NYSE$WOW

WideOpenWest Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

WideOpenWest's financial performance declined in Q1 2023, with a net loss reported despite HSD revenue growth.

WideOpenWest (WOW!) reported a decrease in total revenue and a net loss for Q1 2023. While HSD revenue increased, overall financial performance was negatively impacted by a decrease in subscription revenue and an increase in selling, general, and administrative expenses due to patent litigation settlement.

  • Total revenue decreased by 1% to $172.2 million compared to Q1 2022.
  • HSD revenue increased by 5% to $105.2 million compared to Q1 2022.
  • Net loss was $38.0 million for the quarter ended March 31, 2023.
  • Adjusted EBITDA decreased by 2% to $65.2 million compared to Q1 2022.

Headline financials

Total Revenue

$172M

Previous: $175M-1.4%
EPS (adj)

-$0.46

Previous: $0.07-757.1%
Total Subscribers

527.3K

No prior period
HSD RGUs

508.7K

No prior period
Adjusted EBITDA Margin

37.9%

No prior period
Net Income

-$38M

Previous: $5.7M-766.7%
Operating Income

-$36.9M

Previous: $4.6M-902.2%
Gross Profit

$94.1M

Previous: $87.3M+7.8%
Cash & Equivalents

$21.2M

Previous: $191M-88.9%
Total Assets

$1.73B

Previous: $1.9B-9.2%
Stock-Based Comp

$5.4M

Previous: $5.7M-5.3%

Revenue & EPS history

WideOpenWest · Revenue · Quarterly

$172M

Q1 2023-1.4%vs Q1 2022
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

WideOpenWest · $172M total across 5 segments · Q1 2023

  • HSD
    $105M+5.1%
  • Video
    $42.1M-13.4%
  • Telephony
    $12.1M-9.0%
  • Other Revenue
    $7.6M+4.1%
  • Other Business Services
    $5.2M-1.9%

Forward guidance

WOW! provided guidance for Q2 2023 and full year 2023, including revenue and Adjusted EBITDA estimates.

Tailwinds

  • HSD Revenue Q2 2023: $106.0 - $109.0 million
  • Total Revenue Q2 2023: $173.0 - $176.0 million
  • Adjusted EBITDA Q2 2023: $65.0 - $68.0 million
  • HSD Revenue Full Year 2023: $437.0 - $441.0 million
  • Total Revenue Full Year 2023: $703.0 - $707.0 million

Headwinds

  • HSD net additions Q2 2023: (4,000) - 0
  • Adjusted EBITDA Full Year 2023: $286.0 - $290.0 million
  • HSD net additions Full Year 2023: 6,000 - 10,000
  • Unspecified risks associated with forward-looking statements.
  • Potential impact of market conditions on financial performance.

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports

Historical avg

-2.2%

Avg return

Earnings day

+7.0%

Avg return

5 days after

+8.1%

Avg return

30 days after

38%

15 / 40 earnings

Positive

+47.8%

Q2 2025

Best reaction

-58.7%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025+0.2%-0.2%+0.6%
Q2 2025+47.8%+48.4%+50.4%
Q1 2025+0.0%+0.7%-4.1%
Q4 2024-1.0%+13.4%+1.7%
Q3 2024+7.0%+7.8%-1.2%
Q2 2024-0.2%+1.9%+5.6%
Q1 2024-3.9%-3.7%+7.0%
Q4 2023-8.4%-12.4%+4.9%
Q3 2023-58.7%
Q2 2023-4.3%
Q1 2023-24.4%
Q4 2022+2.0%
Q3 2022-22.6%
Q2 2022+3.7%
Q1 2022-2.1%
Q4 2021-3.3%
Q3 2021-3.9%
Q2 2021+5.2%
Q1 2021+6.7%
Q4 2020+6.5%
Q3 2020+9.2%
Q2 2020+17.4%
Q1 2020-13.4%
Q4 2019-15.4%
Q3 2019+5.8%
Q2 2019-5.2%
Q1 2019-3.8%
Q4 2018-5.4%
Q3 2018+4.3%
Q2 2018+16.4%
Q1 2018+29.5%
Q1 2017+29.5%
Q4 2017-23.7%
Q4 2015-23.7%
Q1 2016-23.7%
Q3 2016-14.5%
Q3 2017-14.5%
Q2 2016-0.9%
Q2 2017-0.9%
Q4 2016-0.9%

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