STAMFORD, Conn., May 14, 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 closed their offering of $3.0 billion in aggregate principal amount of notes consisting of the following securities: The Notes were issued pursuant to an effective automatic shelf regis ...

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 amended its previously announced 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 ...

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 ...

文章核心观点 - 公司2024年第一季度业绩未能激发市场乐观情绪，股价下跌近2%，与标普500指数的1%涨幅形成鲜明对比 [1] 财务表现 - 第一季度营收为137亿美元，与2023年同期基本持平 [2] - 基于公认会计原则（GAAP）的净利润同比增长8%至11亿美元，相当于每股稀释收益7.55美元 [2] - 营收和每股收益均未达到分析师平均预期，分析师预测营收为137.5亿美元，每股收益为7.86美元 [3] 业务细分 - 互联网服务收入增长近2%至58亿美元 [4] - 移动电话业务收入增长38%至6.85亿美元，尽管该业务规模不大 [4] - 视频业务收入下降超过8%至39亿美元 [4] 市场反应 - 公司第一季度表现虽不糟糕，但也不具激励性 [5] - 公司因涉足被认为过时且笨重的有线电视业务而受到投资者质疑 [5] - 投资者可能只有在公司做出重大举措或在多个业务领域取得出色成绩时才会对公司股票感到兴奋 [5]

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]