Charter Communications First Quarter 2025 Results April 25, 2025 Cautionary Statement Regarding Forward-Looking Statements This quarterly presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, our plans, strategies and prospects, both business and financial. Although we believe that our plans, intentions and expectations as reflected in or ...

Charter Communications (CHTR) came out with quarterly earnings of $8.42 per share, missing the Zacks Consensus Estimate of $8.53 per share. This compares to earnings of $7.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.29%. A quarter ago, it was expected that this cable provider would post earnings of $9.54 per share when it actually produced earnings of $10.10, delivering a surprise of 5.87%.Over the last four quarters ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________ FORM 10-Q ______________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number: 001-33664 Charter Communications, Inc. (Exact name of registrant as specified in its charter) | Delaw ...

Stamford, Connecticut - April 25, 2025 - Charter Communications, Inc. (along with its subsidiaries, the "Company" or "Charter"), which operates the Spectrum brand, today reported financial and operating results for the three months ended March 31, 2025. "We continue to execute on our long-held strategy of delivering the best network and products, at the best value, combined with unmatched service," said Chris Winfrey, President and CEO of Charter. "That strategy is working, as evidenced by our first quarter ...

STAMFORD, Conn., April 25, 2025 /PRNewswire/ -- Charter Communications, Inc. (along with its subsidiaries, the "Company" or "Charter"), which operates the Spectrum brand, today reported financial and operating results for the three months ended March 31, 2025. First quarter total Internet customers decreased by 60,000. As of March 31, 2025, Charter served 30.0 million Internet customers. First quarter total mobile lines increased by 514,000. As of March 31, 2025, Charter served 10.4 million mobile lines. A ...

Group 1 - Charter Communications is set to release its Q1 earnings results on April 25, with expected earnings of $8.37 per share, an increase from $7.55 per share in the same period last year [1] - The company projects quarterly revenue of $13.67 billion, slightly down from $13.68 billion a year earlier [1] - Charter and Comcast have launched satellite connectivity for mobile devices on March 20 [2] Group 2 - Charter Communications shares experienced a decline of 0.7%, closing at $335.33 [2] - Recent analyst ratings include Wells Fargo maintaining an Equal-Weight rating with a price target cut from $400 to $380 [6] - Citigroup reinstated a Buy rating with a price target of $425, while Barclays maintained an Underweight rating and raised the price target from $315 to $320 [6]

Core Insights - The cable industry is increasingly focusing on mobile services as a significant growth opportunity, transitioning from traditional broadband offerings to include wireless services [1][2][3] - Mobile services have become a financial driver for cable companies, with substantial growth in customer numbers, particularly for Charter and Comcast [4][11] - Despite the growth in mobile, stock prices for these companies have not reflected this success, as investors remain focused on broadband challenges [6][7] Industry Dynamics - Cable companies like Comcast and Charter have shifted their strategies to prioritize mobile offerings, responding to stagnation in broadband customer growth [5][13] - The mobile segment is seen as a complementary business to broadband, with higher margins in broadband helping to subsidize mobile services [18][21] - Competitive pricing has attracted customers to cable mobile services, often significantly lower than traditional wireless plans [6][20] Customer Trends - A significant portion of new mobile customers for cable companies comes from existing broadband subscribers, enhancing customer retention [15] - Bundling mobile with broadband services is appealing to consumers, with a survey indicating that 25% of Americans are likely to subscribe to such bundles [16] - Altice USA has adopted a unique approach by offering mobile plans to non-broadband customers, aiming for 1 million mobile customers by 2027 [17] Competitive Landscape - Cable companies are competing in a market dominated by major players like Verizon, AT&T, and T-Mobile, which have over 100 million wireless customers [12] - The mobile market is approximately double the size of the broadband market, presenting a significant opportunity for cable operators [8] - Telecommunications leaders acknowledge the encroachment of cable companies but express confidence in their ability to retain customers [23][24]

Analysts on Wall Street project that Charter Communications (CHTR) will announce quarterly earnings of $8.53 per share in its forthcoming report, representing an increase of 13% year over year. Revenues are projected to reach $13.66 billion, declining 0.1% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 0.3% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates duri ...

Core Viewpoint - Charter Communications, Inc. (NASDAQ: CHTR) is a cable and satellite provider in the communications services sector, with earnings announcement expected on April 25, 2025 [1] Company Summary - CHTR is preparing to announce its earnings pre-market on April 25, 2025 [1] - The company operates within the communications services sector, focusing on cable and satellite provision [1] Investor Insights - Individual investors nearing retirement are looking to build financial assets for a fulfilling retirement, indicating a trend towards strategic trading [1] - There is an interest in both long and short trading strategies, including the use of inverse ETFs to capitalize on market declines [1] - The focus on developing winning trades and learning from feedback suggests a proactive approach to investment [1]

Group 1: Market Overview - President Trump's tariffs have caused market volatility, leading to investor panic regarding economic transition, slower growth, and potential recession or stagflation [1] - Calm investors with long-term horizons may find attractive buying opportunities during such turbulent times [1] Group 2: Delta Airlines - Delta Airlines has seen a significant decline, with its stock down 39% in 2025 [3] - The company has reduced its first-quarter revenue and earnings outlook, projecting revenue growth of no more than 5% year-over-year, down from 6%-8% [4] - Delta's adjusted earnings estimates have been lowered to a midpoint of $0.40, down from $0.85 [4] - The decline in consumer and corporate confidence due to macro uncertainty has negatively impacted demand for domestic travel [5] - Delta stock is currently trading at 5 times forward earnings, presenting a potential buying opportunity as travel demand is expected to rebound [6] Group 3: Charter Communications - Charter Communications, which operates Spectrum, serves over 57 million homes and derives most of its revenue from internet connectivity [7] - The company announced plans to acquire its largest shareholder, Liberty Broadband, in an all-stock deal aimed at simplifying its corporate structure [8] - Charter's stock has only decreased by about 3% this year, indicating relative stability amid market chaos [9] - Analysts at Citigroup have resumed coverage with a buy rating, highlighting Charter's competitive strategies and potential for free cash flow growth, which was $4.3 billion in 2024 [10] Group 4: Citigroup - Citigroup is recovering from challenges faced during the 2008-09 Great Recession, with new CEO Jane Fraser implementing significant changes since 2021 [12] - The bank is divesting its capital-intensive international consumer banking divisions and plans to spin off its profitable Banamex operations into an IPO [13] - Citigroup aims for a 10%-11% return on tangible common equity, with the stock currently trading at about 66% of its tangible book value, indicating potential upside [14] - The bank offers a dividend yield of 3.82%, providing compensation for patient investors [14]