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    Druva Shaw

    Research Analyst at UBS

    Druva Shaw is an Analyst at UBS specializing in equity research, focusing on sectors such as technology, financials, and consumer goods. Shaw covers specific companies including Amazon, Google, Cisco, and other leading multinationals, with a reputation for delivering comprehensive investment insights and maintaining strong performance metrics as evidenced by above-average success rates and notable returns on platforms like TipRanks. Beginning their professional career in the early 2010s, Shaw has advanced through various roles within UBS and previously held analyst positions at distinguished financial firms before joining UBS in 2018. Shaw is credentialed with FINRA registration and holds principal securities licenses, underpinning a profile recognized for expertise, accuracy, and thought leadership in investment research.

    Druva Shaw's questions to Liberty Global (LBTYA) leadership

    Druva Shaw's questions to Liberty Global (LBTYA) leadership • Q3 2024

    Question

    Druva Shaw of UBS inquired about the marked improvement in U.K. postpaid net adds, asking if it was driven by market changes or specific VMO2 actions, and whether the positive trend could continue into Q4 and 2025.

    Answer

    Lutz Schüler, Executive, stated that market dynamics haven't materially changed. He attributed the improvement to three internal levers: optimized hardware sales, improved upgrade processes that lower churn, and the completion of the Virgin Mobile to O2 customer migration. While expressing ambition for Q4 growth, he did not provide formal guidance.

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