Wall Street expects a year-over-year decline in earnings on lower revenues when Altice USA, Inc. (ATUS) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 1. O ...

文章核心观点 - MiCTA已经将Lightpath列为其批准供应商,Lightpath可以为MiCTA成员提供优惠的互联网、以太网、波长、暗纤、专用网络、语音和托管服务等 [1][2][3] - Lightpath在教育、政府和医疗保健等领域拥有丰富的客户关系,能够为这些行业提供满足其最严苛需求的连接解决方案 [3][4] - MiCTA的主服务协议为其成员带来了大幅成本节省,并消除了他们自行进行昂贵和耗时的RFP的需求 [3] 公司概况 - Lightpath是一家光纤连接服务提供商,为客户提供定制的连接解决方案,拥有30多年的行业经验 [6] - Lightpath由Altice USA和摩根士丹利基础设施合伙公司共同拥有 [6] 行业信息 - MiCTA的成员主要包括公共部门和非营利性组织,如教育机构、政府机构和医疗机构 [4] - Lightpath在这些行业中拥有丰富的客户关系和经验 [4]

Altice USA Inc. (ATUS) subsidiary Lightpath is set to significantly boost its service capabilities through the proposed acquisition of United Fiber and Data (“UFD”). The definitive agreement, expected to close in third- quarter 2024, pending regulatory approvals and other customary closing conditions, marks a strategic expansion that promises substantial benefits for Lightpath and its parent company, Altice. UFD operates a unique 323-route mile high-fiber network stretching from New York City to Ashburn, VA ...

文章核心观点 - Lightpath公司收购了United Fiber and Data(UFD)公司,这是Lightpath扩大其纽约大都会区域光纤资产的自然延伸[1][2][3] - 此次收购将增强Lightpath为企业客户、超大规模客户和批发客户提供高容量服务的能力,并进一步提升其在曼哈顿大都会区的覆盖范围[3] - Lightpath将为UFD客户提供全面的服务组合,包括波长、以太网、互联网、专用网络、暗纤、LP FlexNet、语音、安全解决方案和其他托管服务,并连接到140多个数据中心、7个海缆登陆站和所有主要云服务提供商[3] 公司概况 - Lightpath是一家革命性的光纤网络服务提供商,提供定制的连接解决方案,具有卓越的性能、可靠性和安全性[4] - Lightpath的客户包括众多企业、政府和教育机构,公司由Altice USA和摩根士丹利基础设施合伙公司共同持有[4] 行业信息 - UFD拥有从纽约市到弗吉尼亚州阿什本的323英里高纤芯数网络,连接了美国最大的人口中心和全球最大的数据中心及云生态系统[1] - UFD还拥有纽约市和新泽西州79英里的城域网络,包括连接350多个企业和数据中心的网络,以及跨越哈德逊河的高纤芯数网络[1] - UFD的纽约市-阿什本网络采用了Ciena的最新光学技术,支持高达800 Gbps的暗纤、以太网和波长服务[2]

Altice USA Inc. (ATUS) subsidiary Lightpath is enhancing its cybersecurity capabilities through a new collaboration with Radware Ltd. (RDWR) , a leading provider of cybersecurity and application delivery solutions. Under a managed security service provider (MSSP) agreement, Lightpath is integrating Radware’s AI-powered DefensePro DDoS Protection to offer a robust DDoS scrubbing service to its customers, aiming to address the evolving landscape of cyber threats. Lightpath's decision to leverage Radware’s adv ...

MAHWAH, N.J., May 14, 2024 (GLOBE NEWSWIRE) -- Radware® (NASDAQ:RDWR), a leading provider of cyber security and application delivery solutions, today announced it signed a managed security service provider (MSSP) agreement with Lightpath, an all-fiber, infrastructure-based connectivity provider. Based on the agreement, Lightpath is leveraging Radware's AI-powered DefensePro® DDoS Protection to offer customers a DDoS scrubbing service designed to combat today's increasingly complex threats. "Radware takes a ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Registrant; State of Incorporation; IRS Employer Identification Commission File Number Address and Telephone Number No. 001-38126 38-3980194 Altice USA, In ...

财务数据和关键指标变化 - 总收入同比下降1.9%至约23亿美元,较上年同期的5.3%下降有明显改善 [47] - 住宅收入同比下降2.9%,主要受到客户基数下降和视频客户流失增加的影响 [47] - 商业服务收入小幅增长0.3%,其中Lightpath业务增长3.6%,SMB和其他业务下降0.8% [47] - 新闻和广告收入增长7.1%,剔除政治广告收入后增长1.8% [47] - 调整后EBITDA同比下降2.5%至约8.47亿美元,主要受到收入下降、销售营销费用增加和转型相关费用的影响 [56] - 自由现金流为6400万美元,上年同期为负1.66亿美元,主要受资本支出下降的影响 [59] 各条业务线数据和关键指标变化 - 光纤客户净增加5.3万户,渗透率达14%,较上年同期的9%有明显提升 [60] - 移动业务净增加2.9万条线路,增速较上年同期加快3.8倍 [62] - 宽带客户净亏失3万户,受到持续的竞争压力和宏观环境影响 [63] 各个市场数据和关键指标变化 - 东部市场的客户流失趋势相对稳定,西部市场受到新进入者的竞争压力有所加大 [33] - 在西部市场,新进入者初期会获得一定的市场份额,但公司长期竞争能力不断提升 [33] 公司战略和发展方向及行业竞争 - 公司正在转型,聚焦提升网络质量、产品组合和客户服务,以提高客户满意度和忠诚度 [6][7][8] - 公司正在加大光纤网络投资,并优化光纤迁移和安装流程,提高光纤渗透率 [27][28][79] - 公司正在优化基础管理策略,提升客户终身价值,并推出全新品牌营销策略 [21][24][25] - 公司正在加强B2B业务,推出移动业务、管理服务等新产品,以提升整体业务增长 [29][30] - 公司面临宏观经济环境和竞争压力,但有信心通过执行战略实现长期可持续增长 [31][32][36][37] 管理层对经营环境和未来前景的评论 - 公司正在应对持续的宏观经济压力,如利率上升、房地产市场疲软等,影响了客户连接和非付费情况 [31][32][33][34] - 公司有信心通过提升网络质量、产品组合和客户服务,以及优化基础管理策略,实现长期可持续增长 [36][37][38] 问答环节重要的提问和回答 问题1 **Kutgun Maral 提问** 询问公司在不同市场面临的竞争情况,包括光纤和固定无线网络竞争 [90][91] **Dennis Mathew 回答** 公司在东部市场客户流失趋势相对稳定,但西部市场面临新进入者的竞争压力有所加大。公司正在采取针对性的本地化营销策略来应对竞争 [92][93][116][117][118] 问题2 **Jonathan Chaplin 提问** 询问公司ARPU的改善趋势及未来稳定的时间点 [102][103] **Marc Sirota 回答** 公司正在通过多方面措施来稳定ARPU,包括在保留和获客中保持价格纪律、销售增值服务等。公司预计ARPU趋势将好于上年同期的下降,并有望在未来实现稳定 [103][104] 问题3 **Jessica Reif Cohen 提问** 询问公司在视频业务方面的成本管控和差异化策略 [106][107] **Dennis Mathew 回答** 公司正在与内容提供商进行更加透明和以客户为中心的谈判,同时也在开发新的视频套餐,为客户提供更多观看选择 [107][108]

Altice USA, Inc. (ATUS) reported $2.25 billion in revenue for the quarter ended March 2024, representing a year-over-year decline of 1.9%. EPS of -$0.05 for the same period compares to $0.06 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $2.23 billion, representing a surprise of +0.74%. The company delivered an EPS surprise of -600.00%, with the consensus EPS estimate being $0.01. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Altice USA, Inc. (ATUS) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of $0.01. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -600%. A quarter ago, it was expected that this company would post earnings of $0.07 per share when it actually produced a loss of $0.26, delivering a surprise of -471.43%. Over the last four quarters, the company has surpass ...