I just went over the Charter numbers to reconcile with your theories. If you look at the financials on a "per customer-month" basis, you'll see that EBITDA per customer-month was ~USD 45 in 2013 while it's ~50 now.
What's really jumping in my eye is: if you split the EBITDA number by "video contribution" (revenue from video minus content costs) and all other the split is as follows:
2013: video ~30 + all other ~15 = EBITDA 45
Today: video ~20 + all other ~30 = EBITDA 50
Declining profitability in video while everything else, taken together, scales very nicely. I don't know if I would have taken a look at this in this way without your slide decks. So, thanks very much for this.
One question though: what's the big difference between FTTH, DOCSIS 3.1, FD3.1 etc.? Economically and technically? I am satisfied with a good link if you have one, I don't really know where to search...
Thanks for the comment. Try this link (a PDF) on DOCSIS 3.1. https://www.veexinc.com/en-us/DOCSIS/HR%20DOCSIS%203.1%20Initiative%20WP%202-16-16.pdf
FTTH = fiber to the home, fiber connection, thus symetrical down/upload speeds 3.1 = speeds around 1 Gbps FD 3.1 = speeds around 10 Gbps symmetrical
LBRDA & LVNTA are interesting ways to play CHTR, although LBRDA you have the unrealized capital gains hurdle (they may be able to overcome) and LVNTA has GCI and other assets (Lending Tree, FTD, etc) and CHTR is essentially 60% of NAV.
Hello everyone, I saw comments from people who already got their loan from Jackson Walton Loan Company, honestly i thought it was a scam , and then I decided to apply under their recommendations and just few days ago I confirmed in my own personal bank account a total amount of $32,000 which I requested for business. This is really a great news and i am so happy, I am advising everyone who needs real loan and sure to pay back to apply through their email (Text or Call ) +1-586-331-5557) (jacksonwaltonloancompany@gmail.com) They are capable of given you your loan thanks.
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I love your slide decks. Thx.
ReplyDeleteI just went over the Charter numbers to reconcile with your theories. If you look at the financials on a "per customer-month" basis, you'll see that EBITDA per customer-month was ~USD 45 in 2013 while it's ~50 now.
What's really jumping in my eye is: if you split the EBITDA number by "video contribution" (revenue from video minus content costs) and all other the split is as follows:
2013:
video ~30
+ all other ~15
= EBITDA 45
Today:
video ~20
+ all other ~30
= EBITDA 50
Declining profitability in video while everything else, taken together, scales very nicely. I don't know if I would have taken a look at this in this way without your slide decks. So, thanks very much for this.
One question though: what's the big difference between FTTH, DOCSIS 3.1, FD3.1 etc.? Economically and technically? I am satisfied with a good link if you have one, I don't really know where to search...
What do you think of Liberty Broadband?
Best,
Tom
Tom,
DeleteThanks for the comment. Try this link (a PDF) on DOCSIS 3.1. https://www.veexinc.com/en-us/DOCSIS/HR%20DOCSIS%203.1%20Initiative%20WP%202-16-16.pdf
FTTH = fiber to the home, fiber connection, thus symetrical down/upload speeds
3.1 = speeds around 1 Gbps
FD 3.1 = speeds around 10 Gbps symmetrical
LBRDA & LVNTA are interesting ways to play CHTR, although LBRDA you have the unrealized capital gains hurdle (they may be able to overcome) and LVNTA has GCI and other assets (Lending Tree, FTD, etc) and CHTR is essentially 60% of NAV.
Chris
Great, thanks again.
DeleteThis comment has been removed by the author.
ReplyDeleteHello everyone, I saw comments from people who already got their loan from Jackson Walton Loan Company, honestly i thought it was a scam , and then I decided to apply under their recommendations and just few days ago I confirmed in my own personal bank account a total amount of $32,000 which I requested for business. This is really a great news and i am so happy, I am advising everyone who needs real loan and sure to pay back to apply through their email (Text or Call ) +1-586-331-5557) (jacksonwaltonloancompany@gmail.com) They are capable of given you your loan thanks.
ReplyDeleteContact Mr Jackson.
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Is there a crypto investment platform that obeys complete transparency and compliance? The actual reason why people like investing in cryptocurrency remains to make profit. OKGlobal operates with complete transparency, compliance, and comfort. It is a leading industry expert that stands as the future of investment and global currency management. OKGlobal is licensed, registered, insured, accredited and operates with the right regulatory authorities. The goal of this innovative digital asset platform is to ensure total safety and management for clients. https://www.okglobalcoinsg.com
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