Liberty Global: Sunrise 2.0, Just Bigger. Not Late To Jump On This Spin-Off Train

Liberty Global just announced its biggest move since Sunrise: acquiring Vodafone's 50% stake in VodafoneZiggo and combining it with Telenet into a new company called Ziggo Group. Ziggo Group will list on Euronext Amsterdam in 2027 and Liberty plans to spin off 90% to shareholders — this is Sunrise 2.0, except bigger. My back-of-the-napkin valuation suggests Ziggo Group alone could be worth ~$12-16 per Liberty share — representing the entire current market cap.

Seeking Alpha • Feb 20, 2026

Liberty Global Reports Loss in Q4 Despite Y/Y Revenue Growth

LBTYA swings to a $2.92B Q4 loss despite 9.6% revenue growth, as subscriber declines and JV pressures weigh on results and the 2026 outlook.

Zacks Investment Research • Feb 19, 2026

Liberty Global to acquire Vodafone's stake in VodafoneZiggo and transfer regional Benelux assets into new company called Ziggo Group

DENVER, Colorado and LONDON, United Kingdom--(BUSINESS WIRE)--Liberty Global Ltd (NASDAQ: LBTYA, LBTYB and LBTYK) today announced that it has entered into a definitive agreement with Vodafone Group Plc to acquire Vodafone's 50% shareholding in their Dutch telecommunications joint venture, VodafoneZiggo. Under the terms of the agreement, Vodafone will receive €1.0 billion in cash and a 10% stake in a new Benelux company to be named Ziggo Group which will hold Liberty Global's interests in Vodafo.

Business Wire • Feb 18, 2026

InfraVia, Liberty Global and Telefónica acquire Substantial Group for £2 billion through their existing joint venture, nexfibre

DENVER, Colorado--(BUSINESS WIRE)--InfraVia, Liberty Global (NASDAQ: LBTYA, LBTYB, and LBTYK) and Telefónica (TEF) have announced an agreement to acquire Substantial Group. Founded in 2019, Substantial Group, owned by investors Advencap, DigitalBridge and Soho Square Capital, is the UK's second largest alternative fibre provider, expected to have more than 3.4 million fibre premises and over 500,000 customers by completion. The acquisition will be made by the parties' joint venture company, nex.

Business Wire • Feb 18, 2026

Liberty Global Reports Q4 2025 Results

DENVER, Colorado--(BUSINESS WIRE)--Liberty Global Ltd. announces its Q4 2025 financial results. CEO Mike Fries stated, “In the fourth quarter, we continued to execute our plans to both drive commercial momentum in our telecom operations and unlock value for shareholders. Liberty Telecom: We delivered all full-year guidance metrics at VMO2, VodafoneZiggo and Telenet, reflecting growing commercial progress despite challenging competitive environments. VMO2 delivered a sequential improvement in br.

Business Wire • Feb 18, 2026

Liberty Global Ltd. (LBTYA) Q4 2025 Earnings Call Transcript

Liberty Global Ltd. (LBTYA) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 18, 2026

Liberty Global and Google Cloud Announce Five-Year Strategic AI Partnership

DENVER, Colorado and SUNNYVALE, California--(BUSINESS WIRE)--Liberty Global (NASDAQ: LBTYA, LBTYB, and LBTYK) and Google Cloud today announced a five-year strategic partnership that will accelerate Liberty Global's digital transformation and embed AI at scale throughout its European operations. Under the new partnership, Liberty Global customers stand to benefit directly from new services, devices, and TV experiences built with Google's Gemini models. With approximately 80 million connections a.

Business Wire • Feb 3, 2026

Liberty Global signs five-year AI and cloud deal with Google

Partnership to bring Gemini models and automation to Virgin Media O2 and other European units Liberty Global has signed a five-year agreement with Google Cloud to expand the use of artificial intelligence and cloud computing across its European operations. The deal will see Google's Gemini AI models and associated tools deployed across Liberty's regional units, including Virgin Media O2 in the UK, VodafoneZiggo in the Netherlands, Telenet in Belgium and Sunrise in Switzerland.

Proactive Investors • Feb 3, 2026

Google Cloud, Liberty Global strike five-year AI partnership

Google Cloud, one of Alphabet's fastest-growing businesses, and Liberty Global have agreed a five-year strategic partnership to deploy Google's Gemini AI models and other cloud tools across the cable group's European operations.

Reuters • Feb 3, 2026

Liberty Global CEO Mike Fries on U.S.-Europe relations, state of telecom and AI impact

Liberty Global CEO Mike Fries joins 'Squawk Box' to discuss the state of U.S.-Europe relations, impact on U.S. businesses, state of telecom, impact of AI, his thoughts on the WBD deal, and more.

CNBC Television • Jan 22, 2026