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Grupo Televisa, S.A.B. (TV) Q4 2025 Earnings Call Transcript

Seeking Alpha
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Grupo Televisa reported Q4 2025 earnings with a net loss of $0.83 per share, missing estimates by $0.82, while revenue grew 12.88% year-over-year to $846.22 million but fell $2.74 million short of expectations. The company reversed a two-year decline in internet subscribers, adding 47,000 in 2025 by targeting high-value customers and shedding low-value ones, marking a strategic shift in its cable segment. Executives highlighted operational efficiencies and deeper integration between Izzi and Sky as key drivers for cost reduction and service improvement, though specific financial impacts weren’t detailed. Co-CEO Alfonso de Angoitia emphasized milestones at TelevisaUnivision, suggesting synergies between the parent company and its U.S. joint venture remain a priority for shareholder value creation. Analysts from JPMorgan, Morgan Stanley, and Benchmark Company participated in the call, focusing on subscriber growth, cost controls, and the company’s turnaround strategy in a competitive market.
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SA Transcripts158.7K FollowersFollow5ShareSaveCommentsQ4: 2026-02-26 Earnings SummaryPlay CallPlay CallEPS of -$0.83 misses by $0.82 | Revenue of $846.22M (12.88% Y/Y) misses by $2.74M Grupo Televisa, S.A.B. (TV) Q4 2025 Earnings Call February 27, 2026 10:00 AM EST Company Participants Alfonso de Angoitia Noriega - Co-CEO & DirectorFrancisco Valim Filho - Executive GM of IZZI & CEO of Cable segment Conference Call Participants Marcelo Santos - JPMorgan Chase & Co, Research DivisionMatthew Harrigan - The Benchmark Company, LLC, Research DivisionErnesto Gonzalez - Morgan Stanley, Research DivisionAlejandro Azar Wabi - GBM Grupo Bursátil Mexicano, S.A. de C.V. Casa de Bolsa, Research Division Presentation Operator Good morning, everyone, and welcome to Grupo Televisa's Fourth Quarter and Full Year 2025 Conference Call. Before we begin, I would like to draw your attention to the press release, which explains the use of forward-looking statements and applies to everything we discuss in today's call and in the earnings release. I will now turn the call over to Mr. Alfonso de Angoitia, Co-Chief Executive Officer of Grupo Televisa. Please go ahead, sir. Alfonso de Angoitia NoriegaCo-CEO & Director Thank you, operator. Good morning, everyone, and thank you for joining us. With me today are Francisco Valim, CEO of Cable and Sky and Carlos Phillips, CFO of Grupo Televisa. Last year was marked by several milestones, both at Grupo Televisa and TelevisaUnivision, which Bernardo and I are confident will allow us to keep creating value for our shareholders.

At Grupo Televisa, let me touch on four major achievements. First, our strategy to focus on attracting and retaining value customers in cable allowed us to grow our Internet subscriber base by around 47,000 in 2025. This marks a full year turning point after losing Internet subscribers, both in 2023 and 2024, mainly driven by a strategy decision not to retain low-value subscribers. Second, we keep executing on the implementation of OpEx efficiencies and the integration between Izzi and Sky to

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