NYSE$WOW

WideOpenWest Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Second quarter results were announced, reflecting a broadband-first strategy and progress on strategic initiatives, with record Adjusted EBITDA and Adjusted EBITDA margin.

WideOpenWest, Inc. reported total revenue from continuing operations of $176.1 million, a decrease of 3% compared to the second quarter of 2021. Net income from continuing operations was $4.0 million. Pro Forma Adjusted EBITDA was a record $70.6 million, an increase of 10% compared to the second quarter of 2021.

  • Total Revenue from continuing operations of $176.1 million, a decrease of 3% compared to the second quarter of 2021
  • HSD Revenue from continuing operations totaled $102.6 million, an increase of 4% compared to the second quarter of 2021
  • Net Income from continuing operations was $4.0 million for the quarter ended June 30, 2022
  • Pro Forma Adjusted EBITDA was a record $70.6 million, an increase of 10% compared to the second quarter of 2021

Headline financials

Total Revenue

$176M

Previous: $182M-3.2%
EPS (adj)

$0.05

Previous: $0.15-66.7%
Total Subscribers

536.6K

Previous: 857.4K-37.4%
HSD RGUs

517.2K

No prior period
Net Profit Margin

2.3%

No prior period
Net Income

$4M

Previous: $12.4M-67.7%
Operating Income

$9.9M

Previous: -$1.1M+1000.0%
Gross Profit

$93.1M

Previous: $86.8M+7.3%
Cash & Equivalents

$49.9M

Previous: $23.3M+114.2%
Total Assets

$1.76B

Previous: $2.49B-29.3%
Stock-Based Comp

$6.4M

Previous: $4M+60.0%

Revenue & EPS history

WideOpenWest · Revenue · Quarterly

$176M

Q2 2022-3.2%vs Q2 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

WideOpenWest · $176M total across 5 segments · Q2 2022

  • HSD
    $103M-34.4%
  • Video
    $47.7M-48.0%
  • Telephony
    $12.9M-39.4%
  • Other Revenue
    $7.5M-36.4%
  • Other Business Services
    $5.4M-11.5%

Forward guidance

WOW! provided guidance for Q3 2022 and Full Year 2022.

Tailwinds

  • Q3 2022 HSD Revenue: $102.0 - $106.0 million
  • Q3 2022 Total Revenue: $171.0 - $175.0 million
  • Q3 2022 Adjusted EBITDA: $66.0 - $69.0 million
  • Q3 2022 HSD net additions: 1,000 - 3,000
  • Full Year 2022 HSD Revenue: $415.0 - $419.0 million

Headwinds

  • Full Year 2022 Total Revenue: $704.0 - $708.0 million
  • Full Year 2022 Adjusted EBITDA: $281.0 - $284.0 million
  • Full Year 2022 HSD net additions: 12,000 - 15,000

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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