LBRDA Earnings Prediction
The chart below shows how LBRDA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LBRDA sees a -9.27% change in stock price 10 days leading up to the earnings, and a -4.40% change 10 days following the report. On the earnings day itself, the stock moves by +1.42%. This data can give you a slight idea of what to expect for the next quarter's release.
LBRDA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
245.00M
-0.41%
-2.00%
Gross Margin
--
--
--
Operating Margin
11.43%
75.85%
119.81%
Net Margin
98.37%
250.70%
19.96%
EPS
1.69
259.57%
21.58%
No Data Available
LBRDA Earnings Analysis
Liberty Broadband Corporation Corporation (LBRDK.O) Earnings Conference Call
Positive
Positive Aspects of the Company:
Strong Financial Position: Liberty Broadband has consolidated cash and cash equivalents of $108 million and a total principal amount of debt of $3.8 billion. GCI also saw strong cash flow and paid down its revolver by $60 million during the quarter.
Successful Mobile Business: Charter's mobile services surpassed 8 million total mobile lines and mobile service revenue accelerated by 38% versus the prior year. The Anytime upgrade program is expanding market opportunities and improving stickiness with customers.
Strategic Alternatives: Liberty TripAdvisor is actively discussing strategic alternatives with third parties and its Special Committee. The company is exploring opportunities to enhance shareholder value through potential transactions.
Strong Performance in TripAdvisor's Brands: TripAdvisor's brands, including Hotel Meta and Viator, have shown strong performance with sustained pricing strength and record app downloads, conversion growth, and bookings.
Expense Management: Despite industry pressures, Charter has managed to achieve EBITDA growth through effective expense management. The company is expected to achieve leverage goals while maintaining the buyback this year.
Overall, Liberty Broadband and its subsidiaries demonstrate financial strength, successful business initiatives, and strategic focus on enhancing shareholder value.
Negative
Negative Aspects:
High Competition and Subscriber Loss: Charter experienced a 72,000-subscriber net loss in the first quarter due to continued elevated competition and other factors. Internet ads have been challenged across the industry with lower growth.
ACPs Not Renewed: Unfortunately, the ACP program was not renewed, leading to Charter offering a range of options for customers to retain them, including free mobile for one year. This could impact revenue and customer retention in the future.
Muted Guidance for TripAdvisor: Despite a good start to the first quarter, TripAdvisor offered more muted guidance for the future, indicating potential challenges and uncertainties ahead. This could impact investor confidence and stock performance.
Debt Levels: Liberty Broadband had a total principal amount of debt of $3.8 billion at quarter end, raising concerns about the company's leverage and financial stability. This could restrict future growth and investment opportunities.
Negotiations for Strategic Alternatives: The company filed a 13D outlining discussions with third parties for strategic transactions with TripAdvisor. The uncertainty surrounding these discussions and potential outcomes could lead to instability and investor concerns.
