of the Zeop TV product in the ‘La Reunion’ territory in France @ 2023-06-07

"Zeop TV, with a reach of 100,000+ customers, is at this occasion enhanced with 12 more Replay services, added to the best quality live experience, all accessible via the same acclaimed UI for ‘the most advanced TV service’, already running on Netgem TV boxes, Apple TV, Laptop browsers and Mobile Apps." (2023)

"Plus de 300 000 foyers sont déjà raccordables à la fibre et zeop poursuit son déploiement.  (2023)

The estimated number of Internet users in La Réunion is 480,000. ... La Réunion’s Internet market is highly competitive compared to the rest of France, with a choice of six service providers for a population of only 860,000 – a density of operators unique to the island. This high market penetration doesn’t mean an end to growth, however, as the rapid deployment of fibre-optic technology shows. When it comes to fibre to the home (FTTH), La Réunion is way ahead of France with approximately 75 percent of Réunionese homes now connectable. In locations where there are two or three co-existing fibre networks, of which Zeop is one, the high level of competition has helped the fast deployment of fibre over the whole island. (2019)" 

Netgem raises ARR for 2023 to over 25% !

25th May 2023 -  Investor's Presentation - Analysts meeting

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2023 05 25 - PR CP Netgem | point d'activité ENG:

✓ At the end of April, the group had 609,000 NetgemTV subscribers, 

   managed on behalf of its operator customers, up 19% since the start of the year

 ✓ Netgem raises its ARR  growth target for 2023 to over 25% 

✓ The period was marked by the sale of the fibre business to French operator Nordnet. 

New: Toon Goggles

 (26 May 2023)

New app for kids!

CLICK ME: How do I favourite channels within the Netgem TV mobile app?

 _________________________________

(14 July 2023)

New app: TV5Monde @ Netgem TV  👉

Lire aussi:

https://www.broadbandtvnews.com/2022/04/19/tv5-monde-plus-comes-to-netgem-tv/

Netgem: ARR growth > 20% in 2023

  

NETGEM anticipates ARR* growth of more than 20% in 2023.

"(...)

Dividend

Renewing its confidence in Netgem’s strategy and its ability to generate cash, and in view of the exceptional resources freed up by the sale of the Fiber business, the Board of Directors will propose to the General Meeting to increase the dividend from 3 cents to 5 cents per share.

Perspectives for 2023

As announced at the end of January 2023, Netgem has decided to initiate the sale of its Fiber business, which has been effective as of April 1, 2023 with a positive net cash effect of €3 million. The resources freed up will enable the Company to increase its investments in innovation in order to strengthen its market position.

The rapid evolution of the market towards standardized set-top box terminals based on androidTV should also allow the Group to withdraw from the sale of access equipment.

These changes in scope will enable the company to reduce its operating costs despite the inflationary context.

The Company anticipates ARR* growth of more than 20% in 2023. The cash flows generated by the subscribers base will thus be progressing and will be sufficient to finance this growth. (...)"

2023/03/31 - Netgem turnover 2022 and Outlook 2023

* "Annual recurring revenue (ARR) refers to all ongoing revenue for a product or business, projected over one year. Companies that offer yearly subscriptions use this metric to determine how much revenue they can expect each year."

Source: https://www.netgem.com/en/investors

Netgem renfoce avec Nordnet partenariat de long terme

(20 mars 2023)

Netgem finalise la cession de son activité Fibre France à Nordnet

Mathias HAUTEFORT, Directeur Général de Netgem, déclare : « Nous sommes heureux d’avoir finalisé cette opération, qui s'inscrit directement dans l’exécution de notre stratégie de recentrage sur notre cœur de métier, avec la société Nordnet, avec qui nous renforçons ainsi notre partenariat de long terme. Je suis convaincu que Nordnet constitue une excellente solution pour nos abonnés, que je remercie vivement de la confiance qu’ils nous ont témoignée. » 

A la suite de la conclusion de l'accord de cession annoncée le 10 février dernier, Netgem et Nordnet confirment la finalisation de cette cession avec effet au 1er avril 2023.

Le transfert à Nordnet des 10.000 abonnés à l'offre Fibre Videofutur se fera dans le respect des conditions techniques et contractuelles dont ceux-ci bénéficiaient jusqu'alors, sans impact notamment sur le prix de l'abonnement et les services associés, en particulier du service de télévision opéré par Netgem. 

Les abonnés pourront également se voir proposer dans un second temps des services complémentaires grâce à l'expertise reconnue en la matière de Nordnet, fournisseur d'accès depuis plus de 25 ans et filiale du groupe Orange.

Source: https://www.netgem.com/medias/document/other/1801/communique-de-presse-les-abonnes-fibre-videofutur-vont-rejoindre-nordnet.pdf

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Pour Rapeller:

Dans ce contexte favorable à l'activité netgem.tv , Netgem a décidé d'engager la cession de ses activités autres que le streaming TV, lesquelles sont situées au sein de sa filiale française Vitis (à savoir: la fibre videofutur).  Pous ces cessions que devraient avoir lieu au cours du 1er semestre 2023 est prevú

.Chiffre d'affaires des activités à céder en 2023: 6,8 MEur
(de un total annuel de 36,3 MEur)

.Marge brute des activités à céder en 2023: 2,6 MEur
(de un total annuel de 20,1 MEur)

Les moyens ainsi dégagés par les ativités à céder en 2023:

•  "seront réinvestis dans l'enrichissement de son produit et l'élargissement de son marché adressable."
•  "le groupe compte également simplifier en 2023 son organisation, permettant une réduction sensible de ses frais généraux."

NETGEM RESULTS = CA +28% @ 2022

 (1er février 2023)

Netgem annonce un chiffre d’affaires et une marge brute sur l’exercice 2022

s’élevant à €36,3 millions et €20,1 millions en hausse respectivement de +28% et

+14% par rapport à l’exercice 2021.

SOURCE:

https://www.netgem.com/medias/document/other/1790/2023-02-01-pr-cp-netgem-ca-annuel-2022-fr-def.pdf

Calendrier de communication financière 2023 

● Résultats annuels 2022 vendredi 31 mars 2023 

● Point d’activité T1 2023 jeudi 25 mai 2023

1.4 MEur Netgem transactionés à 1,2 Eur/action en 20 Janvier 2023!

 INFORMATION de 25 janvier 2023:

👉1.4 MEur de actions Netgem transactionés 

hors plateforme de négociation,

à 1,2 Eur/action en 20 Janvier 2023!

     Source

C'est environ 4% du Capital de Netgem, que fait 1.4 Meur d'actions NETGEM achetées à 1.20 eur chacune, donc avec une prime de cire d'environ +10 %.

 Un signe pour le marché et pour les actionnaires actuels de Netgem!...

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Source:

https://www.netgem.com/medias/document/other/1787/netgem-investors-presentation-2023-01-10-eng-forum-oddo-bhf-avec-compression.pdf