Grupo Televisa B : Investor Presentation WebsiteSecond Quarter 2022
August 02, 2022 at 09:52 pm IST
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Investor
Presentation
Second Quarter 2022
2Q22 Highlights
CABLE
SKY
CONENTHER
Ended the quarter with almost 18.4 million homes passed with our network.
Growth of 325 thousand Revenue Generating Units ("RGUs"), reaching about 15.3 million.
Revenue and OSI for our MSO operations increased by 3.8% and 5.0%, respectively.
Total RGUs of around 7.7 million, with 255 thousand net-disconnections.
Revenue and OSI fell by 7.7% and 24.1%, respectively, translating into a 33.1% margin.
Strong growth at our Other Businesses segment driven by the economic reopening.
Solid revenue and OSI growth of 65.8% and 163.5% respectively, for a 22.5% margin.
2
Televisa 2Q22 Results
2Q 2022 Revenue (in Ps. Millions)
9%
28%
63%
2Q 2022 OSI1 (in Ps. Millions)
6%
24%
70%
3
Revenue
Y/Y
Cable
11,750
(1.9)%
Sky
5,140
(7.7)%
Other Businesses
1,743
65.8%
Cons. Net Sales
18,533
0.3%
OSI1
Y/Y
Cable
4,952
(1.4)%
Sky
1,702
(24.1)%
Other Businesses
392
163.5%
Total OSI
7,046
(4.9)%
1Operating segment income (OSI) is defined as operating income before corporate expenses, depreciation and amortization, and other expense.
Cable: Goals
With our extensive infrastructure, we will continue to focus on:
CABLE
Expanding our network
Further increasing our share of broadband
Growing our video subscribers
Strengthening our position as a streaming services aggregator
4
Cable: 15.3 million customer relationships
Organic growth of 325.2 thousand RGUs
Total RGUs
Millions
14.9
15.3
14.3
14.4
14.6
2Q21 3Q21 4Q21 1Q22 2Q22
RGU Mix
• During 2Q22, Cable added 325.2
thousand RGUs, a year-over-year
growth of 6.5%.
1%
o Broadband: 77.6k
o Video: 79.1k
o Voice: 147.1k
29%
o Mobile: 21.4k
38%
• Almost 18.4 million homes passed
32%
o +66% are passed with fiber-
to-the-node or fiber-to-the-
home.
Broadband
Voice
Video
Mobile
5
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Grupo Televisa SAB published this content on 02 August 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 02 August 2022 16:21:10 UTC.
Grupo Televisa, S.A.B. is a media company, cable operator in Mexico and an operator of a direct-to-home (DTH) satellite pay television system in Mexico. The Company operates through four segments: Content, Sky, Cable and Other Businesses. The Content segment includes Advertising, Network Subscription, and Licensing and Syndication. The Sky segment includes DTH broadcast satellite pay television services in Mexico, Central America and the Dominican Republic. The Cable segment includes the operation of a cable multiple system in the Mexico City metropolitan area; the operation of telecommunication, and the operation of a cable multiple system. The Other Businesses segment includes its domestic operations in sports and show business promotion, soccer, feature film production and distribution, gaming, radio, publishing and publishing distribution. The Company distributes the content it produces through various broadcast channels in Mexico and in approximately 50 other countries.