NASDAQ$LBRDA

Liberty Broadband Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Liberty Broadband reported flat revenue and decreased operating income for Q2 2024.

Liberty Broadband reported second quarter 2024 results with flat revenue at $246 million. Operating income decreased to $21 million. The fair value of Charter investment was $13.7 billion as of June 30th. Liberty Broadband sold 270 thousand shares of Charter Class A common stock to Charter for total proceeds of $74 million.

  • Fair value of Charter investment was $13.7 billion as of June 30th.
  • Issued $860 million aggregate principal amount of 3.125% exchangeable senior debentures due 2054 on July 2nd.
  • From May 1, 2024 through July 31, 2024, Liberty Broadband received $74 million of proceeds from sale of 270 thousand Charter shares to Charter.
  • Maintained fully diluted equity interest in Charter of 26%.

Headline financials

Total Revenue

$246M

Previous: $245M+0.4%
EPS

$1.36

Previous: $1.71-20.5%
Consumer wireless lines

201.9K

Previous: 201.1K+0.4%
Cable modem subscribers

158.0K

Previous: 159.6K-1.0%
Capital Expenditures

-$123M

Previous: -$97M-26.8%
Free Cash Flow

$72M

Previous: $155M-53.5%
Net Income

$195M

Previous: $252M-22.6%
Operating Income

$21M

Previous: $23M-8.7%
Cash & Equivalents

$73M

Previous: $81M-9.9%
Total Assets

$16B

Previous: $15.4B+3.6%
Stock-Based Comp

$7M

Previous: $8M-12.5%

Revenue & EPS history

Liberty Broadband · Revenue · Quarterly

$246M

Q2 2024+0.4%vs Q2 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Liberty Broadband · $240M total across 1 segment · Q3 2023

  • GCI Holdings
    $240M-3.2%

Forward guidance

GCI's net capital expenditures for the full year 2024 are expected to be approximately $200 million related to additional high-returning investments.

Tailwinds

  • Additional high-returning investments in middle and last mile connectivity.
  • Continued network expansion in GCI’s most important markets in rural Alaska.
  • Bethel fiber projects.
  • AU-Aleutians fiber projects.
  • GCI’s credit facility has undrawn capacity of $347 million (net of letters of credit).

Headwinds

  • Possible changes in market acceptance of new products or services.
  • Competitive issues.
  • Regulatory matters affecting our businesses.
  • Continued access to capital on terms acceptable to Liberty Broadband.
  • General market conditions (including as a result of inflationary pressures).

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.8%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.9%

Avg return

30 days after

65%

33 / 51 earnings

Positive

+8.9%

Q3 2020

Best reaction

-6.1%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%-1.4%-15.0%
Q3 2025+2.1%-4.4%-6.8%
Q1 2025+0.1%-0.1%+1.2%
Q4 2024+2.1%+5.5%+8.0%
Q3 2024-3.4%-3.5%-14.8%
Q2 2024+1.1%-0.9%-5.5%
Q1 2024-1.0%+1.8%-0.4%
Q4 2023+1.4%-1.3%-5.6%
Q3 2023-1.0%-1.7%-1.8%
Q2 2023-1.1%-1.0%-1.4%
Q1 2023-3.3%-4.8%-11.1%
Q4 2022-6.1%-4.8%-16.4%
Q3 2022+1.3%+0.1%+12.6%
Q2 2022+3.0%+2.0%-12.9%
Q1 2022+1.2%-1.6%+7.7%
Q4 2021+2.4%-4.2%-5.5%
Q3 2021+0.0%+0.4%-6.3%
Q2 2021-1.3%-0.3%+4.6%
Q1 2021+2.2%+0.4%+0.5%
Q4 2020+5.0%+3.3%+5.4%
Q3 2020+8.9%+4.4%+15.9%
Q2 2020-2.8%-2.7%-3.8%
Q1 2020+2.8%-0.1%+8.7%
Q4 2019-2.7%-4.2%-18.0%
Q3 2019+0.2%+0.4%+1.6%
Q2 2019+1.2%+1.0%+11.8%
Q1 2019+0.8%-1.4%+2.6%
Q4 2018-2.8%-2.3%-1.1%
Q3 2018-2.6%-2.0%-4.1%
Q2 2018+1.6%+0.4%+3.9%
Q1 2018-1.5%+1.7%-4.6%
Q4 2017-1.7%+0.3%-3.0%
Q3 2017+0.7%-0.3%-3.8%
Q2 2017-0.7%-1.8%+1.1%
Q1 2017-0.4%-1.2%+3.3%
Q4 2016+0.4%-0.0%-0.5%
Q3 2016+4.7%+4.8%+9.2%
Q2 2016-1.5%+3.6%+11.8%
Q1 2016+1.9%
Q2 2015+4.6%
Q4 2015+4.6%
Q3 2015+0.9%
Q1 2015-0.6%
Q1 2014-0.6%
Q2 2014+4.4%
Q4 2014+4.4%
Q2 2013+4.4%
Q1 2013+4.4%
Q3 2014+0.7%
Q4 2013+0.7%
Q3 2013+0.7%

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