Liberty Global release its third quarter results 2014.

[Media Boy UK]

Liberty Global plc today announced plans to release its third quarter 2014 results on Wednesday, November 5, 2014.

http://www.libertyglobal.com/pdf/pre...l-In-FINAL.pdf

[Kushan]

Remember, remember that date.

[Stephen]

Originally Posted by Media Boy

Liberty Global plc today announced plans to release its third quarter 2014 results on Wednesday, November 5, 2014.

http://www.libertyglobal.com/pdf/pre...l-In-FINAL.pdf

You mean they announced it last Thursday the 30th?

[Ignitionnet]

I'm sure it'll be an enthralling read / listen and look forward to it topping the charts and best seller list in the near future, however what it'll tell anyone about UK-specific information we'll see.

There appears to be a strong urge both on the part of LGI and others, such as BT, to spend money on content rather than the current USP - the network.

[Martin_D]

Q3 2014 Liberty Global plc Earnings Conference Call

http://www.media-server.com/m/p/szqqb6we - Thursday, November 06, 2014, 2:00 PM (14:00)

[Ignitionnet]

Wonder if LGI will actually be paying some taxes, IE are their accountants the same ones helping the boss avoid it?

http://www.thedrum.com/news/2014/11/...-revenue-1047m

http://www.bloomberg.com/news/2014-1...e-expands.html

[Ignitionnet]

Investing in network expansion means more customers, who'd have thought?

Looks like they are splitting the business from a share perspective

http://advanced-television.com/2014/...ins-off-latam/

[1andrew1]

Originally Posted by Ignitionnet

I'm sure it'll be an enthralling read / listen and look forward to it topping the charts and best seller list in the near future, however what it'll tell anyone about UK-specific information we'll see.

There appears to be a strong urge both on the part of LGI and others, such as BT, to spend money on content rather than the current USP - the network.

I don't think that's true. BT is currently rolling fibre out across the country whilst VM is expanding in East London and NE England as well as implementing a small FTTC in Papworth. TalkTalk and Sky meanwhile have partnered with City Fibre in York.

---------- Post added at 22:08 ---------- Previous post was at 22:07 ----------

Originally Posted by Top banana

http://www.thedrum.com/news/2014/11/...-revenue-1047m

http://www.bloomberg.com/news/2014-1...e-expands.html

Good results there with broadband customers up by a respectable 48,600.

[Ignitionnet]

BT are rolling out FTTC/P with taxpayer gap funding now having completed their own fully self-funded rollout.

They have spent as much on football rights as they did on their commercial FTTx deployment's capital expenditure. As of this year they are spending considerably more, and after the football rights auction next year they are expected to spend as much between 2015 and 2017 on footy as they have in total on FTTx network CapEx.

TalkTalk and Sky are contributing £5 million each to pass 20,000 homes which is nothing in the grand scheme and there are a ton of caveats to further deployments.

The analyst reports specifically note that LGI are looking towards acquiring content as their next growth phase.

The network has grown by less than 1% since ntl and Telewest days, and the actual proportion of the population that can receive cable has dropped markedly. Things are improving in that regard as far as VM go but the big money is going to content now.

Companies that are serious about growth go further than new build and completing some partial build that's connected or very close to existing stuff, and have a budget higher than £300-£400 per premises passed to build it.

EDIT: Just FYI you mentioned those projects, including that stuff done so far along with all the new build VM passed 52,600 new premises in the past year. That doesn't even keep their % of the population passed constant even at the abysmal levels of house building we have now.

[qasdfdsaq]

Originally Posted by Ignitionnet

The network has grown by less than 1% since ntl and Telewest days, and the actual proportion of the population that can receive cable has dropped markedly.

Are you saying the network is growing slower than the population or that more people are moving out of cabled areas than in?

[Ignitionnet]

Slower than household growth number so proportion of households passed by VM continuing to drop.