LBTYK Stock Recent News

Liberty Global's value-unlocking thesis is reactivated, with management now providing a clear 24-month timeline for potential spin-offs or IPOs. Despite depressed FCF and ongoing buybacks, I see at least $20/share in hidden value, especially as Dutch assets show early signs of turnaround. VMO2, VodafoneZiggo, and Telenet are prime spin-off candidates; successful separation could rapidly close Liberty's persistent holding company discount.

Liberty Global Ltd. (NASDAQ:LBTYA ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Charles Henry Rowland Bracken - Executive VP & CFO Enrique Rodriguez - Executive VP & CTO Lutz Schuler - Chief Executive Officer (Leave of Absence) Michael Thomas Fries - Vice Chairman, President & CEO Stephen van Rooyen - Corporate Participant Conference Call Participants Carl Murdock-Smith - Citigroup Inc., Research Division David Antony Wright - BofA Securities, Research Division James Edmund Ratzer - New Street Research LLP Joshua Andrew Mills - BNP Paribas Exane, Research Division Matthew Joseph Harrigan - The Benchmark Company, LLC, Research Division Polo Tang - UBS Investment Bank, Research Division Robert James Grindle - Deutsche Bank AG, Research Division Stephen Paul Malcolm - Redburn (Europe) Limited, Research Division Operator Good morning, ladies and gentlemen, and thank you for standing by.

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 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.

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.

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.

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.

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.

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.

Liberty Global will spin off its Swiss telecoms operator Sunrise to shareholders in the fourth quarter of 2024, it said on Monday.