CC

Crown Castle Inc. stock research

Jun 30, 2023

FY2023 Q2

Crown Castle (CCI) Gross Margin — Quarter Ended Jun 30, 2023

Revenue, gross profit, and cost of revenue each declined relative to the prior quarter and versus the same quarter one year ago, leading to a lower gross margin. The gross margin weakened sequentially and deteriorated further compared with the year-ago period.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q2

Revenue, gross profit, and cost of revenue each declined relative to the prior quarter and versus the same quarter one year ago, leading to a lower gross margin. The gross margin weakened sequentially and deteriorated further compared with the year-ago period.

  • The reduction in gross profit outpaced the reduction in revenue, as cost of revenue did not decline proportionally, driving the gross margin lower. The year-over-year decline in gross margin was more pronounced due to a greater relative drop in gross profit compared to revenue.
  • Compared to the immediately preceding quarter, both revenue and gross profit were lower, while gross margin weakened. Relative to the same quarter one year earlier, revenue and gross profit decreased, and gross margin declined.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

29.5%

Gross profit

$41.0M

Revenue

$139.0M

Cost of revenue

$98.0M

Quarter-over-quarter change

-0.7 pts

Year-over-year change

-3.4 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$149.0M$45.0M$104.0M30.2%
Jun 30, 2023$139.0M$41.0M$98.0M29.5%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 31, 2023

-0.7 pts

Year-over-year change

Jun 30, 2022

-3.4 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The reduction in gross profit outpaced the reduction in revenue, as cost of revenue did not decline proportionally, driving the gross margin lower. The year-over-year decline in gross margin was more pronounced due to a greater relative drop in gross profit compared to revenue.

Compared to the immediately preceding quarter, both revenue and gross profit were lower, while gross margin weakened. Relative to the same quarter one year earlier, revenue and gross profit decreased, and gross margin declined.

Monitor whether the sequential and year-over-year decline in gross profit continues to outpace changes in revenue, as this pattern directly affects gross margin.