Viaplay Group B VPLAY B

Stockholm
Follow Viaplay Group free Follow free

Email when the signal or risk changes · Sunday weekly brief

No card · No time limit on free tier · Upgrade when you need more

Updated: 23 Oct 2026 Base analysis: 27 Jan 2026

The news check keeps the assessment current.

General analysis — not personal advice.

HOLD Clear

Hold but treat as high-volatility turnaround case; track synergies, cash flow and subscriber trends into the Q3 report.

Core operations show improved EBITDA and positive free cash flow while the Dutch sale reduces debt burden, supporting the ongoing HOLD signal.

Market sentiment Positive ↑
Trend: Improving

Sentiment remains positive driven by sale approval, improved cash flow and reiterated full-year targets despite disappointment over the guidance correction.

Risk assessment High
Dilution: Medium
Jurisdiction: Low
Execution: High
Cash flow: 9 mo

HOLD is the call. Positive is the market mood. High risk means a lot can go wrong.

Latest change
  • 23 Oct 2026 — Report shows improved core EBITDA and positive free cash flow but guidance wording correction created uncertainty around profitability targets.

The full analysis is open. Follow the company free for the full change history — and email next time the picture changes.

Show all changes (9) — follow the company free
Type: Other
Next report (Q4)
18 Feb 2027
Catalysts
◦
Date TBA
Completion of Dutch sale
◦
Date TBA
Allente integration
◦
Date TBA
Apple TV+ partnership
Bull case

Approved sale of Dutch operations and positive free cash flow in core operations strengthen the balance sheet.

Bear case

Organic growth remains low and the guidance correction created uncertainty around profitability targets.

Why this signal

Core operations show improved EBITDA and positive free cash flow while the Dutch sale reduces debt burden, supporting the ongoing HOLD signal.

Recent news
  • Q3 report was published on 22 October showing improved core EBITDA and positive free cash flow in core operations. Correction of EBITDA wording from upper end of range to unchanged targets triggered an approximate 5 percent share price drop. Regulatory approval for the Dutch operations sale was obtained and the transaction is expected to close within weeks.

Key figures

Revenue
Q3 2026
SEK 5.3B
Revenue TTM
Nine months 2026
SEK 16.0B
EBITDA
Q3 2026
SEK 313M
Net income
Q3 2026
SEK -30.0M
Cash
Q2 2026
SEK 113M
Total debt
Q2 2026
SEK 5.1B
Exchange
Stockholm
Viaplay Group B VPLAY B
Viaplay Group — this picture changes. Follow free
Follow Viaplay Group free Follow free
Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.