Rogers Comm's Q1 Earnings Exceed Expectations Driven by Wireless Strength
Rogers Comm's Q1 Earnings Exceed Expectations Driven by Wireless Strength
Rogers Communications Inc (NYSE:RCI) reported fiscal first-quarter 2024 revenue growth of 28% year-over-year to $3.64 billion (4.90 billion Canadian dollars), beating the consensus of $3.58 billion.
羅傑斯通訊公司（紐約證券交易所代碼：RCI）報告稱，2024財年第一季度收入同比增長28％，達到36.4億美元（合49.0億加元），超過了市場預期的35.8億美元。
The adjusted EPS of $0.73 (CA$0.99) beat the consensus of $0.72.
調整後的每股收益爲0.73美元（0.99加元），超過了市場預期的0.72美元。
Total service revenue grew 31% Y/Y to CA$4.36 billion on higher revenue growth in the Cable and Wireless businesses.
由於有線和無線業務的收入增長，總服務收入同比增長31％，達到43.6億加元。
Wireless service revenue increased by 9% Y/Y, mainly aided by the cumulative impact of growth in the mobile phone subscriber base and revenue from Shaw Mobile subscribers.
無線服務收入同比增長9％，這主要得益於手機用戶群增長和Shaw Mobile用戶收入增長的累積影響。
Wireless equipment revenue increased by 4%, primarily due to a continued shift in the product mix towards higher-value devices.
無線設備收入增長了4％，這主要是由於產品組合繼續向更高價值的設備轉移。
Cable service revenue rose 94% Y/Y, aided by the acquisition of Shaw. Media revenue decreased by 5% Y/Y, due to lower subscriber revenue.
有線電視服務收入同比增長94％，這得益於對Shaw的收購。由於訂戶收入減少，媒體收入同比下降了5％。
Rogers attracted 98,000 net postpaid mobile phone subscribers, up 3.2% Y/Y, with a churn of 1.10%.
羅傑斯吸引了98,000名後付費手機淨用戶，同比增長3.2％，流失率爲1.10％。
Adjusted EBITDA increased 34% Y/Y to CA$2.21 billion, with margins increasing 210 bps to 45.2% due to improving synergies and efficiencies.
調整後的息稅折舊攤銷前利潤同比增長34％至22.1億加元，利潤率增長210個點子至45.2％，這要歸因於協同效應和效率的提高。
Rogers generated CA$586 million in free cash flow for the quarter, up 58% Y/Y. It held CA$0.8 billion in cash and cash equivalents as of March-end. Capital expenditure rose 19% Y/Y to CA$1.06 billion.
羅傑斯在本季度創造了5.86億加元的自由現金流，同比增長58％。截至3月底，它持有8億加元的現金和現金等價物。資本支出同比增長19％，至10.6億加元。
Dividend: The company declared a quarterly dividend of 50 cents on each of its outstanding Class B Non-Voting shares and Class A Voting shares.
股息：該公司宣佈其已發行的B類無表決權股票和A類有表決權的股票的季度股息爲50美分。
"We continued to deliver industry-leading growth in the first quarter, our ninth straight quarter of growth and momentum," said Tony Staffieri, President and CEO.
總裁兼首席執行官託尼·斯塔菲裏表示：“我們在第一季度繼續實現行業領先的增長，這是我們連續第九個季度實現增長和勢頭。”
Rogers Communications stock lost 20% in the last 12 months. Investors can gain exposure to the stock via First Trust VL Dividend (NYSE:FVD) and First Trust NASDAQ Technology Dividend Index Fund (NASDAQ:TDIV).
羅傑斯通訊的股票在過去12個月中下跌了20％。投資者可以通過第一信託VL股息（紐約證券交易所代碼：FVD）和第一信託納斯達克科技股息指數基金（納斯達克股票代碼：TDIV）獲得股票敞口。
Price Action: RCI shares are trading lower by 3.7% at $38.12 at the last check Wednesday.
價格走勢：在週三的最後一次檢查中，RCI股價下跌3.7％，至38.12美元。