Liberty Global Class C

LBTYK

時価総額 $26.2億

Things got much worse since my last article: VMO2's bonds trade at restructuring prices, Ziggo's unsecured bonds now yield about 16%, and Liberty Global is down about 25%. Until 9 October, roughly half of the fall was a European telecom sell-off. Since then, the drop has been all VMO2 and Ziggo bonds. The history explains the bond panic: since 2021, the owners have taken £5.15 billion out of VMO2 against £2.61 billion of free cash flow.

DENVER and MECHELEN, Belgium, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Longstanding CEO, John Porter, to step down after more than 30 years with Liberty Global and 13 years leading Telenet Rocío Lorenzo to become CEO on November 2 nd , 2026 Liberty Global (NASDAQ: LBTYA, LBTYB and LBTYK) today announced leadership changes at its newly-formed Ziggo Group operating subsidiary in the Benelux region. After more than 30 years with Liberty, including 13 years in Belgium, John Porter has decided to step down from the CEO role at Telenet.

The Dutch tower sale provides tangible evidence that Ziggo Group is deleveraging ahead of its planned 2027 listing. New leadership adds relevant operating, transaction, and spin-off experience as Liberty prepares Ziggo Group for the public market. HoldCo cash still provides substantial downside support, although management retains discretion to deploy liquidity toward VMO2 if needed.

Framework agreement underpins phased deployment across Liberty Global operating companies AI-powered customer interactions will create simpler, faster and more effective customer journeys allowing care teams to focus on more complex tasks DENVER and LONDON, Sept. 23, 2026 (GLOBE NEWSWIRE) -- Liberty Global today announced a three-year strategic partnership with Sierra, a conversational AI platform that is redefining how businesses interact with their customers, to support the rollout of its technology across Liberty Global operating companies.

Experienced and proven leadership team appointed to newly created Ziggo Group with expertise and backgrounds across Liberty Global, Telenet, VodafoneZiggo and beyond New appointments join Ziggo Group CEO Stephen van Rooyen and Telenet group CEO John Porter ahead of intended listing on Euronext Amsterdam mid-2027 DENVER and AMSTERDAM, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Ziggo Group, Liberty Global's newly established Benelux connectivity company bringing together its interests in VodafoneZiggo and Telenet, has announced its leadership team as it begins operations and prepares for its intended listing on Euronext Amsterdam in mid-2027.

DENVER, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Liberty Global Ltd. (“Liberty Global” or the “Company”) (NASDAQ: LBTYA, LBTYB and LBTYK) today announced plans to release its third quarter 2026 results on the morning of Tuesday, November 3, 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.

Liberty Global is moving faster than expected with the Ziggo Group spin-off, yet the stock still fell to single digits. I wanted to know why. My first suspect was Starlink. The satellite capacity math ruled it out, and I show why. The answer turned out to be hiding in plain sight, on management's own valuation slide: VMO2 isn't on it.

DENVER and LONDON, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Liberty Global Ltd. (NASDAQ: LBTYA, LBTYB and LBTYK) today announced the completion of its acquisition of Vodafone Group Plc's 50% shareholding in VodafoneZiggo, paving the way for the creation of Ziggo Group, the Benelux connectivity champion with 13 million customers and €6.6bn of revenue*.

Liberty Global remains a Buy, trading well below sum-of-the-parts value. Asset monetizations in the Liberty Growth portfolio are turning portfolio value into cash. Headline results were mixed, but underlying trends improved, particularly at VodafoneZiggo, while management continued to make progress toward the planned 2027 Ziggo Group separation. The current valuation offers meaningful downside protection, given the HoldCo cash alone represents approximately more than 60% of the current market cap.

DENVER, June 02, 2026 (GLOBE NEWSWIRE) -- Liberty Global Ltd. (“Liberty Global” or the “Company”) (NASDAQ: LBTYA, LBTYB and LBTYK) today announced plans to release its second quarter 2026 results on the morning of Friday, July 24, 2026.