SOHO SQUARE CAPITAL'S INITIAL UNICORN, NETOMNIA, SET TO BE PURCHASED BY INFRAVIA, LIBERTY GLOBAL, AND TELEFÓNICA VIA THEIR CURRENT JOINT VENTURE NEXFIBRE

Written by Emily J. Thompson, Senior Investment Analyst

Source: moomoo

Updated: Feb 18 2026

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LBTYB+2.09%

LBTYK-0.92%

Should l Buy LBTYB?

Source: moomoo

Acquisition Announcement: Soho Square Capital's first unicorn, Netomnia, is set to be acquired by InfraVia, Liberty Global, and Telefónica through their existing joint venture Nexfibre.
Investment Focus: The acquisition highlights a strategic investment in expanding fiber broadband infrastructure in the UK, aiming to enhance connectivity and service offerings.

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About LBTYB

Liberty Global Ltd. is an international provider of broadband Internet, video, fixed-line telephony and mobile communications services to residential customers and businesses in Europe and are an active investor in the infrastructure, content and technology industries. It also provides technology solutions and finance services. The Company's segments include Liberty Telecom, Liberty Growth and Liberty Services. Liberty Telecom includes converged broadband, video and mobile communications businesses. Liberty Growth invests, grows and rotates capital into scalable businesses across the technology, media/content, sports and infrastructure industries with a portfolio of approximately 70 companies and various funds, including stakes in companies like ITV, Televisa Univision, Plume, EdgeConneX and AtlasEdge, as well as its controlling interest in the Formula E racing series. Liberty Services offers technology and finance service platforms offered by its centralized functions.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Liberty Global Reports Q1 Revenue Decline Amid Competitive Pressures

May 02 2026Yahoo Finance

Revenue Decline: VodafoneZiggo reported a 1.8% revenue decline in Q1, primarily due to a shrinking customer base and ongoing repricing impacts, indicating increased competitive pressures that may affect future market share.
EBITDA Performance: VodafoneZiggo's adjusted EBITDA fell by 6.4%, while Telenet grew by 8.9%, reflecting operational performance disparities across Liberty Global's markets, potentially raising investor concerns about profitability.
Cost Management Success: Liberty Global has successfully reduced its net corporate costs by 75% over the past two years, demonstrating effective cost management strategies that are expected to support future strategic investments and financial stability.
Cash Flow Position: The company ended Q1 with a cash balance of $1.9 billion, with expectations to reach $1.5 billion by year-end, providing funding support for future strategic initiatives despite facing revenue pressures.

Liberty Global Q1 2026 Earnings Call Insights

May 02 2026seekingalpha

Performance Stability: Liberty Global ended Q1 2026 with a consolidated cash balance of $1.9 billion, and despite market pressures, management reaffirmed all guidance for 2026, indicating confidence in operational stability and cash flow management.
Acquisition Progress: The company expects to close the acquisition of Vodafone's 50% stake in its Dutch JV this summer, with the required $1.2 billion funded through approximately $700 million in asset sales, demonstrating an active strategy in value unlocking and capital allocation.
Revenue Dynamics: VodafoneZiggo reported a 1.8% revenue decline in Q1, with adjusted EBITDA down 6.4%, while Virgin Media O2 also saw a 3% drop in service revenue, reflecting intensified market competition and cost pressures impacting revenue.
Future Outlook: Management aims to maintain around $1.5 billion in corporate cash by the end of 2026 despite expected outflows associated with the Vodafone stake acquisition, indicating strategic flexibility in navigating market challenges and investment opportunities.

Liberty Global Q4 2025 Earnings Call Highlights

Feb 18 2026seekingalpha

Major Transaction Announcement: Liberty Global announced the acquisition of Vodafone's 50% stake in VodafoneZiggo and plans to spin off the Ziggo Group, combining Dutch and Belgian operations, a strategic move aimed at enhancing market competitiveness and maximizing shareholder value.
Financial Performance Overview: Liberty Telecom's four national FMC champions generated a total of $22 billion in revenue and $8 billion in EBITDA, demonstrating strong operational momentum despite market challenges, reflecting the company's discipline in capital allocation.
Future Outlook: Virgin Media O2 is expected to see a 3% to 5% decline in total service revenues for 2026, while VodafoneZiggo faces challenges with low single-digit revenue declines, highlighting ongoing competitive pressures and rising operational costs.
Analyst Risk Concerns: While management remains confident about the future, analysts express skepticism regarding deal structures, guidance reliability, and the sustainability of synergies, particularly against the backdrop of intense competition in the UK market, emphasizing the importance of execution risks.