ITV (ITV) Investor presentation summary

Strategic transformation and growth

• ITVX has significantly expanded its content library, adding over 10,000 hours of free content since launch, and now offers more than 21,000 hours, driving a transformed viewer experience.

• The platform is the fastest growing streaming service in the UK, with a 45% increase in total streaming hours, 37% growth in monthly active users, and 39% rise in digital revenue since launch.

• ITVX targets a younger audience, with 56% of viewing hours from under 55s, and has outperformed competitors in commercial big screen viewing share.

• The content strategy focuses on hero genres, regular release cadence, boxsets, live news, and partnerships, maximizing engagement and monetization.

• The platform has won industry awards for best on-demand service and media brand of the year, reflecting strong viewer and industry response.

Viewer experience and marketing

• ITVX has improved the viewer journey by reducing friction, leading to 850,000 more monthly active users, and enhanced personalisation with a recommendations engine that drove 20 million incremental streaming hours.

• Marketing efforts have shifted to digital and reactive campaigns, resulting in an 800% increase in ITV titles featured and a 60% uplift in marketing ROI.

• The platform is now available on nearly all UK platforms, expanding its distribution footprint by 30% and doubling referrals from partner platforms.

• Editorial promotion on partner interfaces, such as Sky, has led to a 70% increase in viewing performance for featured content.

• Quality of service has improved by 10%, with a 40% reduction in customer service contacts, ensuring reliability during major live events.

Commercial performance and future outlook

• ITVX has delivered strong growth in digital revenue, with a target of at least £750 million by 2026, and aims for 20 million monthly active users and 2 billion streaming hours.

• The platform leverages Planet V, a leading addressable advertising platform, and offers new advertising formats such as FAST channels and pause ads to boost monetisation.

• Content and release strategies are optimized to increase reach, retention, and monetisation, with a focus on the 25-54 demographic.

• FAST channels have grown 62% year-over-year, with 64% of viewers under 55, supporting the platform's youth-oriented growth.

• Looking ahead, ITVX will continue to innovate in personalisation, partnerships, and advertising to drive further growth and retention.