THE SIGNAL FROM EUROPE: Q4 EARNINGS
Versant spins out with $2B free cash flow, ITV faces Sky acquisition, Banijay grows experiential 18%, and Canal+ hits 42.3M subscribers. Welcome to The Media Odyssey Podcast live!
In this earnings coverage episode, Marion Ranchet and Evan Shapiro break down results from four companies undergoing major transformations: Versant's spinout from Comcast, ITV's potential acquisition by Sky/Comcast, Banijay's post-Endemol Shine merger performance, and Canal+'s global expansion strategy. The conversation reveals the challenges traditional media companies face as cable declines, the strategic missteps…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.