| Liberty Global: Q1 Deep Dive, Still A Deep Value Play |
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. |
seekingalpha.com |
2025-05-06 10:40:24 |
Czytaj oryginał (ang.) |
| Liberty Global Ltd. (LBTYA) Q1 2025 Earnings Call Transcript |
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 Officer Conference Call Participants Carl Murdock-Smith - Citigroup Robert Grindle - Deutsche Bank Polo Tang - UBS Steve Malcolm - Redburn Joshua Mills - BNP Paribas Ulrich Rathe - Bernstein Societe Generale Group Matthew Harrigan - Benchmark Company David Wright - Bank of America James Ratzer - New Street Research Operator Good morning, ladies and gentlemen, and thank you for standing by. |
seekingalpha.com |
2025-05-02 16:12:16 |
Czytaj oryginał (ang.) |
| Liberty Global Reports Q1 2025 Results |
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 Telecom operations demonstrated resilience in competitive markets, with Virgin Media O2 returning to growth. |
businesswire.com |
2025-05-02 11:00:00 |
Czytaj oryginał (ang.) |
| Liberty Global: Making Sense Of The Valuation |
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. |
seekingalpha.com |
2025-04-15 10:51:22 |
Czytaj oryginał (ang.) |
| Haas F1 say no impact from tariffs hitting owner's business |
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. |
reuters.com |
2025-04-09 15:46:03 |
Czytaj oryginał (ang.) |
| Liberty Global Schedules Investor Call for First Quarter 2025 Results |
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 provide other forward-looking information. A listen-only webcast, along with a summary investor presentatio. |
businesswire.com |
2025-03-20 18:01:00 |
Czytaj oryginał (ang.) |
| Why Is Liberty Global Ltd (LBTYA) Up 7.1% Since Last Earnings Report? |
Liberty Global Ltd (LBTYA) reported earnings 30 days ago. What's next for the stock? |
zacks.com |
2025-03-20 14:35:40 |
Czytaj oryginał (ang.) |
| Liberty Global eyes Vodafone's Dutch joint venture stake, Bloomberg News reports |
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. |
reuters.com |
2025-03-14 09:59:40 |
Czytaj oryginał (ang.) |
| Liberty Global to Present at the NewStreet Research and BCG Future of Connectivity Leaders Conference |
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. (“Liberty Global”) (NASDAQ: LBTYA, LBTYB and LBTYK) will be presenting at the NewStreet Research and BCG Future of Connectivity Leaders Conference on Thursday, March 27, 2025, at 6:20 am EDT. Liberty Global may make observations concerning its historical operating performance and outlook. The presentation will be webcast live at www.libertyglobal.com. We intend to archive the webcast under the Investor Relations section of our website for a. |
businesswire.com |
2025-03-10 18:01:00 |
Czytaj oryginał (ang.) |
| Liberty Global: Undervalued With Great Free Cash Flow |
Liberty Global's diversified business and strategic investments in growth assets drive consistent free cash flows and a strong balance sheet. Management's creative strategies, including smart buybacks and M&A moves, demonstrate alignment with shareholder interests and potential for unlocking value. Smart capex financing maximizes free cash flow and improves liquidity. |
seekingalpha.com |
2025-03-03 03:53:07 |
Czytaj oryginał (ang.) |
| Liberty Global Ltd. (LBTYA) Q4 2024 Earnings Call Transcript |
Liberty Global Ltd. (NASDAQ:LBTYA ) Q4 2024 Earnings Conference Call February 19, 2025 9:00 AM ET Company Participants Mike Fries – Chief Executive Officer Charlie Bracken – Executive Vice President and Chief Financial Officer Lutz Schüler – Chief Executive Officer-Virgin Media Conference Call Participants Steve Malcolm – Redburn Joshua Mills – BNP Paribas Carl Murdock-Smith – Citigroup Matthew Harrigan – the Benchmark Company Ulrich Rathe – Bernstein Societe Generale Group David Wright – Bank of America James Ratzer – New Street Research Operator Good morning, ladies and gentlemen, and thank you for standing by. |
seekingalpha.com |
2025-02-19 16:43:51 |
Czytaj oryginał (ang.) |
| Liberty Global's Q4 Earnings and Revenues Rise Year Over Year |
LBTYA's fourth-quarter 2024 results benefit from a year-over-year increase in revenues in Liberty Growth and Liberty Services. |
zacks.com |
2025-02-19 14:10:31 |
Czytaj oryginał (ang.) |
| Liberty Global and Juniper Networks Collaborate to Demonstrate Seamless Cloud Connections |
SUNNYVALE, Calif. & DENVER, Colorado--(BUSINESS WIRE)--Juniper Networks® (NYSE:JNPR), a leader in secure, AI-Native Networks, and Liberty Global (NASDAQ: LBTYA, LBTYB and LBTYK), one of the world's leading converged video, broadband and communications companies, today announced the successful completion of a joint proof-of-concept (POC) designed to deliver a high-quality seamless user experience for customers with data and applications spread across multiple cloud environments. The POC demonstr. |
businesswire.com |
2025-01-28 05:00:00 |
Czytaj oryginał (ang.) |
| Liberty Global CEO Mike Fries on telecom and media landscape, future of internet |
Liberty Global CEO Mike Fries joins 'Squawk Box' to discuss European CEO sentiment at Davos, future of company, state of 5G and broadband adoption, media landscape in Europe, future of Formula E, M&A outlook under the new Trump administration, and more. |
youtube.com |
2025-01-23 12:30:43 |
Czytaj oryginał (ang.) |
| Billionaire Seth Klarman Has 42.8% of His Hedge Fund's $3.5 Billion Equities Portfolio Invested in Just 3 Stocks |
Like many of the investing greats, Seth Klarman takes a value approach, in which he tries to find stocks and other assets trading below their intrinsic value and buy them at a discount. Klarman is a firm believer in the lessons taught by Benjamin Graham, who is widely considered the father of value investing. |
fool.com |
2024-12-23 11:00:00 |
Czytaj oryginał (ang.) |
| Liberty Global Schedules Investor Call for Full-Year 2024 Results |
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. (“Liberty Global” or the “Company”) (NASDAQ: LBTYA, LBTYB and LBTYK) today announced plans to release its full-year 2024 results on Tuesday, February 18, 2025. You are invited to join in its Investor Call, which will begin the following day at 09:00 a.m. (Eastern Time) on Wednesday, February 19, 2025. During the call, management will discuss the Company's results and may provide other forward-looking information. A listen-only webcast, alon. |
businesswire.com |
2024-12-10 18:01:00 |
Czytaj oryginał (ang.) |
| Liberty Media to spin off assets; CEO Greg Maffei to step down at year-end |
Liberty Media to spin off assets; CEO Greg Maffei to step down at year-end |
cnbc.com |
2024-11-13 10:46:44 |
Czytaj oryginał (ang.) |
| Liberty Global Announces Completion of Sunrise Spin-Off Transaction |
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. (Liberty Global) (NASDAQ: LBTYA, LBTYB and LBTYK) today announces that it has completed the previously announced spin-off of its Swiss business, Sunrise, into a separate publicly traded company. The completion follows the approval of the transaction at a special meeting of Liberty Global shareholders on October 25, 2024. Liberty Global will continue to own and operate its Liberty Telecom businesses in Belgium, Ireland, Slovakia, the U.K. an. |
businesswire.com |
2024-11-08 18:01:00 |
Czytaj oryginał (ang.) |
| Liberty Global: Final Look Before The Spin-Off, Sunrise's High Dividends Vs. RemainCo's High Potential |
Liberty Global is spinning-off the Sunrise shares, that should unlock $10+ value per share. RemainCo is deeply undervalued but facing challenges of highly leveraged assets during the high-capex cycle focused on fiber and 5G to drive long-term returns. Once the Capex cycle is over, these assets have the potential to generate over $1 billion in annual FCF for Liberty Global, driving a huge upside in the share price. |
seekingalpha.com |
2024-11-02 09:07:40 |
Czytaj oryginał (ang.) |
| LBTYA Drops 3% After Q3 Earnings: What Should Investors Do? |
Liberty Global's third-quarter 2024 results reflect a year-over-year increase in revenues in Central and other. |
zacks.com |
2024-10-31 11:55:34 |
Czytaj oryginał (ang.) |
| Liberty Global Ltd. (LBTYA) Q3 2024 Earnings Call Transcript |
Liberty Global Ltd. (NASDAQ:LBTYA ) Q3 2024 Earnings Conference Call October 30, 2024 9:00 AM ET Company Participants Mike Fries - CEO Charlie Bracken - EVP and CFO Lutz Schüler - CEO, Virgin Media Stephen van Rooyen - CEO, VodafoneZiggo André Krause - CEO, Sunrise Conference Call Participants Robert Grindle - Deutsche Bank Maurice Patrick - Barclays Joshua Mills - BNP Paribas Steve Malcolm - Redburn Ulrich Rathe - Bernstein Societe Generale Group James Ratzer - New Street Research Dhruva Shah - UBS Operator Good morning, ladies and gentlemen and thank you for standing by. |
seekingalpha.com |
2024-10-30 20:17:09 |
Czytaj oryginał (ang.) |
| Liberty Global and Sunrise Schedule Investor Call to Discuss Spin-Off Timings Including Mechanics of ADS Conversion |
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. (“Liberty Global” or the “Company”) (NASDAQ: LBTYA, LBTYB and LBTYK) and Sunrise Communications AG today announced plans to host an investor call to discuss the upcoming Sunrise spin-off timings including the mechanics of the ADS conversion. You are invited to join the investor call, which will begin at 10:00 a.m. (Eastern Time) on Friday, November 1, 2024. During the call, Liberty Global's General Counsel, Bryan H. Hall, and its investor r. |
businesswire.com |
2024-10-29 18:45:00 |
Czytaj oryginał (ang.) |
| Liberty Global Announces Key Sunrise Spin Dates: Record Date, Distribution Date, Nasdaq and SIX Swiss Exchange Trading Dates |
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. (Liberty Global) (NASDAQ: LBTYA, LBTYB and LBTYK) today announces that its Board of Directors has set the record date for the distribution of Sunrise shares in the form of Sunrise ADSs at the close of business of November 4, 2024, subject to the approval of the spin-off at the special meeting of Liberty Global shareholders that will be held on October 25, 2024. After the spin-off, Sunrise will be an independent, separate publicly traded Swi. |
businesswire.com |
2024-10-15 21:00:00 |
Czytaj oryginał (ang.) |
| 3 Stocks to Watch From a Prospering Cable Television Industry |
Zacks Cable Television industry participants like RCI, LBTYA and CABO are benefiting from growing demand for high-speed Internet and increased media consumption amid cord-cutting. |
zacks.com |
2024-09-30 16:16:30 |
Czytaj oryginał (ang.) |
| Liberty Global: Here Is Why The Recent Rise In Share Price Is Just The Beginning |
Liberty Global shares are clearly undervalued based on SOTP value by about 50%. Understanding John Malone's financial engineering is key to the investment thesis. Management is unlocking the value with the coming Sunrise spin-off and the ongoing buyback program. The risks of high leverage are well managed by shielding the holding from the debt of its subsidiaries, making Liberty Global essentially debt-free with 50% of Market Cap in cash. |
seekingalpha.com |
2024-09-30 09:55:25 |
Czytaj oryginał (ang.) |
| Liberty Global Schedules Investor Call for Third Quarter 2024 Results |
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. (“Liberty Global” or the “Company”) (NASDAQ: LBTYA, LBTYB and LBTYK) today announced plans to release its third quarter 2024 results on Tuesday, October 29, 2024. You are invited to join in its Investor Call, which will begin the following day at 09:00 a.m. (Eastern Time) on Wednesday, October 30, 2024. During the call, management will discuss the Company's results, and may provide other forward-looking information. A listen-only webcast, a. |
businesswire.com |
2024-09-18 20:01:00 |
Czytaj oryginał (ang.) |
| Liberty Global to complete Sunrise spin-off in Q4 |
Liberty Global will spin off its Swiss telecoms operator Sunrise to shareholders in the fourth quarter of 2024, it said on Monday. |
reuters.com |
2024-09-09 11:13:01 |
Czytaj oryginał (ang.) |
| Liberty Global (LBTYA) Q2 Earnings and Revenues Rise Y/Y |
Liberty Global's (LBTYA) second-quarter 2024 results reflect a year-over-year increase in revenues in Central and other. |
zacks.com |
2024-07-26 16:35:34 |
Czytaj oryginał (ang.) |
| Thames Water to shut down solar power business - report |
A solar energy project developer backed by the parent company of Thames Water is to be put into voluntary liquidation, according to a report. Trinzic Operations, owned by Thames's parent company Kemble Water, is to be shut down within weeks, with the water group seeking to recoup at least £25 million from the business, the Guardian reported. |
proactiveinvestors.co.uk |
2024-07-15 07:28:03 |
Czytaj oryginał (ang.) |
| 4 Stocks to Watch From a Prospering Cable Television Industry |
Zacks Cable Television industry participants like CMCSA, CHTR, RCI and LBTYA are benefiting from growing demand for high-speed Internet and increased media consumption amid cord-cutting. |
zacks.com |
2024-07-09 15:26:08 |
Czytaj oryginał (ang.) |
| Liberty Global Announces Sunrise Capital Markets Day |
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. (Liberty Global) (NASDAQ: LBTYA, LBTYB and LBTYK) is pleased to announce a Sunrise Capital Markets Day on Monday, September 9, 2024 ahead of the proposed spin-off on the SIX Swiss Exchange expected in Q4 2024. The Capital Markets Day will be hosted by the Sunrise management team, who will present Sunrise's operating strategy and financial outlook to investors and analysts. A roadshow hosted by Sunrise's CEO and CFO will follow shortly there. |
businesswire.com |
2024-07-08 13:25:00 |
Czytaj oryginał (ang.) |
| Exclusive: Liberty Global weighs stake sale in Swiss telecom unit Sunrise, sources say |
Liberty Global has explored selling a stake in its Swiss telecoms operator Sunrise ahead of a planned spin-off later this year, three people familiar with the matter told Reuters. |
reuters.com |
2024-07-05 14:55:50 |
Czytaj oryginał (ang.) |
| Liberty Global Schedules Investor Call for Second Quarter 2024 Results |
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. (“Liberty Global” or the “Company”) (NASDAQ: LBTYA, LBTYB and LBTYK) today announced plans to release its second quarter 2024 results on Thursday, July 25, 2024. You are invited to join in its Investor Call, which will begin the following day at 09:00 a.m. (Eastern Time) on Friday, July 26, 2024. During the call, management will discuss the Company's results, and may provide other forward-looking information. A listen-only webcast, along wi. |
businesswire.com |
2024-06-18 20:01:00 |
Czytaj oryginał (ang.) |
| Liberty Global's (LBTYA) Acquisition to Aid Long-Term Growth |
Liberty Global (LBTYA) is set to acquire Formula E stakes from Warner Bros. Discovery, which is expected to aid the company's long-term prospects. |
zacks.com |
2024-06-14 14:15:24 |
Czytaj oryginał (ang.) |