The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Annick Tonie Maas - BNP Paribas Exane, Research Division - Analyst
: Firstly, on the German dating business on Parship and Elite, you suggested that they declined a bit more. Can you give us more of an order of
magnitude of the decline that you've seen in Q2? And also tell us how you developed the German dating business to -- developed actually in Q3
given the subscription element has now, I guess, it cannot be a reason anymore for the decline?
And the second one, also on dating and on the monetization of the dating business, is it an IPO no matter what? Or is there a point in time where
you would say, well, actually, let's consider maybe an asset sale? And then the last one is just with regards to your guidance on a full year basis,
how much of your order book do you see actually today?
And I say this because (inaudible) this morning suggested by giving their full year guidance that they have a very clear view, over 60% of their order
book from now to the end of the year. So can you give us maybe a bit more indication of how much do you see beyond September?
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AUGUST 11, 2022 / 11:59AM, PSMGn.DE - Q2 2022 Prosiebensat 1 Media SE Earnings Call
Question: Sarah Simon - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: I've got a few questions. First one was, can you just give us the FX impact in terms of the rest of the world advertising? Or just give us an idea of
how much of it is U.S. versus the other euro markets?
The second one was the phasing of some of the Commerce & Ventures businesses. So obviously, billiger-mietwagen has done very well with the
recovery in travel. Can you give us an idea of how much of that sort of phases through the different quarters presumably, you have another strong
Q3 and then it gets pretty quiet, but that would be helpful.
On dating, the cost base is obviously down year-on-year. How much of the cost base within dating is fixed as opposed to variable? And that was
it.
Question: Sarah Simon - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Yes. I'm just wondering how much of the rest of the world is U.S. versus -- I know you have operations in France and Spain and things.
Question: Sarah Simon - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: In the U.S.?
Question: Sarah Simon - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Okay. Yes.
Question: Sarah Simon - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Fixed and variable sort of cost split in data.
Question: Sarah Simon - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: And just to be clear, when you -- when we look at the revenue you give on video, that is before revenue share.
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