New Street Research - Virgin Media O2 (VMED) VirginMedia-O2 Q1 24 with a deeper-dive on the nexfibre accounts

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New Street Research

James Ratzer

EUR 9212.00 For Business Accounts Only

VirginMedia-O2 Q1 24 with a deeper-dive on the nexfibre accounts

VMO2 has reported their full Q1 results (after summary results last night) and interestingly nexfibre has also filed their FY23 accounts.

02/05/2024 1 EN

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Virgin Media O2

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James Ratzer

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VirginMedia-O2 Q1 24 with a deeper-dive on the nexfibre accounts

FTTF Conference Summary: Top Ten Takeaways

DT vs. BT: 160% total return over 10 years. Which one? DT (Buy, €32, +45%), BT (Buy, £1.95, +47%)

Grab 1Q24: Good momentum in mobility. Unit economics improve further. Buy, $5.3

Cisco: Stabilization in the core. Slow recovery ahead

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