Earnings summaries and quarterly performance for CHARTER COMMUNICATIONS, INC. /MO/.
Executive leadership at CHARTER COMMUNICATIONS, INC. /MO/.
Chris Winfrey
Detailed
President and Chief Executive Officer
CEO
Adam Ray
Detailed
Executive Vice President, Chief Commercial Officer
Jamal Haughton
Detailed
Executive Vice President, General Counsel and Corporate Secretary
Jessica Fischer
Detailed
Chief Financial Officer
Kevin Howard
Detailed
Executive Vice President, Chief Accounting Officer and Controller
Richard DiGeronimo
Detailed
President, Product and Technology
Board of directors at CHARTER COMMUNICATIONS, INC. /MO/.
Balan Nair
Detailed
Director
Carolyn Slaski
Detailed
Director
David Merritt
Detailed
Director
David Wargo
Detailed
Director
Eric Zinterhofer
Detailed
Non-Executive Chairman of the Board
John Markley
Detailed
Director
Kim Goodman
Detailed
Director
Lance Conn
Detailed
Director
Martin Patterson
Detailed
Director
Mauricio Ramos
Detailed
Director
Michael Newhouse
Detailed
Director
Steven Miron
Detailed
Director
Research analysts who have asked questions during CHARTER COMMUNICATIONS, INC. /MO/ earnings calls.
Craig Moffett
MoffettNathanson
4 questions for CHTR
Also covers: ATUS, CABO, CMCSA +3 more
Benjamin Swinburne
Morgan Stanley
3 questions for CHTR
Also covers: AMT, BATRA, CCI +23 more
John Hodulik
UBS Group AG
3 questions for CHTR
Also covers: AMCX, CMCSA, DIS +7 more
Jonathan Chaplin
New Street Research
3 questions for CHTR
Also covers: ATEX, ATUS, CCI +6 more
Bryan Kraft
Deutsche Bank AG
2 questions for CHTR
Also covers: ASTS, ATUS, DIS +8 more
Jessica Reif Ehrlich
Bank of America Securities
2 questions for CHTR
Also covers: CMCSA, DIS, FOXA +6 more
Kutgun Maral
Evercore ISI
2 questions for CHTR
Also covers: ATUS, CMCSA, DIS +11 more
Sebastiano Petti
JPMorgan Chase & Co.
2 questions for CHTR
Also covers: ATUS, BCE, CABO +14 more
Steven Cahall
Wells Fargo & Company
2 questions for CHTR
Also covers: AMCX, ATUS, CABO +17 more
James Schneider
Goldman Sachs
1 question for CHTR
Also covers: ACN, AMAT, AMKR +26 more
Jim Schneider
Goldman Sachs
1 question for CHTR
Also covers: ACN, ADI, AMT +23 more
Peter Supino
Wolfe Research
1 question for CHTR
Also covers: DIS, FWONK, FYBR +12 more
Recent press releases and 8-K filings for CHTR.
Charter CEO outlines 2026 priorities at UBS conference
CHTR
Guidance Update
M&A
Product Launch
- Return to broadband growth is top priority, emphasizing the value of seamless connectivity and entertainment, supported by a 100% onshore U.S. sales and service organization to improve Net Promoter Scores.
- Competition from fixed wireless has slightly eased year-over-year for Verizon 5G and T-Mobile; AT&T’s entry is viewed as temporary, while small business broadband is returning to growth and medium/large enterprise remains strong; a T-Mobile MVNO for business is planned for mid-2026.
- The Spectrum App Store, bundling major D2C services (e.g., Peacock, Disney +), has achieved ~50% uptake among eligible video subscribers, driving a meaningful reduction in churn across all tenures.
- The Cox acquisition is progressing through regulatory review with an expected mid-2026 close; the combined B2B business would approach $11 billion, unlocking synergies in hospitality, commercial services, and addressable advertising.
- Network evolution includes step-one high-split upgrades (2 Gbps down/1 Gbps up in 15% of footprint) and broader multi-gig rollouts; 2026 CapEx is expected ≤ $8 billion (~14% of revenues) with EBITDA growth forecast for 2026 and a significant free-cash-flow takeoff in 2027.
3 days ago
Charter outlines 2026 priorities and growth strategy
CHTR
Guidance Update
New Projects/Investments
- Charter’s top priorities for 2026 are returning to broadband growth, enhancing service excellence (US-based 24/7 support), completing network evolution, deploying agentic AI to improve costs, and driving significant free cash flow growth.
- Fixed wireless competition remains capacity-constrained, with small business broadband reversing its decline; Charter will launch a T-Mobile MVNO for B2B customers in mid-2026 to access larger enterprise segments.
- Charter’s convergence bundle—1 Gbps broadband for $40 plus two mobile lines at $30 each—is driving higher gigabit upsells and improved line mix, while broadband price increases will be minimized and video programming cost hikes passed through.
- The new Spectrum App Store offers free D2C streaming apps (Peacock, Disney +, Hulu, etc.); ~50% of eligible customers activate, taking an average of >3 apps, driving churn reduction across all tenures.
- Network CapEx is nearing completion: 2 Gbps symmetrical in step-one markets, multi-gig elsewhere; 1.5 million rural passings added with mid-high teens returns; guiding <14% CapEx intensity (<$8 billion) and a major free cash flow takeoff in 2027.
3 days ago
Charter Communications reports Q3 2025 broadband subscriber loss
CHTR
Earnings
Demand Weakening
M&A
- Charter lost 109,000 broadband subscribers in Q3 2025 amid competition from fixed wireless and fiber providers.
- The company also shed 70,000 cable TV subscribers, though video losses have slowed compared to prior years.
- Q3 2025 revenue was $13.67 billion, missing Wall Street forecasts and reflecting pressure on its core business.
- Charter added 493,000 mobile wireless lines, growing its mobile base to 11 million customers year-over-year.
- To stem losses, Charter is rolling out price locks, bundling broadband with mobile services, expanding rural coverage, and pursuing a $34.5 billion merger with Cox Communications.
Oct 31, 2025, 7:40 PM
Charter Communications reports Q3 2025 results
CHTR
Earnings
Guidance Update
M&A
- Charter’s total connectivity revenue grew by 4% year-over-year and 21% of internet customers are converged, with an Advanced Wi-Fi Complete product launching in early 2026.
- Q3 net customer trends: internet down 109,000, mobile lines up 493,000, video subscribers down 70,000 (vs. –294,000 in Q3 2024), and rural net adds of 52,000.
- Consolidated revenue declined 0.9% YoY (up 0.4% ex-advertising/streaming costs), adjusted EBITDA fell 1.5% (flat ex-advertising), and net income was $1.1 billion (vs. $1.3 billion).
- Q3 capital expenditures were $3.1 billion, free cash flow totaled $1.6 billion, with full-year CapEx expected at $11.5 billion and cash taxes around $1 billion.
- Full-year 2025 EBITDA is forecast to be flat or marginally positive, Q4 will face similar pressures as Q3; net leverage stood at 4.15× (4.23× pro forma), targeting 3.5–4× post-Cox/Liberty close within two to three years.
Oct 31, 2025, 12:30 PM
Charter reports Q3 2025 results
CHTR
Earnings
Share Buyback
- Revenue of $13.7 B and Adjusted EBITDA of $5.6 B, flat Y/Y in Q3 2025.
- Total customer relationships declined to 31.1 M, with internet subs at 29.8 M and mobile lines rising to 11.4 M in Q3 2025.
- Connectivity revenue grew 3.8% Y/Y in Q3 2025, reflecting strong demand across services.
- Capex of $3.1 B in Q3 2025 (LTM: $11.4 B) and Free Cash Flow of $1.62 B in the quarter (LTM: $5.215 B).
- Net leverage at 4.15x (4.23x pro forma) and 7.6 M shares repurchased at an average price of $292 ($2.2 B total) in Q3 2025.
Oct 31, 2025, 12:30 PM
Charter announces Q3 2025 results
CHTR
Earnings
Debt Issuance
Share Buyback
- Charter reported Q3 revenue of $13.7 billion, down 0.9% Y/Y, with Internet and mobile service growth offset by declines in video and advertising sales.
- Net income attributable to shareholders was $1.1 billion, down 11.2% Y/Y; Adjusted EBITDA was $5.6 billion, down 1.5% Y/Y; free cash flow was $1.6 billion, essentially flat Y/Y.
- Total Internet customers declined by 109,000 to 29.8 million, while mobile lines increased by 493,000 to 11.4 million; total customer relationships stood at 31.1 million.
- During the quarter, Charter repurchased $2.2 billion of Class A common stock, issued $2.0 billion of senior secured notes, and ended the period with $464 million of cash and $4.0 billion of excess credit capacity.
Oct 31, 2025, 11:00 AM
Charter Communications reports Q3 2025 results
CHTR
Earnings
Share Buyback
- Charter reported $13.7 billion in third-quarter revenue, down 0.9% year-over-year.
- Net income attributable to shareholders totalled $1.1 billion in Q3 2025.
- Adjusted EBITDA was $5.6 billion, a 1.5% year-over-year decline.
- Free cash flow reached $1.6 billion, in line with the prior-year period, alongside net operating cash flow of $4.5 billion.
- The company repurchased 7.6 million shares for $2.2 billion during the quarter.
Oct 31, 2025, 11:00 AM
Charter Communications cuts 1,200 corporate jobs ahead of mid-2026 Cox merger
CHTR
Layoffs
M&A
- Charter plans to cut approximately 1,200 corporate jobs, representing just over 1% of its workforce and excluding sales and customer service roles.
- The layoffs are part of a broader effort to streamline operations amid cord-cutting and increased competition, and precede a $34.5 billion merger with Cox Communications expected by mid-2026.
- Charter shed 177,000 internet customers in the first half of 2025, although its broadband business remains a relative bright spot.
- The company’s stock has fallen 27% year-to-date, underscoring challenges in the competitive telecommunications landscape.
Oct 22, 2025, 1:51 AM
Charter Communications under securities lawsuit investigation
CHTR
Legal Proceedings
- Faruqi & Faruqi reminds investors who incurred losses in Charter between July 26, 2024 and July 24, 2025 of the October 13, 2025 deadline to seek lead plaintiff status
- Complaint alleges Charter made false or misleading statements about the impact of the Affordable Connectivity Program’s end, downplayed internet customer declines and overstated its growth outlook
- Charter’s Q2 2025 results showed a 117,000 decline in internet customers (vs. ~100,000 in Q2 2024) and an 80,000 drop in video customers, triggering an 18.5% share price fall on July 25, 2025
Oct 13, 2025, 4:24 PM
Charter launches Spectrum App Store
CHTR
Product Launch
- Spectrum unveiled the Spectrum App Store, a digital marketplace where customers can activate, manage and upgrade included streaming apps at no extra cost—providing up to $125 in monthly retail value.
- The App Store, accessible via the My Spectrum App and Spectrum.net, also allows non-video customers to purchase streaming apps à la carte.
- Eligible Spectrum TV customers can add ad-supported apps (e.g., Disney+ Hulu Bundle, ESPN Unlimited, HBO Max Basic with Ads, Paramount+ Essential, Peacock Premium with Ads, AMC+ with Ads, ViX Premium with Ads, Tennis Channel, FOX One) and upgrade to commercial-free versions; additional apps like discovery+ with Ads and BET+ are coming soon.
- In 2026, app activation and purchases will be available directly on the Xumo Stream Box.
Oct 9, 2025, 8:45 PM
Quarterly earnings call transcripts for CHARTER COMMUNICATIONS, INC. /MO/.
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