Liberty Global Results Presentation Deck
Q1'22 CONNECTIVITY
TRENDS
STRONG NET ADDS DESPITE SOFTNESS IN THE U.K.
(1)
(2)
(3)
(4)
VMO2
>
Broadband: Softer UK sales market; reduced promotional
activity at VMO2 in Jan/Feb while price rise taking effect;
broadband churn and NPS on plan; average download
speeds +24% (231 Mbps)
Postpaid Mobile: Strong 02 quarter despite price rise;
offset by loss of low ARPU Virgin Mobile subs due to
change in T&Cs and Volt launch
SUNRISE UPC
Broadband: Strong broadband growth supported by Yallo
full service offering; Sunrise Moments launched
Postpaid Mobile: Strong quarter driven by premium and
challenger brand despite competitive Swiss market
VODAFONEZIGGO
> Broadband: Some increased promotional activity in the
market impacting broadband trends (including F1 promos)
Postpaid Mobile: Continued growth in postpaid mobile
base, Vodafone regained leading NPS position in the
market
TELENET
Broadband: Stable broadband net adds with continued
low churn, offset by low market flux
Postpaid Mobile: Continued growth driven by ONE
campaign
VMO2 (1) (2) BROADBAND
AND POSTPAID MOBILE NET ADDS (Virgine O₂
(000'S)
101 103
93
70
8
33
82
72
155
108
64
58
47
10 6
218
163
69
76
55
Non-consolidated 50% owned JVs. Reflects 100% of VodafoneZiggo and VMO2.
VMO2 JV subscriber additions pro forma to show combined VM UK and O2 subscribers for pre-JV formation periods.
Sunrise UPC subscriber additions pro forma to show combined Sunrise and UPC CH subscribers for pre-acquisition periods.
Broadband additions include B2B as defined by VodafoneZiggo.
101
65
81
42
39 36
59
67
VODAFONEZIGGO (1)(4) BROADBAND
AND POSTPAID MOBILE NET ADDS
(000'S)
(1)
Q1'20 Q2'20 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q4'21 Q1'22
52
61
150
108
50
42
56
189
129
57
67
60
36
10
45
11
20
37
(7) (8) (9)
(6) (10) (9) (17)
Q1'20 Q2'20 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q4'21 Q1'22
SUNRISE UPC(3) BROADBAND
AND POSTPAID MOBILE NET ADDS
(000'S)
46
1
47 47
44
3 7 15 14
32
65
58
24
8
82
67
18
8
10
TELENET BROADBAND
AND POSTPAID MOBILE NET ADDS
(000'S)
56
42
Q1'20 Q2'20 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q4'21 Q1'22
32 34
22
10
Postpaid Mobile Net Adds
Broadband Net Adds
11
47 48
41 43
6
5
27
18 19
9
6
25
Sunrise upc
8
8
57 56
49
45
8 11
19
13
6
12
9
Q1'20 Q2'20 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q4'21 Q1'22
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