Shenandoah Telecommunications Company (NASDAQ:SHEN) Q3 2021 Earnings Conference Call October 29, 2021 8:00 AM ET Company Participants Kirk Andrews - Director of Financial Planning and Analysis Christopher French - President and Chief Executive Officer Edward McKay - Executive Vice President and Chief Operating Officer James Volk - Senior Vice President and Chief Financial Officer Conference Call Participants Ric Prentiss - Raymond James Dan Day - B. Riley Securities Hamed Khorsand - BWS Financial Operator G ...

Shenandoah Telecommunications Company (NASDAQ:SHEN) Q2 2021 Results Conference Call July 30, 2021 8:00 AM ET Company Participants Kirk Andrews - Director, Financial Planning and Analysis Chris French - President and CEO Edward H. McKay - EVP and COO Jim Volk - SVP, Finance and CFO Conference Call Participants Ric Prentiss - Raymond James Dan Day - B. Riley Securities Hamed Khorsand - BWS Financial Operator Good morning, everyone. Welcome to Shenandoah Telecommunications Second Quarter 2021 Earnings Conferen ...

Shenandoah Telecommunications Company (NASDAQ:SHEN) Q1 2021 Earnings Conference Call April 30, 2021 8:00 AM ET Company Participants Kirk Andrews - Director of Financial Planning and Analysis, Shentel Christopher French - President and Chief Executive Officer James Volk - Chief Financial Officer David Heimbach - Chief Operating Officer Conference Call Participants Ric Prentiss - Raymond James Hamed Khorsand - BWS Financial Operator Good morning, everyone. Welcome to the Shenandoah Telecommunications First Qu ...

Q1 2021 Earnings Conference Call April 30, 2021 Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended, regarding our business strategy, our prospects and our financial position. These statements can be identified by the use of forward-looking terminology such as "believes," "estimates," "expects," "intends," "may," "will," "should," "could" or "anticipates" or th ...

Shenandoah Telecommunications Co (NASDAQ:SHEN) Q4 2020 Earnings Conference Call February 25, 2021 8:30 AM ET Company Participants Kirk Andrews - Director, Financial Planning and Analysis, Shentel Christopher French - Chairman, President & CEO James Volk - SVP & CFO David Heimbach - EVP & COO Conference Call Participants Hamed Khorsand - BWS Financial Operator Good morning, everyone. Welcome to the Shenandoah Telecommunications Fourth Quarter 2020 Earnings Conference Call. Today's conference is being recorde ...

业绩总结 - 2020年预计全年收入为1.8亿美元，较2019年增长约10%[8] - 2020年第三季度年初至今（YTD）收入为2.16857亿美元，年化收入为2.00840亿美元，较2019年增长5%[101] - 2019年总收入为2.06898亿美元，调整后的OIBDA为49455万美元，调整后的OIBDA利润率为23.9%[98] 用户数据 - 2020年第三季度数据渗透率为46%，较2017年的37%增长了9个百分点[22] - 2020年第三季度的客户流失率为1.6%，较2017年的2.2%下降了0.6个百分点[26] - Glo Fiber市场的总家庭覆盖数为22,347户，渗透率为12.5%[47] - 2020年第三季度Glo Fiber的客户流失率为0%，显示出良好的客户保留情况[43] 收入和ARPU - 2020年第三季度的平均每用户收入（ARPU）为79美元，较2019年的78美元略有上升[24] - 2020年第三季度Glo Fiber的平均每用户收入（ARPU）为98美元，较2019年第四季度的80美元增长了22.5%[41] - 2019年每用户平均收入（ARPU）为79.12美元，2020年第三季度ARPU为77.66美元[112] OIBDA和利润率 - 2020年第三季度年初至今调整后的OIBDA为55409万美元，年化调整后的OIBDA为80131万美元，调整后的OIBDA利润率为25.6%[101] - 2019年调整后的OIBDA利润率为41.8%（宽带）和63.7%（塔）[97] - 2020年第三季度年初至今宽带部门的调整后的OIBDA为60098万美元，塔部门为7858万美元[101] - 2020年第三季度年初至今的塔部门调整后的OIBDA利润率为62.9%[101] 资本支出和增长率 - 自2017年以来，公司在电缆网络升级上投资了8000万美元，99%的用户可享受千兆网络服务[29] - 2018年资本支出为56,600千美元，2019年资本支出为48,210千美元[105] - 2017年至2020年，宽带部门的年复合增长率（CAGR）为5%[66] - 2017年至2019年，塔部门的年复合增长率（CAGR）为11%[64] 未来展望 - 预计终端渗透率为36%，显示出公司在市场中的增长潜力[53] - 公司在固定无线网络的建设中，预计每个用户的建设资本支出为600至700美元[53] 其他信息 - 调整后的OIBDA减去资本支出是一个非GAAP财务指标，提供了更全面的现金流影响因素理解[108] - Glo Fiber在2020年第三季度的收入为491千美元，较前一季度增长[112] - 2020年第三季度的平均收入生成单位为93,440，较2019年增长[112]

Shenandoah Telecommunications Company (NASDAQ:SHEN) Q3 2020 Earnings Conference Call November 6, 2020 8:30 AM ET Company Participants John Nesbett - IMS, Investor Relations Chris French - President & Chief Executive Officer Jim Volk - Senior Vice President, Finance & Chief Financial Officer Dave Heimbach - Executive Vice President & Chief Operating Officer Conference Call Participants Ric Prentiss - Raymond James Zack Silver - B Riley Hamed Khorsand - BWS Financial Kent Newcomb - Wells Fargo Operator Good m ...

Q3 2020 Earnings Conference Call November 6, 2020 Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended, regarding our business strategy, our prospects and our financial position. These statements can be identified by the use of forward-looking terminology such as "believes," "estimates," "expects," "intends," "may," "will," "should," "could" or "anticipates" or ...

Start Time: 08:00 January 1, 0000 8:39 AM ET Shenandoah Telecommunications Company (NASDAQ:SHEN) Q2 2020 Earnings Conference Call July 30, 2020, 08:00 AM ET Company Participants Chris French - President and CEO Dave Heimbach - EVP and COO Jim Volk - SVP and CFO John Nesbett - IMS, IR Conference Call Participants Ric Prentiss - Raymond James Hamed Khorsand - BWS Financial Operator Good morning, everyone. Welcome to Shenandoah Telecommunications Second Quarter 2020 Earnings Conference Call. TodayÂ's conferenc ...

Q2 2020 Earnings Conference Call July 30, 2020 Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended, regarding our business strategy, our prospects and our financial position. These statements can be identified by the use of forward-looking terminology such as "believes," "estimates," "expects," "intends," "may," "will," "should," "could" or "anticipates" or the ...