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Altice USA shares spiked as much as about 50% on Monday following a report that Charter Communications is considering buying the broadband company. Charter is working with financial advisors as it considers whether it would make sense to buy Altice USA, Bloomberg reported Monday, citing people with knowledge of the matter. It is unclear if Charter has made a formal approach, the outlet added. The larger company's shares dropped 3% on Monday afternoon. Charter declined to comment on the report, while Altice ...

Altice USA, Inc. (ATUS) reported mixed fourth-quarter 2023 results, with the top line surpassing the Zacks Consensus Estimate but the bottom line missing the same. The company reported a revenue decline year over year, owing to soft demand trends in the Residential, News and Advertising segments. However, growth in mobile line net additions, the company’s focus on network upgrades, improving customer care, AI integration and financial discipline are positive factors.Net IncomeAltice reported a net loss of $ ...

Altice USA, Inc. (ATUS) reported $2.3 billion in revenue for the quarter ended December 2023, representing a year-over-year decline of 2.9%. EPS of -$0.26 for the same period compares to -$0.43 a year ago.The reported revenue represents a surprise of +0.57% over the Zacks Consensus Estimate of $2.29 billion. With the consensus EPS estimate being $0.07, the EPS surprise was -471.43%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wal ...

财务数据和关键指标变化 - 2023年第四季度总收入同比下降2.9%,剔除新闻和广告分部后下降2% [32] - 2023年全年调整后EBITDA边际率为39.1%,保持稳定 [35] - 2023年第四季度资本强度下降至12.8%,全年资本强度为18.5% [36][37] - 2023年第四季度自由现金流率为26.4%,全年为20.6%,显著提升 [39] 各条业务线数据和关键指标变化 - 2023年第四季度住宅业务收入同比下降2.8%,商业服务业务收入同比增长1% [32] - 2023年第四季度新闻和广告分部收入同比下降15.7%,剔除政治广告收入后增长8.9% [32][33] - 2023年第四季度ARPU同比增长0.1%,公司正在实施新的定价策略以提升ARPU [40][41][42][43][44][45] 各个市场数据和关键指标变化 - 公司东部地区光纤网络覆盖已达到96%,西部地区DOCSIS 3.1升级已达93% [55] - 2023年第四季度光纤客户净增46,000,渗透率超过12% [48] - 2023年第四季度移动客户净增34,000,同比增长超8倍 [49] - 2023年第四季度总宽带客户净减27,000,受到节假日季竞争和经济环境影响 [50][51] 公司战略和发展方向及行业竞争 - 公司正在转型,以"成为每个服务社区的首选连接提供商"为新使命,并制定四大战略支柱 [8][9][10] - 公司正在优化定价和打包策略,提升客户终身价值,并利用人工智能提升客户管理能力 [15][41][42][43][44][45] - 公司将继续专注于光纤网络渗透和战略性网络扩张,同时保持资本支出的财务纪律 [29][37][38][48] - 公司正在实施分区域本地化营销策略,并计划重塑品牌以增强市场竞争力 [26][27][28] 管理层对经营环境和未来前景的评论 - 管理层对2023年取得的成就感到自豪,认为已为2024年的增长奠定基础 [6][7][10][20] - 管理层对移动业务的发展前景充满信心,认为有很大的增长潜力 [88][89][90][91][92] - 管理层认为定价策略的转型将有助于长期提升ARPU和客户终身价值 [40][41][42][43][44][45] - 管理层对公司的资本结构管理和财务纪律感到满意,将继续保持谨慎的资本支出策略 [46][47][115][116][117] 问答环节重要的提问和回答 问题1 **Michael Rollins提问** 询问公司在宽带业务方面的挑战和定价策略的影响 [59][60] **Dennis Mathew和Marc Sirota回答** 详细解释了公司面临的竞争压力和定价策略调整的目标及预期影响 [60][61][62][63][64][65] 问题2 **Ben Swinburne提问** 询问公司在ARPU管理和资本支出方面的计划 [70][71] **Dennis Mathew和Marc Sirota回答** 解释了公司在ARPU管理和资本支出方面的策略和预期 [72][73][74][75][76][77][78] 问题3 **Kutgun Maral提问** 询问2024年EBITDA和自由现金流的预期 [81][82] **Marc Sirota回答** 预计2024年EBITDA将略有下降,但自由现金流将保持正值 [83][84][85]

业绩总结 - 公司在2023年全年实现了财务目标[7] - 公司在2023年实现了自由现金流的增长[10] - 公司在2023年加速了光纤和移动业务的增长[14] - 公司在2023年全年，调整后EBITDA为90.3亿美元，较去年同期下降1.1%[19] - 2023年第四季度，Altice USA的住宅业务收入为18.37亿美元，同比下降2.8%[19] - 2023年第四季度，Altice USA的广告服务收入为1.2亿美元，同比增长26.9%[19] 管理策略 - 公司实施了基础管理策略，包括推出合理的“每日定价”和提供更高速度[7] - 公司在客户体验、网络和运营方面进行了改进，包括提高客户满意度和减少服务电话[15] 资产负债表 - 公司积极关注资产负债表，进行了债务配置管理[13] 运营绩效 - 调整后的EBITDA是评估公司运营绩效的重要指标[5] - 调整后的EBITDA边际稳定，并且运营自由现金流边际也有所增长[11] 资本支出 - 2023年全年，Altice USA的现金资本支出为17.05亿美元，占营收的比例为18.5%[20]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | |----------------------------|------------------------------------------------------------------------------|------------------------------- ...

The upcoming report from Altice USA, Inc. (ATUS) is expected to reveal quarterly earnings of $0.07 per share, indicating an increase of 116.3% compared to the year-ago period. Analysts forecast revenues of $2.29 billion, representing a decrease of 3.4% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company reveals its earnings, it ...

The market expects Altice USA, Inc. (ATUS) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 14, 2024, might help the stock move higher if these key num ...

Blink Charging (BLNK) - Blink Charging (BLNK)在2023年第三季度实现总收入增长152%[5] - Blink Charging (BLNK)与Grupo Q合作，在萨尔瓦多实施5个先进的车辆充电站[7] Altice (ATUS) - Altice (ATUS)在2023年第三季度录得净收入6680万美元，经营活动现金流达到4.745亿美元[11]