Charter 公布第三季业绩：备考营收165亿美元，互联网用户净减23.3万，宣布20亿美元节支计划
美国最大的互联网与视频服务商 Charter Communications 11月6日公布截至9月30日的第三季度业绩，并宣布一套以恢复增长为目标的新运营模式。按将 Cox Communications 交易视作已完成合并计算的备考口径，该公司第三季营收为165亿美元，同比下降1.5%；按实际口径营收为149亿美元，同比增长9.1%，增长主要来自 Cox 交易并表。
盈利方面，备考口径下归属于 Charter 股东的净亏损为21亿美元，实际口径为24亿美元，两者主要都受一笔63亿美元的特许经营权减值支出拖累。备考调整后 EBITDA 为66亿美元，同比下降4.0%。
用户数据方面，备考口径下该公司第三季互联网用户净减少23.3万户，截至9月30日共服务3,430万互联网用户；移动线路当季增加50.8万条，总数达1,350万条；视频用户减少7.7万户，总数1,380万户；客户关系总数为3,670万。
Charter 同时宣布，在 Cox 交易预计带来逾10亿美元协同效应之外，再以18个月内实现年化20亿美元运营开支节约为目标，措施包括削减非必要活动、简化组织结构与提高供应商合作效率。Charter 已于8月19日完成与 Cox Communications 的交易，新增逾1,100万个 passings 与逾500万客户关系，成为全美规模最大的互联网与视频服务商。
Charter 总裁兼首席执行官 Chris Winfrey 表示，Charter 与 Cox 合并之后，公司拥有了连接比以往更多美国人的规模与网络能力；公司正在从根本上重新思考运营与竞争方式，目标是让互联网用户恢复增长，并把 Charter 变得更简单、更快、更灵活。
Charter Reports Third Quarter: Pro Forma Revenue of $16.5 Billion, Internet Customers Down 233,000, and a $2 Billion Savings Plan
Charter Communications, the nation's leading Internet and video provider, reported third-quarter results for the period ended September 30 on November 6 and announced a new operating model designed to return the company to growth. On a pro forma basis that treats its Cox Communications transactions as completed, third-quarter revenue was $16.5 billion, down 1.5 percent year over year; on an actual basis, revenue was $14.9 billion, up 9.1 percent, primarily driven by the Cox transactions.
On profitability, pro forma net loss attributable to Charter shareholders totaled $2.1 billion, and $2.4 billion on an actual basis, both primarily driven by a $6.3 billion franchise impairment charge. Pro forma Adjusted EBITDA was $6.6 billion, down 4.0 percent year over year.
In customer data, on a pro forma basis Charter's Internet customers declined by 233,000 in the quarter, with 34.3 million Internet customers served as of September 30; mobile lines grew by 508,000 to 13.5 million; video customers fell by 77,000 to 13.8 million; and total customer relationships stood at 36.7 million.
Charter also announced a plan targeting $2 billion in annualized run-rate operating expense savings over the next 18 months, in addition to more than $1 billion in anticipated Cox transactions synergies, by eliminating nonessential activities, simplifying organizational structures and driving efficiencies through vendor partnerships. Charter completed its transactions with Cox Communications on August 19, adding more than 11 million passings and over 5 million customer relationships and becoming the nation's leading Internet and video provider.
Chris Winfrey, President and CEO of Charter, said that with the combination of Charter and Cox the company has the scale and network capabilities to connect more Americans than ever before, and that Charter is fundamentally rethinking how it operates and competes, aiming to return to Internet customer growth and become a simpler, faster and more agile organization.
来源：Charter Communications
发布：GSM·美国（发布链接）
图片来源：图：Charter Communications 位于 Stamford 的总部大楼，楼体可见 Spectrum 与 Charter 标志（资料图）。照片：AirportExpert 摄，CC0，经 Wikimedia Commons。 / Photo: Charter Communications headquarters in Stamford, with Spectrum and Charter signage (file photo). Photo: AirportExpert, CC0, via Wikimedia Commons.
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