Charter Communications Inc（納斯達克股票代碼：CHTR）報告其2024財年第四季度收入同比增長1.6%，達到139.3億美元，超過了分析師普遍預期的138.8億美元。每股收益（EPS）爲10.10美元，超出分析師普遍預期的9.22美元。業績公佈後，股價上漲。 收入增長反映了住宅移動服務收入增長37.4%、廣告銷售收入增長26.4%、其他收入增長14.6%和住宅互聯網收入增長0.9%。由於美國聯邦通信委員會（FCC）的“可負擔連接計劃”（ACP）補貼的結束，Charter失去了17.7萬名住宅互聯網客戶，而去年同期爲6.1萬名流失。住宅視頻用戶減少了12.3萬，而去年同期爲25.7萬名。 季度內，總移動線路增加了52.9萬，截至2024年12月31日，總移動線路達到990萬。調整後的EBITDA利潤率擴展了80個基點，達到41.4%。 季度自由現金流從去年的10.6億美元下降至9.84億美元，主要原因是經營活動淨現金流減少和資本支出增加。截至12月31日，Charter服務了3008萬住宅和中小企業互聯網客戶。 經營活動淨現金流總計34.6億美元。截至2024年12月31日，公司持有4.59億美元的現金和現金等價物。 CEO Chris Winfrey指出，公司在網絡演進、擴展和執行方面的多年投資取得了切實成果。 2025前景：Charter Communications預計資本支出爲120億美元（對比2024財年的112.7億美元）。 Charter Communications股票在過去12個月中下跌了超過9%。去年12月，KeyBanc分析師Brandon Nispel上調了股票評級，指出基礎寬帶用戶趨勢有所改善以及鄉村新增用戶加速。 CHTR股價表現：截至週五最後檢查時，Charter Communications股票盤前上漲4.57%，至352.00美元。

以上內容來自Benzinga Earnings專欄，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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