Liberty Global Class CLBTYK
LBTYK
About: Liberty Global is a holding company with interests in several telecom companies in the UK, the Netherlands, Belgium, Switzerland, 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 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
389% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $244K
10% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 79
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
0.86% less ownership
Funds ownership: 78.6% [Q4 2024] → 77.74% (-0.86%) [Q1 2025]
5% less funds holding
Funds holding: 288 [Q4 2024] → 275 (-13) [Q1 2025]
15% less capital invested
Capital invested by funds: $1.77B [Q4 2024] → $1.51B (-$259M) [Q1 2025]
17% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 47
Research analyst outlook
We haven’t received any recent analyst ratings for LBTYK.
Financial journalist opinion
Neutral
Seeking Alpha
1 month 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
1 month 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
2 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
2 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
3 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
3 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
3 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.
Neutral
Business Wire
3 months ago
Liberty Global Reports Q4 and FY 2024 Results
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. today announced its Q4 2024 financial results. CEO Mike Fries stated, “In 2024 we successfully managed through what continues to be a challenging competitive environment, including difficult prior year comparisons in Q4, to achieve all full-year guidance metrics across our Liberty Telecom businesses, with the exception of the stable revenue result at VodafoneZiggo. Fixed ARPU grew across all of our core Liberty Telecom assets during both th.
Neutral
CNBC Television
4 months ago
Liberty Global CEO Mike Fries on telecom and media landscape, future of internet
Liberty Global CEO Mike Fries joins 'Squawk Box' to discuss European CEO sentiment at Davos, future of company, state of 5G and broadband adoption, media landscape in Europe, future of Formula E, M&A outlook under the new Trump administration, and more.
Neutral
Business Wire
4 months ago
Liberty Global and EY report outlines path for telco sector to realise major AI-driven sustainability gains
LONDON, United Kingdom--(BUSINESS WIRE)--A new report from Liberty Global and EY suggests that the strategic adoption of AI in the telco sector has the potential to drive major sustainability gains over the next decade. The report – ‘Smarter networks, greener planet' – takes an in-depth look at how the telecommunications industry can harness artificial intelligence (AI) in the coming years to help meet important sustainability goals in the sector. Whilst acknowledging the energy intensity of AI.
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