Liberty Global Class BLBTYB
LBTYB
About: Liberty Global is a holding company with interests in European telecom companies in the UK, the Netherlands, Belgium, Ireland, and Slovakia. Liberty owns the main cable network in each of these geographies and has pursued a strategy since 2016 to merge or partner with mobile network operators to be able to offer converged services. Liberty also owns minority stakes in other media, entertainment, and cloud companies.
Employees: 6,820
0
Funds holding %
of 7,430 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
0% more funds holding
Funds holding: 7 [Q1] → 7 (+0) [Q2]
0% more ownership
Funds ownership: 13.57% [Q1] → 13.57% (+0%) [Q2]
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
15% less capital invested
Capital invested by funds: $19.9M [Q1] → $16.8M (-$3.04M) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for LBTYB.
Financial journalist opinion
Based on 3 articles about LBTYB published over the past 30 days
Positive
Seeking Alpha
3 weeks ago
Liberty Global: Asymmetric Bet On Multiple Spinoffs
Liberty Global's value-unlocking thesis is reactivated, with management now providing a clear 24-month timeline for potential spin-offs or IPOs. Despite depressed FCF and ongoing buybacks, I see at least $20/share in hidden value, especially as Dutch assets show early signs of turnaround. VMO2, VodafoneZiggo, and Telenet are prime spin-off candidates; successful separation could rapidly close Liberty's persistent holding company discount.
Neutral
Seeking Alpha
3 weeks ago
Liberty Global Ltd. (LBTYA) Q2 2025 Earnings Call Transcript
Liberty Global Ltd. (NASDAQ:LBTYA ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Charles Henry Rowland Bracken - Executive VP & CFO Enrique Rodriguez - Executive VP & CTO Lutz Schuler - Chief Executive Officer (Leave of Absence) Michael Thomas Fries - Vice Chairman, President & CEO Stephen van Rooyen - Corporate Participant Conference Call Participants Carl Murdock-Smith - Citigroup Inc., Research Division David Antony Wright - BofA Securities, Research Division James Edmund Ratzer - New Street Research LLP Joshua Andrew Mills - BNP Paribas Exane, Research Division Matthew Joseph Harrigan - The Benchmark Company, LLC, Research Division Polo Tang - UBS Investment Bank, Research Division Robert James Grindle - Deutsche Bank AG, Research Division Stephen Paul Malcolm - Redburn (Europe) Limited, Research Division Operator Good morning, ladies and gentlemen, and thank you for standing by.
Neutral
Reuters
3 weeks ago
Liberty Global says Virgin Media O2 will still play role in consolidation
Liberty Global said Britain's Virgin Media O2 - its joint venture with Telefonica - would still play a role in fibre consolidation after the Spanish company said a plan to spin off the network had been scrapped.
Neutral
Seeking Alpha
3 months ago
Liberty Global: Q1 Deep Dive, Still A Deep Value Play
Liberty Global's SOTP valuation offers a deep-value play, with gradual unlocking via buybacks. VMO2 and VodafoneZiggo face competitive challenges; VMO2 contributes significant dividends, while VodafoneZiggo's turnaround plan remains uncertain. Telenet's high CapEx impacts short-term FCF, but improvements are expected by 2026; Liberty Growth's portfolio is valued at $3.3 billion.
Neutral
Seeking Alpha
3 months ago
Liberty Global Ltd. (LBTYA) Q1 2025 Earnings Call Transcript
Liberty Global Ltd. (NASDAQ:LBTYA ) Q1 2025 Earnings Conference Call May 2, 2025 8:30 AM ET Company Participants Mike Fries - Chief Executive Officer Charlie Bracken - Executive Vice President & Chief Financial Officer Lutz Schüler - Chief Executive Officer-Virgin Media Stephen van Rooyen - Chief Executive Officer, VodafoneZiggo Enrique Rodriguez - Executive Vice President & Chief Technology Officer Conference Call Participants Carl Murdock-Smith - Citigroup Robert Grindle - Deutsche Bank Polo Tang - UBS Steve Malcolm - Redburn Joshua Mills - BNP Paribas Ulrich Rathe - Bernstein Societe Generale Group Matthew Harrigan - Benchmark Company David Wright - Bank of America James Ratzer - New Street Research Operator Good morning, ladies and gentlemen, and thank you for standing by.
Positive
Seeking Alpha
4 months ago
Liberty Global: Making Sense Of The Valuation
Liberty Global's management suggests a $25+ SOTP valuation, but the market values it at $10.5, indicating a disparity in perspectives. Structural separation of debt and rise of "Liberty Services" shift value to HoldCo, while lowering risks. Capex cycles are peaking, with Belgium set for meaningful FCF uplift by 2026.
Neutral
Market Watch
4 months ago
7 stock picks from a global fund manager as markets ‘enforce discipline' on Trump
This year's remarkable increase in stock-market volatility underscores the importance of diversification. But even if you add exposure outside the U.S., it is a good idea to think about companies that are likely to weather economic storms as part of a “resilient” portfolio, according to Julian McManus of Janus Henderson Investors.
Positive
Reuters
5 months ago
Liberty Global eyes Vodafone's Dutch joint venture stake, Bloomberg News reports
Liberty Global has approached Britain's Vodafone for a possible acquisition of its stake in the companies' Dutch joint venture VodafoneZiggo, Bloomberg News reported on Friday, citing people familiar with the matter.
Positive
Seeking Alpha
5 months ago
Liberty Global: Undervalued With Great Free Cash Flow
Liberty Global's diversified business and strategic investments in growth assets drive consistent free cash flows and a strong balance sheet. Management's creative strategies, including smart buybacks and M&A moves, demonstrate alignment with shareholder interests and potential for unlocking value. Smart capex financing maximizes free cash flow and improves liquidity.
Neutral
Seeking Alpha
6 months ago
Liberty Global Ltd. (LBTYA) Q4 2024 Earnings Call Transcript
Liberty Global Ltd. (NASDAQ:LBTYA ) Q4 2024 Earnings Conference Call February 19, 2025 9:00 AM ET Company Participants Mike Fries – Chief Executive Officer Charlie Bracken – Executive Vice President and Chief Financial Officer Lutz Schüler – Chief Executive Officer-Virgin Media Conference Call Participants Steve Malcolm – Redburn Joshua Mills – BNP Paribas Carl Murdock-Smith – Citigroup Matthew Harrigan – the Benchmark Company Ulrich Rathe – Bernstein Societe Generale Group David Wright – Bank of America James Ratzer – New Street Research Operator Good morning, ladies and gentlemen, and thank you for standing by.
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