阿尔蒂斯美国(ATUS)
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Altice to spend millions on internet upgrades in settlement with West Virginia
Techxplore· 2025-01-11 19:07
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: West Virginia Attorney General Patrick Morrisey speaks during a news conference at the state Capitol, in Charleston, W.Va., May 4, 2023. Credit: AP Photo/Jeff Dean, File The parent company of one of West Virginia's largest internet providers has reached a settlement with the state to resolve thousands of consumer complaints. U ...
MSG says Altice walked away from negotiations as Optimum saga takes another twist
New York Post· 2025-01-11 09:58
The ongoing saga between MSG Networks and Altice — the parent company of Optimum — has taken another turn. According to MSG Networks, Altice walked away from negotiations after pulling its last proposal as the search for an agreement that would include allowing Optimum customers to regain access to Knicks, Rangers, Islanders and Devils games dragged on. The previous deal, where Optimum paid MSG Networks $10 per subscriber, expired at midnight on Jan. 1, The Post’s Josh Kosman previously reported. Knicks fan ...
Can ATUS Stock Benefit From Expansion of Fiber Footprint?
ZACKS· 2024-11-23 00:15
Altice USA Inc. (ATUS) subsidiary Optimum has reached a milestone of 100% fiber connectivity across 500,000 residential customers. The unique feat was achieved on the back of significant investments to expand its fiber network footprint across its service areas. These include a $40 million investment in Long Island this year and a multi-million-dollar infrastructure upgrade in the Northeast markets over the last several years.Altice has also forayed into new markets to strengthen its regional presence. The ...
Altice USA Q3 Results: Too Much Competition And Concerns About Debt
Seeking Alpha· 2024-11-07 03:09
公司财报相关 - Altice USA Inc (NYSE:ATUS)公布Q3财报 [1] 分析师相关 - 分析师未持有提及公司股票期权或类似衍生品头寸且72小时内无计划建立相关头寸文章表达个人观点未因文章接受除Seeking Alpha外的报酬与文章提及公司无商业关系 [2] 平台相关 - Seeking Alpha声明过去表现不保证未来结果未给出投资建议任何观点可能不代表平台整体平台不是持牌证券交易商经纪人美国投资顾问或投资银行分析师为第三方作者包含专业和个人投资者可能未被机构或监管机构许可或认证 [3]
Altice's Q3 Loss Wider Than Expected, Revenues Decline Y/Y
ZACKS· 2024-11-05 23:51
Altice USA, Inc. (ATUS) reported soft third-quarter 2024 results, with both adjusted earnings and revenues missing the Zacks Consensus Estimate.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The company reported a revenue decline year over year, owing to soft demand trends in the Residential, Business Services and Wholesale segments. However, growth in mobile line and fiber customer net additions, focus on network upgrades, improving customer care and financial discipline were the ...
Altice USA(ATUS) - 2024 Q3 - Earnings Call Transcript
2024-11-05 10:12
财务数据和关键指标变化 - 公司在第三季度报告的总收入为22亿美元,同比下降3.9% [10][42] - 调整后的EBITDA为8.62亿美元,同比下降5.8% [10][45] - 现金资本支出为3.59亿美元,预计全年资本支出为15亿美元,低于之前的指导 [10][46] 各条业务线数据和关键指标变化 - 住宅收入同比下降5.6%,主要由于视频用户流失 [42] - 住宅ARPU为135.77美元,同比下降1.9% [42] - 住宅移动服务收入同比增长50%,连续四个季度保持50%以上的增长 [43] - 商业服务收入基本持平,主要受到小型和中型企业业务的影响 [44] 各个市场数据和关键指标变化 - 在光纤市场,第三季度新增光纤用户47,000,光纤用户总数达到482,000,光纤渗透率约为17% [13] - 移动业务表现强劲,新增36,000条移动线路,总数达到420,000条 [14] - 在宽带用户方面,第三季度净流失50,000,主要受到低收入客户群体的影响 [15] 公司战略和发展方向和行业竞争 - 公司正在推进第二阶段的转型,目标是加速业务转型,增加新收入来源,降低运营费用 [8] - 公司计划通过推出新产品和服务(如全屋WiFi和移动设备保险)来提升ARPU [28][29] - 在竞争方面,公司正在加强与固定无线和光纤竞争对手的竞争能力,改善市场份额 [58] 管理层对经营环境和未来前景的评论 - 管理层提到,尽管面临视频用户流失和竞争压力,仍然专注于可控因素,如光纤渗透率和移动用户增长 [11] - 管理层对未来的光纤用户增长持乐观态度,预计到2026年光纤用户将超过100万 [32] 其他重要信息 - 公司在第三季度实现了50个基点的毛利率扩张,达到68% [45] - 自年初以来,公司已减少了1亿美元的债务 [20] 问答环节所有提问和回答 问题: 关于宽带和ARPU的增长 - 公司在行业内看到宽带用户活动的下降,但在竞争环境中表现出色,ARPU的稳定增长表明定价策略有效 [56][60] 问题: 关于移动业务的EBITDA影响 - 移动业务的EBITDA目前对整体EBITDA有一定拖累,但随着用户增长,预计将改善 [64][70] 问题: 关于资本支出和现金流 - 资本支出的减少主要是由于效率提升,未来将继续关注投资回报 [81][85] 问题: 关于移动用户增长的目标 - 公司计划通过优化销售渠道和推出新产品来加速移动用户的增长,目标是到2027年达到100万条移动线路 [74][90] 问题: 关于视频套餐的整合 - 公司将推出新的视频套餐,并计划在未来整合流媒体服务以提升用户体验 [94][96] 问题: 关于光纤用户的迁移和未来计划 - 公司将继续推动光纤用户的迁移,预计将实现更高的渗透率和更好的客户满意度 [99][100]
Compared to Estimates, Altice USA (ATUS) Q3 Earnings: A Look at Key Metrics
ZACKS· 2024-11-05 08:36
Altice USA, Inc. (ATUS) reported $2.23 billion in revenue for the quarter ended September 2024, representing a year-over-year decline of 3.9%. EPS of -$0.09 for the same period compares to $0.15 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.24 billion, representing a surprise of -0.54%. The company delivered an EPS surprise of -550.00%, with the consensus EPS estimate being $0.02.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...
Altice USA(ATUS) - 2024 Q3 - Earnings Call Presentation
2024-11-05 07:56
业绩总结 - Q3 2024总收入为22.28亿美元,同比下降3.9%[9] - Q3 2024调整后EBITDA为8.62亿美元,同比下降5.8%[9] - 住宅业务收入为17.29亿美元,同比下降5.6%[25] - 业务服务收入为3.66亿美元,同比下降0.1%[25] - 新闻与广告收入为1.18亿美元,同比增长9.5%[25] - Q3 2024自由现金流约为1亿美元,年初至今[9] - Q3 2024的自由现金流为77百万美元,较上季度下降[26] - 调整后的EBITDA为862百万美元,较上季度下降[26] 用户数据 - 结束时光纤用户为48.2万,净增加4.7万,光纤渗透率为17%[9] - 结束时移动用户为42万,净增加3.6万,为四年来最佳表现[9] - 截至2024年9月30日,住宅客户关系增加了4.7千,宽带客户增加了3.8千,视频客户增加了5.2千[28] 资本支出与流动性 - Q3 2024现金资本支出为3.59亿美元,占总收入的16.1%[25] - 预计2024年全年的资本支出约为15亿美元[9] - 现金资本支出为522百万美元,现金利息支出为35百万美元,现金税支出为131百万美元[26] - 流动性计算为未提取的循环信贷额度加上期末现金,减去某些信用证[31] 杠杆与资本强度 - L2QA杠杆比率为季度末净杠杆除以最近两个季度的调整后EBITDA年化值[31] - 资本强度为总现金资本支出占总收入的百分比[30]
Altice USA, Inc. (ATUS) Reports Q3 Loss, Misses Revenue Estimates
ZACKS· 2024-11-05 07:50
Altice USA, Inc. (ATUS) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of $0.02. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -550%. A quarter ago, it was expected that this company would post earnings of $0.08 per share when it actually produced earnings of $0.03, delivering a surprise of -62.50%.Over the last four quarters, the company has not been ...
Altice USA(ATUS) - 2024 Q3 - Quarterly Report
2024-11-05 07:30
财务状况 - 公司总资产为 XXX 亿元 [1] - 公司总负债为 XXX 亿元 [1] - 公司净资产为 XXX 亿元 [1] - 公司资产负债率为 XX% [1] 营业收入 - 公司本期营业收入为 XXX 亿元 [2] - 公司营业收入同比增长 XX% [2] - 公司主营业务收入占营业收入的 XX% [2] 盈利能力 - 公司本期净利润为 XXX 亿元 [3] - 公司净利润同比增长 XX% [3] - 公司毛利率为 XX% [3] - 公司净利率为 XX% [3] 现金流 - 公司经营活动产生的现金流量净额为 XXX 亿元 [4] - 公司投资活动产生的现金流量净额为 XXX 亿元 [4] - 公司筹资活动产生的现金流量净额为 XXX 亿元 [4] - 公司现金及现金等价物净增加额为 XXX 亿元 [4]