COMPANY
Liberty Global
LBTYA:US
Primary coverage by James Ratzer
Research
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VMO2 update: Impact from One Touch SwitchingAugust 19, 2025 — James Ratzer
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Liberty Global: Q2 25 – FCF upside would be better than more spinsAugust 1, 2025 — James Ratzer
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VMO2: Q2 25 – Customer losses and ARPU growth slippingJuly 30, 2025 — James Ratzer
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EU Telecoms: Half-Time 2025 reportJuly 22, 2025 — James Ratzer, Russell Waller and Ben Rickett
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How much is a mature fibre asset worth? Lessons from Telenor’s acquisition of GlobalConnect in NorwayJuly 8, 2025 — Russell Waller
Events
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Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay