NENT Group to expand Viaplay to The Netherlands 22Q1 as SVOD

NENT Group plans to launch Viaplay in NL 22Q1 (press release, presentation, virtual analyst meeting). Competes head-on with Netflix, with live sports.

• Streaming ad-free SVOD service (no linear TV channels)
• Exclusive sports content
• Formula 1 during 2022-2024 o/w 6 races free-to-view per season incl Zandvoort
• Bundesliga 2021-2029
• Interested in Eredivisie (currently at ESPN until 2024/25 season)
• Films & series
• Viaplay Originals (~40 in 2021)
• Dutch Viaplay Originals (target 10-15 per yr)
• International films & series
• Kids content
• Targets
• 6m Nordic subs + >= 4.5m international subs YE 2025
• Currently in Nordics & Baltics, to launch in PL Aug 2021, US end 2021, NL 22Q1, 4 more markets by YE 2023
• Group targets 2020-2025: rev CAGR 18-20% (13-15% organic in Nordics)
• Implications for main competitors
• Broad selection: Netflix, Disney+
• Local content: Videoland
• Sports: broadcasters (incl. Ziggo Sport), potentially Amazon, DAZN