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Vivendi (VIV) investor relations material

Vivendi Q3 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 TU earnings summary20 Oct, 2026

Executive summary

  • Q3 2026 revenue was €77 million, up 13.8% reported and 5.0% at constant currency and perimeter YoY; 9M revenue was €217 million, up 2.1% reported and down 2.6% on the same basis.

  • Q3 growth was driven by Gameloft, while financial net debt declined following a €250 million partial repayment of the Lagardère loan.

Financial highlights

  • 9M revenue totaled €217 million versus €213 million in 2025; Gameloft contributed €204 million and Other €13 million, including V Collection from Q2 2026.

  • Q3 revenue totaled €77 million versus €68 million; Gameloft contributed €72 million and Other €5 million, including V Collection from Q2 2026.

  • 9M Gameloft revenue declined 2.9% reported and 2.2% at constant currency and perimeter; Q3 revenue grew 6.4% reported and 6.1% on that basis.

Outlook and guidance

  • Q4, traditionally the most important quarter, is expected to benefit from momentum and Bluey's Happy Snaps, released October 15, followed by The Keepsake Sea, a Disney Dreamlight Valley expansion launching in November 2026.

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