Vivendi’s strategy now centers on leveraging Lagardère’s massive footprint in publishing and travel retail to drive growth. The challenge for management will be proving that this "new" Vivendi is a cohesive media entity rather than just a holding company for leftover assets.
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 news
Stay tuned to official Vivendi press releases for the full financial calendar and upcoming Extraordinary General Meeting dates. This move aimed to eliminate the "conglomerate discount"
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. Long-term holders are betting that Chairman Bolloré will
Vivendi is no longer the sprawling, opaque giant it once was. It has reinvented itself as a leaner, more focused entity centered on publishing, travel retail, and strategic investments. While the headlines have been dominated by the listings in Amsterdam, the real story is about freedom: Canal+ is free to dominate TV, Havas is free to dominate ads, and the new Vivendi is free to manage its investments without the burden of the conglomerate discount.
Vivendi operates through several business segments:
However, the last twelve months have represented one of the most dramatic pivots in the company's history. Under the leadership of Chairman Yannick Bolloré, Vivendi has initiated a massive restructuring strategy aimed at unlocking shareholder value. This strategy has culminated in historic market debuts and a shift in how the company defines itself.