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Liberty Global Ltd. (LBTYA) Q1 2025 Earnings Call Transcript
Liberty Global Ltd. (NASDAQ:LBTYA ) Q1 2025 Earnings Conference Call May 2, 2025 8:30 AM ET Company Participants Mike Fries - Chief Executive Officer Charlie Bracken - Executive Vice President & Chief Financial Officer Lutz Schüler - Chief Executive Officer-Virgin Media Stephen van Rooyen - Chief Executive Officer, VodafoneZiggo Enrique Rodriguez - Executive Vice President & Chief Technology Officer Conference Call Participants Carl Murdock-Smith - Citigroup Robert Grindle - Deutsche Bank Polo Tang - UBS Steve Malcolm - Redburn Joshua Mills - BNP Paribas Ulrich Rathe - Bernstein Societe Generale Group Matthew Harrigan - Benchmark Company David Wright - Bank of America James Ratzer - New Street Research Operator Good morning, ladies and gentlemen, and thank you for standing by.
Carrier Global Q1: Strong Margin Improvement
I reiterate a "Strong Buy" on Carrier Global Corporation, highlighting strong order growth, margin expansion, and a fair value of $83 per share. Carrier's 2% organic revenue growth and productivity optimization, along with cost synergies from Viessmann Climate Solutions, drive strong margin improvements. Carrier's pricing power mitigates tariff impacts, and high-single-digit order growth supports future revenue growth despite challenges in the Asia Pacific region.
The Benefits of Global Macro Across Market Environments
With increasing hedge fund ETF choices, investors would do well to consider global macro for its performance across market cycles. Global macro hedge fund managers invest across a variety of asset classes, taking both long and short positions.
Carrier Global Q1 Earnings & Revenues Beat Estimates, Stock Up
CARR's first-quarter 2025 results reflect strength in the Climate Solutions Americas segment.
DiDi Global: Strategic Expansion Beyond China
DiDi Global is expanding beyond China, focusing on Hong Kong and other overseas markets to drive higher growth and avoid China's competitive environment. The Chinese ride-share market is maturing, prompting DiDi to seek growth overseas, where it has seen strong performance in Brazil and Mexico. DiDi is undervalued compared to peers like Uber and Grab, with a potential 46% upside as it ramps up global expansion and improves profitability.
Can Global Payments Navigate Lower Americas Revenues in Q1 Earnings?
GPN's first-quarter earnings are likely to have benefited from growing profits from Issuer Solutions.
Apollo Global: Extraordinary Performance With Alternative Assets
Apollo Global Management, Inc. is a global alternative asset manager growing quickly through proven strategy and acquisitions. Apollo's acquisition of Bridge Investment Group and its robust performance under CEO Marc Rowan position it for continued outperformance and growth in fee-related earnings. Despite a recent price drop due to tariff shocks, APO's historical outperformance of the S&P 500 and Financial Sector presents a buying opportunity.
VT: Global Stocks Stage A Comeback, Looking For More Gains Ahead
The US stock market has underperformed in 2025, with domestic equities down over 4%, while global equities have provided a boost to VT. I reiterate my buy rating on the Vanguard Total World Stock Index Fund, due to its lower P/E ratio and strong diversification. VT's valuation is attractive, with a P/E ratio of 17 and a healthy long-term EPS growth rate above 10%.
S&P Global Q1 Earnings & Revenues Surpass Estimates, Increase Y/Y
SPGI's top line benefits from an improved segmental performance in the first quarter of 2025.
Is a Beat in the Cards for Cboe Global This Earnings Season?
CBOE's Q1 results are likely to reflect solid index options growth, disciplined expense management and healthy trading volumes.
Zeta Global Set to Report Q1 Earnings: Here's What You Should Know
ZETA's top line is expected to have been driven by higher use of the platform facilitated by GenAI in the first quarter of 2025.
4 Top Value Stocks to Invest in as US-Global Trade Talks Unfold
Value investing is essentially about selecting cheap but fundamentally sound stocks. STNE, CSV, ASB & PFE boast low P/CF ratios.
