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    Charles Wilber • Guggenheim Securities

    Charles Wilber is a Research Associate in the Research Division at Guggenheim Securities, focusing on the coverage of media and consumer electronics companies, including Vizio Holding Corp. Since joining Guggenheim Securities in 2017, he has contributed to equity research with a specialization in in-depth financial analysis and industry benchmarking, though public performance metrics and rankings are not currently available. Before his tenure at Guggenheim, Wilber gained finance experience at Northwestern Mutual Capital, enhancing his expertise in investment research and client solutions. He is professionally recognized for his rigorous analytical skills, but specific security licenses or FINRA registrations have not been publicly disclosed.

    Charles Wilber's questions to AMC Networks Inc (AMCX) leadership

    Charles Wilber's questions to AMC Networks Inc (AMCX) leadership • Q2 2025

    Question

    Charles Wilber sought more color on upfront advertising success by vertical and platform, and asked about the costs, limitations, and return profile of the international FAST channel expansion.

    Answer

    CCO Kim Kelleher identified QSR, financial, and retail as strong advertising categories, while automotive remained weak. CEO Kristin Dolan detailed the FAST channel expansion to 28 channels globally, emphasizing that the migration to Comcast Technology Solutions (CTS) centralizes assets, making rollouts efficient and cost-effective while growing the company's digital ad inventory.

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    Charles Wilber's questions to AMC Networks Inc (AMCX) leadership • Q3 2024

    Question

    Charles Wilber asked about the new Charter renewal, specifically how revenue and subscribers would be recognized between affiliate and streaming segments, and requested insight into any major puts and takes for fourth-quarter free cash flow.

    Answer

    CEO Kristin Dolan confirmed the Charter deal is sold as an integrated bundle but did not disclose specific terms. CFO Patrick O'Connell stated the deal becomes operational in early 2025 and accounting details will be provided then. Regarding free cash flow, O'Connell reiterated confidence in the two-year, $0.5 billion cumulative target, noting that while quarterly results can be lumpy, the company is on track. Dolan added that profitability gains are from organizational efficiencies, not just cost-cutting.

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