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 surpassed ...

EXHIBIT 99.1 ALTICE USA REPORTS FIRST QUARTER 2024 RESULTS Focus on Customer Profitability: Improved Financial Trends in Customer ARPU and Revenue Growth in Fiber Customer Net Adds and Mobile Line Net Adds Positive Trends in Customer Experience, Network, and Operations NEW YORK (May 2, 2024) -- Altice USA (NYSE: ATUS) today reports results for the first quarter ended March 31, 2024. Dennis Mathew, Altice USA Chairman and Chief Executive Officer, said: "Our first-quarter results are reflective of the progres ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Altice USA, Inc. (ATUS) reports results for the quarter ended March 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 May 2. On ...

Optimum, a brand of Altice USA, Inc. (ATUS) , recently announced the launch of a new brand platform and marketing campaign with the tagline ‘Where local is big time.’ The multichannel media campaign emphasizes Optimum's commitment to serving local communities by leveraging its advanced technological capabilities. The campaign features two key advertisements, “Wrong Class” and “Investigation,” showcasing its role in keeping people and businesses connected in critical situations. It will be visible across Opt ...

A month has gone by since the last earnings report for Altice USA, Inc. (ATUS) . Shares have added about 20.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Altice USA, Inc. due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Altice Q4 Earnings Miss Estimates on Lower ...

Altice USA - Altice USA宣布CFO Marc Sirota将参加New Street Research和Boston Consulting Group Fiber to the Future Conference[1] - Altice USA是美国最大的宽带通信和视频服务提供商之一，通过Optimum品牌向21个州的约470万个住宅和商业客户提供宽带、视频、移动、专有内容和广告服务[2]

NEW YORK--(BUSINESS WIRE)--Altice USA (NYSE: ATUS) today announces the appointments of John Hsu, SVP, Corporate Finance and John Lombana, SVP, Corporate Controller, both reporting to Chief Financial Officer Marc Sirota. John Hsu will oversee investor relations, treasury, and risk management functions. John Lombana will be responsible for the company’s financial reporting, accounting, internal controls, tax, revenue assurance, and financial system administration functions. “ As Altice USA and Optimum conti ...

NEW YORK--(BUSINESS WIRE)--Following a competitive review, Optimum, a brand of Altice USA (NYSE: ATUS), announced today it has selected New York-based O1, a Publicis Power of One solution, as its Creative, Media, PR and Production agency of record (AOR), effective immediately. The announcement follows a thorough review to select an agency partner who will drive further brand growth for Optimum and its suite of powerful connectivity products, including internet, mobile, TV, and phone services for residential ...