NASDAQ$LBRDA

Liberty Broadband Corporation · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Liberty Broadband's Q4 2024 financial results were reported, highlighted by the ongoing merger with Charter, progress towards spinning off GCI, and an increase in GCI revenue.

Liberty Broadband reported its Q4 2024 results, noting progress on its merger with Charter and plans to spin off GCI. GCI's revenue increased by 5% in Q4, driven by business revenue growth, while consumer revenue remained flat. Operating income increased, but Adjusted OIBDA decreased slightly.

  • Liberty Broadband is progressing with its merger with Charter, expecting to close on June 30, 2027, and received shareholder approval.
  • The company is actively working towards spinning off its GCI business in the summer of 2025.
  • GCI's revenue grew by 5% in Q4 2024, with business revenue increasing by 10% but consumer revenue remaining flat.
  • Liberty Broadband sold 541 thousand shares of Charter Class A common stock for $205 million between November 1, 2024, and January 31, 2025.

Headline financials

Total Revenue

$263M

Previous: $250M+5.2%
EPS (adj)

$2.04

Previous: $1.39+46.8%
Consumer wireless lines

198.8K

Previous: 197.3K+0.8%
Cable modem subscribers

155.7K

Previous: 159.7K-2.5%
Capital Expenditures

-$64M

Previous: -$73M+12.3%
Net Income

$291M

Previous: $205M+42.0%
Operating Income

$13M

Previous: $13M+0.0%
Gross Profit

$144M

Previous: $124M+16.1%

Revenue & EPS history

Liberty Broadband · Revenue · Quarterly

$263M

Q4 2024+5.2%vs Q4 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 2025 are expected to be approximately $250 million related to additional investments in middle and last mile connectivity, with continued network expansion in GCI’s most important markets in rural Alaska including the Bethel and AU-Aleutians fiber projects. A significant portion of the increased capital expenditures in 2025 are related to fulfilling the build-out requirements of the Alaska Plan.

Tailwinds

  • Additional investments in middle and last mile connectivity are planned.
  • Continued network expansion in GCI’s most important markets in rural Alaska is underway.
  • Projects include the Bethel and AU-Aleutians fiber projects.
  • Increased capital expenditures are related to fulfilling the build-out requirements of the Alaska Plan.
  • Charter margin loan has $1,150 million of available capacity.

Headwinds

  • GCI’s net capital expenditures for 2025 are expected to be approximately $250 million.
  • GCI Adjusted OIBDA decreased 4% in the fourth quarter.
  • Corporate and other Adjusted OIBDA decreased from $(7) million to $(17) million.
  • GCI Consumer wireless revenue decreased 2% in the fourth quarter.
  • GCI Business other revenue decreased 33% in the fourth quarter.

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 Q4 2024

Historical avgQ4 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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