罗杰斯通信(RCI)
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RCI Hospitality Q3: Signs Of Bombshells Segment Stabilization, Finally
Seeking Alpha· 2024-08-09 21:21
ty t A I t r FT I 1 t E 1 historial H an T t E t ,1 1 il H n t 11 i 118 t ITT t B t t H The t Jason Todd RCI Hospitality Holdings, Inc. (NASDAQ:RICK) reported its final Q3 results on the 8th of August in post-market hours. The report comes after RCI Hospitality previously announced an operative update regarding casino development and the Beryl hurricane in July, also giving preliminary revenues for the quarter with the news release. I previously wrote an article on the stock, "RCI Hospitality: Short-Term We ...
RCI Reports 3Q24 Results; X Spaces Call at 4:30 PM ET Today
Prnewswire· 2024-08-09 04:05
Summary Financials (in millions except EPS) 3Q24 3Q23 9M24 9M23 Total revenues $76.2 $77.1 $222.4$218.5 EPS $(0.56) $0.96 $0.30 $2.91 Non-GAAP EPS1 $1.35 $1.30 $3.11 $3.80 Other charges, net $18.3 $2.6 $26.5 $5.7 Net cash provided by operating activities $15.8 $15.3 $40.2 $47.0 Free cash flow1 $13.8 $14.3 $35.3 $42.1 Net income (loss) attributable to RCIHH common stockholders $(5.2) $9.1 $2.8 $27.1 Adjusted EBITDA1 $20.1 $22.7 $54.8 $64.8 Weighted average shares used in computing EPS – basic and diluted 9.2 ...
Why Rogers Communication (RCI) is a Top Growth Stock for the Long-Term
ZACKS· 2024-07-25 22:45
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on. While good value is important, growth investors are more focused on a company's financial strengt ...
Rogers Communications(RCI) - 2024 Q2 - Earnings Call Transcript
2024-07-25 02:58
财务数据和关键指标变化 - 无线业务服务收入和调整后EBITDA分别同比增长4%和6% [7][8] - 无线业务毛利率达到65%,创公司历史新高 [32] - 有线业务收入同比下降2%,但调整后EBITDA同比增长9%,毛利率达到57% [14][15][34] - 综合服务收入同比增长1%,调整后EBITDA同比增长6%,EBITDA利润率达到46% [39] - 自由现金流同比增长40%,达到6.66亿加元 [39] 各条业务线数据和关键指标变化 - 无线业务净增加移动电话用户162,000户,其中包括112,000户后付费和50,000户预付费用户 [9][28] - 无线业务ARPU同比增长1% [30] - 有线业务净增加宽带用户26,000户 [16] - 媒体业务收入同比增长7%,但调整后EBITDA仍为持平 [20][37] 各个市场数据和关键指标变化 - 西部和阿尔伯塔省是公司增长最快的市场 [54] - 公司在魁北克和西南安大略地区推出TPIA业务,看好这些市场的增长机会 [17][18] 公司战略和发展方向及行业竞争 - 公司专注于Rogers品牌,通过提供优质的5G服务和网络体验来吸引用户 [50][51][52][53] - 公司计划在今年四季度实现有线业务收入的适度增长 [33][35][36] - 公司正在推进DOCSIS 4.0技术升级,提升有线网络速度 [19] - 公司正在出售非核心资产,以降低负债比率 [43][44] 管理层对经营环境和未来前景的评论 - 管理层对公司在竞争激烈的市场中保持领先地位和财务表现感到自豪 [7][22][26] - 管理层预计行业整体净增用户将保持在4.3%-4.5%的水平,公司将继续保持领先地位 [81] - 管理层表示将继续专注于提升用户价值,优化成本,并投资于未来增长 [124][125][126][127] 其他重要信息 - 公司在网络基准测试中再次获得最可靠5G网络的认证 [12][13] - 公司与华纳兄弟和NBC Universal达成内容合作协议,丰富娱乐内容供给 [21] - 公司维持2024年全年指引不变 [44] 问答环节重要的提问和回答 问题1 **Drew McReynolds 提问** 询问Rogers品牌的价值主张和吸引力所在 [48] **Anthony Staffieri 回答** 网络可靠性是最大的驱动因素,其次是分销网络优势和手机分期付款等便利服务 [50][51][52][53] 问题2 **Vince Valentini 提问** 询问预付费业务的季节性变化和从预付费向后付费的转化情况 [58][59] **Anthony Staffieri 回答** 预付费业务的增长主要来自于Chatr品牌在新移民群体的良好表现,公司在预付费向后付费的转化上也很成功 [60][61][62] 问题3 **Maher Yaghi 提问** 询问无线业务ARPU的未来走势及潜在风险 [67] **Anthony Staffieri 回答** 公司有多项措施来保持ARPU增长,如提升用户服务计划、增加漫游业务收入等,预计ARPU将继续保持增长 [69][70]
Here's What Key Metrics Tell Us About Rogers Communication (RCI) Q2 Earnings
ZACKS· 2024-07-24 22:35
The reported revenue represents a surprise of -0.45% over the Zacks Consensus Estimate of $3.74 billion. With the consensus EPS estimate being $0.83, the EPS surprise was +2.41%. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Wireless Subscriber - Postpaid mobile phone - Gross additions: 451 thousand compared to the 460.71 thousand ...
Rogers Communications(RCI) - 2024 Q2 - Quarterly Report
2024-07-24 20:24
MANAGEMENT'S DISCUSSION AND ANALYSIS Exhibit 99.1 For more information about Rogers, including product and service offerings, competitive market and industry trends, our overarching strategy, key performance drivers, and objectives, see "Understanding Our Business", "Our Strategy, Key Performance Drivers, and Strategic Highlights", and "Capability to Deliver Results" in our 2023 Annual MD&A. References in this MD&A to the Shaw Transaction are to our acquisition of Shaw Communications Inc. (Shaw) on April 3, ...
Why Rogers Communication (RCI) is Poised to Beat Earnings Estimates Again
ZACKS· 2024-07-20 01:16
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Rogers Communication (RCI) , which belongs to the Zacks Cable Television industry. When looking at the last two reports, this communications and media company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 7.93%, on average, in the last two quarters. For Rogers Communication, estimates have been trending hig ...
RCI Reports 3Q24 Club & Restaurant Sales & Other Updates
Prnewswire· 2024-07-11 21:00
Nightclubs: Total sales of $62.4 million increased 0.7% compared to the year-ago quarter. The increase primarily reflected 1.7% same-store sales growth and two new and reformatted clubs, partially offset by the temporary closing of three clubs being reformatted to liquor from BYOB. Compared to 2Q24, total Nightclubs sales increased 5.9%. Bombshells: Total sales of $13.1 million declined 8.9% compared to the year-ago quarter. This reflected a 16.2% decline in SSS, partially offset by three locations not in S ...
Rogers offers Disney+ to Rogers TV customers at no additional cost
Newsfilter· 2024-06-25 23:01
"We want to deliver more value to our customers and create a more seamless viewing experience," said Bret Leech, President, Residential Services, Rogers. "By integrating Disney+, we're adding even more value to our entertainment packages and making it easier than ever for customers to enjoy the shows and movies they love." Disney+ is the streaming home for movies and shows from Disney, Pixar, Marvel, Star Wars and National Geographic, and more, as well as exclusive original programs, documentaries, live-act ...
Rogers Communications 2Q24 Investment Community Teleconference July 24, 2024 at 8:00 a.m. ET
Newsfilter· 2024-06-25 04:15
TORONTO, June 24, 2024 (GLOBE NEWSWIRE) -- Rogers Communications Inc. (TSX:RCI) (NYSE:RCI) plans to release its second quarter 2024 financial results on Wednesday, July 24, 2024, before North American financial markets open. The results will be distributed by newswire and posted at investors.rogers.com. Rogers' management will host its quarterly teleconference with the investment community to discuss the results and outlook at 8:00 a.m. ET. About Rogers: An archive of the presentation will be available at t ...