Investors in Charter Communications, Inc. (CHTR) need to pay close attention to the stock based on moves in the options market lately. That is because the Aug 16, 2024 $170 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It ...

Charter Communications Inc CHTR reported better-than-expected second-quarter financial results on Friday. Charter Communications reported fiscal second-quarter 2024 revenue growth of 0.2% year-on-year to $13.69 billion, beating the analyst consensus estimate of $13.59 billion. EPS of $8.49 beat the analyst consensus estimate of $7.95. The stock price gained after the results, according to data from Benzinga Pro. Charter lost 154,000 residential Internet customers, largely driven by the end of the FCC's Affo ...

As long as broadband subscribers don't grow again, Charter will likely continue to trade in a broad range, with frequent ups and downs. PM ImagesCharter's surprisingly resilient earnings cause short-covering rally As I have pointed out in my previous coverage of Charter Communications (NASDAQ:CHTR), the stock is no stranger to outsized post-earnings moves. This well-known fact obviously attracts lots of short-term speculators. Six months ago, there was some speculation on a positive earnings surprise whic ...

The index has been on a breathtaking run, but some S&P 500 stocks still have big upside, according to Wall Street.After notching another all-time high earlier this month, the S&P 500 index has been taking a breather. The widely followed benchmark index -- composed of 500 of the largest U.S. companies -- has hit new highs 38 times thus far in 2024, so it's earned a break.Some investors believe this pause could be a sign the rally is on its last legs, but others on Wall Street are unconcerned. Among the bulls ...

财务数据和关键指标变化 - 第二季度公司失去了149,000个互联网客户,主要是由于负担上网计划(ACP)的结束 [6][16] - 公司新增了557,000条移动线路 [16] - 视频客户减少408,000,有线语音客户减少280,000 [16] - 第二季度总收入同比增长0.2%,剔除广告收入后同比增长0.1% [21] - 调整后EBITDA同比增长2.6%,剔除广告收入后同比增长2.4% [23] - 第二季度资本支出为28.5亿美元,与去年同期持平 [25] - 公司预计2024年全年资本支出约120亿美元,低于之前预期的122-124亿美元 [26] - 第二季度自由现金流为13亿美元,同比增加6.3亿美元 [27] 各条业务线数据和关键指标变化 - 住宅客户同比下降1.3%,住宅客户平均收入同比增长0.4% [20] - 中小企业收入同比增长0.6%,企业收入同比增长4.5% [21] - 广告收入同比增长3.3%,其中核心广告收入同比下降约2% [21] - 移动业务首次实现单独盈利,标志着移动业务已经进入盈利阶段 [23] 各个市场数据和关键指标变化 - 公司在农村地区的覆盖范围增加了89,000户,过去12个月增加了345,000户 [19] - 农村地区净增客户36,000户 [19] - 公司预计2023年将新增约45万个农村覆盖范围,比2023年增加约50% [19] 公司战略和发展方向及行业竞争 - 公司已在全国范围内部署了千兆网络,未来将升级为对称多吉网络,为客户提供更快的速度和更好的体验 [8][9] - 公司的移动业务持续发展,推出了"随时升级"等新功能,提升了客户体验 [10][11] - 公司正在推出新的视频内容捆绑方案,与直播服务商合作,提升视频产品的价值 [12][13][14] - 公司认为自身在网络覆盖、产品质量和价格方面具有竞争优势,能够应对行业内日益激烈的竞争 [36][38][39][40] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管面临ACP计划结束的挑战,但公司仍能够实现稳健的EBITDA增长,保持良好的服务和销售能力 [15] - 管理层预计,随着ACP影响的逐步消除,以及政治广告收入的增加,公司下半年EBITDA增速将有所加快 [24] - 管理层对公司长期发展前景保持信心,认为公司拥有最优质的产品和服务,仍有很大的增长潜力 [29] 其他重要信息 - 公司已启动了供应链融资计划,优化了营运资金管理,提高了现金流灵活性 [27] - 公司维持了4-4.5倍的净负债率目标区间,并保持了投资级债务评级 [28] 问答环节重要的提问和回答 问题1 **Craig Moffett 提问** ACP计划结束对公司毛利率和客户增长的具体影响 [30][31] **Chris Winfrey 和 Jessica Fischer 回答** - ACP计划结束导致公司第二季度净增客户损失超过10万户,其中一半来自自愿流失,一半来自新增客户减少 [32][33] - 剔除ACP相关因素影响,公司第二季度宽带ARPU同比增长2.7% [34] 问题2 **Sebastiano Petti 提问** 公司如何应对竞争对手在光纤部署和批发接入方面的举措 [36][37] **Chris Winfrey 回答** - 公司认为竞争对手的光纤部署步伐相对稳定,公司在有线和无线领域的竞争力保持良好 [38][39] - 公司拥有全覆盖的千兆网络和移动网络,加上与合作伙伴的协同,在提供高质量、价格优惠的融合连接服务方面具有独特优势 [40][41][42][43][44] 问题3 **Jonathan Chaplin 提问** 公司对未来宽带市场增长的看法,以及自由现金流管理策略 [47][52] **Chris Winfrey 和 Jessica Fischer 回答** - 公司认为,随着ACP影响的逐步消除,宽带市场增长将逐步恢复正常水平 [48][49][50] - 公司通过供应链融资等方式优化营运资金管理,未来将继续保持良好的自由现金流水平,同时保持适度的股票回购 [52][53][54]

The broadband provider topped estimates in its second quarter.Shares of Charter Communications (CHTR 17.38%) were soaring after the nation's No. 2 cable company and owner of the Spectrum brand posted better-than-expected results in its second-quarter earnings report, even as it continues to lose broadband subscribers.As a result, the stock was up 16.5% as of 10:46 a.m. ET. Charter manages a challenging marketCharter said that total internet customers, which include both residential and business customers, f ...

Charter Communications (CHTR) delivered second-quarter 2024 earnings of $8.49 per share, which beat the Zacks Consensus Estimate by 12.5%. The reported figure increased 5.5% year over year.Revenues of $13.68 billion increased 0.2% on a year-over-year basis, driven by growth in residential mobile service and Internet revenues, partly offset by lower residential video revenues. The top line beat the consensus mark by 0.2%.Segmental DetailsResidential revenues totaled $10.76 billion in the second quarter, whic ...

文章核心观点 - 移动服务需求帮助推动了Charter Communications的收益和收入增长 [1][2] - 公司移动服务收入同比增长36.9%,互联网服务收入也有所增加 [4] - 股价在周五交易开始后大涨17%,但全年仍下跌5% [6] 公司业务表现 - 第二季度每股收益为8.49美元,收入略增至136.9亿美元,均超过分析师预期 [3] - 移动服务收入增长36.9%至7.37亿美元 [4] - 最大业务分部互联网服务收入增长1.3%至58.1亿美元 [4] - 视频服务收入下降7.7%至38.7亿美元,语音服务收入下降4.2%至3.5亿美元 [4] - 公司预计全年资本支出将降至约120亿美元,此前预期为122亿-124亿美元,反映较低的互联网和视频客户净增加量 [5]

For the quarter ended June 2024, Charter Communications (CHTR) reported revenue of $13.69 billion, up 0.2% over the same period last year. EPS came in at $8.49, compared to $8.05 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $13.62 billion, representing a surprise of +0.49%. The company delivered an EPS surprise of +12.45%, with the consensus EPS estimate being $7.55.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Charter Communications (CHTR) came out with quarterly earnings of $8.49 per share, beating the Zacks Consensus Estimate of $7.55 per share. This compares to earnings of $8.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 12.45%. A quarter ago, it was expected that this cable provider would post earnings of $7.59 per share when it actually produced earnings of $7.55, delivering a surprise of -0.53%.Over the last four quarters ...