NYSE$WOW

WideOpenWest Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

WOW! reported mixed results in Q3 2022, with revenue decline offset by EBITDA growth and strategic investments.

WideOpenWest (WOW!) reported a decrease in total revenue but an increase in Pro Forma Adjusted EBITDA for Q3 2022. The company is focusing on its broadband-first strategy and expanding its footprint through Greenfield expansions and edge-outs. A $50 million share repurchase program was authorized by the Board of Directors.

  • Total revenue from continuing operations decreased by 6% year-over-year to $173.7 million.
  • High-Speed Data (HSD) revenue from continuing operations totaled $102.3 million, a 1% decrease year-over-year.
  • Net income from continuing operations was $0.5 million.
  • Pro Forma Adjusted EBITDA increased by 3% year-over-year to $68.5 million, with a margin of 39.4%

Headline financials

Total Revenue

$174M

Previous: $184M-5.6%
EPS (adj)

$0.01

Previous: -$0.26+103.8%
Total Subscribers

538.1K

Previous: 531.6K+1.2%
HSD RGUs

518.6K

Previous: 509.5K+1.8%
Net Income

$500K

Previous: $518M-99.9%
Operating Income

$9.9M

Previous: $3.5M+182.9%
Gross Profit

$94.6M

Previous: $90.6M+4.4%
Cash & Equivalents

$45.3M

Previous: $59.6M-24.0%
Total Assets

$1.75B

Previous: $2.12B-17.5%

Revenue & EPS history

WideOpenWest · Revenue · Quarterly

$174M

Q3 2022-5.6%vs Q3 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

WideOpenWest · $174M total across 5 segments · Q3 2022

  • HSD
    $102M-1.0%
  • Video
    $45.3M-14.2%
  • Telephony
    $12.8M-9.9%
  • Other Revenue
    $7.9M-2.5%
  • Other Business Services
    $5.4M-3.6%

Forward guidance

WOW! provided full year 2022 guidance for HSD Revenue, Total Revenue, Adjusted EBITDA, and HSD net additions.

Tailwinds

  • HSD Revenue is expected to be between $411.0 and $414.0 million.
  • Total Revenue is projected to be between $702.0 and $705.0 million.
  • Adjusted EBITDA is anticipated to be between $278.0 and $281.0 million.
  • HSD net additions are expected to be between (2,000) and 2,000.
  • Company's broadband-first strategy shows growth in pro forma Adjusted EBITDA.

Headwinds

  • The company's future performance is subject to various risks and uncertainties, as detailed in their SEC filings.
  • Total revenue from continuing operations decreased compared to the third quarter of 2021.
  • HSD Revenue from continuing operations also saw a slight decrease compared to the third quarter of 2021.
  • Capital Expenditures from continuing operations totaled $37.7 million for the quarter ended September 30, 2022, representing a $3.0 million decrease compared to the quarter ended September 30, 2021.
  • Total Subscription Revenue from continuing operations for the quarter ended September 30, 2022 was down $9.9 million, or 6%, as compared to the corresponding period in 2021.

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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