CHTR’s CFO, Chris Winfrey, spoke at an investor conference today (09/12/19).
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CMCSA’s Chairman and CEO of Universal Parks & Resorts, Tom Williams, spoke at an investor conference today (09/11/19).
ATUS’s CEO, Dexter Goei, spoke at an investor conference today (09/11/19).
Hope you had a great summer. Just wanted to pass along some of the tidbits from our convos in what felt like the longest short week ever.
Altice just officially launched its mobile product and we wanted to highlight a few of our thoughts
In lieu of our What’s Hot What’s Not, we thought it might be helpful to just run through some of what you might have missed the last few weeks as we assume many of you were taking some much-needed vacations....
The hottest names this week were CMLS (534 bps better than the S&P), WWE (434 bps), GTN (395 bps), ETM (311 bps), and CHTR (237 bps).
In lieu of our typical What's Hot/What's Not, we are providing a recap of earnings as well as a link to each note.
CABO’s Q2 results were pretty much in line. Revenue and Adjusted EBITDA essentially met Consensus. And while some investors pointed to an HSD subs miss, the difference was so tiny (+1.2k vs. +1.5k) we would call it inconsequential. In terms of the call, there wasn’t anything surprising - the Fidelity acquisition is on track to close in Q4, the rebrand to Sparklight is underway (but it’s too early to know its impact), and customers continue to take higher speeds and use more data. We could use more of these boring, “steady as she goes” type of quarters. At the end of the day, our estimates do just that – remain steady and relatively unchanged. As we have said before, the multiple on this one remains a head scratcher; thus we remain Peer Perform with no price target.
The hottest names this week were ATUS (524 bps better than the S&P), TRCO (356 bps), NXST (322 bps), AMCX (295 bps), and LAMR (267 bps).
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