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ITV returns £100m to shareholders after Sky deal

Created at 31 Jul · 6:41 AM1 source↑ Market-relevant
IN SHORT

ITV announced a £100 million share buyback as part of its commitment to return £950 million to investors following its £1.6 billion deal to sell its Media and Entertainment business to Sky. The broadcaster expects the transaction to unlock significant value for shareholders.

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Key Numbers

£100mshare buyback by ITV
£950mtotal returns to investors
£1.6bnSky takeover of ITV's Media and Entertainment business
2%jump in ITV revenue
8%increase in advertising revenue last quarter
27%increase in ITVX viewing
13%increase in digital advertising revenue
£20mexpected hit from junk food ad regulations

Who's Involved

ITV
broadcaster returning capital to shareholders
Sky
acquirer of ITV's Media and Entertainment business
Felix Armstrong
Retail Reporter
Competition and Markets Authority (CMA)
investigating the merger

↳ Why This Matters

The sale of ITV's Media and Entertainment business to Sky and the subsequent share buyback signal a significant strategic shift for ITV, focusing on its global content production arm while returning capital to shareholders.

Key facts

  • ITV will return £100 million to shareholders via a share buyback.
  • The company is committed to returning a total of £950 million to investors.
  • This follows the £1.6 billion sale of ITV's Media and Entertainment business to Sky.
  • ITV Studios, the content production arm, is expected to drive future growth.
  • ITVX, the streaming platform, experienced significant growth in viewership and digital advertising revenue.

ITV has announced a £100 million share buyback as part of its commitment to return £950 million to investors following its £1.6 billion deal to sell its Media and Entertainment business to Sky. The broadcaster stated that the merger will "unlock significant value for shareholders," as it reported a two percent increase in revenue over the past six months.

ITV Studios, which produces shows such as Love Island and The Chase, is described as "well positioned to deliver above-market profitable organic revenue growth." The group's streaming platform, ITVX, saw double-digit growth in the first half of the year, with advertising revenues boosted by the World Cup. Total advertising revenue rose by eight percent in the last quarter, driven by strong partnership demand and increased engagement on ITVX.

However, ITV anticipates a slip in advertising revenue in the upcoming quarter due to current macroeconomic challenges. The company also expects a £20 million impact from new regulations on the promotion of less healthy foods. The merger with Sky is slated to complete by the end of next year, pending approval from the Competition and Markets Authority (CMA), which is reviewing the deal over concerns about shared advertising revenue.

Frequently asked questions

Sky agreed to a £1.6 billion takeover of ITV's Media and Entertainment business.

ITV is returning £100 million through a share buyback and has committed to returning a total of £950 million to investors.

ITV's Media and Entertainment business, including its free-to-air TV channels and the ITVX streaming platform, is being sold.

ITV expects advertising revenue to decline in the next quarter due to macroeconomic headwinds, despite recent growth.

What Happens Next

01The merger of ITV Media and Entertainment with Sky is expected to complete at the end of next year.
02The Competition and Markets Authority (CMA) will conclude its investigation into the merger.

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Cadence

How It Developed

Sky agreed to a £1.6 billion takeover of ITV's Media and Entertainment business.
ITV announced a £100 million share buyback.
The broadcaster expects to return £950 million to investors following the Sky deal.
ITV reported a two percent jump in revenue over the last six months.
ITV Studios is expected to deliver profitable organic revenue growth.
ITVX streaming platform saw double-digit growth and record viewing.
Advertising revenue increased by eight percent in the last quarter.
ITV expects advertising revenue to decline in the next quarter due to economic headwinds.

Sources

T1
ITV hands shareholders £100m returns after £1.6bn Sky dealCity AM

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