NASDAQ$LBRDA

Liberty Broadband Corporation · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Liberty Broadband reported third quarter 2023 financial results, with GCI revenue decreasing and resumed Charter share sales.

Liberty Broadband's third quarter 2023 saw a decrease in GCI revenue by 3% to $240 million and operating income of $30 million. The company resumed Charter share sales and repurchased LBRDK shares. The fair value of Charter investment was $20.7 billion as of September 30th.

  • Fair value of Charter investment was $20.7 billion as of September 30th.
  • Liberty Broadband resumed Charter share sales to Charter in October, receiving $48 million of proceeds from the sale of 111 thousand Charter shares.
  • Maintained fully diluted equity interest in Charter of 26%.
  • GCI revenue decreased 3% to $240 million, with operating income of $30 million.

Headline financials

Total Revenue

$240M

Previous: $248M-3.2%
EPS (adj)

$1.10

Previous: $2.05-46.3%
Consumer wireless lines

200.3K

Previous: 195.1K+2.7%
Cable modem subscribers

159.3K

Previous: 156.1K+2.0%
Capital Expenditures

-$149M

Previous: -$132M-12.9%
Free Cash Flow

$13M

Previous: $183M-92.9%
Net Income

$162M

Previous: $315M-48.6%
Operating Income

$21M

Previous: -$12M+275.0%
Gross Profit

$126M

Previous: $118M+6.8%
Cash & Equivalents

$88M

Previous: $203M-56.7%
Total Assets

$15.8B

Previous: $15.1B+4.3%
Stock-Based Comp

$9M

Previous: $10M-10.0%

Revenue & EPS history

Liberty Broadband · Revenue · Quarterly

$240M

Q3 2023-3.2%vs Q3 2022
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

This press release includes certain forward-looking statements under the Private Securities Litigation Reform Act of 1995, including statements about business strategies, market potential, future financial prospects, capital expenditures, matters relating to Liberty Broadband’s equity interest in Charter and Charter’s buyback of common stock, Liberty Broadband’s participation in Charter’s buyback of common stock, indemnification by Liberty Broadband, the continuation of our stock repurchase program and other matters that are not historical facts.

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 Q3 2023

Historical avgQ3 2023

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro