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CHARTER COMMUNICATIONS, INC. /MO/ (CHTR)

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Earnings summaries and quarterly performance for CHARTER COMMUNICATIONS, INC. /MO/.

Research analysts who have asked questions during CHARTER COMMUNICATIONS, INC. /MO/ earnings calls.

Recent press releases and 8-K filings for CHTR.

Charter outlines 2026 strategic priorities at Morgan Stanley TMT conference
CHTR
Hiring
Guidance Update
M&A
  • 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.
2 days ago
Charter Communications outlines 2026 strategy at Morgan Stanley TMT Conference
CHTR
Hiring
Product Launch
Guidance Update
  • 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.
2 days ago
Charter outlines 2026 growth strategy and financial roadmap at Morgan Stanley TMT Conference
CHTR
Guidance Update
Product Launch
M&A
  • 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.
2 days ago
Telekom Srbija Group receives international credit ratings from Fitch and Moody’s
CHTR
Debt Issuance
  • 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.
8 days ago
Charter appoints Frontier CEO Nick Jeffery as COO
CHTR
Hiring
Management Change
Executive Compensation
  • 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.
Feb 25, 2026, 1:52 PM
Charter Communications names Frontier CEO Nick Jeffery as COO
CHTR
Management Change
Hiring
  • 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.
Feb 25, 2026, 1:30 PM
Charter Communications guarantees $1,000 savings for new Spectrum customers
CHTR
Product Launch
  • 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.
Feb 24, 2026, 3:20 PM
Charter Communications reports Q4 2025 results
CHTR
Earnings
Guidance Update
Share Buyback
  • 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.
Jan 30, 2026, 1:30 PM
Charter Communications reports Q4 2025 earnings
CHTR
Earnings
Share Buyback
  • 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.
Jan 30, 2026, 1:30 PM
Charter reports Q4 2025 results
CHTR
Earnings
Guidance Update
M&A
  • 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.
Jan 30, 2026, 1:30 PM

Quarterly earnings call transcripts for CHARTER COMMUNICATIONS, INC. /MO/.