Mar 31, 2024

U.S. Cellular Q1 2024 Earnings Report

U.S. Cellular reported strong bottom-line results, driven by postpaid ARPU growth and expense discipline. Postpaid churn improved year-over-year, and fixed wireless continued its strong customer growth trajectory.

Key Takeaways

U.S. Cellular reported total operating revenues of $950 million for Q1 2024, compared to $986 million in the same period last year. Net income attributable to UScellular shareholders was $18 million, with diluted earnings per share of $0.20.

Service revenues decreased 2%

Postpaid ARPU grew 3%

Net income, Adjusted OIBDA and Adjusted EBITDA up significantly

Postpaid churn rate reduced 4%

Total Revenue
$950M
Previous year: $986M
-3.7%
EPS
$0.2
Previous year: $0.15
+33.3%
Postpaid ARPU
$52
Previous year: $50.7
+2.6%
Postpaid Churn Rate
1.22%
Previous year: 1.27%
-3.9%
Prepaid ARPU
$32.3
Previous year: $33.2
-2.8%
Gross Profit
$365M
Previous year: $551M
-33.8%
Cash and Equivalents
$185M
Previous year: $154M
+20.1%
Free Cash Flow
$70M
Previous year: -$162M
-143.2%
Total Assets
$10.7B
Previous year: $11B
-2.7%

U.S. Cellular

U.S. Cellular

Forward Guidance

UScellular reaffirmed its full-year 2024 estimates, with service revenues expected to be between $2,950 million and $3,050 million, Adjusted OIBDA between $750 million and $850 million, Adjusted EBITDA between $920 million and $1,020 million, and capital expenditures between $550 million and $650 million.