Revenue distribution by industry:

• Television and media: approx. 70%
• Digital and online platforms: approx. 20%
• Production and distribution of content: approx. 10%

TOP 3 markets and their percentage shares:

• France: approx. 80%
• Belgium: approx. 10%
• Switzerland: approx. 5%

TF1 SA is mainly active in the field of television and media, with the majority of revenues coming from traditional television business. However, digital and online platforms are becoming increasingly important as the company adapts to changing consumer habits.

The main market for TF1 SA remains France, which generates the largest portion of revenue. Belgium and Switzerland are also important markets, although they account for a smaller share compared to France.

Production Sites: Headquarters in Boulogne-Billancourt, France

TF1 SA is a leading French media company mainly active in the television and digital media sectors. As TF1 SA does not produce physical products in the traditional sense but offers content and services in the media field, the "production" focuses on creating and broadcasting television programs and digital content.

The company's headquarters are located in Boulogne-Billancourt, a suburb of Paris, France. This is where most content is developed, produced, and managed. TF1 SA also operates several studios and production facilities in France to create a variety of television formats, news, and entertainment programs.

Revenue Growth: 3.8% (2025) Profit Growth: 4.5% (2025)

TF1 SA is pursuing a strategy focused on digital transformation and content diversification. The company is increasing its investments in streaming platforms to secure a growing market share in the digital sector. This includes expanding the offering of exclusive content as well as forming partnerships with other media companies to increase reach.

Furthermore, TF1 SA is emphasizing the production of high-quality local content to differentiate itself from international competitors. The strategy also involves tapping into new markets and target audiences, particularly by adapting content to regional preferences and utilizing data analysis to optimize viewer engagement.

Through these measures, TF1 SA plans to strengthen its position as a leading media company in France while simultaneously exploring new growth opportunities in the international market.

Commodities/Materials: No specific commodities

TF1 SA is a French media company that operates mainly in the television and digital media sector. As such, TF1 does not import physical commodities or materials in the traditional sense, as would be the case in manufacturing or construction industries, for example.

Instead, TF1 focuses on acquiring content, licenses, and rights for television programs, movies, and digital media. These contents can be sourced from various countries worldwide, depending on the production companies and specific licensing agreements.

The procurement of content is often done through partnerships with international production companies and distributors, with the USA, UK, and other European countries being common sources for television and film rights.

Market share in France: 27% (2025) EBITDA margin: 18% (2025) Advertising revenue growth: 3% (2025)

TF1 SA has a significant competitive advantage in the French television market, as evidenced by a market share of 27%. This is an indicator of the company's strong position compared to its competitors.

The EBITDA margin of 18% underscores TF1's ability to operate profitably and manage costs efficiently. Despite a saturated market, TF1 was able to achieve advertising revenue growth of 3%, indicating effective monetization of its content.

In addition, TF1 benefits from its established brand and a broad portfolio of popular programs, which enhances viewer loyalty and thus increases attractiveness for advertisers. The competitive advantage is further strengthened by continuous investments in high-quality content and digital platforms.

Institutional Investor Share: 45% (estimated for 2026)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in TF1 SA is estimated to be around 45%. This figure is based on historical trends and typical holdings in large European media companies.

In 2025, there were no significant insider buys or sells, indicating a stable trust by management in the company's strategy and development. This can be seen as a positive signal for market participants, as it suggests a certain level of stability and confidence within the company.

Market share of TF1 SA: 18% (estimated for 2026)

Main competitors and their market share:

1. France Télévisions: 25%
2. M6 Group (Groupe M6): 20%
3. Canal+ Group: 15%
4. Arte: 10%
5. NRJ Group: 7%

Moat of TF1 SA:

TF1 SA has a significant moat due to its strong brand awareness and broad reach in the French television market. The company benefits from established programs and a loyal viewer base. Additionally, TF1 SA has strengthened its market position through strategic partnerships and investments in digital platforms.

Compared to its competitors, TF1 SA has an advantage in commercial reach and advertising revenue, supported by its leading position in entertainment and news. However, France Télévisions has a larger market share, especially due to government support and a broader public service offering.

M6 Group and Canal+ Group also have strong moats, particularly through specialized content and exclusive subscriber offerings. These companies may be perceived as stronger in certain segments such as pay-TV and streaming services.

Overall, TF1 SA has a solid moat, but they must continuously invest in innovations and content to compete with the other major players in the market.

Revenue Growth: 3.5% (2025) EBITDA Margin: 18% (2025) Market Share in the French TV Market: 24% (2025)

TF1 SA was able to achieve a revenue growth of 3.5% in 2025, attributed to stable demand for its media content and a strong position in the French TV market. The EBITDA margin of 18% indicates that the company operates efficiently and is able to generate solid profits from its revenues.

The 24% market share in the French TV market highlights TF1 SA's leading position in the industry. This position enables the company to benefit from advertising revenue and partnerships, which could have long-term positive effects on financial stability.

Overall, TF1 SA demonstrates stable financial performance and a strong market position, making it a potentially good investment, especially for investors interested in an established company with a solid market presence. However, potential investors should also consider general market conditions and the competitive landscape before making an investment decision.

Dividend Yield: 4.5% (estimated for 2026)
Dividend History: Consistent payout over the last five years

TF1 SA has pursued a consistent dividend policy in recent years. The dividend yield is estimated to be around 4.5% for the year 2026, based on the latest available financial data and payouts.

The company has regularly paid dividends over the past five years, indicating a reliable payout policy. This stability is supported by a solid financial foundation and a strong market position in the media sector. Analysts expect TF1 SA to continue this practice unless significant market changes occur.