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Liberty Global plc: Update following change in outlook to negative

Our credit view of Liberty Global reflects its good market shares across its footprint, offset by the intense competition in the countries where it operates.

Moody's changes Liberty Global's outlook to negative; affirms ratings

Moody's Investors Service (Moody's) has today affirmed Liberty Global plc's (Liberty Global or the company) Ba3 corporate family rating (CFR) and Ba3-PD probability of default rating (PDR). The outlook has been changed to negative from stable. RATINGS RATIONALE Today's negative rating action is ...

James Ratzer
  • James Ratzer

Liberty Global (Buy, $27, +35%) Q4 23 - Strategy update will need to b...

Tonight’s results and guidance are really results of two halves: a weaker than expected Q4 from VMO2 and a disappointing 2024 guidance outlook, while for the other assets, Q4 results and 2024 guidance were better than expectations.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

James Ratzer
  • James Ratzer

Liberty Global (Buy, $28, +40%) Look ahead to February event

We just caught up with Liberty Global ahead of their mid-February event: Q4 results, 2024 guidance and a new strategic outlook.

Jonathan Chaplin
  • Jonathan Chaplin

The future of mobility and convergence – Day Two

We just wrapped up the second day of the BCG and New Street Research Future Series conference, which this year was focused on the Future of Mobility and Convergence in the Era of AI . The second day featured discussions with over 30 companies, including AT&T, British Telecom, Deutsche Telekom, Frontier, Globalstar, Liberty Global, Omnispace, Recon Analytics, Samsung, Telecom Italia, and Vodacom.

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