LBTYA Earnings Prediction
The chart below shows how LBTYA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LBTYA sees a +1.01% change in stock price 10 days leading up to the earnings, and a -0.66% change 10 days following the report. On the earnings day itself, the stock moves by +0.71%. This data can give you a slight idea of what to expect for the next quarter's release.
LBTYA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.94B
4.35%
3.28%
Gross Margin
27.48%
33.20%
11.80%
Operating Margin
5.93%
367.12%
366.93%
Net Margin
-72.91%
-264.36%
-596.32%
EPS
-3.95
-351.59%
-656.34%
No Data Available
LBTYA Earnings Analysis
Liberty Global Ltd. Class A Common Shares Corporation (LBTYA.O) Earnings Conference Call
Positive
Shareholder Value Enhancement: 1. Significant Shareholder Value Creation: Liberty Global is on track to return nearly $5 billion to shareholders, including a $700 million share buyback and a projected $4.2 billion from the Sunrise spinoff, representing a substantial portion of its $7.6 billion market cap.
Cash Reserves Strength: 2. Strong Cash Position: The company reported a robust cash balance of approximately $3.5 billion at the end of Q3 2024, supporting ongoing investments and shareholder returns.
Subscriber Momentum Improvement: 3. Positive Subscriber Growth: Virgin Media O2 added 16,000 broadband subscribers in Q3 2024, marking a significant improvement in subscriber momentum despite a competitive market.
Asset Sales Success: 4. Successful Asset Sales: Liberty Global realized $900 million in asset sales over the past year, demonstrating its ability to optimize its investment portfolio and generate substantial returns.
EBITDA Growth and Efficiency: 5. Stable EBITDA Performance: Telenet achieved a 5.2% growth in adjusted EBITDA in Q3 2024, driven by effective cost control and a one-off revenue item, showcasing operational efficiency.
Negative
Revenue Decline Analysis: 1. Revenue Decline in Virgin Media O2: Virgin Media O2 experienced a revenue decline of 4.5%, driven by continued headwinds in low-margin hardware and B2B fixed revenues, along with a comparison to a one-off $48 million item in Q3 2023.
Revenue Decline Analysis: 2. Sunrise Revenue Decline: Sunrise reported a revenue decline of 1.3%, primarily due to the annualization of last year's July price rise, despite some growth in mobile subscriptions and B2B revenue.
Declining Mobile Revenue: 3. Negative Mobile Service Revenue Growth: Virgin Media O2's mobile service revenue slipped from -0.4% in Q2 to -4.8% in Q3, indicating a significant deterioration in performance amid competitive pressures.
Televisa Univision Write-Down: 4. Write-Down on Televisa Univision: The company took a write-down of approximately $72 million on Televisa Univision based on its operating performance, reflecting challenges in that investment.
Adjusted EBITDA Decline: 5. Adjusted EBITDA Decline for Virgin Media O2: Virgin Media O2's adjusted EBITDA decreased by 4.1%, excluding nexfibre construction, largely due to the impact of a one-off revenue item in Q3 2023.
LBTYA FAQs
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LBTYA Earning Call Sentiment
Liberty Global Ltd. (LBTYA) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
LBTYA.O
-0.93%Positive
The earnings call presents a mixed outlook. While there are stable revenue and adjusted EBITDA figures for some entities, others report declines. The Q&A reveals uncertainties, such as unclear management responses and challenges in stabilizing subscriber bases. However, the commitment to share buybacks and a strong cash position provide positive signals. The lack of clear momentum in revenue growth and the avoidance of direct answers on certain issues suggest a cautious market reaction. Therefore, the stock price is likely to remain neutral, fluctuating between -2% to 2% over the next two weeks.
