Charter Communications (CHTR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 24, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

9.93

Last Year’s EPS

8.42

Same Quarter Last Year

Analyst Consensus

Hold

Based on 12 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Jan 30, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a mixed picture: management highlighted durable strategic advantages (network upgrades, rural build-out, strong mobile offload, video product improvements, and a path to materially lower capex and higher free cash flow) and modest full‑year EBITDA growth, but results were offset by near‑term revenue declines, a Q4 EBITDA decline, continued broadband customer losses and advertising comparability headwinds. Guidance anticipates only slight EBITDA growth in 2026 with a tougher first half, and leverage remains elevated despite a credible delevering plan. Overall, positives around long‑term positioning and product innovation are balanced by meaningful short‑term operational and revenue headwinds.

Company Guidance

Charter guided to slight EBITDA growth in 2026 (excluding transition costs) after full-year 2025 EBITDA grew ~0.6% while Q4 adjusted EBITDA fell 1.2%; consolidated Q4 revenue was down 2% (down 0.4% ex-advertising and programmer app allocation) and 2025 revenue was down about 0.5%. Key financial metrics: 2025 CapEx totaled $11.66B (Q4 $3.3B), 2026 CapEx is expected to be $11.4B with run‑rate CapEx below $8B by 2028 and capital intensity targeting 13–14% of revenue by 2028 (CapEx reduction from $11.7B to < $8B ≈ $28 of FCF/share); Q4 free cash flow was $773M (≈$200M lower YoY); 2025 cash taxes were just under $900M with 2026 cash taxes expected $500–$800M. Balance sheet and capital return guidance: $95B of debt principal, weighted average cost of debt ~5.2%, annualized cash interest ~$4.9B, net debt/LTM adjusted EBITDA ~4.5x (4.21x pro forma Liberty), plan to be at or slightly under 4.25x during Cox pendency and target 3.5–3.75x within three years post-close while maintaining significant shareholder returns. Customer and operational targets: Q4 Internet losses of 119k, Q4 mobile additions of 428k, Q4 video +44k (vs -123k prior year), wireline voice -140k, subsidized rural net adds 46k in Q4 with subsidized rural passings +147k Q4 (+483k LTM) and a 2026 rural passings goal of 450k; product and network actions include upgrading 50% of the footprint to symmetrical multi‑gig by year‑end (remaining 50% in 2027), nearly 90% of Spectrum Mobile traffic on Charter’s network (~89–90% offload), a $1,000 savings guarantee for Internet + two mobile lines (first year), an Invincible Wi‑Fi launch in February, a T‑Mobile MVNO for business in ~6 months, and a potential ~$1B streaming app allocation headwind in 2026.

Full-Year EBITDA Growth

Adjusted EBITDA for full-year 2025 grew by about 0.6% year-over-year, demonstrating underlying profitability expansion despite revenue pressures.

Mobile Momentum and Network Offload

Spectrum added 428,000 mobile lines in Q4 and nearly 90% (around 89%) of Spectrum mobile traffic already offloads to Spectrum’s network, supporting profitability, improved broadband churn and positioning Spectrum as a high-traffic, facilities-based mobile provider.

Video Subscriber Turnaround

Video customers grew by 44,000 in Q4 2025 (versus a loss of 123,000 in Q4 2024) driven by new pricing/packaging, Zumo, and programmer app inclusion; video product described as a strategic 'killer app' for acquisition and retention.

Rural Build-Out and Passings Growth

Company expects to nearly complete rural build-out in 2026 providing ~1,700,000 new subsidized rural passings; Q4 subsidized rural passings grew by 147,000 and by over 483,000 in the past 12 months (above the 450,000 target), with 46,000 net customer additions in subsidized rural footprint in the quarter.

Network Upgrades and Product Innovations

By year-end 2026 ~50% of the network will be upgraded to symmetrical and multi-gig service (remaining upgrades targeted for completion in 2027); new product launches include 'Invincible Wi‑Fi' (Wi‑Fi 7 + 5G + battery backup) and a business MVNO with T‑Mobile, plus partnerships such as Spectrum Front Row (Apple/NBA).

CapEx Peak Passed — Capital Intensity Falling

2025 capital expenditures peaked at $11.66B (slightly above prior expectation); 2026 guidance $11.4B and management expects run‑rate CapEx to decline to below $8B by 2028, targeting capital intensity of ~13–14% of revenue by 2028 (Charter standalone) — implying significant free cash flow upside (management cites ~$28 FCF per share benefit from the capex decline).

Balance Sheet and Capital Return Actions

Ended Q4 with $95B debt principal, weighted average cost of debt ~5.2%, annualized cash interest ~$4.9B; repurchased 2.9M shares for $760M in Q4. Management moved post‑transaction leverage target to low end of 3.5–3.75x (from midpoint of 3.5–4x) with plan to achieve within three years, signaling intent to delever while continuing capital returns.

Charter Communications (CHTR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CHTR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 24, 2026	2026 (Q1)	9.93 / -	8.42	―	―	―
Jan 30, 2026	2025 (Q4)	9.78 / 10.34	10.1	2.38% (+0.24)
Oct 31, 2025	2025 (Q3)	9.23 / 8.34	8.82	-5.44% (-0.48)
Jul 25, 2025	2025 (Q2)	9.58 / 9.18	8.49	8.13% (+0.69)
Apr 25, 2025	2025 (Q1)	8.43 / 8.42	7.55	11.52% (+0.87)
Jan 31, 2025	2024 (Q4)	9.21 / 10.10	7.07	42.86% (+3.03)
Nov 01, 2024	2024 (Q3)	8.61 / 8.82	8.25	6.91% (+0.57)
Jul 26, 2024	2024 (Q2)	7.98 / 8.49	8.05	5.47% (+0.44)
Apr 26, 2024	2024 (Q1)	7.86 / 7.55	6.65	13.53% (+0.90)
Feb 02, 2024	2023 (Q4)	8.76 / 7.07	7.69	-8.06% (-0.62)

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
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%
Apr 25, 2025	$335.33	$373.65	+11.43%

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.