Earnings Call Summary | Liberty Global-A(LBTYA.US) Q1 2024 Earnings Conference
Earnings Call Summary | Liberty Global-A(LBTYA.US) Q1 2024 Earnings Conference
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。
译文内容由第三方软件翻译。