Liberty Global’s LBTYK: Quiet stock, loud questions as investors weigh cable, buybacks and underpe
Liberty Global's Class C stock (LBTYK) has experienced a year of underperformance despite aggressive buybacks and asset sales, leading investors to question if it's a deep value opportunity or a structurally challenged business. Analysts maintain a "Hold to Buy" consensus, expecting modest upside from current levels as the company focuses on portfolio simplification, operational efficiency, and capital allocation. The market awaits decisive strategic moves to re-rate the stock, which currently sits in an awkward middle ground for investors.
Liberty Global EVP Bracken sells $371k in shares By Investing.com
Charles H R Bracken, EVP and CFO of Liberty Global Ltd (NASDAQ:LBTY), sold 33,220 Class C Common Shares totaling $371,505 on December 8, 2025. The transaction, reported via a Form 4 filing, involved shares sold at a weighted average price of $11.1832. Following this sale, Bracken no longer holds any shares in the company, either directly or indirectly.
Liberty Global appoints Tony Werner to board of directors
Liberty Global plc announced the appointment of Tony Werner to its Board of Directors. Mr. Werner previously served as Chief Technology Officer and President, Technology, Products and Experience at Comcast Cable and has over 40 years of engineering and technical management experience. He also held senior positions with Liberty Global, Qwest Communications, and other major telecommunications companies.
Company's Intercompany Transactions Lacked Substance, DOJ Charges
The Department of Justice has filed a civil action against Liberty Global Inc. (LGI) for alleged unpaid federal income taxes and additions to tax for 2018. The DOJ claims LGI engaged in a series of intercompany transactions, codenamed "Project Soy," designed to exploit a perceived loophole in the Tax Cuts and Jobs Act to avoid billions in GILTI and capital gains taxes. The DOJ is seeking a judgment for over $283 million in taxes and penalties, arguing that LGI's transactions lacked economic substance.
Dana Strong
The article highlights Dana Strong's success as President, Consumer Services at Comcast Cable, focusing on her achievements in broadband subscriber growth and the expansion of Xfinity Flex. It also touches upon the growth of Xfinity Mobile and Comcast's Internet Essentials program under her leadership.
Dinesh Jain Named CEO of Alphabet’s Access Unit
Alphabet, Google's parent company, has appointed Dinesh (Dinni) Jain, a former COO of Time Warner Cable, as the new CEO of its Access unit, which oversees Google Fiber and Webpass. Jain's appointment follows strategy adjustments for Access, including Google Fiber pausing expansion and Webpass consolidating operations in some markets. He brings extensive cable industry experience to the role.
Virgin Media Accelerates Rollout of TiVo-Powered V6 Box
Virgin Media is accelerating the rollout of its TiVo-powered V6 box, aiming to have a majority of its TV subscribers using the 4K-capable device by the end of 2018. The company is offering existing pay TV customers a free upgrade, provided they also get broadband service from Virgin, and expects a "vast majority" to opt for self-installation to control costs. The V6 box offers features like 4K resolution, integrated OTT services, 1 terabyte of storage, and the ability to record six shows simultaneously.
Arris Brings ‘RDK-B’ Gateway to Retail
Arris has launched the first retail voice gateway, the SURFboard SVG2482AC, equipped with RDK-B technology and approved for Comcast's network. This device offers a common way to manage home networking functions and will be sold on Amazon and Arris's online store for $249.99, competing with other major DOCSIS modem and gateway providers. The move highlights the growing, albeit small, retail segment of the DOCSIS CPE market.
Liberty Global To Establish Latin American Tracker | Next TV | Multichannel News
Liberty Global announced its plan to establish a tracking stock for its Latin American operations, effectively splitting the company into two pure-play media stocks. The new LiLAC (Liberty Latin America and Caribbean) Group will include Liberty Global’s interests in VTR GlobalCom SpA, VTR Wireless SpA, and Liberty Cablevision of Puerto Rico LLC, with tracking shares expected to trade under symbols “LILA,” “LILAB,” and “LILAK.” This move mirrors strategies by John Malone’s other holdings, aiming to attract investors to distinct European and Latin American assets.
