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ITV (ITV) investor relations material
ITV H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary24 Jul, 2025
Executive summary
H1 performance exceeded expectations, with strategic progress in digital and cost management despite a 3% revenue decline and 31% drop in adjusted EBITA year-over-year, impacted by strong 2024 comparatives.
Studios and digital segments delivered growth, with digital ad revenue up 12% and streaming hours up 15%.
Permanent non-content cost savings for 2025 increased to £45m, with a one-off cost of £40m to achieve these efficiencies.
ITVX broke even two years early, fully recouping investment and driving digital growth.
Interim dividend of 1.7p declared, with a full-year target of at least 5.0p, reflecting strong cash generation and confidence in strategy.
Financial highlights
Group revenue down 3% to £1,848m; external revenue up 11% due to strong global streaming demand.
Studios UK revenue up 7%, international up 2%, US revenue up 37% from unscripted deliveries.
Adjusted EBITA down 31% to £146m; margin fell to 9% from 13%.
M&E total advertising revenue down 7% year-over-year, but digital ad revenue up 12%.
Digital revenues up 9% to £271m; free cash flow improved to £43m; profit to cash conversion at 109%.
Outlook and guidance
Studios expected to deliver good revenue growth in 2025 at a 13–15% margin, with H2 weighted for revenue and profit.
Digital advertising revenue expected to grow strongly; on track for at least £750m digital revenues by 2026.
Content costs for 2025 expected around £1.23bn, slightly lower than planned.
Exceptional items for 2025 guided at £100m, mainly non-cash, expected to reduce next year.
Adjusted effective tax rate expected at 27% medium term.
What is driving ITV Studios' external revenue growth?
Assess impact of new food advertising regulations.
Explain the increase in expected exceptional costs.
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Frequently asked questions
ITV plc operates as a media and entertainment company, producing and broadcasting television content across its channels and streaming platforms. The company also owns ITV Studios, which develops, produces, and distributes programming for domestic and international markets. It serves viewers and advertisers across the United Kingdom. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE.
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