Liberty Global's SOTP valuation offers a deep-value play, with gradual unlocking via buybacks. VMO2 and VodafoneZiggo face competitive challenges; VMO2 contributes significant dividends, while VodafoneZiggo's turnaround plan remains uncertain. Telenet's high CapEx impacts short-term FCF, but improvements are expected by 2026; Liberty Growth's portfolio is valued at $3.3 billion.
Liberty Global Ltd. (NASDAQ:LBTYA ) Q1 2025 Earnings Conference Call May 2, 2025 8:30 AM ET Company Participants Mike Fries - Chief Executive Officer Charlie Bracken - Executive Vice President & Chief Financial Officer Lutz Schüler - Chief Executive Officer-Virgin Media Stephen van Rooyen - Chief Executive Officer, VodafoneZiggo Enrique Rodriguez - Executive Vice President & Chief Technology Of...
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. announces its Q1 2025 financial results. CEO Mike Fries stated, “In our year-end investor call we outlined the core strategies we are undertaking to create and deliver value to shareholders following the successful spin-off of our Swiss subsidiary Sunrise. We made good progress on these plans in the first quarter of 2025. Our Liberty Teleco...
Liberty Global's management suggests a $25+ SOTP valuation, but the market values it at $10.5, indicating a disparity in perspectives. Structural separation of debt and rise of "Liberty Services" shift value to HoldCo, while lowering risks. Capex cycles are peaking, with Belgium set for meaningful FCF uplift by 2026.
This year's remarkable increase in stock-market volatility underscores the importance of diversification. But even if you add exposure outside the U.S., it is a good idea to think about companies that are likely to weather economic storms as part of a “resilient” portfolio, according to Julian McManus of Janus Henderson Investors.
The U.S.-owned Haas Formula One team said they were carrying on as normal despite owner Gene Haas's machine tools business reporting a 'dramatic decrease in demand' as a result of President Donald Trump's trade tariffs.
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. (“Liberty Global” or the “Company”) (NASDAQ: LBTYA, LBTYB and LBTYK) today announced plans to release its first quarter 2025 results on the morning of Friday, May 2, 2025. You are invited to join in its Investor Call, which will begin at 08:30 a.m. (Eastern Time). During the call, management will discuss the Company's results, and may provi...
Liberty Global has approached Britain's Vodafone for a possible acquisition of its stake in the companies' Dutch joint venture VodafoneZiggo, Bloomberg News reported on Friday, citing people familiar with the matter.
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