New Street Research - Liberty Global Plc Class C (LBTYK) Liberty Global (Neutral, $24, +24%) Q2 24: Deeper dive on VMO2 results and Telenet FTTH deal

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New Street Research

James Ratzer

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Liberty Global (Neutral, $24, +24%) Q2 24: Deeper dive on VMO2 results and Telenet FTTH deal

As Liberty Global continues its transitional journey, we see two key areas of focus from the recent announcements, where we dig deeper in this note - the newly announced Belgian FTTH network sharing arrangement, and the VMO2 results & outlook.

26/07/2024 1 EN

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Liberty Global Plc Class C

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GB00B8W67B19 NASDAQ Stock Market United States

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New Street Research

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James Ratzer

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Liberty Global (Neutral, $24, +24%) Q2 24: Deeper dive on VMO2 results and Telenet FTTH deal

Liberty Global (Neutral, $23, +8%) Record low service revenue trends a headwind to value creation

Liberty Global Ltd: 1 director

Liberty Global (Neutral, $23, +16%) Sunrise CMD feedback and Liberty Global impact: Quick Take

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the heart of the issue

SATS: DBS merger breaks

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

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