Filed by UnitedGlobalCom, Inc. pursuant to
Rule 425 under the Securities Act of 1933
Subject Company: UnitedGlobalCom, Inc.
Commission File No. 000-49658
Subject Company: Liberty Media International, Inc.
Commission File No. 000-50671
At the start of the unrecorded oral presentation at which he showed the following slides, Shane ONeill, Chief Strategy Officer of UGC Europe, a subsidiary of UnitedGlobalCom, Inc. (UGC), alerted participants to the following legends contained on UGCs website.
Additional Information
UnitedGlobalCom, Inc. (UGC) and Liberty Media International, Inc. (LMI) have filed a preliminary Joint Proxy Statement relating to their proposed merger as well as a related Schedule 13E-3. Liberty Global, Inc. (Liberty Global) plans to shortly file a Registration Statement on Form S-4 which will contain a Prospectus/Joint Proxy Statement with respect to the proposed merger. UGC AND LMI STOCKHOLDERS AND OTHER INVESTORS ARE URGED TO READ THESE DOCUMENTS (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS TO THESE DOCUMENTS WHEN AVAILABLE) BECAUSE THEY CONTAIN IMPORTANT INFORMATION ABOUT THE TRANSACTION. Investors may obtain these documents free of charge at the SECs website at www.sec.gov. In addition, copies of the Prospectus/Joint Proxy Statement and other related documents filed by the parties to the merger may be obtained free of charge by directing a request to UnitedGlobalCom, Inc., 4643 South Ulster Street, Suite 1300, Denver, Colorado 80237, Attention: Investor Relations Department, telephone: 303-770-4001.
Participants in Solicitation
UGC and its directors and executive officers may be deemed to be participants in the solicitation of proxies from UGCs stockholders in connection with the special meeting of stockholders to be held to approve the merger with LMI through the formation of a new holding company to be named Liberty Global. Information concerning UGCs directors and executive officers and their direct and indirect interests in UGC and LMI is set forth in UGCs and LMIs preliminary Joint Proxy Statement filed with the SEC on March 29, 2005. A definitive proxy statement will be mailed to UGC stockholders when available. Stockholders may obtain these documents (when available) free of charge at the SECs website at www.sec.gov. In addition, copies of the definitive Prospectus/Joint Proxy Statement (when available) may be obtained free of charge by directing a request to UnitedGlobalCom, Inc., 4643 South Ulster Street, Suite 1300, Denver, Colorado 80237, Attention: Investor Relations Department, telephone: 303-770-4001. UGC STOCKHOLDERS SHOULD READ THE PROSPECTUS/JOINT PROXY STATEMENT AND OTHER RELEVANT DOCUMENTS CAREFULLY BEFORE MAKING ANY VOTING DECISION BECAUSE IT CONTAINS IMPORTANT INFORMATION.
Please visit http://www.unitedglobal.com for further information.
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Competing Infrastructures
Navigating the Platform Wars in Europe
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Milia@MIPTV 2005, Cannes, France
April 13, 2005
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The Next 10 Minutes... |
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Who is Liberty Global?
Whats Happening?
How Are We Responding?
What Can We Do Together?
April 13, 2005 |
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Who is Liberty Global? |
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Merger of UGC and Liberty Media International
24 million homes passed in 18 countries
15 million RGUs; 3.7 million voice & data subs
Liberty Global |
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Rationale |
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Scale |
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Simplicity |
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Liquidity |
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Cash & |
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Growth |
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April 13, 2005
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Whats Happening? |
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Business strategies are colliding
Telcos |
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Voice |
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Content |
[CHART]
Source: Gartner, Yankee, McKinsey, Screendigest (2004; W. Europe; residential revenue only)
April 13, 2005
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Other Key Observations:
More alternative networks will emerge
e.g. FTTH, power lines, WiMAX
Everyones obsessed with wireless
But its not a zero sum game
Content wins either way
But the middleman survives
Consumers will call the shots!
April 13, 2005
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How Are We Responding? |
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Competition drives all of our key operating and strategic decisions
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Telcos |
Network Upgrades |
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Triple Play |
DSL Resellers |
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Cable |
Bundling |
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Single Play |
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Mobile |
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April 13, 2005
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Integrated Product Strategy |
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The Digital Home
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Data |
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Content Leadership |
Price Leadership |
Product Leadership |
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Best Content - |
Beat on Price |
Meet on Price |
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Go Digital |
More Features |
Beat on Speed |
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Mobile |
Off-Net |
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4 Play |
Natl Coverage |
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Take your home with you |
Compete head-to-head w/Telcos |
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April 13, 2005
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VoIP: The Next Big Thing |
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Over 100,000 sales since Q4 launch in NL
Bundle is pulling through data customers
Aggressive roll-out schedule for Europe
Weekly VoIP Sales in The Netherlands
[CHART]
April 13, 2005
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Our Content Strategy |
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Pay TV |
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Services |
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Investments |
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Regional Specific |
European/Global Focus |
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Content |
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Benelux |
CEE |
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SBS (22%) IPS (50%) Poland: Jetix (50%) MTV (50%) Sport 1 Hungary(25%) |
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Platform |
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Telenet (14%) |
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April 13, 2005
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Zone Vision Overview |
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USA
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3.5 million subscribers *
WESTERN EUROPE
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13.3 million subscribers *
CENTRAL & EASTERN EUROPE
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16.6 million subscribers *
JAPAN
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0.6 million subscribers **
CHINA
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80 million subscribers *
ASIA
(including India)
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2.2 million subscribers *
MIDDLE EAST & AFRICA
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1.9 million subscribers *
LATIN AMERICA
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8.7 million subscribers *
* Actual figures as of December 2004
** As art launch Feb 2005
April 13, 2005
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NL VoD Offer |
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TVoD Movies |
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Delay TV |
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SVoD Family Starter Pack |
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Channels on Demand |
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Premium Channels on Demand |
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New Movie |
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April 13, 2005
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Interactive Services |
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EPGs
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Interactive Content
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Participation TV
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Near Video on Demand / VoD
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Interactive Advertising
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April 13, 2005
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What Can We Do Together? |
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The Way Forward
Invest
Innovate
Share
Educate
Stay Committed!
April 13, 2005
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