Earnings summaries and quarterly performance for CHARTER COMMUNICATIONS, INC. /MO/.
Executive leadership at CHARTER COMMUNICATIONS, INC. /MO/.
Chris Winfrey
President and Chief Executive Officer
Adam Ray
Executive Vice President, Chief Commercial Officer
Jamal Haughton
Executive Vice President, General Counsel and Corporate Secretary
Jessica Fischer
Chief Financial Officer
Kevin Howard
Executive Vice President, Chief Accounting Officer and Controller
Richard DiGeronimo
President, Product and Technology
Board of directors at CHARTER COMMUNICATIONS, INC. /MO/.
Balan Nair
Director
Carolyn Slaski
Director
David Merritt
Director
David Wargo
Director
Eric Zinterhofer
Non-Executive Chairman of the Board
John Markley
Director
Kim Goodman
Director
Lance Conn
Director
Martin Patterson
Director
Mauricio Ramos
Director
Michael Newhouse
Director
Steven Miron
Director
Research analysts who have asked questions during CHARTER COMMUNICATIONS, INC. /MO/ earnings calls.
Benjamin Swinburne
Morgan Stanley
5 questions for CHTR
Craig Moffett
MoffettNathanson
5 questions for CHTR
Jessica Reif Ehrlich
Bank of America Securities
4 questions for CHTR
Steven Cahall
Wells Fargo & Company
4 questions for CHTR
John Hodulik
UBS Group AG
3 questions for CHTR
Jonathan Chaplin
New Street Research
3 questions for CHTR
Bryan Kraft
Deutsche Bank AG
2 questions for CHTR
Frank Louthan
Raymond James
2 questions for CHTR
Kutgun Maral
Evercore ISI
2 questions for CHTR
Michael Ng
Goldman Sachs
2 questions for CHTR
Michael Rollins
Citigroup
2 questions for CHTR
Sebastiano Petti
JPMorgan Chase & Co.
2 questions for CHTR
Vikash Harlalka
New Street Research
2 questions for CHTR
James Schneider
Goldman Sachs
1 question for CHTR
Jim Schneider
Goldman Sachs
1 question for CHTR
Peter Supino
Wolfe Research
1 question for CHTR
Recent press releases and 8-K filings for CHTR.
- In 2026 Charter aims to return to broadband growth as it completes its rural footprint expansion and 50% of its network evolution, while emphasizing improved value messaging and service reputation to leverage its superior assets.
- Hired Nick Jeffery as COO effective September to import his track record in messaging value and transforming Net Promoter Scores from Vodafone UK and Frontier, accelerating Charter’s service quality initiatives.
- Launched Invincible WiFi (Wi-Fi 7 router with 5G and battery backup) and a $1,000 annual savings guarantee on converged internet + mobile plans to reduce outages, improve ARPU, and break through on value messaging.
- Spectrum Mobile continues to grow with 88% of traffic offloaded onto Charter’s own Wi-Fi/CBRS network, a modernized MVNO with Verizon, and superior seamless connectivity driving both churn reduction and acquisition.
- Reaffirmed guidance for CapEx < $8 billion (13–14% of revenue) by 2028 and set post-Cox leverage target at 3.5–3.75× of EBITDA to be achieved within three years, underscoring disciplined free cash flow growth.
- Charter’s top priority in 2026 is to restore broadband subscriber growth by completing its generational network investments—rural footprint build nearly done and network evolution 50% complete—and enhancing value messaging and service reputation throughout its 100% U.S.-based sales and service operations.
- Appointed Nick Jeffery as Chief Operating Officer, leveraging his track record at Vodafone UK and Frontier to accelerate value messaging and improve Net Promoter Scores.
- Introduced Invincible WiFi, a Wi-Fi 7 router with 5G and battery backup for $10/month, and launched a $1,000 annual savings guarantee on converged internet + mobile packages to boost ARPU and strengthen customer value.
- Mobile business positioned for long-term growth, with 88% of traffic offloaded onto Charter’s network, a modernized MVNO agreement with Verizon, and nationwide CBRS rollout enhancing speeds, economics, and churn reduction.
- Financial outlook targets CapEx under $8 billion (~13–14% of revenue) by 2028 and net leverage of 3.5–3.75× EBITDA within three years post-Cox closing, underscoring disciplined capital deployment and balance sheet management.
- Charter’s priority in 2026 is to return to broadband growth by enhancing value and service messaging, as its rural build will be largely complete and network evolution 50% done by year-end.
- Nick Jeffery joins as COO in September to leverage his telecom and wireless turnaround experience and accelerate improvements in service quality and Net Promoter Score.
- Launched Invincible WiFi—a Wi-Fi 7 router with 5G and battery backup for $10/month—and a $1,000 annual savings guarantee on internet plus two mobile lines to bolster service reputation and ARPU.
- Wireless business offloads 88% of traffic onto Charter’s own Wi-Fi and CBRS infrastructure, backed by a modernized Verizon MVNO deal, positioning mobile for sustained growth.
- Peak CapEx for rural expansion and network upgrades will taper to <$8 billion (13–14% of revenue) by 2028; FCC approval for the Cox transaction is secured, and Charter aims to reduce leverage to 3.5–3.75× within three years post-close.
- The group secured its first-ever global credit ratings, with Moody’s assigning a B1 rating and Fitch reaffirming its long-term issuer rating alongside the debut international bond issuance.
- This achievement makes Telekom Srbija the first West Balkan–based company to access the international debt market and obtain ratings from both agencies, signaling heightened investor confidence in the region.
- Fitch highlighted the group’s robust cash flow profile, strong market position, and disciplined financial strategy, while Moody’s noted its established operational performance and strategic importance in Southeastern Europe.
- Charter Communications named Nick Jeffery, current Frontier Communications President & CEO, as its Chief Operating Officer effective September 1, 2026, reporting to CEO Chris Winfrey and overseeing Marketing & Sales, Field Operations and Customer Operations across its 41-state footprint.
- Jeffery led Frontier (2021–2026) through a post-bankruptcy turnaround to sustained revenue growth, fiber network expansion and a 60-point Net Promoter Score improvement.
- Before Frontier, he served as CEO of Vodafone UK from 2016, executing a multi-year turnaround that restored mobile and broadband revenue, EBITDA, cash flow growth and NPS market leadership.
- Under his employment agreement, Jeffery will receive an annual base salary of $1.5 million, a target bonus equal to 225% of base pay, and initial equity awards valued at $20 million in options and $0.5 million in RSUs.
- Charter appoints Nick Jeffery as Chief Operating Officer, effective September 1, 2026.
- Jeffery will oversee Marketing and Sales, Field Operations, and Customer Operations across Spectrum’s 41-state footprint.
- He has served as President and CEO of Frontier Communications since 2021, leading its post-bankruptcy turnaround, fiber network expansion, and a 60-point NPS improvement.
- Previously, as CEO of Vodafone UK from 2016, he executed a multi-year turnaround restoring mobile and broadband revenue and EBITDA growth.
- Charter’s Spectrum Internet and Spectrum Mobile bundle offers new customers $1,000 in guaranteed savings in their first year when switching from AT&T, T-Mobile or Verizon and subscribing to at least two Unlimited mobile lines and Spectrum Internet Advantage or higher; if savings fall short, Spectrum credits the difference over the year.
- Customers lock in a two-year price guarantee of $30/month per product (Fiber-Powered Premier Internet and each Unlimited Mobile line), taxes and fees included.
- Spectrum aims to drive broadband and mobile growth through this risk-free switch, leveraging its Fiber Broadband Network spanning over one million miles and claiming the fastest converged Internet and wireless speeds coast to coast.
- Charter’s Q4 consolidated revenue declined 2.3% YoY (–0.4% ex-advertising); Adjusted EBITDA fell 1.2% in Q4, while FY 2025 EBITDA grew 0.6%.
- Q4 CapEx totaled $3.3 B; FY 2025 CapEx reached $11.66 B; Q4 free cash flow was $773 M; guidance for 2026 CapEx of $11.4 B and cash taxes of $500 M–$800 M.
- Added nearly 2 M mobile lines (19% growth), delivered Q4 video net adds, and saw improved internet churn and sales amid strong competition.
- Ended Q4 with net debt/EBITDA of 4.15x (4.21x pro forma); repurchased 2.9 M shares for $760 M; targeting post-Cox leverage of 3.5x–3.75x within three years.
- Charter posted 4Q25 revenue of $13.6 B, down 2.3% Y/Y; residential revenue was $10.4 B (−2.4%), commercial revenue $1.8 B (+0.3%).
- Adjusted EBITDA in 4Q25 was $5.7 B, a 1.2% decline Y/Y; LTM Adjusted EBITDA rose 0.6% to $22.7 B.
- Capex totaled $3.3 B in 4Q25, lifting FY25 capex to $11.7 B; 4Q25 free cash flow was $773 M, with LTM FCF of $5.0 B.
- Total debt edged up to $94.6 B in 4Q25, with net leverage at 4.21× on a pro forma basis for the Liberty Broadband transaction.
- Q4 lost 119k internet customers, added 428k mobile lines and 44k video subscriptions, contributing to full-year 0.5% revenue decline and 0.5% EBITDA growth.
- Q4 consolidated revenue dropped 2.3% YoY; excluding advertising and app allocation, revenue was down 0.4%.
- 2026 outlook targets slight EBITDA growth, $11.4 billion in CapEx (vs. $11.66 billion in 2025), with run-rate CapEx under $8 billion by 2028.
- Q4 free cash flow of $773 million, repurchased $760 million of shares, net debt/EBITDA at 4.15x, and plans to reach 3.5–3.75x leverage within three years post-Cox.
- Pending regulatory approval of the Cox merger to expand Spectrum’s footprint to 70 million households and enhance cross-sell of connectivity services.
Quarterly earnings call transcripts for CHARTER COMMUNICATIONS, INC. /MO/.
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