Episode 105: Canal+ MultiChoice Deal Delivers $4.88B H1
Canal+ reported first-half revenues of €4.29 billion ($4.88B), up 40% year-over-year — but strip out the $2B MultiChoice acquisition and organic growth was just 1.4%. The results reveal a transformation story, not a growth story, and they carry direct implications for how non-Hollywood capital is reshaping the global content and pay-TV landscape. This episode breaks down the MultiChoice integration results, the Showmax shutdown math, Studiocanal's forward slate, and a new €980M+ commitment to French cinema. Key Takeaways: Canal+ H1 revenues hit €4.29B ($4.88B), up 40% YoY — but only 1.4%…
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