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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.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.
- Adjusted EBITA rose to €25m despite lower revenues, with stable net profit and higher net debt.VIV
H1 2026 - All resolutions passed, including a €0.04 dividend, amid strong results and strategic initiatives.VIV
AGM 2026 - Q1 2026 revenue grew 1.3% year-over-year, driven by Gameloft and strategic luxury media expansion.VIV
Q1 2026 TU - Revenue and EBITA rose as Gameloft outperformed, net debt fell, and a dividend is proposed.VIV
H2 2025 - Demerger of Canal+, Havas, and Louis Hachette Group approved with over 97% shareholder support.VIV
EGM 2024 - Vivendi's spin-off and Amsterdam relisting drive growth, margin expansion, and shareholder value.VIV
CMD 2024 - H1 2024 revenue surged 93% with strong EBITA growth and major strategic investments.VIV
H1 2024 - AGM approved all resolutions, a €0.04 dividend, and strengthened governance and strategy.VIV
AGM 2025 - NAV at €4.829bn and €111m adjusted net income after transformative spin-off and €6bn net loss.VIV
H2 2024
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