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Altice USA - augustus 2018

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  1. forum rang 6 Trx7 2 augustus 2018 20:21
    Gezien de koers is er weinig vertrouwen in de cijfers. Begrijp ook niet dat de conference call vandaag was terwijl de cijfers van ATUS nabeurs komen. Of komt er nog een tweede CC?
  2. [verwijderd] 2 augustus 2018 20:29
    quote:

    Terex7 schreef op 2 augustus 2018 20:21:

    Gezien de koers is er weinig vertrouwen in de cijfers. Begrijp ook niet dat de conference call vandaag was terwijl de cijfers van ATUS nabeurs komen. Of komt er nog een tweede CC?
    Hoi @ Terex7,

    de conference call ging over de Q2 cijfers van Altice Europe.
    Vanavond nabeurs komen pas de Q2 cijfers van Altice USA.
    En die cijfers krijgen (uiteraard) een eigen conference call.
  3. forum rang 10 DeZwarteRidder 3 augustus 2018 08:55
    August 2, 2018 (NEW YORK) - Altice USA (NYSE: ATUS) today reported results for the second quarter ended June 30,
    2018.
    Dexter Goei, Altice USA Chief Executive Officer, said: "We are very pleased with Altice USA’s second quarter
    performance, which included improved subscriber trends, accelerating revenue growth and a material step up in free cash
    flow. Our residential video business is trending better year over year and we continue to see significant increases in data
    usage on our broadband network, driven mostly by video streaming across multiple devices in the home. As a result, our
    customers are demanding faster broadband speeds and enhanced WiFi coverage. We are facilitating these evolving data
    consumption needs through our network upgrades to provide the best connectivity services and quality experience,
    allowing us to achieve continued improvements in our subscriber trends and higher cash flow conversion. Our investments
    in broadband including FTTH, Altice One and Altice Mobile, are advancing this strategy by providing a platform for
    converged fixed / wireless services and seamless integration of linear and OTT video content which we believe position us
    extremely well for the future. Lastly, the strong growth we are seeing in our a4 targeted digital advertising business
    demonstrates our success in developing new and innovative products for advertisers.”
  4. forum rang 10 DeZwarteRidder 3 augustus 2018 08:56
    Altice USA Key Financial Highlights
    • Revenue growth of +1.8% YoY in Q2 2018 to $2.36 billion, driven by Residential revenue growth of +1.0%,
    Business Services revenue growth of +4.2% and advertising revenue growth of +12.7%

    • Adjusted EBITDA grew +1.5% YoY in Q2 2018 to $1.01 billion; Adjusted EBITDA margin was in line with prior
    year at 42.5% (+4.2% YoY Adjusted EBITDA growth excluding approximately $26 million of costs in the current
    period relating to i) the impact of consolidating i24 losses and legal matter accruals which were expenses not incurred
    in Q2 2017, and; ii) management fees and certain ATS US costs which will not be incurred in future periods1.
    Excluding these items Adjusted EBITDA margin was 43.6%)

    • Operating Free Cash Flow2 declined -2.5% YoY in Q2 2018 to $765 million with an OpFCF margin of 32.4% vs.
    33.8% in Q2 2017 with higher investment in key growth initiatives

    • Free Cash Flow3 grew +73.4% YoY in Q2 2018 to $488m, supporting the $1.5 billion cash dividend paid to all Altice
    USA shareholders immediately prior to the separation from Altice N.V.
  5. [verwijderd] 3 augustus 2018 09:23
    En nu ...dank John Vrijer voor de tip eergisteren. (Baan, Open tv en Fokker etc) Nu weer 4 % in de min iemand nog iets positiefs te melden of gaan we naar de 1.70.
    Hopelijk doet Atus het vanavond beter ik kan de cijfers niet duiden.
  6. [verwijderd] 3 augustus 2018 09:35
    quote:

    YR/YR schreef op 3 augustus 2018 09:27:

    koersdoelverlaging voor Altice van Barclays van 3,40 naar 2,90
    @ YR/YR, en @ Hoop .. ,

    dit is het Altice USA draadje .. zouden jullie je Altice EUROPE postings (ook) op het Altice Europe-draadje willen plaatsen ? Thanks !
  7. forum rang 6 Trx7 3 augustus 2018 10:35
    De cijfers van ATUS zijn ogen heel goed. Free cash flow bedraagt een half miljard (+73% tov vorig jaar). Echter wel twee minpunten:

    1. De schuld is gestegen.
    2. De verwachtingen lagen hoger (iets meer verlies en iets minder omzet dan door analisten op was gerekend)

    Dus ja.. gemengd gevoel.

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