Liberty Global Results Presentation Deck
(1)
(2)
Q1'22 REVENUE TRENDS: STABLE GROWTH ACROSS
CORE FMC MARKETS(1)
VMO2(2):
Stable Q1'22 revenues, including stable mobile
revenue (ex handsets)
Executed on price rises (+6.5% in fixed, c.9% in
mobile), expect this to support ARPU
SUNRISE UPC:
Continued revenue growth driven by mobile
subscription revenue and B2B in particular WHS voice
Executing on brand segmentation (Sunrise Yallo) with
lower discounts to drive improving ARPU mix
VODAFONEZIGGO(²):
Stable revenue growth supported by highest mobile
subscription revenue in 5 years
Fixed ARPU growth continues at +2%; Price rise of
3.5% announced in Q2, effective July 1st
TELENET:
Topline growth acceleration driven by mobile and B2B
subscription revenue, WS and roaming
Implementing price rise of +4.7% from June given pick
up in inflation
VMO2(2) TRANSACTION ADJ.
REVENUE GROWTH (%)
(4.7%)
Q1'21
(0.1%)
2.0%
Q2'21
0.7%
VODAFONEZIGGO (²)
REVENUE GROWTH (%)
1.8%
Q3'21
3.0%
FY'20 Q1'21 Q2¹21
(0.7%)
1.8%
Q4'21
1.1%
Q3'21 Q4'21
(1.2%)
FY'21
1.9%
FY'21
Virgit O₂
media
(0.1%)
Q1'22
OZ
(0.3%)
Q1'22
SUNRISE UPC
REVENUE GROWTH (%)
(4.5%)
(0.3%)
(2.0%)
1.3%
TELENET
REVENUE GROWTH (%)
(1.3%)
0.0% 1.0%
FY'20 Q1'21 Q2'21 Q3'21 Q4'21 FY'21 Q1'22
3.7%
Sunrise upc
0.4% 0.3%
0.5%
1.0%
0.7% 0.7%
FY'20 Q1'21 Q2'21 Q3'21 Q4'21 FY'21
Q1'22
YOY growth rates presented on a rebased basis for VodafoneZiggo, Telenet and Sunrise UPC. VMO2 JV YOY growth rates based on IFRS transaction adjusted pro forma results as if the VMO2 JV was created on January 1, 2020. VMO2 YOY growth rates are shown on an
FX neutral basis. IFRS results as reported by the VMO2 JV and US GAAP results differ significantly and are not comparable. See the Appendix for additional information and reconciliations.
Non-consolidated 50% owned JVs. Reflects 100% of VodafoneZiggo and VMO2.
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