Shares of Charter Communications, Inc. (NASDAQ: CHTR ) plunged over 15% on Friday after the company reported weaker quarterly results , which intensified concerns about cord-cutting and even broadband losses. With this drop, sharesOver 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!Analys ...

Core Insights - Charter Communications reported revenue of $13.77 billion for the quarter ended June 2025, reflecting a year-over-year increase of 0.6% and a slight revenue surprise of +0.08% over the Zacks Consensus Estimate of $13.76 billion [1] - The company's EPS for the quarter was $9.18, up from $8.49 in the same quarter last year, although it fell short of the consensus estimate of $10.05, resulting in an EPS surprise of -8.66% [1] Financial Performance Metrics - Charter's stock has returned -3.6% over the past month, contrasting with the Zacks S&P 500 composite's +4.6% change, and currently holds a Zacks Rank 3 (Hold) [3] - Internet total net losses were -117 thousand, worse than the estimated -94.54 thousand [4] - Video total net losses were -80 thousand, outperforming the estimate of -232.57 thousand [4] - Residential phone/voice net losses were -211 thousand, compared to the average estimate of -243.2 thousand [4] Revenue Breakdown - Residential total revenues were $10.72 billion, slightly below the average estimate of $10.79 billion, representing a year-over-year decline of -0.4% [4] - Residential internet revenues reached $5.97 billion, exceeding the estimate of $5.91 billion, with a year-over-year increase of +2.8% [4] - Residential mobile service revenues were $921 million, below the estimate of $969.73 million, but showed a significant year-over-year increase of +25% [4] - Residential video revenues were $3.48 billion, falling short of the $3.58 billion estimate, reflecting a year-over-year decline of -9.9% [4] - Revenues from other sources totaled $839 million, surpassing the estimate of $774.31 million, with a year-over-year increase of +18.8% [4] - Residential voice revenues were $346 million, slightly above the estimate of $332.61 million, showing a year-over-year decline of -1.1% [4] - Commercial total revenues were $1.84 billion, matching the average estimate, with a year-over-year increase of +0.8% [4] - Advertising sales revenues were $371 million, exceeding the estimate of $351.44 million, but reflecting a year-over-year decline of -6.6% [4]

Charter Communications (CHTR) Q2 2025 Earnings Call July 25, 2025 08:30 AM ET Company ParticipantsStefan Anninger - SVP - IRChris Winfrey - President, CEO & DirectorJessica Fischer - Chief Financial OfficerJessica Ehrlich - Managing DirectorConference Call ParticipantsCraig Moffett - Partner & Senior AnalystJohn Hodulik - Telecom & Cable AnalystPeter Supino - MD & Senior Analyst - Media & Entertainment, Cable & TelecomSebastiano Petti - Senior Research AnalystBryan Kraft - Lead Equity Research Analyst - Med ...

Charter Communications (CHTR) Q2 2025 Earnings Call July 25, 2025 08:30 AM ET Speaker0Hello and welcome to Charter Communications Second Quarter twenty twenty five Investor Conference Call. We ask that you please hold all questions until the completion of the formal remarks, at which time you will be given instructions for the question and answer session. Also as a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time. I will now turn the call over to ...

Charter Communications Second Quarter 2025 Results July 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 ...

STAMFORD, Conn., July 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 and six months ended June 30, 2025. Second quarter total Internet customers decreased by 117,000. As of June 30, 2025, Charter served 29.9 million Internet customers. Second quarter total mobile lines increased by 500,000. As of June 30, 2025, Charter served 10.9 million mobile li ...

Earnings Report - Charter Communications is set to release its second-quarter earnings results on July 25, with expected earnings of $9.78 per share, an increase from $8.49 per share in the same period last year [1] - The company projects quarterly revenue of $13.76 billion, slightly up from $13.69 billion a year earlier [1] Recent Developments - On July 22, Charter and Comcast announced a partnership to utilize T-Mobile 5G for their wireless business customers [2] - Following this announcement, Charter Communications shares fell by 4.6%, closing at $380.00 [2] Analyst Ratings - UBS analyst John Hodulik maintained a Neutral rating and raised the price target from $400 to $425 [4] - Loop Capital analyst Alan Gould upgraded the stock from Hold to Buy, increasing the price target from $430 to $510 [4] - Citigroup analyst Michael Rollins maintained a Buy rating and raised the price target from $425 to $445 [4] - Wells Fargo analyst Steven Cahall maintained an Equal-Weight rating and increased the price target from $380 to $400 [4] - Morgan Stanley analyst Benjamin Swinburne maintained an Equal-Weight rating and raised the price target from $385 to $415 [4]

Core Viewpoint - AMC Networks Inc. has announced the early results of its cash tender offer to purchase outstanding 4.25% Senior Notes due 2029, increasing the maximum aggregate principal amount from $450 million to $600 million [1][5][10] Group 1: Offer Details - The Offer to Purchase was dated June 17, 2025, and the Company reserves the right to amend, extend, or terminate the Offer [2] - As of the Early Tender Date, the aggregate principal amount of Notes validly tendered was $614,437,000, with a proration factor of 97.7% [3][5] - The Total Consideration for the Notes is $815 per $1,000 principal amount, which includes an Early Tender Premium of $50 [6] Group 2: Tender Process - The Withdrawal Deadline for the tendered Notes expired on July 1, 2025, at 5:00 p.m. New York City time, meaning tendered Notes cannot be withdrawn [7] - The Offer is scheduled to expire on July 17, 2025, but the Company does not expect to accept any Notes tendered after the Early Tender Date due to the exceeded Maximum Tender Amount [8] Group 3: Financial Context - The Offer is conditioned upon the Company raising net proceeds of $400 million from a concurrent offering of senior secured notes due 2032 [10] - AMC Networks operates various streaming services and cable networks, indicating a diversified portfolio that supports its financial activities [13]

Core Viewpoint - Charter Communications has classified a recent attack on its network as "an act of domestic terrorism," emphasizing the need for stronger legislation to protect critical infrastructure and first responders [1][4]. Group 1: Incident Details - The attack on June 15 involved the severing of 13 cables, affecting over 2,600 individual fibers [2]. - Emergency services, including a U.S. military base, 911 communication services, and local fire and police departments, were impacted, along with financial institutions, healthcare facilities, and educational institutions [2]. - More than 50,000 residential customers and over 500 business customers experienced service outages lasting up to 30 hours [3]. Group 2: Industry Impact - Between June and December 2024, there were nearly 6,000 intentional attacks on critical communications infrastructure, compromising access for over 1.5 million customers [3]. - The CEO of Charter Communications highlighted that these attacks pose a significant threat to American families and businesses, calling for them to be classified as felonies [4]. - Local officials have noted that such attacks threaten national security and impose financial burdens on taxpayers and local governments [4]. Group 3: Response and Measures - Charter's Spectrum services unit is offering a reward of up to $25,000 for information leading to arrests related to these attacks [4].

Group 1 - Charter Communications, Inc. will host a webcast on July 25, 2025, at 8:30 a.m. ET to discuss financial and operating results for the quarter ended June 30, 2025 [1] - A press release reporting the financial results will be issued at 7:00 a.m. ET on the same day [1] - The webcast will be accessible live via the Company's investor relations website and will be archived approximately two hours after completion [2] Group 2 - Charter Communications is a leading broadband connectivity company and cable operator, serving over 57 million homes and businesses in 41 states through its Spectrum brand [3] - The Company offers a full range of residential and business services, including Spectrum Internet®, TV, Mobile, and Voice, supported by a 100% U.S.-based workforce [3]