Charter Communications Inc（纳斯达克股票代码：CHTR）报告其2024财年第四季度收入同比增长1.6%，达到139.3亿美元，超过了分析师普遍预期的138.8亿美元。每股收益（EPS）为10.10美元，超出分析师普遍预期的9.22美元。业绩公布后，股价上涨。 收入增长反映了住宅移动服务收入增长37.4%、广告销售收入增长26.4%、其他收入增长14.6%和住宅互联网收入增长0.9%。由于美国联邦通信委员会（FCC）的“可负担连接计划”（ACP）补贴的结束，Charter失去了17.7万名住宅互联网客户，而去年同期为6.1万名流失。住宅视频用户减少了12.3万，而去年同期为25.7万名。 季度内，总移动线路增加了52.9万，截至2024年12月31日，总移动线路达到990万。调整后的EBITDA利润率扩展了80个基点，达到41.4%。 季度自由现金流从去年的10.6亿美元下降至9.84亿美元，主要原因是经营活动净现金流减少和资本支出增加。截至12月31日，Charter服务了3008万住宅和中小企业互联网客户。 经营活动净现金流总计34.6亿美元。截至2024年12月31日，公司持有4.59亿美元的现金和现金等价物。 CEO Chris Winfrey指出，公司在网络演进、扩展和执行方面的多年投资取得了切实成果。 2025前景：Charter Communications预计资本支出为120亿美元（对比2024财年的112.7亿美元）。 Charter Communications股票在过去12个月中下跌了超过9%。去年12月，KeyBanc分析师Brandon Nispel上调了股票评级，指出基础宽带用户趋势有所改善以及乡村新增用户加速。 CHTR股价表现：截至周五最后检查时，Charter Communications股票盘前上涨4.57%，至352.00美元。

以上内容来自Benzinga Earnings专栏，原文如下：

Charter Communications Inc (NASDAQ:CHTR) reported fiscal fourth-quarter 2024 revenue growth of 1.6% year-on-year to $13.93 billion, beating the analyst consensus estimate of $13.88 billion.

EPS of $10.10 beat the analyst consensus estimate of $9.22. The stock price gained after the results.

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The topline performance reflects residential mobile service revenue growth of 37.4%, advertising sales revenue growth of 26.4%, other revenue growth of 14.6%, and residential Internet revenue growth of 0.9%.

Charter lost 177,000 residential Internet customers, driven by the end of the FCC’s Affordable Connectivity Program (“ACP”) subsidies, compared to 61,000 losses last year.

Residential video customers decreased by 123,000 compared to 257,000 in the prior year.

Total mobile lines increased by 529,000 during the quarter, reaching 9.9 million as of December 31, 2024.

Adjusted EBITDA margin expanded by 80 bps to 41.4%.

The quarterly free cash flow of $984 million declined from $1.06 billion in the prior year, driven by lower net cash flows from operating activities and higher capital expenditures.

As of December 31, Charter served 30.08 million residential and SMB Internet customers.

Net cash flow from operating activities totaled $3.46 billion. As of December 31, 2024, the company held $459 million in cash and equivalents.

CEO Chris Winfrey noted that the company’s multi-year investments in network evolution, expansion, and execution deliver tangible results.

2025 Outlook: Charter Communications expects a capex of $12 billion (versus $11.27 billion in fiscal 2024).

Charter Communications stock lost over 9% in the last 12 months. Last December, KeyBanc analyst Brandon Nispel upgraded the stock rating, citing modestly better underlying Broadband subscriber trends and acceleration of Rural net adds.

CHTR Price Action: Charter Communications stock is up 4.57% at $352.00 premarket at the last check on Friday.

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