Charter Communications in 2015: Video Customers Are Finally Up—After 10 Years
Charter’s revenue growth in 4Q15 was primarily driven by an increase in revenue from the company’s internet, video, and commercial businesses.
As of February 4, 2016, Charter Communications (CHTR) generated returns of ~14.1% for the trailing 12 months and -4.01% in the trailing-one-month period.
Charter saw revenues of $781 million in its Internet business in 4Q15, a growth of 16.6% YoY, fueled by net customer additions and “price adjustments.”
On February 4, Charter announced its 4Q15 and fiscal 2015 earnings and indicated that its participation in the broadcast spectrum auction was unlikely.
As of December 31, 2015, NXP Semiconductors’ cash reserves stood at $1.6 billion, and its long-term debt stood at $8.6 billion.
In fiscal 2015, NXP Semiconductors revenues rose by 8% YoY to $6.1 billion. Its non-GAAP EPS rose by 17.6% YoY to $5.60 during the year.
Automotive revenue grew by 45% YoY to $422 million in fiscal 4Q15, increasing its share of total revenues to 26% from 19% in fiscal 4Q14.
In fiscal 4Q15, NXPI’s revenues grew 4.5% YoY to $1.6 billion, which is far from analyst estimates of a 16% YoY decline to nearly $1.3 billion.
On a non-GAAP basis, Microchip expects its revenues to remain flat or increase by 3% QoQ, in the range of $552 million–$568.6 million in fiscal 4Q16.
Microchip has been acquiring small companies and integrating them successfully, but now it’s announced a major merger with Atmel, which is ~47% its size.
Analog accounted for 31.2% of Microchip’s revenue in fiscal 3Q16—its highest contribution since the company’s inception.
Microchip announced its fiscal 3Q16 earnings a few days after it announced its acquisition of Atmel of $3.6 billion.
Out of 43 analysts covering LinkedIn’s stock, 37 have issued “buy” recommendations, and six have issued “hold” recommendations.
LinkedIn expects its Talent Solutions segment to grow by 25%–26% YoY (year-over-year) in 2016 compared to growth of 30% YoY in 2015.
LinkedIn has forecast revenues of $820 million and earnings per share of $0.55 for 1Q16. Analysts expect revenues of $867 million and EPS of $0.74 in 1Q16.
On February 4, 2016, LinkedIn (LNKD) announced its 4Q15 results and reported revenues of $862 million, a rise of 34% year-over-year.
Apple’s (AAPL) antenna switch supplier, Qorvo (QRVO), reported more than 50% YoY (year-over-year) growth in fiscal 3Q16 as against fiscal 3Q15.
In fiscal 3Q16, Qorvo’s non-GAAP revenue rose 56% year-over-year to $619.7 million, missing analyst estimates of $620 million.
Comcast (CMCSA) had a capex of $8.5 billion in fiscal 2015, an increase of 14.5% over fiscal 2014.
Comcast’s NBCUniversal had revenues of $7.5 billion in 4Q15, up by 13% year-over-year. Operating cash flow was $1.6 billion in 4Q15, an increase of 8.7% over 4Q14.