LBG Media PLC
LBG Media PLC provides software solutions for digital media and entertainment, generating revenue through subscription services and advertising.
Business. LBG Media PLC (LBG.L) is a software company operating within the Technology sector, specifically focused on Software & IT Services. The firm generates revenue through a subscription-based model, aligning with industry standards for tracking metrics such as annual recurring revenue and net revenue retention. As no specific operating segments or geographic breakdowns are provided, the company is described at the industry level. LBG Media PLC is primarily listed under the ticker LBG.L.
Analyst recommendations
4 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Peers
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · ServiceNow (NOW)
- EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
LBG Media PLC (LBG.L) is a software company operating within the Technology sector, specifically focused on Software & IT Services. The firm generates revenue through a subscription-based model, aligning with industry standards for tracking metrics such as annual recurring revenue and net revenue retention. As no specific operating segments or geographic breakdowns are provided, the company is described at the industry level. LBG Media PLC is primarily listed under the ticker LBG.L.
LBG Media PLC's capital structure is characterized by a lack of dilution risk, as shares outstanding remain unchanged between basic and diluted counts at 209,079,740. However, liquidity risk could not be assessed due to missing balance-sheet inputs and no going-concern language in source documents.
Profitability metrics are not available for comparison against industry_config preferred metrics or cohort medians, as valuation snapshot data is currently unpopulated. This absence limits the ability to assess returns relative to peers in the Software industry.
Segment and geographic exposure data are not disclosed in the available source documents, preventing an analysis of revenue concentration or geographic diversification.
Growth trajectory indicators are constrained by the lack of historical revenue data and forward-looking outlook numeric deltas. Analyst price targets range from 90.00 GBP to 142.00 GBP, with a mean of 121.25 GBP and a median of 126.50 GBP, suggesting a generally positive sentiment among analysts.
Risk factors include the inability to assess liquidity risk, which could impact the company's operational flexibility. Dilution risk is currently low, with no near-term pressure indicated by the absence of dilution-related disclosures in source documents.
Recent events and filings do not provide additional context for the company's current financial or strategic position, as no specific disclosures or transcripts are available in the source documents.
- LBG Media PLC operates in the Software & IT Services sector with a focus on digital media and entertainment.
- Analysts project a positive outlook, with price targets ranging from 90.00 GBP to 142.00 GBP.
- The company's capital structure shows no dilution risk, but liquidity risk remains unassessed.
- Revenue concentration and geographic exposure data are not disclosed.
- Growth trajectory and profitability metrics are constrained by missing data.
- No recent events or filings provide additional strategic or financial context.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue £92.2M, +42,0% YoY; Operating income +8,9% YoY.
- ▍Revenue £92.2M, +42,0% YoY
- ▍Operating income +8,9% YoY
- ▍Net income +18,6% YoY
- ▍Net margin 11.5%
Revenue £64.9M, −3,8% YoY; Operating income +107,1% YoY.
- ▍Revenue £64.9M, −3,8% YoY
- ▍Operating income +107,1% YoY
- ▍Net income +437,4% YoY
- ▍Net margin 13.8%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,06 |
| Revenue | —no estimate | —no estimate | 109,1M GBP |
| Operating income | —no estimate | —no estimate | 17,9M GBP |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- LBG Media PLC Market data — financials · 2026-05-28
- LBG Media PLC Market data — analyst estimates · 2026-05-28
Ownership & reference
Leadership
- Solly SolomouChief Executive Officer, Executive Director