New Street Research - VIRGIN MEDIA (VMED) VirginMediaO2 Q2 23 - A deeper dive on the results

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New Street Research

James Ratzer

EUR 8818.00 For Business Accounts Only

VirginMediaO2 Q2 23 - A deeper dive on the results

Last night we got the Liberty Global results, which includes a summary of VMO2 results, but this morning we get the fuller information on VMO2, so we are able to do a deeper-diver into their Q2 results, which we analyse here and to what extent future growth rates are still achievable based on the KPI trends reported.

25/07/2023 1 EN

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VIRGIN MEDIA

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James Ratzer

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VirginMediaO2 Q2 23 - A deeper dive on the results

VirginMedia-O2 Deeper-dive post-results: Path back to 5x leverage unclear

VirginMedia-O2 Detailed review - with focus on nexfibre and leverage levels

EU Towers CTIL transaction at markdown multiple

Nvidia: H20 exports to China banned. Walking on eggs.

Will Another Trump Call for the FCC to Revoke the CBS Licenses Work?

Tariffs & Broadcom: the baseline & what’s next:

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