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Liberty Global C (LBTYK)
NASDAQ:LBTYK
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Liberty Global C (LBTYK) AI Stock Analysis

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LBTYK

Liberty Global C

(NASDAQ:LBTYK)

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Neutral 52 (OpenAI - 5.2)
Rating:52Neutral
Price Target:
$10.00
▲(4.17% Upside)
Action:Reiterated
Date:07/24/26
The score is held back primarily by unstable profitability and revenue decline despite resilient gross margins, plus weak technical momentum with the stock trading below key moving averages. Offsetting these are currently solid cash generation and a somewhat constructive earnings call (reconfirmed guidance, improved cash target, and active deleveraging actions), but competitive intensity, elevated CapEx, and leverage concerns keep overall risk elevated.
Positive Factors
Strong cash generation and monetizations
Material monetizations and a sizeable corporate cash balance materially strengthen liquidity and shorten the path to deleveraging. Durable proceeds reduce near-term refinancing risk, provide funding for strategic actions and capex, and give management flexibility to execute spin-offs and asset sales without relying on volatile earnings.
Negative Factors
Sharp revenue decline and negative profitability
A large top-line decline and persistent net losses undermine earnings quality and reinvestment capacity. Sustained negative margins increase reliance on disposals and cash buffers, raise execution risk for turnaround plans, and make outcomes sensitive to competitive pressures and capex timing over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation and monetizations
Material monetizations and a sizeable corporate cash balance materially strengthen liquidity and shorten the path to deleveraging. Durable proceeds reduce near-term refinancing risk, provide funding for strategic actions and capex, and give management flexibility to execute spin-offs and asset sales without relying on volatile earnings.
Read all positive factors

Liberty Global C (LBTYK) vs. SPDR S&P 500 ETF (SPY)

Liberty Global C Business Overview & Revenue Model

Company Description
Liberty Global plc delivers a comprehensive suite of telecommunication services, including high-speed internet, television, landline telephony, and mobile communication, catering to both individual consumers and corporate clients. Its advanced bro...
How the Company Makes Money
Liberty Global makes money primarily from recurring subscription revenues for connectivity and entertainment services delivered over its fixed networks. Key revenue streams include: (1) Broadband internet service fees paid monthly by residential a...

Liberty Global C Earnings Call Summary

Earnings Call Date:Jul 24, 2026
(Q2-2026)
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% Change Since: |
Next Earnings Date:Nov 04, 2026
Earnings Call Sentiment Neutral
The call presented a balanced picture: strong strategic progress (Ziggo spin-off milestones, monetizations including a successful EdgeConneX exit, improved cash position, and corporate cost reduction) and meaningful operational wins (Netherlands turnaround, AI pilots) were offset by persistent competitive pressures—particularly in the UK—pressure on ARPUs, elevated CapEx, and leverage concerns at Virgin Media O2. Management reconfirmed 2026 guidance and outlined clear targets for deleveraging and free cash flow, but execution risks remain as the company navigates industry competition and near-term investment-driven EBITDA/CapEx effects.
Positive Updates
Commercial Turnaround in the Netherlands (VodafoneZiggo)
Best consumer broadband performance in 6 years; first positive broadband quarter since Q4 2022; 32,000 new postpaid mobile subscribers in the quarter; fixed ARPU stable at ~€56 and mobile ARPU ~€17.60 (mobile ARPU down ~2% YoY but stable sequentially).
Negative Updates
Competitive Pressure and ARPU Declines in the UK (VMO2)
Elevated competitive intensity in the UK consumer fixed market with market average selling price down ~4% YoY; VMO2 fixed ARPU down 4.6% YoY (flat sequentially); broadband and mobile net losses continue (albeit improved vs prior year); increased churn and promotional activity remain headwinds.
Read all updates
Q2-2026 Updates
Negative
Commercial Turnaround in the Netherlands (VodafoneZiggo)
Best consumer broadband performance in 6 years; first positive broadband quarter since Q4 2022; 32,000 new postpaid mobile subscribers in the quarter; fixed ARPU stable at ~€56 and mobile ARPU ~€17.60 (mobile ARPU down ~2% YoY but stable sequentially).
Read all positive updates
Company Guidance
Management reconfirmed full‑year 2026 guidance for Virgin Media O2, VodafoneZiggo, Telenet and corporate adjusted EBITDA, upgraded TopCo’s year‑end corporate cash target from $1.5bn to $2.0bn (Q2 corporate cash $2.4bn), and said it has raised $1.2bn YTD from Liberty Growth disposals (including ~$900m) on top of a planned €1.2–€1.4bn of Benelux asset sales to reduce debt. For the Ziggo Group spin‑off they are now targeting mid‑2027 (vs H2‑2027), aiming to reduce leverage to ~4.5x and deliver €500m of free cash flow by 2028 (expecting synergies materially above the prior $1bn NPV). Other metrics reiterated: $4.1bn of financings completed YTD, VodafoneZiggo expected to return to EBITDA growth from 2027, VMO2 CapEx ~22% of sales (25% excl. hardware), Ireland fiber (~1m premises) to drive FCF positivity in Q4, and AI‑driven annual savings they expect in the “hundreds of millions” (OpEx savings potential shown at 20–40%, up to 70% in areas like customer care).

Liberty Global C Financial Statement Overview

Summary
Financials are mixed: cash generation is currently a bright spot (positive operating cash flow and strong TTM free cash flow with sharp YoY improvement), but this is offset by a sharp profitability breakdown (revenue down ~20.6% and deeply negative net margin) and high earnings volatility across recent years. Leverage is meaningful and recent returns on equity are negative, reinforcing elevated execution and earnings-quality risk.
Income Statement
22
Negative
Balance Sheet
46
Neutral
Cash Flow
61
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue4.88B4.88B4.34B4.12B4.02B10.31B
Gross Profit3.02B3.21B2.89B2.83B2.95B7.29B
EBITDA-1.52B-5.64B3.42B-1.72B2.57B17.24B
Net Income-3.03B-7.14B1.59B-4.05B1.47B13.43B
Balance Sheet
Total Assets21.53B22.60B25.44B42.09B42.90B46.92B
Cash, Cash Equivalents and Short-Term Investments2.42B2.16B2.15B3.40B4.35B3.18B
Total Debt9.07B10.16B9.85B10.23B15.55B16.19B
Total Liabilities12.07B12.65B12.90B23.08B20.32B21.32B
Stockholders Equity9.22B9.74B12.37B19.06B22.44B25.93B
Cash Flow
Free Cash Flow659.70M-123.00M1.12B1.24B1.95B2.14B
Operating Cash Flow1.28B1.22B2.03B2.17B2.84B3.55B
Investing Cash Flow-468.20M-883.90M684.70M-1.84B1.28B-5.80B
Financing Cash Flow-171.20M-226.10M-2.25B-692.40M-3.28B-1.55B

Liberty Global C Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price9.60
Price Trends
50DMA
10.88
Negative
100DMA
11.32
Negative
200DMA
11.26
Negative
Market Momentum
MACD
-0.33
Positive
RSI
29.70
Positive
STOCH
21.28
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LBTYK, the sentiment is Neutral. The current price of 9.6 is below the 20-day moving average (MA) of 10.19, below the 50-day MA of 10.88, and below the 200-day MA of 11.26, indicating a neutral trend. The MACD of -0.33 indicates Positive momentum. The RSI at 29.70 is Positive, neither overbought nor oversold. The STOCH value of 21.28 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LBTYK.

Liberty Global C Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
$6.25B25.165.46%0.33%51.86%11.59%
70
Outperform
$3.66B7.0438.73%12.62%19.57%
63
Neutral
$4.39B8.6924.22%8.17%0.82%-9.40%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
57
Neutral
$3.57B19.122.75%30.29%-56.04%
52
Neutral
$3.55B-1.24-28.95%
52
Neutral
$6.76B-3.66-79.42%-6.78%-452.12%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LBTYK
Liberty Global C
10.36
-0.38
-3.54%
LUMN
Lumen Technologies
6.38
2.67
71.97%
PHI
PLDT
19.69
-2.07
-9.51%
TEO
Telecom Argentina
14.00
5.15
58.16%
TDS
Telephone & Data Systems
33.58
-4.30
-11.35%
VEON
VEON
52.29
1.74
3.44%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 24, 2026