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Sky announced a £1.6bn deal to buy ITV’s broadcasting and streaming arm.
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Sky is owned by the US telecoms company Comcast.
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Sky will pay £1.2bn in cash initially for ITV’s media and entertainment business.
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ITV’s media and entertainment business includes its free-to-air TV channels in the UK and the ITVX streaming platform.
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Sky has agreed to pay up to an additional £200m in the second half of 2028, contingent on 2027 advertising revenues.
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Comcast will sell its Love Productions business to ITV for £200m as part of the transaction.
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Love Productions produces The Great British Bake Off and The Piano.
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The transaction does not include ITV Studios.
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ITV Studios will remain a standalone company listed on the London Stock Exchange.
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Sky has committed to spending at least £2.1bn on ITV Studios between 2028 and 2032.
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ITV Studios has produced shows including I’m a Celebrity and Mr Bates vs the Post Office.
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The ITV board expects to return £950m to shareholders after completion of the deal.
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£65m will be put into escrow for the benefit of the ITV pension scheme.
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Dana Strong is Sky’s chief executive.
Dana Strong, Sky chief executive
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"This is a defining moment for British media and an opportunity to build a stronger future for two of the UK’s most loved and trusted brands."
Dana Strong, Sky chief executive
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"We have huge respect for the transformation the ITV team has delivered, particularly its successful move into streaming through ITVX, which has brought fantastic British content to millions of viewers across the UK."
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Andrew Cosslett is ITV’s chair.
Andrew Cosslett, ITV chair
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"For over seven decades, ITV has played an important and cherished role in the public life of the nation."
Andrew Cosslett, ITV chair
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"At a time of rapid change in the industry, it is right that we now secure ITV’s crucial role as a public service broadcaster and this transaction achieves this with ITV’s media and entertainment division combining with Sky to create a UK champion with the scale and resources to better compete with global streaming platforms."
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ITV’s broadcasting arm generated revenues of nearly £2bn in the previous year.
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ITV’s broadcasting arm reported a profit before tax of £274.2m in the previous year.
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ITV’s broadcasting arm profit before tax was £308.7m in 2024.
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Sky has agreed to pay a break fee of £80m if the deal does not receive regulatory approval.
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ITV would have to pay a break fee of £11.5m if regulators do not approve its acquisition of Love Productions.
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The deal is expected to close in the second half of 2027.
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Both Sky and ITV’s Media and Entertainment business are expected to become part of NBCUniversal once Comcast’s planned separation is complete.
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Net cash proceeds from the sale are projected at approximately £1.05 billion after roughly £185 million in transaction and separation costs.
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ITV plans to use the proceeds to reduce ITV Studios’ leverage to around 1.5 times net debt to EBITDA.
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ITV plans to return about £950 million to shareholders, equivalent to 25p per share, excluding any contingent consideration.
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ITV Studios will sign a long-term content supply agreement with ITV Media and Entertainment and Sky.
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The content supply agreement covers shows including Coronation Street, Emmerdale, Love Island, I’m a Celebrity…Get Me Out of Here! and its daytime slate.
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The content supply agreement includes a guaranteed minimum spend totaling £2.1 billion between 2028 and 2032.
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Carolyn McCall is chief executive officer of ITV plc.
Carolyn McCall, ITV plc chief executive officer
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"I am confident that Sky will be a strong and responsible custodian of ITV M&E, building on its heritage while investing in its future and safeguarding the qualities that make ITV so valued by viewers, advertisers and the UK’s creative industries."
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All of ITV’s public service broadcasting commitments, including nations, regional and national news, remain protected under the Channel 3 licenses that Sky is acquiring.
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The Channel 3 licenses run until 2034.
Dana Strong, Sky group chief executive officer
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"Bringing Sky and ITV Media & Entertainment together combines the very best of free-to-air television, pay TV and streaming, ensuring viewers across the U.K. continue to enjoy outstanding British programming in a rapidly changing world."
Dana Strong, Sky group chief executive officer
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"ITV will remain a public service broadcaster at the heart of British life, and we’re excited about the future we can build together."
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The transaction values ITV Media and Entertainment at an EV/EBITDA multiple of approximately 5.6 to 6.4 times 2025 earnings, according to ITV.
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Post-completion, ITV Studios is expected to operate with adjusted EBITA margins of 13 to 15%.
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Post-completion, ITV Studios is expected to have an average profit-to-cash conversion of roughly 80%.
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The transaction requires regulatory approval.
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The transaction is not subject to shareholder approval under U.K. Listing Rules.
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