Tearsheet

Liberty Global (LBTYA)


Market Price (2/5/2026): $11.11 | Market Cap: $3.8 Bil
Sector: Communication Services | Industry: Integrated Telecommunication Services

Liberty Global (LBTYA)


Market Price (2/5/2026): $11.11
Market Cap: $3.8 Bil
Sector: Communication Services
Industry: Integrated Telecommunication Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 171%
Weak multi-year price returns
2Y Excs Rtn is -33%, 3Y Excs Rtn is -71%
Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 196%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 29%
  Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -55%
2 Low stock price volatility
Vol 12M is 29%
  Key risks
LBTYA key risks include [1] significant financial instability driven by substantial net losses, Show more.
3 Megatrend and thematic drivers
Megatrends include 5G & Advanced Connectivity, and Digital Content & Streaming. Themes include Wireless Services, Telecom Infrastructure, Show more.
  
0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 171%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 29%
2 Low stock price volatility
Vol 12M is 29%
3 Megatrend and thematic drivers
Megatrends include 5G & Advanced Connectivity, and Digital Content & Streaming. Themes include Wireless Services, Telecom Infrastructure, Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -33%, 3Y Excs Rtn is -71%
5 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 196%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -55%
7 Key risks
LBTYA key risks include [1] significant financial instability driven by substantial net losses, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Liberty Global (LBTYA) stock has gained about 5% since 10/31/2025 because of the following key factors:

1. Consistent Analyst Ratings and Price Targets.

Liberty Global (LBTYA) received largely stable analyst coverage during the period, with several firms maintaining "Hold" or "Neutral" ratings and setting price targets close to the stock's prevailing trading range. For example, UBS issued a "neutral" rating with a $12.60 price target on December 3, 2025, and Citigroup similarly maintained a "neutral" rating with a $13.00 price target on December 2, 2025. The overall consensus from 15 analysts pointed to a "Buy" rating, supported by 9 "Hold" ratings, with a median price target of $13.00, implying a relatively stable outlook rather than expectations for significant near-term appreciation or depreciation. This consistent expert sentiment likely contributed to the stock's steady performance.

2. Absence of Major New Financial Catalysts.

Following the release of its Q3 2025 results on October 30, 2025, Liberty Global did not issue another major earnings report within the analysis period, as its full-year 2025 results were scheduled for release on February 18, 2026. The Q3 2025 report highlighted continued execution of strategic initiatives and commercial progress despite competitive markets. The lack of fresh, significant financial news or unexpected earnings surprises within the November 2025 to February 2026 timeframe meant there were no new fundamental drivers to significantly alter the stock's trajectory, thus promoting stability.

Show more

Stock Movement Drivers

Fundamental Drivers

The 3.0% change in LBTYA stock from 10/31/2025 to 2/4/2026 was primarily driven by a 3.0% change in the company's P/S Multiple.
(LTM values as of)103120252042026Change
Stock Price ($)11.0011.333.0%
Change Contribution By: 
Total Revenues ($ Mil)4,7714,7710.0%
P/S Multiple0.80.83.0%
Shares Outstanding (Mil)3403400.0%
Cumulative Contribution3.0%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 2/4/2026
ReturnCorrelation
LBTYA3.0% 
Market (SPY)0.6%28.0%
Sector (XLC)1.7%52.8%

Fundamental Drivers

The 13.1% change in LBTYA stock from 7/31/2025 to 2/4/2026 was primarily driven by a 7.9% change in the company's Total Revenues ($ Mil).
(LTM values as of)73120252042026Change
Stock Price ($)10.0211.3313.1%
Change Contribution By: 
Total Revenues ($ Mil)4,4224,7717.9%
P/S Multiple0.80.82.2%
Shares Outstanding (Mil)3483402.6%
Cumulative Contribution13.1%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 2/4/2026
ReturnCorrelation
LBTYA13.1% 
Market (SPY)8.9%29.2%
Sector (XLC)9.1%42.4%

Fundamental Drivers

The -1.6% change in LBTYA stock from 1/31/2025 to 2/4/2026 was primarily driven by a -66.0% change in the company's P/S Multiple.
(LTM values as of)13120252042026Change
Stock Price ($)11.5111.33-1.6%
Change Contribution By: 
Total Revenues ($ Mil)1,7644,771170.5%
P/S Multiple2.40.8-66.0%
Shares Outstanding (Mil)3633406.9%
Cumulative Contribution-1.6%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2025 to 2/4/2026
ReturnCorrelation
LBTYA-1.6% 
Market (SPY)15.0%38.1%
Sector (XLC)15.1%43.6%

Fundamental Drivers

The -1.0% change in LBTYA stock from 1/31/2023 to 2/4/2026 was primarily driven by a -34.4% change in the company's Total Revenues ($ Mil).
(LTM values as of)13120232042026Change
Stock Price ($)11.4411.33-1.0%
Change Contribution By: 
Total Revenues ($ Mil)7,2754,771-34.4%
P/S Multiple0.80.87.5%
Shares Outstanding (Mil)47734040.5%
Cumulative Contribution-1.0%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2023 to 2/4/2026
ReturnCorrelation
LBTYA-1.0% 
Market (SPY)75.1%34.9%
Sector (XLC)118.3%37.9%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
LBTYA Return15%-32%-6%36%-13%-1%-14%
Peers Return-7%-14%12%15%-8%6%0%
S&P 500 Return27%-19%24%23%16%1%84%

Monthly Win Rates [3]
LBTYA Win Rate58%33%50%50%42%0% 
Peers Win Rate48%43%60%62%52%80% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
LBTYA Max Drawdown-2%-44%-20%-11%-29%-8% 
Peers Max Drawdown-13%-30%-11%-10%-18%-7% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-1% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: CMCSA, TMUS, VZ, T, CHTR. See LBTYA Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/4/2026 (YTD)

How Low Can It Go

Unique KeyEventLBTYAS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-49.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven99.2%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-31.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven46.0%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven81 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-47.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven89.8%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-79.1%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven377.9%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven771 days1,480 days

Compare to CMCSA, TMUS, VZ, T, CHTR

In The Past

Liberty Global's stock fell -49.8% during the 2022 Inflation Shock from a high on 9/27/2021. A -49.8% loss requires a 99.2% gain to breakeven.

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About Liberty Global (LBTYA)

Liberty Global plc, together with its subsidiaries, provides broadband internet, video, fixed-line telephony, and mobile communications services to residential and business customers. It offers value-added broadband services, such as intelligent WiFi features; security; smart home, online storage solutions, and Web spaces; Connect Box, a set-top or Horizon box that delivers in-home Wi-Fi service; community Wi-Fi via routers in home, which provides access to the internet; and public Wi-Fi access points in train stations, hotels, bars, restaurants, and other public places. The company also provides various tiers of digital video programming and audio services, as well as digital video recorders and multimedia home gateway systems; and channels, including general entertainment, sports, movies, series, documentaries, lifestyles, news, adult, children, and ethnic and foreign channels. In addition, it offers postpaid and prepaid mobile services; circuit-switched telephony services; and personal call manager, unified messaging, and a second or third phone line at an incremental cost. Further, the company offers business services comprising voice, advanced data, video, wireless, cloud-based services, and mobile and converged fixed-mobile services to small or home office, small business, and medium and large enterprises, as well as on a wholesale basis to other operators. It operates in the United Kingdom, Belgium, Switzerland, Ireland, Poland, Slovakia, and internationally. Liberty Global plc was founded in 2004 and is based in London, the United Kingdom.

AI Analysis | Feedback

Here are 1-3 brief analogies to describe Liberty Global (LBTYA):

1. A European version of a major US cable and broadband provider like Comcast or Charter Communications.

2. A leading European converged telecom company, similar to a regional Vodafone or AT&T, offering internet, TV, and mobile services.

AI Analysis | Feedback

Here are Liberty Global's major services:
  • Broadband Internet Services: Provides high-speed internet access to residential and business customers.
  • Video Entertainment Services: Offers cable television, digital TV, and on-demand content platforms.
  • Mobile Communication Services: Delivers mobile voice, data, and messaging services through its networks.
  • Fixed-Line Telephony Services: Supplies traditional landline telephone services.
  • Business-to-Business (B2B) Services: Offers connectivity, managed services, and IT solutions to enterprise clients.

AI Analysis | Feedback

Liberty Global (LBTYA) Customer Information

Liberty Global (symbol: LBTYA) primarily sells its services to **individuals** (residential customers) and **businesses** (small and medium-sized enterprises) through its various operating companies and joint ventures across Europe and Latin America. Here are the two main categories of customers that Liberty Global serves:
  • Residential Customers: This category encompasses individual consumers who subscribe to Liberty Global's broadband internet, pay-television, and mobile communication services for their personal and household use. This is typically the largest customer segment for telecom operators like Liberty Global.
  • Business Customers (Small and Medium Enterprises - SMEs): Liberty Global provides a range of connectivity, communication, and IT services tailored for small and medium-sized businesses. These services often include business-grade internet, voice solutions, data services, and other enterprise-level communication tools.

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  • CommScope (COMM)
  • Nokia (NOKIA)
  • Harmonic (HLIT)
  • Vantiva (VANTI.PA)

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Mike Fries, Chief Executive Officer and Vice Chairman

Mike Fries is a co-founder of Liberty Global and has served as its Chief Executive Officer since 2005, also holding the position of Vice Chairman. He was a founding member of the management team that initiated the company's international expansion. Prior to the formation of Liberty Global, Fries was the President and CEO of UnitedGlobalCom from 2004 until its merger with Liberty Media International in 2005. He started his career in investment banking. Currently, he also serves as Executive Chairman of Liberty Latin America and is on the corporate boards of Grupo Televisa and Lionsgate Entertainment.

Charlie Bracken, Executive Vice President and Chief Financial Officer

Charlie Bracken has been the Chief Financial Officer at Liberty Global plc since January 1, 2016, and an Executive Vice President since January 2012. He previously served as Co-Chief Financial Officer of Liberty Global from 2004 to January 2017. Before that, he was the finance chief of United Pan Europe Communications, joining in 1999, and then became co-chief financial officer of its parent company, UnitedGlobalCom, in 2004. Prior to his time with Liberty Global and its predecessors, Bracken worked for Goldman Sachs, JP Morgan, and the European Bank for Reconstruction and Development (EBRD). From 1994 to 1999, he was an Executive Director in Communications, Media, and Technology at Goldman Sachs International, where he provided merger and corporate finance advice to various communications companies. He currently sits on the board of Telenet Group Holding NV and is a member of the Supervisory Board at VodafoneZiggo Group B.V.

Bryan Hall, Executive Vice President, General Counsel and Secretary

Bryan Hall serves as Liberty Global's Executive Vice President, General Counsel and Secretary.

Enrique Rodriguez, Executive Vice President and Chief Technology Officer

Enrique Rodriguez is the Executive Vice President and Chief Technology Officer for Liberty Global.

Jason Waldron, Senior Vice President & Chief Accounting Officer

Jason Waldron holds the position of Senior Vice President & Chief Accounting Officer at Liberty Global.

AI Analysis | Feedback

The key risks to Liberty Global's business include:

  1. Financial Performance Concerns and High Debt Levels: Liberty Global has reported substantial net losses, despite increases in revenue, indicating underlying financial performance issues. These losses, coupled with high levels of debt and significant operating costs, pose a challenge to the company's financial stability and profitability. Interest payments are reportedly not well covered by earnings, and negative operating cash flow could limit debt repayment capacity, potentially forcing asset sales if refinancing occurs at higher yields. GuruFocus assesses Liberty Global as "High Risk" due to valuation and fundamental performance concerns.
  2. Intense Competition: The telecommunications sector is characterized by fierce competition, with numerous players vying for market share. Liberty Global faces a constant threat from competitors offering more innovative, cost-effective, or comprehensive service packages. This competitive landscape, including "cord cutting" and European price wars, can erode pricing power, compress margins, and increase subscriber churn, necessitating continuous investment in technology, marketing, and customer service.
  3. Regulatory and Economic Uncertainties: Liberty Global operates in a highly regulated environment across multiple jurisdictions. Changes in telecommunication regulations can significantly impact the company's operations and profitability. Furthermore, broader economic factors, such as macro trade wars and tightening regulations, can strain earnings, cash flow, and long-term growth flexibility.

AI Analysis | Feedback

Fixed Wireless Access (FWA): Mobile network operators are increasingly leveraging their 5G infrastructure to offer fixed wireless access (FWA) as a direct alternative to traditional fixed-line broadband services (cable and fiber). This technology delivers high-speed internet to homes and businesses using a 5G router, bypassing the need for physical cable or fiber optic connections to every premise.

This directly competes with Liberty Global's core fixed-line broadband business. Mobile operators, some of whom are direct competitors in Liberty Global's markets, can offer a simpler, potentially more flexible, and often competitively priced broadband solution. This allows consumers to bypass Liberty Global's infrastructure entirely, leading to subscriber churn and reduced market share in the broadband segment, which is fundamental to Liberty Global's revenue.

Low Earth Orbit (LEO) Satellite Broadband: Companies like Starlink (SpaceX) and others are rapidly deploying constellations of Low Earth Orbit satellites to provide high-speed, low-latency broadband internet service globally. These services are becoming increasingly accessible and capable.

LEO satellite broadband presents an alternative to Liberty Global's fixed-line infrastructure. As the technology matures and costs potentially decrease, it could become a viable alternative for a broader range of consumers, including those seeking to avoid traditional terrestrial infrastructure or those in areas where Liberty Global's service quality might be perceived as lacking. It offers an entirely different access technology that can bypass existing physical networks.

AI Analysis | Feedback

Liberty Global (symbol: LBTYA) primarily operates in European markets, offering a range of converged video, broadband, and communication services to both residential and business customers. The addressable markets for their main products and services in Europe are sized as follows:

  • Broadband Internet Services: The broadband market in Europe was valued at approximately USD 148.45 billion in 2024. This market is projected to grow to an estimated USD 162.49 billion by 2025, and further to USD 334.87 billion by 2033, demonstrating a Compound Annual Growth Rate (CAGR) of 9.46% from 2025 to 2033.
  • Video Services (Broadcasting & Cable TV): The European broadcasting and cable TV market generated a revenue of approximately USD 61.49 billion (USD 61,488.3 million) in 2024. This market is expected to reach a projected revenue of approximately USD 75.63 billion (US$ 75,630.6 million) by 2030.
  • Mobile Services: The smartphone market in Europe, which is indicative of the addressable market for mobile services, generated a revenue of approximately USD 97.01 billion (USD 97,011.0 million) in 2024. This market is anticipated to grow at a CAGR of 3.6% from 2025 to 2030, reaching approximately USD 119.15 billion (USD 119,152.6 million) by 2030.
  • Business Products and Services (B2B Telecommunication): The B2B telecommunication market in Europe is estimated to be approximately USD 233.62 billion in 2025. This figure is derived from Europe's 28% share of the global B2B telecommunication market, which is valued at USD 834.37 billion in 2025.

AI Analysis | Feedback

Liberty Global (LBTYA) is focusing on several key initiatives to drive revenue growth over the next two to three years:

  1. Advanced Network Infrastructure Upgrades: Liberty Global is making significant investments in enhancing its network infrastructure across its European markets. This includes extensive fiber optic deployments and accelerated rollouts of 5G and DOCSIS 4.0 technologies. These upgrades are designed to provide faster, more reliable services, strengthen its competitive position, and enable new revenue streams in areas such as Internet of Things (IoT), cloud services, and enterprise solutions.

  2. Strategic Portfolio Optimization and Asset Monetization: The company plans to unlock shareholder value and streamline its operations through strategic asset sales, spin-offs, and joint ventures. Liberty Global has set targets for asset monetization, with a focus on separating high-growth units to reduce the "conglomerate discount" and allow for clearer accountability and valuation. Recent activities include increasing stakes in ventures like Formula E, which is seen as a growing championship.

  3. Customer Growth and Average Revenue Per User (ARPU) Enhancement: Despite operating in competitive environments, Liberty Global aims to drive revenue growth through strategies focused on attracting new customers, improving customer retention, and increasing ARPU. This involves leveraging pricing power in core markets, implementing price adjustments, and promoting product bundling across its broadband internet, video, fixed-line telephony, and mobile services.

  4. Expansion into New Digital and Enterprise Services: Beyond core connectivity, Liberty Global is exploring and scaling new revenue streams. The 5G expansion is specifically noted for its potential to unlock opportunities in IoT, cloud, and enterprise services. Additionally, the company is growing its "Liberty Services" platforms, which encompass financial and technological offerings, with initiatives like the launch of B2B marketing campaigns for Liberty Blume.

AI Analysis | Feedback

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[1] Share Repurchases

  • Liberty Global completed a share buyback program of approximately $700 million in 2024, repurchasing about 10% of its outstanding shares.
  • For 2025, Liberty Global announced a further buyback program targeting up to 10% of shares outstanding, estimated at approximately $450 million based on year-end 2024 share prices.
  • In 2023, the company purchased around $740 million worth of stock as of July 21 and increased its share buyback program authorization to at least 15% of outstanding shares.

[4] Outbound Investments

  • Liberty Global Ventures, the company's investment arm, invests in over 75 companies and funds across content, technology, and infrastructure, with typical deal sizes ranging from $5 million to $30 million.
  • In 2024, Liberty Global increased its stake in FIA Formula E to 66%, aiming to enhance its growth potential.
  • In November 2021, Liberty Global Ventures invested $2 million in Avesta Capital, an impact investment firm, to provide seed funding for startups addressing diversity, inclusion, climate change, and inequality.

[5] Capital Expenditures

  • Liberty Global plans a significant increase in capital expenditures for 2025, with an estimated $1.8 billion, up from approximately $1 billion in 2024.
  • The primary focus of these capital expenditures is on expanding and upgrading fiber-to-the-home (FTTH) infrastructure in the UK, Belgium, and Ireland, and advancing 5G networks.
  • Telenet anticipates heavy capital expenditures in 2025, projected to result in negative free cash flow between €150 million and €180 million, with a forecast for CapEx to decrease from 2026.
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Financials

LBTYACMCSATMUSVZTCHTRMedian
NameLiberty .Comcast T-Mobile.Verizon .AT&T Charter . 
Mkt Price11.3330.50201.7947.0127.22224.1838.75
Mkt Cap3.8110.7226.8198.8194.828.5152.8
Rev LTM4,771123,70885,847137,491124,48054,774104,778
Op Inc LTM6520,67119,40731,67624,21813,32420,039
FCF LTM17019,23513,80720,64919,9564,41816,521
FCF 3Y Avg69614,9139,99216,05219,9853,63212,452
CFO LTM1,37233,64326,84538,45540,86016,07730,244
CFO 3Y Avg1,88729,93922,16137,11738,78714,98026,050

Growth & Margins

LBTYACMCSATMUSVZTCHTRMedian
NameLiberty .Comcast T-Mobile.Verizon .AT&T Charter . 
Rev Chg LTM170.5%-0.0%7.3%2.4%2.0%-0.6%2.2%
Rev Chg 3Y Avg23.5%0.6%2.4%0.5%1.1%0.5%0.9%
Rev Chg Q12.9%1.2%8.9%1.5%1.6%-2.3%1.6%
QoQ Delta Rev Chg LTM3.0%0.3%2.1%0.4%0.4%-0.6%0.4%
Op Mgn LTM1.4%16.7%22.6%23.0%19.5%24.3%21.0%
Op Mgn 3Y Avg-4.4%18.2%20.3%21.9%19.9%23.8%20.1%
QoQ Delta Op Mgn LTM-0.6%-1.3%-0.5%1.5%-0.4%-0.0%-0.4%
CFO/Rev LTM28.8%27.2%31.3%28.0%32.8%29.4%29.1%
CFO/Rev 3Y Avg66.3%24.3%27.1%27.4%31.6%27.3%27.4%
FCF/Rev LTM3.6%15.5%16.1%15.0%16.0%8.1%15.3%
FCF/Rev 3Y Avg28.4%12.1%12.2%11.8%16.3%6.6%12.1%

Valuation

LBTYACMCSATMUSVZTCHTRMedian
NameLiberty .Comcast T-Mobile.Verizon .AT&T Charter . 
Mkt Cap3.8110.7226.8198.8194.828.5152.8
P/S0.80.92.61.41.60.51.2
P/EBIT-2.53.711.96.15.62.34.6
P/E-1.95.519.110.08.85.77.2
P/CFO2.83.38.45.24.81.84.0
Total Yield-51.4%22.5%7.0%15.7%11.4%17.5%13.6%
Dividend Yield0.0%4.4%1.8%5.7%0.0%0.0%0.9%
FCF Yield 3Y Avg13.1%11.3%4.4%9.6%13.3%9.7%10.5%
D/E2.40.90.50.90.83.40.9
Net D/E2.00.80.50.80.73.40.8

Returns

LBTYACMCSATMUSVZTCHTRMedian
NameLiberty .Comcast T-Mobile.Verizon .AT&T Charter . 
1M Rtn4.1%9.7%0.5%18.9%10.2%6.7%8.2%
3M Rtn4.9%17.6%-1.0%20.5%12.1%-0.4%8.5%
6M Rtn2.7%3.3%-14.9%14.9%1.3%-14.4%2.0%
12M Rtn1.0%0.8%-13.6%26.2%17.2%-34.1%0.9%
3Y Rtn1.5%-10.2%43.9%38.8%62.0%-44.8%20.2%
1M Excs Rtn4.4%10.0%0.7%19.2%10.4%7.0%8.5%
3M Excs Rtn3.6%21.4%-0.7%20.7%11.8%0.4%7.7%
6M Excs Rtn-6.4%-7.1%-24.1%4.7%-9.0%-25.0%-8.1%
12M Excs Rtn-14.6%-12.9%-28.7%10.8%2.3%-49.2%-13.7%
3Y Excs Rtn-70.7%-79.8%-29.2%-30.9%-11.9%-114.0%-50.8%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
VMO2 JV (nonconsolidated JV)13,574    
VodafoneZiggo JV (nonconsolidated JV)4,450    
Telenet3,0892,807   
All other category776    
Virgin Media (VM) Ireland506495   
Elimination of intercompany consolidated revenue-256    
Nonconsolidated JV revenue-18,025    
Central and Other 960   
Intersegment eliminations -247   
Sunrise 3,181   
Virgin Media United Kingdom (U.K.) 0   
Business-to-business (B2B) revenue - Non-subscription revenue  1,2441,4321,442
Business-to-business (B2B) revenue - Subscription revenue  619564472
Other revenue  851595485
Residential fixed revenue - Non-subscription revenue  161217198
Residential fixed revenue - Subscription revenue - Broadband internet  2,3723,1823,187
Residential fixed revenue - Subscription revenue - Fixed-line telephony  8411,3281,413
Residential fixed revenue - Subscription revenue - Video  1,8322,4462,724
Residential mobile revenue - Non-subscription revenue  761692688
Residential mobile revenue - Subscription revenue  1,6311,090932
Total4,1167,19610,31111,54511,542


Operating Income by Segment
$ Mil20242023202220212020
VMO2 JV (nonconsolidated JV)4,531    
VodafoneZiggo JV (nonconsolidated JV)1,972    
Telenet1,3151,300   
Virgin Media (VM) Ireland181184   
Impairment, restructuring and other operating items, net-43-85   
Intercompany consolidated eliminations-131    
Share-based compensation expense-205-192   
All other category-215    
Depreciation and amortization-1,216-2,171   
Nonconsolidated JV Adjusted EBITDA-6,504    
Central and Other 75   
Intersegment eliminations -60   
Sunrise 1,098   
Virgin Media United Kingdom (U.K.) 0   
Total-314147   


Price Behavior

Price Behavior
Market Price$11.33 
Market Cap ($ Bil)3.8 
First Trading Date06/03/2004 
Distance from 52W High-5.2% 
   50 Days200 Days
DMA Price$10.99$10.73
DMA Trendindeterminateindeterminate
Distance from DMA3.1%5.6%
 3M1YR
Volatility24.3%29.2%
Downside Capture56.5964.20
Upside Capture80.4055.77
Correlation (SPY)28.5%38.4%
LBTYA Betas & Captures as of 1/31/2026

 1M2M3M6M1Y3Y
Beta0.230.500.680.870.580.68
Up Beta0.681.301.251.680.500.54
Down Beta-0.39-0.50-0.040.210.620.67
Up Capture47%68%84%82%44%37%
Bmk +ve Days11223471142430
Stock +ve Days6142557119370
Down Capture80%121%89%100%78%96%
Bmk -ve Days9192754109321
Stock -ve Days12243364123366

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LBTYA
LBTYA1.1%29.2%0.04-
Sector ETF (XLC)14.9%18.7%0.6143.7%
Equity (SPY)15.9%19.2%0.6437.9%
Gold (GLD)76.1%24.5%2.278.1%
Commodities (DBC)9.3%16.5%0.3611.8%
Real Estate (VNQ)4.6%16.5%0.1039.3%
Bitcoin (BTCUSD)-24.7%40.5%-0.6012.1%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LBTYA
LBTYA-3.1%29.5%-0.07-
Sector ETF (XLC)12.4%20.8%0.5047.1%
Equity (SPY)14.2%17.0%0.6646.0%
Gold (GLD)21.5%16.8%1.0410.3%
Commodities (DBC)12.1%18.9%0.5211.0%
Real Estate (VNQ)5.0%18.8%0.1743.8%
Bitcoin (BTCUSD)18.0%57.4%0.5220.3%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LBTYA
LBTYA-3.1%32.1%-0.02-
Sector ETF (XLC)9.6%22.5%0.5249.8%
Equity (SPY)15.7%17.9%0.7549.1%
Gold (GLD)15.6%15.5%0.845.4%
Commodities (DBC)8.3%17.6%0.3918.1%
Real Estate (VNQ)5.9%20.8%0.2541.8%
Bitcoin (BTCUSD)69.3%66.5%1.0913.2%

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Short Interest

Short Interest: As Of Date1152026
Short Interest: Shares Quantity7.8 Mil
Short Interest: % Change Since 12312025-1.7%
Average Daily Volume1.7 Mil
Days-to-Cover Short Interest4.7 days
Basic Shares Quantity339.7 Mil
Short % of Basic Shares2.3%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/30/20252.4%0.8%6.7%
8/1/20255.2%8.8%17.2%
5/2/2025-11.4%-14.8%-11.7%
2/18/20250.1%2.5%7.2%
10/29/2024-2.9%-1.1%28.7%
7/25/20243.2%2.0%0.3%
5/1/20242.3%1.2%2.5%
2/15/2024-6.1%-5.4%-12.8%
...
SUMMARY STATS   
# Positive121814
# Negative12610
Median Positive2.2%1.6%6.9%
Median Negative-2.3%-3.7%-11.2%
Max Positive5.2%11.8%28.7%
Max Negative-11.4%-14.8%-24.8%

SEC Filings

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Report DateFiling DateFiling
09/30/202510/30/202510-Q
06/30/202508/01/202510-Q
03/31/202505/02/202510-Q
12/31/202402/18/202510-K
09/30/202410/29/202410-Q
06/30/202407/25/202410-Q
03/31/202405/01/202410-Q
12/31/202302/15/202410-K
09/30/202310/31/202310-Q
06/30/202307/24/202310-Q
03/31/202305/09/202310-Q
12/31/202202/22/202310-K
09/30/202211/01/202210-Q
06/30/202207/28/202210-Q
03/31/202205/10/202210-Q
12/31/202102/17/202210-K

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Bracken, Charles H REVP & CFOheld by Charlouise Ltd.Sell1210202511.1833,220  Form
2Curtis, Miranda DirectSell826202511.7742,600501,3381,521,726Form
3Bracken, Charles H REVP & CFOheld by Charlouise Ltd.Sell820202511.3160,000678,570375,702Form
4Salvato, AndreaEVP, Chief Development OfficerDirectSell820202511.4930,000344,6401,821,664Form
5Salvato, AndreaEVP, Chief Development OfficerDirectSell820202511.5830,000347,5471,810,639Form