{ "docId": "019de515-b88b-7442-9936-6241eabf711e", "docSlug": "34ac89ffdc242bbddc6c4c98ae8cd953", "documentTitle": "Liberty Global | Results Presentation Deck | 40 slides", "authorId": "liberty-global", "authorName": "Liberty Global", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-05-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 4, "pageCount": 40, "prevPage": 3, "nextPage": 5, "slideType": "kpi_overview", "function": "summarize", "density": "overcrowded", "nDataPoints": 100, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de515-b88b-7442-9936-6241eabf711e/4", "deckHref": "/decks/019de515-b88b-7442-9936-6241eabf711e", "deckJsonHref": "/decks/019de515-b88b-7442-9936-6241eabf711e.json", "deckAnchorHref": "/decks/019de515-b88b-7442-9936-6241eabf711e#slide-4", "components": [ { "bbox": { "h": 0.3, "w": 0.23, "x": 0.5, "y": 0.19 }, "kind": "chart", "text": "VMO2 (1) BROADBAND AND POSTPAID MOBILE NET ADDS (000'S)", "attrs": { "x_axis_labels": [ "Q1'22", "Q2'22", "Q3'22", "Q4'22", "Q1'23" ], "y_axis_labels": [ "10", "11", "13", "16", "19", "23", "29", "47", "66", "71", "94" ] }, "subkind": "bar-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0d6ab0d3-2982-4ade-b73f-84b1012a5d56", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.74, "y": 0.19 }, "kind": "chart", "text": "SUNRISE BROADBAND AND POSTPAID MOBILE NET ADDS (000'S)", "attrs": { "x_axis_labels": [ "Q1'22", "Q2'22", "Q3'22", "Q4'22", "Q1'23" ], "y_axis_labels": [ "0", "2", "7", "9", "11", "36", "42", "44", "45", "47", "53", "56" ] }, "subkind": "bar-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1a533ba7-8b45-40ce-93ee-d1ce38f51944", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.74, "y": 0.57 }, "kind": "chart", "text": "TELENET (3) BROADBAND AND POSTPAID MOBILE NET ADDS (000'S)", "attrs": { "x_axis_labels": [ "Q1'22", "Q2'22", "Q3'22", "Q4'22", "Q1'23" ], "y_axis_labels": [ "0", "2", "3", "8", "9", "11", "12", "13", "18" ] }, "subkind": "bar-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3073b87f-da21-449b-bf6b-b507aae99b1c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.3, "w": 0.23, "x": 0.5, "y": 0.57 }, "kind": "chart", "text": "VODAFONEZIGGO (1) (2) BROADBAND AND POSTPAID MOBILE NET ADDS (000'S)", "attrs": { "x_axis_labels": [ "Q1'22", "Q2'22", "Q3'22", "Q4'22", "Q1'23" ], "y_axis_labels": [ "2", "7", "9", "17", "26", "30", "33", "37", "39", "47", "49", "58", "67" ] }, "subkind": "bar-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a0aa3b79-7912-4cf9-9e3b-522c2616fe7f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.12, "x": 0.84, "y": 0.1 }, "kind": "legend", "text": "Postpaid Mobile Net Adds\nBroadband Net Adds", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f397a8e6-2595-4f40-8481-f3daacd5b332", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.69, "w": 0.45, "x": 0.04, "y": 0.2 }, "kind": "list", "text": "VMO2\nBroadband: Strong Q1 additions especially given timing of price rise communication in February; better churn and strong sales supported higher share and continued momentum w/ VOLT FMC (now ~1.5m customers)\nPostpaid Mobile: Softness in Q1 in-line with prior year; market highly competitive but O2 remains the flagship brand with lowest churn profile\nSUNRISE\nBroadband: Maintained positive broadband adds despite ongoing UPC phase-out; improved churn on Sunrise brand & incremental sales from Yallo\nPostpaid Mobile: Solid postpaid additions despite some increased seasonality following strong Q4 result\nVODAFONEZIGGO\nBroadband: Improvement in broadband net adds relative to prior year as result of annualized loss of F1 rights and limited promotions during the quarter\nPostpaid Mobile: Continued postpaid net add growth supported by low churn and steady demand for FMC bundles\nTELENET\nBroadband: Broadly stable broadband net adds impacted by competitive environment and the recently excluded paused TADAAM subscriptions\nPostpaid Mobile: Modest growth in postpaid net adds continues to be supported by strong BASE brand performance", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "727bc77f-1cf4-4d00-9fb4-2e3ca652a352", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.59, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "(1) Non-consolidated 50% owned JVs. Reflects 100% of VodafoneZiggo and VMO2.\n(2) Broadband additions include certain B2B as defined by VodafoneZiggo.\n(3) Q1 2023 includes amounts in Luxembourg as a result of Telenet's January 2023 acquisition of Eltrona.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "08251200-13b2-423f-8aa5-0c55ee051092", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.92, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Q1 CONNECTIVITY TRENDS SOLID ACROSS THE GROUP DESPITE COMPETITIVE PRESSURES", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9934f333-924c-4133-86b7-f19b9421089d", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "agent": "Designer", "layer": "slide", "matchId": "82f93747-1ef3-4984-b328-11419cac8159", "evidence": "The presence of multiple bar-stacked charts with clear labels and a legend", "confidence": 0.7 } ], "frameworks": [], "arcBeats": [ { "to": 4, "from": 3, "beatId": "5ccdc77c-d5f3-43e9-9fab-6e9d7fa6d187", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Need", "beatSlug": "monroes-sequence-need", "evidence": "The document highlights Q1 highlights and trends", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "loops": [ { "to": 9, "from": 3, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "f31ecf59-0b6d-4fcd-8616-ea6beee70f2a", "evidence": "The document provides an overview of Q1 highlights and trends", "position": 0, "objective": "Identify patterns in Q1 highlights", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.6, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }