Liberty Global Results Presentation Deck slide image

Liberty Global Results Presentation Deck

VODAFONEZIGGO(¹): MOMENTUM IN MOBILE DRIVES OZ OPERATING RESULTS; PRICE RISE TO HELP H2 MACRO ● ● ● ● Inflation coming down steadily to 5.7% in June MARKET CONTEXT Network competition heating up, but fiber activity rational ● Consumer confidence remains low GDP forecast low (~1%) (³) Increased commercial pressure with lower front- book pricing and promotions 3.5 GHz auction delayed (2024) VZ fixed price rise of ~8.5% effective July BROADBAND NET ADDS(2) (000'S) (2) (9) 49 7 (31) Q2'22 Q3'22 Q4'22 Q1'23 Q2'23 67 (9) POSTPAID MOBILE NET ADDS (000'S) 47% FMC 26 39 38 Q2'22 Q3'22 Q4'22 Q1'23 Q2'23 Q2 GROWTH (%) TOTAL REVENUE FIXED CONSUMER MOBILE CONSUMER B2B (FIXED & MOBILE) OTHER ADJ EBITDA REVENUE SPLIT (%) FIXED CONSUMER MOBILE CONSUMER B2B (FIXED & MOBILE) OTHER (1) Non-consolidated 50% owned JV. Reflects 100% of VodafoneZiggo. YoY growth rates presented on a rebased basis. See the Appendix for additional information and reconciliations. (2) Broadband additions include certain B2B as defined by VodafoneZiggo. (3) Full Year 2023 estimate. -0.2% -2.7% +3.3% +2.1% -11.0% -3.6% 49% 23% 27% 1% Q2 RESULTS Broadband net add decline due to continued competitive environment ● ● ● ● Postpaid net adds supported by a low churn level STRATEGIC UPDATE Successful DOCSIS 4.0 Pilot reaching 15 Gigabit speeds Continuing to refine longer- term network strategy options ● Revenue stable, as growth in mobile and B2B was offset by a lower fixed customer base EBITDA growth still impacted by inflation headwinds Step up in entertainment proposition with 5 OTT Apps onboarded in 2023 Evaluating impact of Viaplay announcements 8
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