Charter Communications (CHTR)
NASDAQ:CHTR
Want to see CHTR full AI Analyst Report?
Earnings Data
Report Date
Jul 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
10.16Last Year’s EPS
9.18Same Quarter Last Year
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call outlined solid operational and strategic positives—most notably rapid mobile growth, dramatic improvement in video losses, product/network investments, rural expansion, and upgraded Cox synergy expectations—while acknowledging notable near-term headwinds: Internet customer losses, modest revenue and EBITDA declines, elevated near-term CapEx and higher device/service costs, and competitive pressure from fixed wireless and telco subsidies. Management emphasized confidence in longer-term growth driven by network advantages, product improvements, and the Cox acquisition, but financials show short-term pressure. Overall, the positives and negatives are roughly balanced, reflecting cautious optimism but near-term execution and competitive challenges.Company Guidance
Spectrum Mobile Strong Growth
Spectrum Mobile reached over 12 million lines, adding ~370,000 lines in the quarter and ~1.8 million lines over the last 12 months (growth >17%), with product features like Anytime Upgrade and competitive pricing driving adoption.
Meaningful Improvement in Video Losses
Video customer losses improved materially to a 60,000 decline in 1Q26 versus a 181,000 loss in 1Q25 (loss in 1Q26 is less than one-third of prior year), driven by pricing/packaging changes and streaming app inclusion.
Residential Connectivity and Product Adoption
Residential connectivity revenue grew 0.9% year-over-year; over 50% of expanded basic video customers activated at least one included streaming app (activated customers take nearly four apps on average), and churn for activated expanded-basic customers is ~1/3 lower.
Commercial and Other Revenue Growth
Total commercial revenue grew 1.0% YoY (mid-market & large business +2.1%; +2.8% including wholesale). Advertising grew 5.3% (driven by political revenue) and Other revenue rose 14.2% (driven by higher mobile device sales).
Network and Product Innovations
Significant network upgrades underway (targeting ~50% of current spectrum network upgraded to symmetrical and multi-gig by year-end), deployment of remote OLTs, fiber-on-demand/active telemetry, edge/GPU services, and the launch of Invincible WiFi (strong attach/upgrade rates) and other AI tools improving service operations.
Rural and Passings Expansion
Strong subsidized rural growth: 41,000 net customer additions in the quarter; subsidized rural passings grew 89,000 in 1Q and 483,000 over the last 12 months, supporting future penetration opportunities.
Cox Transaction Synergies and Scale Opportunity
Cox transaction received most approvals and is expected to deliver at least $800 million of run-rate operating expense synergies (up from prior $500M estimate) with additional upside from procurement and operating model alignment; legacy Cox low mobile/video penetration represents revenue opportunity.
Capital Allocation and Shareholder Returns
Executed $963 million of share repurchases in the quarter (4.3 million shares at average $225). Company plans de-levering (net debt/LTM EBITDA 4.15x; target low end of 3.5–3.75x within three years post-close) while maintaining significant capital returns to shareholders.
CHTR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CHTR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 24, 2026 | $241.78 | $180.13 | -25.50% |
Jan 30, 2026 | $191.52 | $206.12 | +7.62% |
Oct 31, 2025 | $230.92 | $233.84 | +1.26% |
Jul 25, 2025 | $380.00 | $309.75 | -18.49% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Charter Communications (CHTR) report earnings?
Charter Communications (CHTR) is schdueled to report earning on Jul 24, 2026, Before Open (Confirmed).
What is Charter Communications (CHTR) earnings time?
Charter Communications (CHTR) earnings time is at Jul 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CHTR EPS forecast?
CHTR EPS forecast for the fiscal quarter 2026 (Q2) is 10.16.
