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 -6.93% change in stock price 10 days leading up to the earnings, and a -3.48% change 10 days following the report. On the earnings day itself, the stock moves by +1.65%. 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
263.00M
5.20%
0.38%
Gross Margin
--
--
--
Operating Margin
4.94%
-5.00%
-56.86%
Net Margin
110.65%
34.94%
104.15%
EPS
2.03
46.04%
105.05%
No Data Available
LBRDA Earnings Analysis
Liberty Broadband Corp Corporation (LBRDA.O) Earnings Conference Call
Positive
Record Revenue Milestone: GCI achieved record revenue exceeding $1 billion for the first time in 2024.
Revenue Increase Overview: Revenue increased by 5% in Q4 and 4% for the full year, driven by strong data revenue.
Strong OIBDA and Cash Flow: GCI generated solid adjusted OIBDA and free cash flow, distributing $150 million in dividends to Liberty Broadband in 2024.
Rural Alaska Revenue Boost: The business data revenue benefited from a strong upgrade cycle in schools and healthcare corporations in rural Alaska.
Strong Liquidity Position: Liberty Broadband's cash and restricted cash totaled $229 million at quarter end, providing a solid liquidity position.
Financial Flexibility Indicator: GCI had $342 million of undrawn capacity under its revolver, indicating financial flexibility.
Investment Value Increase: The value of Liberty Broadband's investment in Charter was $15.9 billion as of February 1, reflecting strong market performance.
Stock Repurchase Program: Charter will repurchase $100 million of its Class A common stock from Liberty Broadband each month until the transaction closes, supporting liquidity.
Negative
Operational Profitability Decline: Adjusted OIBDA decreased 4% in the fourth quarter, indicating a decline in operational profitability despite revenue growth.
Subscriber Loss Challenges: GCI Consumer saw a decline of 300 revenue-generating wireless subscribers and a loss of 4,900 cable modem subscribers, suggesting challenges in customer retention.
Subscriber Loss Impact: The expiration of the ACP program was responsible for approximately 3,800 of the subscriber losses, highlighting potential vulnerabilities in customer support programs.
Capital Expenditures Analysis: Capital expenditures for GCI were slightly below expectations at $193 million, indicating possible inefficiencies or delays in project execution.
Capital Expenditure Concerns: The anticipated increase in net capital expenditures for 2025 to $250 million raises concerns about financial strain and the need for significant investment in rural connectivity projects.
LBRDA FAQs
How does LBRDA typically perform around its earnings report dates?
Is Liberty Broadband Corp (LBRDA) Q4 2024 Earnings Call Summary positive or negative?
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LBRDA Earning Call Sentiment
Liberty Broadband Corporation (LBRDK) Q4 2024 Earnings Call Transcript
LBRDA.O
-0.2%Positive
The earnings call revealed concerns: regulatory issues with significant tax liabilities, competitive pressures, and supply chain challenges. Despite some positive financial metrics, the Q&A highlighted uncertainties, particularly regarding subsidies and competitive positioning. The share repurchase plan is positive, but not enough to offset these concerns. The lack of clear guidance on subsidies and competitive threats leads to a negative sentiment.
