NASDAQ$ATNI

ATN International Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

ATN experienced revenue growth and profitability expansion driven by its 'First-to-Fiber' and 'Glass & Steel™' strategies.

ATN reported a 4% increase in consolidated revenues, reaching $199.0 million, and a rise in Adjusted EBITDA to $51.0 million. The company saw growth in high-speed broadband subscribers and expanded its fiber network reach. However, the net loss attributable to ATN stockholders was $(5.8) million, or a loss of $(0.46) per share.

  • Generated single-digit revenue growth and double-digit increase of Adjusted EBITDA.
  • Increased high-speed capable broadband subscribers by 20%.
  • Increased broadband homes passed by high-speed data services by 33%.
  • Expanded middle and last mile fiber networks and increased capacity and reach of next-generation fixed wireless network.

Headline financials

Total Revenue

$199M

Previous: $192M+3.6%
EPS (adj)

-$0.03

Previous: -$0.18+83.3%
Capital Expenditures

-$36.7M

Previous: $54.1M-167.8%
Free Cash Flow

-$9.44M

Previous: -$30.1M+68.7%
Net Income

-$5.8M

Previous: -$2.55M-127.8%
Operating Income

$3.3M

Previous: $4.67M-29.4%
Gross Profit

$192M

Previous: $102M+88.8%
Stock-Based Comp

$2.06M

Previous: $1.71M+20.6%

Revenue & EPS history

ATN · Revenue · Quarterly

$199M

Q4 2023+3.6%vs Q4 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

ATN · $167M total across 2 segments · Q3 2023

  • International Telecom
    $93.8M+4.2%
  • US Telecom
    $72.9M-20.9%

Forward guidance

ATN expects to reduce capital expenditures, augment network expansion with available grant funding, and advance margin improvement initiatives. The Company is reiterating its preliminary Adjusted EBITDA guidance for full-year 2024 and reducing the preliminary capital expenditures guidance by $10 million.

Tailwinds

  • Continue to grow customer base
  • Expand operating margins
  • Increase EBITDA
  • Improve cash flow generation
  • Internally funded investments to return to lower, more normalized levels in the range of 10-15% of revenues beginning in 2025.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

-1.3%

Avg return

Earnings day

-3.6%

Avg return

5 days after

-1.0%

Avg return

30 days after

48%

31 / 65 earnings

Positive

+20.8%

Q2 2018

Best reaction

-31.7%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-0.9%+1.7%
Q4 2025-16.7%-18.0%-8.5%
Q3 2025-3.1%-6.7%+37.6%
Q1 2025-15.4%-6.3%-19.7%
Q4 2024+6.8%+20.7%+9.6%
Q3 2024-27.7%-35.0%-36.2%
Q2 2024+14.6%+18.9%+17.9%
Q1 2024-31.7%-30.0%-16.7%
Q4 2023-22.0%-1.9%-15.9%
Q3 2023-9.9%-12.9%-7.7%
Q2 2023-1.0%-1.1%-1.6%
Q1 2023-2.9%-5.8%-1.4%
Q4 2022-13.4%-11.5%-17.9%
Q3 2022+4.2%+11.7%+21.6%
Q2 2022-5.1%+0.4%+5.7%
Q1 2022+1.1%-1.8%+10.2%
Q4 2021+1.0%-2.9%+14.6%
Q3 2021-7.1%-5.0%-6.8%
Q2 2021-1.0%-2.8%+3.3%
Q1 2021-1.0%-4.2%-0.8%
Q4 2020-1.7%+6.1%+2.9%
Q3 2020+2.9%+5.7%+14.0%
Q2 2020+4.1%-1.6%+3.8%
Q1 2020-11.8%-20.4%-15.7%
Q4 2019+1.2%-2.2%-6.5%
Q3 2019+10.4%+10.0%-3.0%
Q2 2019+0.4%-1.4%-9.1%
Q1 2019+3.8%+0.7%+1.4%
Q4 2018-23.1%-26.8%-28.6%
Q3 2018+10.6%+10.8%+13.8%
Q2 2018+20.8%+17.5%+36.3%
Q1 2018-7.6%-20.0%-20.7%
Q4 2017+7.3%+12.3%+7.2%
Q3 2017+2.1%-1.4%+12.7%
Q2 2017-9.1%-10.8%-9.1%
Q1 2017-0.7%-6.1%-11.0%
Q4 2016-6.2%-10.0%-11.4%
Q3 2016+1.8%+2.6%+12.5%
Q2 2016-7.6%-9.3%-18.6%
Q1 2016-0.5%
Q4 2015-6.3%
Q3 2015-7.6%
Q2 2015-0.6%
Q1 2015-3.3%
Q4 2014+4.3%
Q3 2014+2.0%
Q2 2014+8.9%
Q1 2014-4.1%
Q4 2013-0.6%
Q3 2013-2.5%
Q2 2013-3.3%
Q1 2013+1.9%
Q4 2012+8.1%
Q3 2012+6.4%
Q2 2012+12.9%
Q1 2011-5.6%
Q1 2012+18.3%
Q4 2011+1.1%
Q4 2009+1.1%
Q3 2011-4.6%
Q3 2010-4.6%
Q4 2010+6.7%
Q2 2010+6.7%
Q2 2011+6.7%
Q1 2010+2.7%

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