Impact of Declining Linear TV and Streaming Opportunity

In this Business Breakdown, David Barbato and Geert Campaert sit down with EVS Broadcast Equipment’s (EVS.BR) CEO Serge Van Herck. The company was originally profiled on MicroCapClub by Geert Campaert on April 28, 2025.

This discussion took place live on March 9th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/

In this in-depth interview, Serge Van Herck, CEO of EVS Broadcast Equipment, shares insights into the company's strategic growth, technological innovations, and market positioning in live video technology for broadcast and media productions. Discover how EVS is shaping the future of live content creation, their acquisition strategy, and how they navigate industry challenges.

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Chapters

00:00 Introduction to EVS and Serge Van Herck

03:19 Overview of EVS's Technology and Market Position

06:25 Financial Performance and Growth Strategy

11:45 Customer Base and Major Events

14:35 Innovation and Product Development

22:39 AI Integration in Broadcasting Technology

25:38 Future Growth and Acquisition Strategy

36:28 Strategic Shift Towards Long-Term Contracts

39:18 Navigating Currency Exposure and Market Growth

40:52 Sales Funnel Insights and Market Expansion

43:39 Adapting to Changing Media Landscape

47:16 Understanding the Sales Cycle for Major Clients

49:30 Competitive Dynamics in the Broadcast Technology Market

51:48 Profitability Targets and Growth Strategies

54:37 Investor Relations and Market Communication

56:25 Criteria for Strategic Acquisitions

58:24 Leadership Philosophy and Risk Management

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