NEW ! For Christmas 2021 : TALKTALK TV 4K BOX

(6 DEZ 2021)

 new! TALKTALK TV 4K BOX 

                    Great gift for Christmas 2021 !!!

https://new.talktalk.co.uk/tv-test

https://new.talktalk.co.uk/tv-fibre-broadband

The ultimate viewing experience, powered by Netgem TV. 

With its jaw-dropping features, our TalkTalk TV 4K Box levels up entertainment for everyone. 

Available with Future Fibre broadband plans only.

• 30 streaming apps and On Demand players
• One easy search covers all platforms
• Voice control via Amazon Alexa or Echo
• 4K Ultra HD viewing capabilities
• Wi-Fi enabled – no more cables to your router
• 70+ live channels
• Pause and rewind TV

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

    Features and Specs

• Video Quality: 4K (2160p), HDR
• Sound: Dolby Atmos
• Channels: 70+ SD Freeview Channels, 15 HD, 25+ Radio Stations
• Apps: BBC iPlayer, ITV Hub, All 4, Demand 5, UKTV Play, Amazon Prime Video, BritBox, hayu, YouTube and more
• EPG: 8 Days (7 days backwards)
• Recording: Via your own USB stick/drive (32GB minimum)
• Connections: HDMI, S/PDIF, USB (for recording)
• Internet: Ethernet + WiFi
• Extra Features: Personal TV recommendations, cast content from your mobile phone, optional Netgem TV subscription service with additional channels (such as LaLiga TV)

4K gives you a crisper picture using four times more pixels than standard HD. High Dynamic Range (HDR) delivers brighter, more realistic colours and greater detail. From the hottest new film to your favourite TV programme, everything is more lifelike than ever.

Dolby Atmos – compatible sound system means you’re fully immersed in three-dimensional audio that sends sound around and above you with great precision.

Netgem / NetBox 4K Box Review:

Netgem, bonnes perspectives pour 2022

...bonnes perspectives pour 2022:

(Note: this analysis of Sep. 02, 2021 did not take into account subsequent agreements / deals with: "TalkTalk UK" (with Over4 million broadband customers); PREMIERE MAX - France (for Premiere's 3,375,000 readers) and  Ireland’s no.1 Broadband Provider Pure Telecom launche by Netgem.TV)

seekingalpha research:

"On a conservative basis, the net equity valuation per share is estimated at €2.7 at FY2021, €3.6 at FY2022 and €4.7 at FY2023, representing massive triple-digit upsides from where we are today."

"(...)

C5. Conservative valuation suggests significant upside

To value Netgem which is in essence a growing technology business, we can reasonably use the EV/EBITDA approach based on a conservative projection.

Gross profit. Given the multiple drivers of growth I believe that Netgem can maintain at least a 15% growth guidance in 2021 over the next few years. This 15% guidance incorporates the impact of the global shortage of certain electronic components. Let's assume 15% growth for future year for the sake of conservatism.

Operating expense. Despite gross profit growth, Netgem is able to reduce cost in 2021 thanks to the restructuring and cost savings at Vitis. These activities are still ongoing so we should be able to see further benefits. Putting this upside aside, after the cost of goods sold, Netgem is a basically a fixed-cost business thanks to its focus on software development and B2B distribution. For conservatism, I assume the increase in expense corresponds to 25% of gross profit increase or an implied marginal EBITDA / Gross Profit of 75%.

EV. To estimate EV, I conservatively use a multiple of EV/EBITDA of 15x, which could be considered to be low for a growing technology business. We observe much higher multiples in similar businesses below.

Net Cash. Net cash of €4.3M at the end of June 2021 is adjusted in the calculation.

Minority Interest. 47% of Vitis is owned by other shareholders (Groupe Caisse de Dépôts and Océinde). I conservatively assume this minority part represents 20% of Netgem value despite the fact that the Europe ex. France, notably in the UK, have a much better profitability and growth prospect.

(...)"

Read all research on Netgem at (Sep. 02, 2021):

https://seekingalpha.com/instablog/52575557-frencheese-investor/5633545-netgem-hidden-nano-cap-gem-of-french-tech

Netgem:

• "Leading provider of B2B Internet TV services in Europe.
• Successful transformation from a hardware manufacturing business to an as-a-service business model with 90% of recurring revenues and multiple paths to continue double-digit % growth of gross margin.
• Market under-appreciates the value of the transformation and even a conservative valuation suggests triple-digit % upside. "

SOURCES (Sep. 02, 2021):

https://seekingalpha.com/instablog/52575557-frencheese-investor/5633545-netgem-hidden-nano-cap-gem-of-french-tech

https://www.netgemresearch.com/archive

Netgem, bonnes perspectives pour 2020

...bonnes perspectives pour 2020:

"(...)
.Le revenu net de Vitis (non consolidé) croît lui de 11% (+0,4 M€) du fait de la progression nette du nombre d’abonnés.

.Le Groupe Netgem confirme son recentrage sur les services opérés, avec sa plateforme multi-écrans associée à des objets connectés haut de gamme

.L'offre cloud myVIDEOFUTUR, permettant de fournir un service multi-écrans avec ou sans Box, est à présent en phase de commercialisation par Vitis sur les plaques Fibre en France. L'élargissement de sa distribution auprès d'opérateurs partenaires débutera en 2020.

.En complément, le lancement de la barre de son connectée co-développée en partenariat avec Sharp et intégrant Amazon Alexa est venu confirmer le positionnement haut de gamme, avec l'objectif de permettre aux opérateurs de développer leur revenu par client et leur politique de fidélisation sur le Très Haut Débit.

(...)"


Source (Activité du 3ème trimestre 2019):
https://www.netgem.com/wp-content/uploads/2019/10/20191017PRQ319NetgemFR.pdf


RAPELLER:
(14 mars 2019) "Dans le cadre du Plan France THD qui ambitionne de couvrir l'ensemble du territoire en Très Haut Débit, VIDEOFUTUR va étendre la commercialisation de son offre Fibre sur les réseaux d'initiative publique exploités par SFR FTTH, filiale du groupe Altice France, représentant à terme 2 millions de foyers."

Super Smart Soundbar by Sharp and Netgem

"Soundbox, 

• a really smart, 
• elegant, 
• and compact connected 

soundbar for telcos

Amsterdam, September 14th, 2019 - Netgem, a pioneer in the connected home space, is releasing its second generation of its smart soundbars for telcos in partnership with Sharp, one of the world’s leading electronics groups.

Designed by a well-known designer team, this premium compact soundbar offers an elegant all-in-one home system, managed by operators.

The Soundbox is fully integrated with the Netgem back-end, multiscreen solutions, and tools for telcos, bringing the most comprehensive package to the market with Alexa, 4K HDR10, catch-up TV, best of OTT, DVB-T2 tuner built-in, wireless audio control, great sound, and slick design. It’s the ideal way for fiber operators to offer an elegant concentration of entertainment to their users!

The new product supports the telco content packages and services, as well as leading international and local streaming services, replay TV, several video-on-demand catalogs, and interactive applications based on standards such as HbbTV, Freeview Play, and HTML5. The off-the-shelf content offering is flexible and tailored to meet telco needs and requirements.

Its compact format becomes part of the user’s living room, enhancing the sound experience with elegance, quality, and support for 4K HDR and Dolby sound enhancement technologies.

Equipped with four speakers and a Class D stereo amplifier, the soundbar delivers rich sound even at the highest levels. An optional external subwoofer can be added for a tasteful touch of extra bass power.

Users can also control their wireless headphones and wireless speakers at home through Soundbox TV functions, as well as smart home devices compatible with Alexa ecosystem.

See, it’s really smart. We told you.

-

The Soundbox is showcased during IBC by Netgem (Hall 15 MS22 & 23)."

SOURCE: 
http://lesechos-comfi.lesechos.fr/actualite.html?id=891847

"...Smart soundbar designed by Pininfarina

The 2.1 Premium Soundbar HT-SBW310 makes every TV smart and upgrades sound at the same time. Sharp is the first manufacturer to present an innovative smart soundbar, which creates new possibilities in terms of connectivity and an all-round audio experience. Customers with non-smart TVs, displays, projectors, monitors, or any devices with outdated smart features, will benefit from a wide range of content and convenient voice control, with access to Alexa and some of the best world-wide, and local, streaming services. The built-in DVB-T2 tuner also enables connection to terrestrial television.

Equipped with two Class D amplifiers, two 2.5-inch drivers and a tweeter, the soundbar delivers voluminous sound at the highest level. An external subwoofer with 60 or 100 watts can also be added for some extra bass power. The HT-SBW310 Smart Soundbar reproduces audio content in 4K HDR video quality and also supports Dolby Digital™.

Sharp is supported by the Italian design legend Pininfarina, known for its design of luxury vehicles. The rounded corners, complete metal frame and striking side elements give the soundbar an extraordinary appearance...."

SPECS: