Key Takeaways Charter Communications reported Q4 EPS of $10.34, missing estimates, while revenues declined 2.3% Y/Y.CHTR revenue pressure came from lower video and political ads, partly offset by mobile and Internet growth.Charter Communications saw ad sales drop on politics, while costs fell 3.1% in Q4.Charter Communications (CHTR) has reported fourth-quarter 2025 earnings of $10.34 per share, which missed the Zacks Consensus Estimate by 0.6%. The reported figure increased 2.4% year over year.Revenues of $ ...

Charter shares jumped as much as 12% in early trading Friday after the company reported a rare uptick in video subscribers and fewer broadband losses than expected in the October-to-December quarter. In the quarter ended December 31, Charter added 44,000 video customers, compared with a loss of 123,000 in the year-earlier quarter. It ended the year with 12.6 million video customers, making it the No. 1 pay-TV operator in the U.S. Internet subscriber levels dipped by 119,000, which was better than analysts ...

U.S. stocks were lower, with the Dow Jones index falling more than 300 points on Friday.Shares of Charter Communications Inc (NASDAQ:CHTR) rose sharply during Thursday's session after the company reported better-than-expected fourth-quarter EPS results.The company clocked a quarterly revenue decline of 2.3% year-on-year to $13.60 billion, missing the analyst consensus estimate of $13.74 billion. EPS of $10.34 topped the analyst consensus estimate of $9.90.Charter Communications shares jumped 10.6% to $211.7 ...

Shares of Charter Communications ( CHTR ) have been a terrible performer over the past year, losing nearly half of their value. Concerns about degradation of the broadband business, combined with its debt load, are the primary challengeOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!A ...

Guarantees: Charter said it will begin guaranteeing $1,000 of savings per year for customers who take internet and two mobile lines. If Charter cannot meet that savings compared with “the big three telco carriers,” it will credit the difference on the bill during the first year.New “Invincible Wi-Fi” product: Charter plans to launch Invincible Wi-Fi in February, describing it as a “market-first” bundle combining Wi-Fi 7, battery backup, and backup 5G service that seamlessly switches on the same SSID during ...

Charter Communications (NasdaqGS:CHTR) Q4 2025 Earnings call January 30, 2026 08:30 AM ET Company ParticipantsChris Winfrey - President and CEOJessica Fischer - CFOJessica Reif Ehrlich - Managing DirectorStefan Anninger - SVP of Investor RelationsVikash Harlalka - Director of US Communications Services TeamConference Call ParticipantsFrank Louthan - Managing Director and Senior Telecommunications AnalystMichael Ng - Equity Research AnalystMichael Rollins - Managing Director and an Equity Research AnalystSte ...

Charter Communications (NasdaqGS:CHTR) Q4 2025 Earnings call January 30, 2026 08:30 AM ET Company ParticipantsChris Winfrey - President and CEOJessica Fischer - CFOJessica Reif Ehrlich - Managing DirectorMichael Ng - Equity research analystStefan Anninger - SVP of Investor RelationsVikash Harlalka - Director of US Communications Services TeamConference Call ParticipantsFrank Louthan - Managing Director and Senior Telecommunications AnalystMichael Rollins - Managing Director and an Equity Research AnalystSte ...

Financial Data and Key Metrics Changes - In 2025, revenue decreased by approximately 0.5% year-over-year, while EBITDA grew by about 0.5% [4] - For Q4 2025, consolidated revenue declined by 2.3% year-over-year and down 0.4% when excluding advertising revenue and programmer app allocation [25] - Adjusted EBITDA for Q4 declined by 1.2% year-over-year, while for the full year 2025, EBITDA grew by 0.6% [27] Business Line Data and Key Metrics Changes - Internet customer losses improved year-over-year, with a loss of 119,000 internet customers in Q4, better than the previous year [20] - Mobile lines increased by 428,000, marking a 19% growth, with the company remaining the fastest-growing mobile provider in the U.S. [4] - Video customers grew by 44,000 in Q4, a significant improvement from a loss of 123,000 in Q4 2024, driven by lower churn and new pricing strategies [21] Market Data and Key Metrics Changes - The operating environment for internet sales reflected low move rates and increased competition from mobile and fiber providers, leading to slightly lower internet sales year-over-year [5] - Advertising revenue in Q4 declined by 26%, primarily due to reduced political advertising [24] - Total commercial revenue grew by 0.3% year-over-year, with mid-market and large business revenue growth of 2.6% [24] Company Strategy and Development Direction - The company aims to enhance its competitive position by clearly communicating its superior value and utility while providing high-quality service [6] - Plans to complete rural build-out in 2026, adding over 1.7 million new subsidized rural passings [6] - The company is focused on becoming America's connectivity company, with a strategy to expand its footprint and improve service offerings post-Cox acquisition [14] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the competitive landscape and emphasized the importance of regaining positive net additions in a challenging environment [5] - The company expects slight EBITDA growth in 2026, despite headwinds from broadband subscriber declines [58] - Management is optimistic about the long-term growth trajectory driven by investments in technology and customer service improvements [16] Other Important Information - Capital expenditures for 2025 totaled $11.66 billion, with expectations for a decline in capital expenditures in subsequent years [28] - The company plans to reduce its leverage target to the low end of a new 3.5-3.75 times range post-Cox transaction [32] - Free cash flow for Q4 totaled $773 million, with expectations for significant growth in free cash flow in the coming years [30] Q&A Session Summary Question: Wireless agreement details and impact on strategy - Management confirmed the modernization of the long-term MVNO agreement with Verizon, supporting profitable growth for both companies [39] Question: Market position of Spectrum Mobile - Management indicated that the converged strategy is effective, with increasing brand awareness and customer perception of value [46] Question: Market share trends against fiber operators - Management stated that they have successfully competed against fiber operators for years, maintaining greater penetration even in mature fiber markets [55] Question: Sustainability of video subscriber gains - Management clarified that the goal is not merely to gain video subscribers but to support broadband acquisition and retention [63] Question: Operating expense growth and investment opportunities - Management emphasized the balance between maintaining EBITDA growth and investing in new opportunities, leveraging previous investments for efficiency [78] Question: Pricing strategy for services - Management discussed the introduction of new pricing and packaging in September 2024, which has allowed for lower promotional prices while maintaining ARPU [85]

Charter Communications, Inc. (NASDAQ:CHTR) ranks among the most promising QQQ stocks according to hedge funds. On January 26, KeyBanc reiterated its Sector Weight rating on Charter Communications, Inc. (NASDAQ:CHTR), citing caution in anticipation of the company’s Q4 2025 results, which are due on January 30. The bank predicts a deteriorating broadband competition climate in 2026, with fiber-to-the-home (FTTH) construction speeding throughout the telecommunications sector, potentially jeopardizing Charter’ ...

Charter Communications reported a smaller-than-expected decline in broadband subscribers for the fourth quarter on Friday, helped by its internet offerings that can be bundled with high-speed mobile... ...