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- **Pending Acquisition**: WOW under definitive agreement for acquisition, no management commentary on Q3 results.
- **Market Performance**: Strong HSD ARPU growth and low churn in legacy markets; Greenfield adds 15,000 homes (16% penetration) with 106,000 total homes.
- **Competitive Edge**: Simplified pricing, no data caps, and optional price locks differentiate WOW from cable competitors' mobile-focused strategies.
- **Expansion Strategy**: Edge-out strategy in legacy markets (3,700 homes added) complements Greenfield expansion, with 2025 vintage nearing 30% penetration.


**【Management Opening Remarks】**
- WOW announced a pending acquisition by DigitalBridge and Crestview, resulting in no management commentary on Q3 2025 results.
- The company will only address questions related to the earnings release and remind investors of forward-looking statement disclaimers.

**【CEO Commentary】**
- **Legacy Markets**: Competing with Comcast and Charter, WOW maintains strong HSD ARPU growth and near-record low churn despite fixed wireless competition.
- **Greenfield Expansion**: Added 15,000 homes in Q3, total Greenfield homes reach 106,000 with 16% penetration. Emphasizes 'no contract, no data caps' value proposition.
- **Edge-out Strategy**: Added 3,700 homes in legacy markets, with 2025 vintage nearing 30% penetration and older vintages performing well.

**【Q&A Highlights】**
- **Competition Analysis**: CEO notes cable companies focus on national mobile advertising but WOW's simplified pricing and optional price locks drive customer preference.
- **Market Dynamics**: Greenfield growth outpaces legacy markets, with cable, fiber, and fixed wireless competitors. WOW's value-driven approach maintains competitive edge.


WideOpenWest, Inc.(WOW)-20251105-2025 Q3 Earnings call transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

WOW

WOW fundamentals

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