Tom Rogers, CNBC founder and Versant senior advisor, joins 'Power Lunch' to discuss Nexstar's deal with Tegna, if other companies could pursue mergers and much more.
Rogers Corporation (NYSE:ROG ) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Ali El-Haj - Interim President & Interim CEO Laura Russell - CFO, Senior VP & Treasurer Stephen Haymore - Director of Investor Relations Conference Call Participants Craig Andrew Ellis - B. Riley Securities, Inc., Research Division Daniel Joseph Moore - CJS Securities, Inc. Operator Good afternoon.
Rogers Corp. (ROG) came out with quarterly earnings of $0.34 per share, missing the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.69 per share a year ago.
Former NBC Cable President Tom Rogers is raising concerns about Netflix amid a competitive streaming environment.
Rogers' stock has surged recently on improved margins, stable revenue, low tariff exposure, and a favourable valuation, all supporting a continued bullish view. Wireless and cable segments are showing margin growth despite revenue headwinds, while user growth remains stable even as ARPU comes under competitive pressure. Future growth will rely on ARPU recovery and subscriber expansion, with bundling strategies and network quality supporting long-term top-line and margin improvements.
RCI beats Q2 earnings estimates as Wireless, Cable and Media revenues climb, lifting free cash flow nearly 39% year over year.
Rogers delivered solid Q1-2025 results, outperforming bearish expectations despite ongoing price wars and ARPU declines. Cable margins improved, capex was cut, and free cash flow received a slight boost, signaling operational discipline. A creative $7B Blackstone deal enabled significant deleveraging, with Rogers retaining the right to call it "equity".
Investors need to pay close attention to RCI stock based on the movements in the options market lately.
Rogers Corporation (NYSE:ROG ) Q1 2025 Earnings Conference Call April 29, 2025 5:00 PM ET Company Participants Steve Haymore - Senior Director, Investor Relations Colin Gouveia - President and CEO Laura Russell - Senior Vice President and CFO Conference Call Participants Dan Moore - CJS Securities Craig Ellis - B. Riley Securities David Silver - CLK & Associates Operator Good afternoon.
Rogers Corp. (ROG) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.58 per share a year ago.
RCI's first-quarter 2025 results reflect continued growth in subscribers and financials, including strong margin improvement year over year.
Rogers Corp. (ROG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.