STAMFORD, Conn., May 9, 2024 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that its subsidiaries, Charter Communications Operating, LLC ("CCO") and Charter Communications Operating Capital Corp. ("CCO Capital," and together with CCO, the "Issuers"), have priced $3.0 billion in aggregate principal amount of notes consisting of the following securities: $1.5 billion in aggregate principal amount of Senior Secured Notes due 2029 (the "2029 ...

STAMFORD, Conn., May 9, 2024 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that its subsidiaries, Charter Communications Operating, LLC and Charter Communications Operating Capital Corp. (collectively, the "Company") have commenced an offer (the "Tender Offer") to purchase for cash the Company's outstanding 4.908% senior secured notes due 2025 (the "Notes"), represented by CUSIP number 161175 AY0 / 161175 AT1 / U16109 AM9, for a combined ...

STAMFORD, Conn., May 9, 2024 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that its subsidiaries, Charter Communications Operating, LLC ("CCO") and Charter Communications Operating Capital Corp. ("CCO Capital," and together with CCO, the "Issuers"), intend to offer senior secured fixed rate notes (the "Notes"). The Issuers intend to use the net proceeds from the sale of the Notes to prepay borrowings outstanding under CCO's existing seni ...

A left-for-dead government subsidy program appears to have been revived by a bipartisan group of Senators.Shares of cable telecom stocks Comcast (CMCSA 2.25%), Charter Communications (CHTR 4.12%), and Shenandoah (SHEN 11.48%) rallied on Wednesday, up 2.8%, 4.3%, and 9.8%, respectively, as of 1:15 p.m. ET, even as the broader markets were in the red.The entire industry got a lift today as a bipartisan group of Senators revived a key government subsidy program.The Affordable Connectivity Program (ACP) is aliv ...

STAMFORD, Conn., May 7, 2024 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that Jessica Fischer, Chief Financial Officer, will participate in the J.P. Morgan Global Technology, Media and Communications Conference in Boston, Massachusetts on Wednesday, May 22, 2024. Ms. Fischer's remarks are scheduled to begin at 9:20 a.m. ET. A live webcast of the event can be accessed on Charter's investor relations website, ir.charter.com. Following th ...

STAMFORD, Conn., May 7, 2024 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that Christopher Winfrey, President and Chief Executive Officer, will participate in the MoffettNathanson Media, Internet and Communications Conference in New York, New York on Tuesday, May 14, 2024. Mr. Winfrey's remarks are scheduled to begin at 10:00 a.m. ET. A live webcast of the event can be accessed on Charter's investor relations website, ir.charter.com. Fo ...

The company's inaugural quarter of 2024 didn't provide much fuel for optimism.Charter Communications (CHTR -1.73%) didn't end the stock trading week on a high note. The cable and telecom company published its latest quarterly earnings report Friday morning, and investors reacted with distaste. They traded Charter's shares down by almost 2% on the day, contrasting unfavorably to the S&P 500 index's 1% increase.Flat revenue in the first quarterIn its first quarter, Charter's revenue came in at $13.7 billion, ...

财务数据和关键指标变化 - 第一季度收入相对持平,调整后EBITDA增长2.8% [4][19][20] - 互联网客户净减少72,000,视频客户净减少405,000 [15] - 移动业务继续表现良好,新增486,000条移动线路 [15] 各条业务线数据和关键指标变化 - 住宅业务收入同比下降0.4%,主要受视频客户流失影响 [19] - 中小企业业务收入同比下降0.3%,主要受视频业务占比上升和语音线路减少影响 [20] - 企业业务收入同比增长3.8%,剔除批发收入后增长5.5% [20] - 广告收入同比增长10%,受政治广告收入增长推动 [20] 各个市场数据和关键指标变化 - 农村补贴覆盖用户增加324,000,渗透率超预期 [16] - 预计2024年新增农村补贴覆盖用户约450,000,比2023年增加50% [16] - 预计RDOF建设将提前两年完成,即2026年底 [17] 公司战略和发展方向及行业竞争 - 公司正在积极推进网络升级,提供更快更可靠的互联网服务 [8] - 移动业务持续发展,推出Anytime Upgrade和手机维修计划 [9][10] - 视频业务正在转型,推出Spectrum TV Stream等灵活打包产品 [11][12] - 公司正在应对短期市场挑战,同时积极推进各项战略举措 [13] 管理层对经营环境和未来前景的评论 - 互联网客户增长受到季节性因素和ACP补贴结束的短期影响 [5][18] - 但公司有信心通过提供更快更优惠的产品和服务实现长期可持续增长 [7][13] - 预计2024年EBITDA增长将受到一些压力,但下半年增速将加快 [23][24] 问答环节重要的提问和回答 问题1 **John Hodulik 提问** ACP补贴结束对客户数和ARPU的具体影响 [33][34][35] **Chris Winfrey 和 Jessica Fischer 回答** 公司将采取多种措施尽量减少客户流失,包括提供免费移动线路等,预计影响将是暂时的 [34][35] 问题2 **Benjamin Swinburne 提问** 对2024年各项费用的预期 [42][43][44][45] **Jessica Fischer 回答** 公司正在采取措施控制成本,预计大部分费用项目可能低于此前指引 [43][44][45] 问题3 **Craig Moffett 提问** 公司如何看待收敛业务的发展趋势 [62][63][64] **Chris Winfrey 回答** 公司认为提供统一的无缝连接体验是未来发展方向,Spectrum One产品体现了这一战略 [63]

财务表现 - Charter Communications (CHTR) 2024年第一季度每股收益为7.55美元，同比增长13.5%[1] - 收入为136.7亿美元，同比增长0.2%，主要受到住宅移动服务、住宅互联网和广告销售收入增长的推动，部分抵消了住宅视频收入的下降[2] - 住宅收入在第一季度达到108亿美元，同比下降0.4%[3] - 互联网收入同比增长1.9%，达到58亿美元，主要受到促销率提升和费率调整的推动[4]

业绩总结 - 公司2024年第一季度总收入为13653百万美元，较去年同期增长0.2%[4] - 公司2024年第一季度调整后的EBITDA为5497百万美元，较去年同期增长2.8%[4] - 公司2024年第一季度住宅收入较去年同期下降0.4%，主要由于视频收入减少[4] 用户数据 - 公司2024年第一季度住宅和商业互联网客户净减少72k，移动电话线净增加486k[4] - 公司在57个市场提供千兆有线和无线服务，拥有资本高效的网络演进路径和独特的产品定价策略[17] - 公司的客户关系包括接收互联网、视频、语音和移动服务的客户数量，不包括企业客户和仅移动客户[25] 未来展望 - 公司2024年第一季度自由现金流为3.58亿美元，同比下降30.6%[12] - 公司2024年第一季度调整后EBITDA为54.97亿美元，较去年同期增长147百万美元[28] - 公司2024年第一季度广告收入较去年同期增长10.0%，主要受到政治收入增加的推动[4] 新产品和新技术研发 - 公司在57个市场提供千兆有线和无线服务，拥有资本高效的网络演进路径和独特的产品定价策略[17] 市场扩张和并购 - 公司的债务到期分布显示，92%的债务将在2026年之后到期，固定利率债务占总债务的85%[16] 负面信息 - 公司2024年第一季度自由现金流为3.58亿美元，同比下降30.6%[12] 其他新策略和有价值的信息 - 公司采用调整后的EBITDA和自由现金流等非GAAP财务指标来评估业绩和资本分配[24] - 公司的资本结构包括股本、高收益债券和投资级债券，总负债为705.27亿美元，总资产为705.27亿美元，杠杆率为3.17倍[15]