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Earnings Call Summary | Liberty Global-A(LBTYA.US) Q1 2024 Earnings Conference

Earnings Call Summary | Liberty Global-A(LBTYA.US) Q1 2024 Earnings Conference

财报电话会议摘要 | Liberty Global-A (LBTYA.US) 2024 年第一季度财报发布会
富途资讯 ·  05/03 18:07  · 电话会议

The following is a summary of the Liberty Global Ltd (LBTYA) Q1 2024 Earnings Call Transcript:

以下是自由环球有限公司(LBTYA)2024年第一季度财报电话会议记录的摘要:

Financial Performance:

财务业绩:

  • Liberty Global reports having $3.2 billion consolidated cash, including $3.9 billion with liquid securities.

  • The company has gone through a series of refinances to bolster its financial structure.

  • Liberty Global sold all 3 media for 12x EBITDA, forecasted to conclude by May 15th and generate $400 million in cash.

  • It operates 85 million fixed to mobile connections, generating over $25 billion in service revenue and $9.3 billion in annual EBITDA.

  • Liberty Global has a market cap of $6 billion and $3 billion portfolio currently.

  • Share buybacks for Q1 2024 were around $180 million.

  • Liberty Global报告称,合并现金为32亿美元,其中包括39亿美元的流动证券。

  • 该公司已经进行了一系列再融资,以巩固其财务结构。

  • Liberty Global以12倍的息税折旧摊销前利润出售了所有三种媒体,预计将于5月15日结束,产生4亿美元的现金。

  • 它运营着8500万个固定到移动的连接,创造了超过250亿美元的服务收入和93亿美元的年度息税折旧摊销前利润。

  • Liberty Global目前的市值为60亿美元,投资组合为30亿美元。

  • 2024 年第一季度的股票回购约为 1.8 亿美元。

Business Progress:

业务进展:

  • The company is investing in its Fixed-Mobile Convergence footprint, targeting 20 million fiber-to-the-home premises by 2026.

  • Expansion strategies include selling the Swiss operating business and spinning off shares.

  • Footprint to extend by 25% to 40 million homes by 2026, with half expected to be on-net fiber homes.

  • Set on achieving 1 gig speed by 2026, aiming for peak mobile and fixed CapEx.

  • Plans to return value to shareholders through repurchases and is authorized to buy back 10% of shares in 2024.

  • Digitization and AI initiatives in place with work underway on 5G latency, fully virtualized 5G SA cores, and network slicing.

  • Expansion into Belgium with fiber network upgrades to improve commercial momentum.

  • Progress at operational companies VMO2, VodafoneZiggo, and Telenet is satisfactory to meet year-end targets.

  • Focused on its Ventures portfolio, investing in tech and infrastructure projects.

  • Significant growth expected from mobile business and broadband service investments.

  • The Sunrise transaction is anticipated as a major value creator for shareholders.

  • 该公司正在投资其固定移动融合业务,目标是到2026年实现2000万个光纤到户场所。

  • 扩张策略包括出售瑞士的运营业务和分拆股份。

  • 到2026年,占地面积将扩大25%,达到4000万个家庭,其中一半预计将是网内光纤家庭。

  • 计划到2026年达到1千兆的速度,目标是实现峰值移动和固定资本支出。

  • 计划通过回购向股东返还价值,并获准在2024年回购10%的股份。

  • 数字化和人工智能计划已经到位,5G 延迟、完全虚拟化的 5G SA 内核和网络切片方面的工作正在进行中。

  • 通过升级光纤网络将业务扩展到比利时,以改善商业势头。

  • 运营公司VMO2、VodafoneZiggo和Telenet在实现年终目标方面的进展令人满意。

  • 专注于其风险投资组合,投资科技和基础设施项目。

  • 移动业务和宽带服务投资有望实现显著增长。

  • Sunrise交易有望成为股东的主要价值创造者。

More details: Liberty Global-A IR

更多详情: 自由环球-A IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多详情,请访问投资者关系网站。本文仅供投资者参考,不构成任何投资建议。

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