ATUS Earnings Prediction
The chart below shows how ATUS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ATUS sees a +0.65% change in stock price 10 days leading up to the earnings, and a -3.58% change 10 days following the report. On the earnings day itself, the stock moves by -1.31%. This data can give you a slight idea of what to expect for the next quarter's release.
ATUS Key Earning Data
2024/Q4
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ATUS Earnings Analysis
Altice USA Inc Corporation (ATUS.N) Earnings Conference Call
Positive
Record Fiber Net Additions: Q4 marked best ever quarter for fiber net additions of 57,000, a 22% increase year over year driven by more than double the pace of fiber migrations.
Mobile Line Net Additions: Mobile growth of 40,000 line net additions is the best performance in the last five years, with a 70% increase in the pace of mobile line net additions expected to continue in 2025.
Free Cash Flow Growth: Free cash flow grew by 23% year over year to $149 million despite higher cash interest, demonstrating financial strength and flexibility.
Record Revenue Achievement: Residential mobile service revenue and LightPath both achieved their highest ever revenue in full year 2024, showcasing strong growth and market momentum.
Residential ARPU Improvement: In full year 2024, residential ARPU improved to $135.44, with a year-over-year increase of $4.5 in Q4, reflecting effective pricing strategies and growth in value-added services.
Negative
Revenue Decline Analysis: Total revenue declined 3.1% year over year to $9 billion, primarily due to a 4.6% drop in residential revenue, indicating ongoing challenges in the residential segment.
Adjusted EBITDA Decline: Adjusted EBITDA fell by 5.4% year over year to $3.4 billion, with underlying trends down approximately 4.4% when excluding one-time storm-related and transformation costs.
Broadband Subscriber Decline: Broadband subscriber net losses totaled 39,000 in Q4, exacerbated by low home sales and competitive pressures, particularly in income-constrained segments.
Rising Cash Interest Expenses: Cash interest expenses increased to $1.6 billion in 2024, continuing a trend of rising costs over the past four years, which could pressure future profitability.
Rising Operating Expenses Concerns: Operating expenses rose nearly 20% in Q4, driven by increased costs associated with mobile business expansion and one-time transformation investments, raising concerns about cost management moving forward.
ATUS FAQs
How does ATUS typically perform around its earnings report dates?
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ATUS Earning Call Sentiment
Earnings call transcript: Altice USA Q4 2024 misses earnings expectations
ATUS.N
3.69%Positive
The earnings call presents mixed signals, with concerns outweighing positives. While there is revenue growth in specific segments and improved cash flow, overall revenue and EBITDA have declined. The company faces significant debt concerns and subscriber losses, particularly in broadband. The Q&A section reveals management's evasiveness on critical issues like capital structure and free cash flow impact, which could unsettle investors. Despite some strategic plans for growth, the market may react negatively due to the financial declines and uncertainties highlighted.
