TV

Grupo Televisa SA.BB

NYSE / Telecommunication Services

At close

2026-07-21

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$4.80

+72.7% vs current

Most likely

Base case

50%

Probability

Target price

$3.20

+15.1% vs current

B-

Bear case

25%

Probability

Target price

$2.00

-28.1% vs current

AI sentiment snapshot

Latest data as of 2026-06-11

AI commentary

Recent coverage exists, but the high-value evidence still comes mainly from the April 28, 2026 company filing and stored earnings-call-highlight context rather than broad follow-through research [#SEC-6K-2026-04-28] [#PR-EARNINGS-2026-05-03]. The deterministic prior is mildly positive on direction but very weak on evidence strength, and the packet does not provide reliable post-print analyst revision data, options tone, or social coverage. That keeps this as a cautious monitoring thesis rather than a conviction long.

RankAlpha Sentiment Codex - 2026-06-11

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-04-28eventQ1 margin expansion offset weak top-line mixMedium impact

Televisa's April 28, 2026 Form 6-K showed Q1 revenue down 3.1% to Ps.14.5 billion, but operating segment income rose 5.2% and OSI margin expanded to 41.4%; residential broadband net adds were 25.0 thousand and mobile net adds were 94.7 thousand, while Satellite Services revenue fell 24.6% with 325.7 thousand net disconnections [#SEC-6K-2026-04-28] [#PR-EARNINGS-2026-05-03].

2026-08-01catalystSatellite attrition can continue to cap any reratingHigh impact

The strongest near-term risk remains the speed of Sky subscriber erosion: Q1 satellite RGUs fell by 325.7 thousand and satellite revenue dropped 24.6% year over year, while stored earnings-call context also flagged pressure at Sky from subscriber losses [#SEC-6K-2026-04-28] [#PR-EARNINGS-2026-05-03].

2026-12-31catalystFTTH rollout and enterprise growth are the main self-help leversHigh impact

The Q1 Form 6-K said Televisa upgraded more than 1.5 million homes to FTTH in the quarter, kept its full-year fiber plan on track, and posted 30.0% Enterprise Services revenue growth from new public and private sector projects; stored earnings-call context also says management targeted 75% FTTH coverage by end-2026 and 100% by mid-2027 [#SEC-6K-2026-04-28] [#PR-EARNINGS-2026-05-03].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-06-11 • Updated nightlySource: Internal modelMethodology