(2023-06-07)
"Jianbo Wang, CEO of ZTE France & Benelux:
Source (2023-06-07):
Netgem launches latest Multiscreen TV service for ZEOP in France, with new Netgem UI on Android TV
(2023-06-07)
"Jianbo Wang, CEO of ZTE France & Benelux:
Source (2023-06-07):
Netgem launches latest Multiscreen TV service for ZEOP in France, with new Netgem UI on Android TV
Join us on May 5th 2022 at King's Place, London, for a day of insight, intelligence and imagination!
"A little bit about Netgem
Netgem TV brings the content streaming super-aggregator model to life for operators and ISPs through our core values. Value, choice, simplicity.✓ In the Nordic countries, Netgem has supported the growth of the Premium Elisa Viihde offer, despite tensions over the availability of components, and will continue this momentum in 2022.
✓ On the British market, the NetgemTV offer had a year of commercial success, with the deployment of numerous Fiber operators, crowned in December 2021 by the launch of the TalkTalk TV by NetgemTV offer, the commercial conquest of which will be effective throughout 2022.
✓ On the French market, Netgem regained new momentum thanks to the launch of the new B2C or B2BC “OTT” services Viva by VIDEOFUTUR, Première MAX by VIDEOFUTUR and France Channel. New “OTT” services are also scheduled for the first half of 2022.
✓ In parallel with its commercial effort towards operators, Netgem continues to strengthen the attractiveness of its platform, in particular by entering into new agreements with content publishers. NetgemTV now offers hundreds of channels and services, offering access to tens of thousands of programs in the UK and France. Among the most recent agreements, Netgem can cite BT Sport, BeIN SPort 4K, more than 4,000 hours of AVOD programs (content on demand supported by advertising), and new Replay services from major channels.
✓ In the Nordic countries, Netgem supported the strong growth of its partner Elisa Viihde's Premium TV offer, despite tensions over the availability of components,✓ On the British market, the NetgemTV offer enjoyed a year of commercial success, with many alternative fiber operators, and with TalkTalkoperator Tier 1✓ On the French market, Netgem launched several new “OTT” services such as Viva by VIDEOFUTUR.
The total number of subscribers to the Group's services reached 363,000 at the end of 1 December 2021, up more than 30% over the year. Over the past financial year, Netgem achieved consolidated revenue of €28.3 million. Gross profit growth over the period was 11% to reach €17.6 million, more than 90% of which was recurring revenue.
(By Colin Mann - December 10, 2021)
German luxury TV-maker Loewe has relaunched in the UK with its high-end, top-quality TV sets.
Loewe will be partnering with Netgem TV in the UK, which powers TV for the UK’s ultrafast fibre ISPs, as well as the ‘altnets’ upgrading the UK to full-fibre broadband.
The pair will also be partnering on a pre-Christmas limited edition of the former’s bild s.77 and bild v OLED 4K ranges, which are currently retailed at Selfridges and Harrods, as well as select high-end retailers.
=> ll bild s.77s, bild v.55s and v.65s will include a subscription to Netgem TV, in addition to the service’s Netgem TV 4K box. This is certainly a deal that customers will not want to miss out on.
“We are delighted to be launching with Loewe this Christmas,” declared Shan Eisenberg, Chief Commercial Officer, Netgem UK. “We know how important it is to spend valuable time with loved ones this time of year, and we are looking forward to providing bild S and bild V customers with the greatest shows and movies available via Netgem TV.”
SOURCE: https://advanced-television.com/2021/12/10/loewe-netgem-tv-limited-edition-deal/
(6 DEZ 2021)
new! TALKTALK TV 4K BOX
Great gift for Christmas 2021 !!!
...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):
SOURCES (Sep. 02, 2021):
(October 11, 2021)
"THEMA, a Canal+ Group company, and iQiyi have announced their partnership with a first commercial launch in the UK and Ireland on Netgem TV. The premium on-demand video streaming service providing beloved pan-Asian entertainment has partnered with THEMA to further its international ambitions across Europe.
iQiyi, the Asian streaming leader, has over 106 million paid subscribers worldwide and offers more than 10 localised interfaces and subtitles, making Asian content accessible to global audiences in 191 territories worldwide. Considered as the Home of Beloved Asian Entertainment, iQiyi’s international app currently offers over 4,000 original and licensed titles across movies, dramas, variety shows and anime that can be downloaded and watched offline or on-the-go.
Other than bringing the hottest Korean content to the service, iQiyi will also provide to its Netgem TV audience in the UK and Ireland, the Best in Chinese content – especially in genres such as Romance and suspense thrillers."
Read more at:
https://advanced-television.com/2021/10/11/thema-iqiyi-launching-on-netgem-tv-in-uk/
* * *
THEMA expected also @ new TalkTalk 4K TV:
(OCTOBER 12, 2021) "Netgem to supply Netgem TV for new TalkTalk 4K TV"
(Sep 29, 2021)
From October, TalkTalk will partner with Netgem to bring a new set-top box and selection of channels to its customers!
Unlike Sky Q, Netgem doesn’t rely on a satellite dish, but instead simple plugs into your broadband connection.
Since Netgem streams everything over your internet connection, the telly box won’t be available to those with slower broadband plans from TalkTalk.
Read more at: https://techcodex.com/talktalk-full-fibre-broadband-users-to-get-an-all-new-sky-q-rival/
* * *
(TalkTalk Telecom Group Limited Annual Report 2021):
- Over4 million broadband customers
- 2.8 million FTTC and FTTP customers
- 96% population coverage
- UK’s largest wholesale broadband provider
- 47,300 high-speed Ethernet connections
- 957 million GB average customer downloads per month
UPDATE - September 29th, 2021 :
A spokesperson for TalkTalk told ISPreview.co.uk: “We can confirm that we are in late-stage discussions with Netgem. As with everything we do, we are always looking to give our customers the best TV experience in the market.”
Budget UK broadband ISP TalkTalk has today officially signed a contract with pay TV solutions provider Netgem, which will see the provider launch a new “TV 4K” product for their 4.2 million customers that will be powered by the Netgem TV platform and an apparently “frictionless ‘end to end’ operating model.”
FREQUENT QUESTIONS
On France Channel, you will find:
All programs are available in English and with a selection of French subtitles, especially helpful for those learning French. Some chosen programs are also dubbed in English.
France Channel is the #1 Premium “Culturetainment” destination service for everybody interested in France, its culture, lifestyle, and entertainment.
(August 2021)
France Channel in tests at ROKU:
Developed by: Netgem"France Channel is the first Culturetainment video streaming service where French culture and creation play the main roles.
Offering a unique selection of Movies, Series, Cartoons, TV shows, Documentaries and a Live News feed, France Channel offers a unique Francetainment experience: discover and explore France and the French lifestyle and learn French with French and English subtitles."
✓ Recurring revenues represent 90% of the activity, with 320,000 subscribers to the group's Content-as-a-service platform.
✓ Gross profit growth of 20% in the first half of 2021.
✓ This growth is accompanied by a return to profitability with EBITDA reaching € 2.0m (H1 2020: - € 0.3m) and a significant improvement in net cash (€ 4.3m at June 30, 2021 vs. € 1.8m at the end of 2020).
✓ The company raises its annual objectives, anticipating gross profit growth in 2021 of about 15%, compared to 10% as announced previously.
✓ "France Channels" => "...the commercial launch of France Channel is scheduled for mid-August 2021."
✓ In the United Kingdom, the Group is experiencing growing success, which it hopes to translate in the second half of the year into new partnerships with leading players, which would allow the Group to increase its visibility in 2022.
https://www.netgem.com/medias/media/other/115/cp-viva-05072021.pdf
2021 UK ISP Internet Industry Awards
"(...)
Best Partnership
Exa Networks – for Bradford Champions Group / Bradford Community Champions
Glide – and Ruckus Network technologies for revolutionising smart connectivity in the UK
Jurassic Fibre – and Burrington Estates providing full fibre connectivity to unique Winslade Park redevelopment
Netgem – for Community Fibre branded TV services powered by Netgem
Plume – for WightFibre’s Whole Home Wi-Fi, Powered by Plume HomePass
Best Customer Solution
Antheus Telecom – Antheus Artificial Intelligence Integration system for contact centres
BDR Group – Medway Community Healthcare projects
Netgem – TV and Wholehome WiFi all in one
Swish Fibre – Connecting schools to their network extension, free of charge
Talk Straight – A unique web filtering solution for vulnerable children providing appropriate online safety
(...)"
See also "Netgem Services for Operators":
France Channels - lancement prévu mi 2021, confirmé au sein de l'Assemblée générale mixte des actionnaires du 26 mai 2021.
=> Reconfirmatión du lancement France Channels, prévu mi 2021!
=> 2020 : le pivot est réussi!
("La passage à la fibre et la tendance au “cord cutting” (debundling des offres télécoms et TV) offre au Groupe la perspective de plusieurs années de croissance sur la marché Européen avec une distribution combinant direct-to-consumer et partenariat opérateurs.")
"Avec France Channels, avec un lancement prévu mi 2021, le Groupe explore cette opportunité."
Perspectives : 2021 et au-delà
Le marché européen devrait voir s’accentuer dans les prochaines années le phénomène de “cord-cutting".
Avec son produit NetgemTV, le Groupe s’inscrit dans cette évolution : apporter au consommateur un service regroupant l’ensemble de l’offre vidéo sur tous les écrans au sein d’une application unique et pour un abonnement familial à prix serré.
Associé à son produit SuperStream, le Groupe permet ainsi naux opérateurs fibre une réponse à ces nouveaux usages leur permettant de maximiser le retour sur leurs investissement fibre.
Ce modèle économique - appliqué à l’Europe - a démontré sa pertinence aux US.
2021 : On accélère !
Sur l’année 2021, Netgem confirme son ambition d’afficher une croissance de sa marge brute, à un niveau comparable à celui du 1er trimestre 2021, soit de l’ordre de +10%.
Cette croissance se construira sur les 3 marchés France, UK et Finlande, marchés de référence pour Netgem, qui présentent des profils de croissance attractifs sur plusieurs années, et sur lesquels la Société continuera à étudier tout moyen de se renforcer.
A partir de 2022, Netgem estime être en mesure d’accélérer sa croissance en élargissant sa présence sur d’autres marchés. Cette accélération pourra se faire de manière endogène ou par rapprochement, si des opportunités favorables se présentaient.
● Résultats S1 2021 30: juillet 2021, avant bourse
● Chiffre d'affaires et marge brute T3 2021 20: octobre 2021, avant bourse
NETGEM: Voici un lieu où se compile les informations publiées sur Netgem dans 5 coins du monde!