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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Liberty Global (LBTYA) investor relations material
Liberty Global Morgan Stanley 25th European Technology, Media & Telecom Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 25th European Technology, Media & Telecom Conference summary12 Nov, 2025
Strategic pillars and value creation
Focused on three pillars: telecom, growth, and services/corporate, each with distinct value opportunities.
Telecom assets span four core European markets, generating $22 billion in revenue.
Growth platform includes $3.5 billion in media, sports, and digital infrastructure assets, with six investments making up 80% of value.
Services/corporate pillar has achieved significant cost reductions, lowering corporate spend from $200 million to a $100 million run rate for next year.
Ongoing commitment to unlocking value through spin-offs, asset sales, and operational efficiency.
Operational highlights and market strategies
Spun out Swiss operation tax-free, unlocking significant value and demonstrating the potential for similar moves in other markets.
Belgium's Telenet benefits from a rational market, fiber build strategy, and deleveraging initiatives.
Dutch operations are undergoing a turnaround with brand investment, network upgrades, and a focus on free cash flow.
U.K. market remains highly competitive, with aggressive MVNOs and Altnets; focus is on value over volume and cost-effective fiber upgrades.
Multi-brand strategies and proactive customer retention are key to navigating competitive pressures.
Regulatory and industry environment
Regulatory tailwinds are emerging in Europe, with consolidation and investment support gaining traction.
U.K. regulatory changes and consolidation are seen as positive, but further progress is needed at the EU level.
European telcos benefit from established pricing and strong political support for infrastructure investment.
What specific value unlocks are next after Sunrise?
Future of Liberty Growth's digital infra assets?
Is current UK competitive intensity sustainable?
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Next Liberty Global earnings date
Q4 202518 Feb, 2026
Next Liberty Global earnings date
Q4 202518 Feb, 2026
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Frequently asked questions
Liberty Global plc provides broadband internet, video, fixed-line telephony, and mobile communications services to residential and business customers. The company offers residential broadband internet and WiFi services under the Virgin Media brand; television services under the Virgin TV brand; fixed-line telephony services; mobile voice and data services under the Virgin Mobile brand; and offers converged bundled products consisting of broadband internet, video, and telephony services. It also supports small business customers with video entertainment and information services, as well as offers IPTV services to business customers through central Europe. In addition, the company operates iTV4U.com, an e-Commerce site for secondhand televisions. Further, it engages in the property development activities. The company serves approximately 26 million revenue generating units in 14 countries primarily in Europe, Asia Pacific, Latin America, Israel, and Africa.
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