LBRDA Stock Recent News

The stock market has clearly hit a fork in the road. On one path, we find the high-flying tech and growth stocks that have rapidly recovered or even exceeded their pre-pandemic highs.

Following its Q4/23 earnings release, Charter Communications and its major shareholder Liberty Broadband crashed 16%. Since I don't believe fundamentals justify such a steep sell-off, the investment case for Liberty Broadband has become even more compelling. Liberty Broadband is virtually certain to outperform Charter over the long-term thanks to a 28% NAV discount and accretive buybacks.

Liberty Broadband's discount to NAV has grown to over 30%, while its main asset Charter also looks undervalued. Overall, the total discount to Liberty Broadband's underlying intrinsic value likely exceeds 50%. Potential near-term catalysts for closing the discount are limited, but patient long-term investors will very likely be rewarded.

ENGLEWOOD, Colo.--(BUSINESS WIRE)--Liberty Broadband Corporation Announces Second Quarter Earnings Release and Conference Call and Website Postings of Upcoming Media Appearances.

Liberty Broadband Corporation (NASDAQ:LBRDK ) Q4 2022 Earnings Conference Call February 17, 2023 11:00 AM ET Company Participants Shane Kleinstein - VP, IR Greg Maffei - President and Chief Executive Officer Brian Wendling - Chief Accounting & Principal Financial Officer Ben Oren - Executive Vice President & Treasurer-Liberty Media Corporation Ron Duncan - CEO, GCI Pete Pounds - CFO, GCI Conference Call Participants James Ratcliffe - Evercore ISI Doug Mitchelson - Credit Suisse Ben Swinburne - Morgan Stanley Barton Crockett - Rosenblatt Securities Michael Rollins - Citi Operator Hello and welcome to the Liberty Broadband 2022 Yearend Earnings Call. During the presentation, all participants will be in a listen-only mode.

ENGLEWOOD, Colo.--( BUSINESS WIRE )--Liberty Broadband Corporation (“Liberty Broadband”) (Nasdaq: LBRDA, LBRDK, LBRDP) will host a conference call to discuss results for the fourth quarter of 2022 on Friday, February 17th at 11:00 a.m. E.T. Before the open of market trading that day, Liberty Broadband will issue a press release reporting such results, which can be found at https://www.libertybroadband.com/investors/news-events/press-releases. Following prepared remarks, the company will host a brief Q&A session during which management will accept questions regarding Liberty Broadband and Liberty TripAdvisor Holdings, Inc. The press release and conference call may discuss the financial performance and outlook of these companies, as well as other forward-looking matters.

Liberty Broadband has a 26% stake in Charter Communications. The second-largest US cableco declined by double digits yesterday after its 2022 investor day. Investors were spooked by capex being revised higher for a rural buildout initiative.

Liberty Broadband Corporation (NASDAQ:LBRDK ) Q3 2022 Earnings Conference Call November 4, 2022 11:15 AM ET Company Participants Courtnee Chun - Chief Portfolio Officer Greg Maffei - President and Chief Executive Officer Brian Wendling - Chief Accounting & Principal Financial Officer Ben Oren - Executive Vice President & Treasurer-Liberty Media Corporation Conference Call Participants Ben Swinburne - Morgan Stanley Michael Rollins - Citi Barton Crockett - Rosenblatt Securities James Ratcliffe - Evercore ISI Doug Mitchelson - Credit Suisse Operator Welcome to the Liberty Broadband Corporation 2022 Third Quarter Earnings Call. During the presentation, all participants will be in a listen-only mode.

ENGLEWOOD, Colo.--(BUSINESS WIRE)--Liberty Broadband Corporation Announces Third Quarter Earnings Release and Conference Call

Liberty Broadband Corporation (NASDAQ:LBRDK ) Q2 2022 Earnings Conference Call August 5, 2022 11:15 AM ET Company Participants Courtnee Chun - Chief Portfolio Officer Greg Maffei - President & CEO Brian Wendling - CAO & Principal Financial Officer Ron Duncan - CEO, GCI Pete Pounds - CFO, GCI Conference Call Participants James Ratcliffe - Evercore ISI Barton Crockett - Rosenblatt Securities Michael Rollins - Citi Operator Ladies and gentlemen, thank you for standing by. Welcome to the Liberty Broadband 2022 Q2 Earnings Call.