Liberty Global Schedules Investor Call for First Quarter 2026 Results DENVER, March 24, 2026 (GLOBE NEWSWIRE) -- Liberty Global Ltd. (“Liberty Global” or the “Company”) (NASDAQ: LBTYA, LBTYB and LBTYK) today announced plans to release its first quarter 2026 results on the morning of Friday, May 1, 2026. You are invited to join in its Investor Call, which will begin at 09:00 a.m. (Eastern Time). During the call, management will discuss the Company’s results and may provide other forward-looking information. A listen-only webcast, along with a summary investor presentation, can be found ...
This is the first time we have written a note “directly” on Maltese telecoms. Eagle-eyed followers of our work will know we have touched on it before looking at fixed-mobile convergence when Vodafone used to be in the market – but that was pre-2020! So why are we writing on it now? Why is it relevant?
Liberty Blume Appoints New CEO to Lead Next Stage of Expansion LONDON, March 18, 2026 (GLOBE NEWSWIRE) -- Liberty Global’s (NASDAQ: LBTYA, LBTYB, and LBTYK) tech-enabled back-office solutions provider, Liberty Blume, has announced the appointment of Ian Larkin as Chief Executive Officer to lead the next phase of the company’s growth. Larkin brings more than 25 years of leadership experience across consultancy, financial services, technology, and global operations. He most recently served as CEO of TopSource Worldwide, a global provider of employment solutions. Liberty Blume was launched...
Following the attack on Iran by the US and Israel late last month which targeted key military sites and strategic infrastructure, as well as a retaliation by Iran, there have been structural shifts in the oil & gas and energy markets. In this report, we discuss the effects of these structural shifts, as well as the impact of the conflict on global supply chains and our coverage universe.
Liberty Global to Present at the NewStreet Research and BCG Global Connectivity Leaders Conference LONDON, March 10, 2026 (GLOBE NEWSWIRE) -- Liberty Global Ltd. (“Liberty Global”) (NASDAQ: LBTYA, LBTYB and LBTYK) will be presenting at the NewStreet Research and BCG Global Connectivity Leaders Conference on Tuesday, March 24, 2026, at 11:00 am EDT. Liberty Global may make observations concerning its historical operating performance and outlook. The presentation will be webcast live at . We intend to archive the webcast under the Investor Relations section of our website for approximately...
After our initial take on Liberty Global’s transactions a couple of weeks ago, we decided now was the time to produce a completely new model, given all the new information and so today, we publish new estimates integrating the VodafoneZiggo and Netomnia deals, alongside Q4 results.
Liberty Global's results remained weak, with continued subscriber losses, ARPU pressures and revenue declines. Margins also declined across the operating subsidiaries. However, there were further signs of improvement in underlying trends, with broadband losses slowing and Belgium even increasing net adds. The near-term outlook is poor, and it might take time for improving subscriber trends to filter down to EBITDA generation.
We think Liberty Global’s results and multiple transactions are not necessarily as good as the market’s initial perception today and our preliminary analysis suggests all of this news could be equity value dilutive – in contrast to the initial market reaction.
Market reaction to Vodafone’s Q3 might be dominated by the weaker German broadband net adds figure, but we think the pricing trends look more encouraging and we see these as a reasonable set of results with all guidance reiterated.
Over the past 3 years, the EU telecoms sector has had a great run – up >50%, despite modest underlying revenue/ EBITDA growth. This has almost entirely come from a deserved upwards re-rating in the multiple as the risk profile across the sector diminishes – which has been a key theme of ours in the past few years given improved regulation. So, we feel this has now largely played out.
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