Vivendi’s crown jewel, , is aggressively pivoting to compete with global streaming giants. Recent filings indicate that the pay-TV group is increasing its investment in original European content while locking down long-term sports rights.
Vivendi was founded in 1852 as a water company, Compagnie Universelle des Canaux et Caisses d'Épargne de Paris. Over the years, the company evolved through various mergers and acquisitions, eventually becoming a major player in the media industry. In 1998, Vivendi acquired Polygram, a leading music company, and in 2000, it merged with Canal+ Group, a French television company. vivendi news
In late 2024, Vivendi shareholders overwhelmingly approved a plan to separate the group’s three primary pillars into independently listed companies. This move aimed to eliminate the "conglomerate discount" and allow each entity to pursue its own growth and acquisition strategy. Vivendi’s crown jewel, , is aggressively pivoting to
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Vivendi remains a "sum-of-the-parts" story. Long-term holders are betting that Chairman Bolloré will eventually close the NAV discount through further unbundling or a strategic takeover of the remaining public float. Over the years, the company evolved through various
Chairman continues to steer the ship toward "content sovereignty." However, the market is watching the family’s voting power closely. With the Bolloré Group holding a commanding majority of voting rights, governance critics argue that a potential takeover of the remaining float is a long-term possibility.
