Revenue distribution by industry (2026):

• Media and Entertainment: approx. 60%
• Telecommunications: approx. 25%
• Publishing: approx. 15%

TOP 3 markets and their percentage shares (2026):

• France: approx. 35%
• USA: approx. 25%
• Germany: approx. 15%

Vivendi SE generates the majority of its revenue from the media and entertainment industry, which is attributed to its stakes in companies like Universal Music Group and Canal+. The telecommunications sector also contributes significantly, mainly through its stake in Telecom Italia.

France remains the largest market for Vivendi, driven by the company's strong presence and historical origins. The USA and Germany follow, with expansion into international markets supported by strategic acquisitions and partnerships.

Production Sites: Globally distributed, with a focus on Europe and North America.

Vivendi SE is a multinational media conglomerate mainly active in the fields of music, television, film, and publishing. The company produces its content and products in various countries worldwide, with a large portion of activities taking place in Europe, particularly in France, as well as in North America.

Vivendi owns several subsidiaries, including Universal Music Group, Canal+ Group, and Havas, each of which has its own production sites and offices. Universal Music Group, as one of the largest music producers, has studios and production facilities in many countries to support local and international artists.

The geographical distribution of production sites enables Vivendi to flexibly respond to different markets and create content for a global audience.

Revenue Growth: Estimate 3-5% annually (2026) Profit Growth: Estimate 4-6% annually (2026)

Vivendi SE pursues a strategy aimed at diversification and expansion into high-growth markets. The company focuses on expanding its presence in the digital media and entertainment sector. This includes investments in streaming services and digital platforms to meet the changing consumer habits.

Another focus is on geographical expansion, especially in emerging markets with high growth potential. Vivendi plans to strengthen its market position and tap into new revenue sources through strategic partnerships and acquisitions.

Additionally, Vivendi emphasizes innovation and the development of new content to expand its customer base and increase customer loyalty. This involves nurturing creative talents and producing high-quality content that appeals both locally and internationally.

Main Imported Materials: Paper, Plastic, Electronic Components

Countries of Origin: China, USA, Germany

Vivendi SE is a multinational media and entertainment company operating in various business sectors including music, television, film, and publishing. In these sectors, certain raw materials and materials are crucial.

Paper is mainly imported for the publishing sector, with Germany and other European countries being the main suppliers. Plastic and electronic components are important for the production and distribution of physical media products such as CDs and DVDs, with China and the USA being significant suppliers.

These materials are essential for the production and distribution of media products, and Vivendi SE continuously optimizes its supply chains to reduce costs and improve sustainability.

Market share in the media sector: 20% (estimated, 2026)
EBITDA margin: 18% (2025)
Investments in digital platforms: 500 million euros (2025)

Vivendi SE has a significant competitive advantage in the media and entertainment sector, especially due to its strong market position in Europe and its diversified business areas ranging from music to television to publishing. The estimated 20% market share in the media sector underscores the company's strong presence and influence.

The 18% EBITDA margin shows that Vivendi operates efficiently and is able to generate solid profits. This margin is competitive compared to other companies in the industry, indicating effective cost control and strong operational performance.

Additionally, Vivendi has made significant investments of 500 million euros in digital platforms, indicating that the company is actively investing in the future and focusing on digitization. These investments could further strengthen the market position in the long term and open up new sources of revenue.

Institutional Investor Share: approximately 60% (estimated for 2026)
Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2026)

The institutional investor share at Vivendi SE typically stands at around 60%, based on historical data and the usual structure of large European corporations. These investors include pension funds, investment funds, and other major financial institutions that prefer long-term investments.

No significant insider buys or sells were reported in the last quarter. This suggests that the management and other insiders have confidence in the current corporate strategy and the company's market value. Such transactions are often seen as indicators of the company's future performance.

Market share of Vivendi SE: 12% (2026, estimated)

Main competitors and their market shares:

1. Warner Music Group: 18%
2. Universal Music Group: 25%
3. Sony Music Entertainment: 20%
4. Bertelsmann Music Group: 10%
5. Spotify Technology S.A.: 8%

Vivendi SE, a significant company in the media and entertainment sector, holds a market share of approximately 12%. The market is heavily dominated by major players, with Universal Music Group, Sony Music Entertainment, and Warner Music Group taking the top positions.

Vivendi SE's economic moat mainly consists of its strong brand presence, a wide portfolio of media and entertainment offerings, as well as strategic partnerships and acquisitions. Compared to its competitors, Vivendi SE has a moderate economic moat. Universal Music Group and Sony Music Entertainment tend to have a stronger economic moat due to their extensive catalogs and global distribution networks.

While Vivendi SE holds a strong market position in Europe, global competitors often have an advantage due to their broader reach and resources. However, strategic investments and innovations could help Vivendi strengthen its competitive position.

Revenue Growth: 4.8% (2025) EBITDA Growth: 3.5% (2025) Free Cash Flow: 1.2 billion euros (2025)

Vivendi SE recorded a moderate revenue growth of 4.8% in 2025, indicating a stable performance in its core segments such as media and telecommunications. The EBITDA growth of 3.5% shows that the company has good control over its operating costs and operates efficiently.

The free cash flow of 1.2 billion euros suggests that Vivendi has sufficient funds to make investments and service debts, which speaks to the financial health of the company.

Overall, Vivendi demonstrates solid financial stability and moderate growth rates. Long-term investment prospects could be positive, especially if the company continues to invest in strategic areas and strengthen its market position. However, potential investors should also consider general market conditions and specific risks in the media and telecommunications sector.

Dividend Yield: 3.5% (estimated for 2026)

Dividend History: Continuous payout over the last 5 years

Vivendi SE has pursued a consistent dividend policy in recent years, annually distributing dividends to its shareholders. The estimated dividend yield for 2026 is approximately 3.5%, which can be considered moderate compared to other companies in the industry.

The reliability of Vivendi's dividend payments is supported by the stable financial performance and strategic direction of the company. Historically, Vivendi has also paid dividends in economically challenging times, indicating a strong capital structure and a solid business model.