Report
James Ratzer

New Street: Liberty Global/ Telenet: Moving towards FTTP overbuild of HFC?

Telenet has recently announced that it was entering into discussions regarding FTTP deployment on its existing cable footprint, rather than the previously announced (and less costly) progression to DOCSIS 4.0.
Underlyings
Liberty Global plc Cl B

Liberty Global Plc Class A

Telenet Group Holding NV

Telenet Group Holding is a holding company. Through its subsdiairies and its broadband network, Co. is engaged in the provision of cable television, including television services, broadband internet and telephony services to residential subscribers in Flanders and certain communes in Brussels as well as broadband internet, data and voice services in the business market throughout Belgium and parts of Luxembourg. In addition, Co. is engaged in the provision of mobile telephony services through a mobile virtual network operator partnership with Mobistar NV.

Provider
New Street Research
New Street Research

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Analysts
James Ratzer

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