Evs Broadcast Equipment SA
XBRU:EVS
Evs Broadcast Equipment SA
EVS Broadcast Equipment SA engages in the development, marketing, and exploitation of audiovisual equipment. The company is headquartered in Seraing, Liege and currently employs 551 full-time employees. The firm offers a range of hardware and software solutions dedicated to production markets in outside broadcast and in studio environments. Its product portfolio includes such hardware, as video servers, storage servers, media transfer and exchange tools; such software, as control software for the production content management, live slow motion control and creation of playlists software, and graphic software, among others, as well as consulting services and maintenance. The firm has numerous subsidiaries, such as the wholly owned EVS Broadcast Equipment Inc., EVS Canada, EVS Broadcast Mexico, S.A. de C.V., EVS France S.A., EVS France Developpement SARL, EVS Italia S.R.L. and EVS Broadcast UK Ltd., among others.
EVS Broadcast Equipment SA engages in the development, marketing, and exploitation of audiovisual equipment. The company is headquartered in Seraing, Liege and currently employs 551 full-time employees. The firm offers a range of hardware and software solutions dedicated to production markets in outside broadcast and in studio environments. Its product portfolio includes such hardware, as video servers, storage servers, media transfer and exchange tools; such software, as control software for the production content management, live slow motion control and creation of playlists software, and graphic software, among others, as well as consulting services and maintenance. The firm has numerous subsidiaries, such as the wholly owned EVS Broadcast Equipment Inc., EVS Canada, EVS Broadcast Mexico, S.A. de C.V., EVS France S.A., EVS France Developpement SARL, EVS Italia S.R.L. and EVS Broadcast UK Ltd., among others.
Order Book: EVS set a new record with an order book of EUR 174.8 million, up 23.4%, reflecting strong order intake and strategic wins.
Revenue Dip: H1 revenue reached EUR 91.8 million, down 6.4% YoY due to temporary delays in revenue recognition, mainly from new business models in the U.S.
Full-Year Guidance Reaffirmed: Despite H1 delays, EVS confirmed full-year revenue guidance of EUR 195–210 million and EBIT of EUR 35–43 million, excluding Telemetrics acquisition impact.
Telemetrics Acquisition: EVS acquired U.S.-based Telemetrics to expand its solution portfolio and access a $125 million TAM; Telemetrics posted 2024 revenue of $12 million with 11% EBITDA margin.
Growth in Americas: North and Latin America now make up 40% of revenue, with especially strong performance in the U.S., driven by the company's PLAYForward strategy.
Margin Resilience: Gross margin improved to 72.6% in H1 2025, up 0.7 pts YoY, despite tariff impacts, supported by price increases and favorable product mix.
Temporary Revenue Delays: Delays were mainly from adapting to U.S. tariffs and new revenue recognition models, but management emphasized these are not systemic.
