Jim Ryan, SVP and CSO at Liberty Global, discusses European telecom consolidation, Liberty Global's capital allocation strategy, and opportunities in funding network upgrades

Jim Ryan, SVP and CSO at Liberty Global, discusses the company's capital allocation priorities, the wave of European telecom consolidation and M&A, the rationale behind the UPC Slovakia sale, and emerging network funding opportunities tied to AI and data center demand. Liberty Global strategy and capital allocation – 00:34European connectivity opportunities – 01:30Portfolio focus after UPC Slovakia sale – 02:53Defining a “good exit” in smaller markets – 03:40Regulation and European consolidation – 04:45Funding network upgrades: opportunities and constraints – 06:28