Robert Grindle's questions to Liberty Global Ltd (LBTYA) leadership • Q1 2024
Question
Robert Grindle of Deutsche Bank asked about the Benelux holdco, inquiring if investor interest is contingent on controlling VodafoneZiggo and if there was any change in Vodafone's stance. He also questioned VMO2's pricing strategy for its nexfibre footprint.
Answer
Michael Fries, CEO of Liberty Global, stated that investor interest in the Benelux holdco is not necessarily contingent on controlling the underlying assets. He deferred questions about Vodafone's plans to them. On U.K. pricing, Lutz Schüler, CEO of VMO2, confirmed that they maintain a premium ARPU for the Virgin Media brand in nexfibre areas and are not matching lower altnet prices.