Blackbird Share Discussion Threads

[ipatch] 06/7/2021 08:48

Great News and a huge win. probably signals end to recent share price retrace and with results looming in September the start of the next leg up.

Congrats due to the team and the ever faithful!!

[cabi1] 06/7/2021 08:43

It’s just the start NickB.

[nickb] 06/7/2021 08:39

For a tiny UK company we are doing well with the large US players

[nickb] 06/7/2021 08:37

You can add Google and Amazon to that list.

I wonder if John Honeycutt ex Google helped

[bonio10000] 06/7/2021 08:32

We have shown we can and are dining at the top table with this, EVS, RTL, TATA etc.

The camel's nose is well an truly under the tent.

[bonio10000] 06/7/2021 08:30

Why would you value a business on one new deal and not all the additional new deals and deployments it signals?

[nickb] 06/7/2021 08:30

Chris
But we have had a severe pull back from 40p

Also your valuation doesn’t take in to account expansion in Univision nor does it take the industry prestige and deal snowball that can follow oh and Google’s media expansion ambitions for its Cloud platform (its a stated ambition from them a key vertical)

[bonio10000] 06/7/2021 08:30

This should really be through 40p on this news.

A direct deal with a major US broadcaster completely validating the business model and tech.....

[chriscallen] 06/7/2021 08:20

The RNS tells us that it was likely worth more than £150K a year. On SWs 40x multiple that would give a capital value of 1.75p but 15 mins ago the price was only up 0.75p so there should be more to come

[bonio10000] 06/7/2021 08:13

On third shareholder.......

[bonio10000] 06/7/2021 08:11

Not much in the way of revenues and income then.

In other news - it was a strong tender process with Grabyo and Vimond.

[nickb] 06/7/2021 08:11

Which will grow imho.

[bonio10000] 06/7/2021 08:10

Sounds like a 7 figure deal to me.

[nickb] 06/7/2021 08:09

Univision Partners With Google to Transform Its Business and Become the Media Company of Tomorrow

[nickb] 06/7/2021 08:04

I also note that they are using Google Cloud Platform this time which means we are part of that Univision Google partnership $1billion transformation deal


So the Media company of tomorrow chose us.

[nickb] 06/7/2021 07:59

Multi year, very nice win which most likely will expand

[matt131] 06/7/2021 07:48

Great news UK Reg. Well done to Ian and the team!

[biker6] 06/7/2021 07:20

Nice one 🚀

[sideshowbull] 06/7/2021 07:15

Full RNS

wooooooosh

[chriscallen] 06/7/2021 07:15

Background:

NEW YORK, NY – May 14, 2021 – Univision Communications Inc. (the “Company”;), the leading Spanish-language content and media company serving Hispanic America, today announced financial results for the first quarter 2021.
Highlights and Financial Summary
• PrendeTV launched March 30, gaining 900K monthly average users in its first month of operation.
• Core advertising revenue1 increased 7% in the quarter led by double-digit growth from national advertising.
• Cost structure efficiencies in 2020 reduced first quarter 2021 costs and increased operating leverage.
• Strong operating cash flow generation in the quarter driving a decrease in net indebtedness of $106.9 million.
Q1 Results
(Unaudited, in thousands) 2021 2020
GAAP
Revenue $ 633,700 $ 660,400
Net income2 66,000 11,700
Adjusted OIBDA3 252,100 251,100