The earnings call reflected a balanced outlook with significant achievements in mobile growth and political advertising revenue offset by challenges from natural disasters, Internet customer losses, and increased capital expenditures.

Company Guidance

In the Charter Communications Fourth Quarter and Full Year 2024 Investor Call, the company provided guidance for 2025 and beyond, highlighting several key metrics and strategic initiatives. Charter managed to maintain approximately 90% of former Affordable Connectivity Program (ACP) customers, despite the program's end, and added over 2 million Spectrum Mobile lines in 2024, marking it as the fastest-growing mobile provider in the U.S. Revenue grew by 1% and full-year EBITDA by 3.1%, driven by mobile growth, cost efficiency initiatives, and political advertising. The company plans for a peak capital investment year in 2025, with total capital expenditures expected to reach approximately $12 billion, including $4.2 billion for line extension and $1.5 billion for network evolution. Charter's strategy includes leveraging its converged connectivity capabilities, enhancing customer service, and implementing AI to improve operational efficiencies. Looking forward, Charter anticipates improved visibility in the broadband market, with customer growth expected from increased rural passings and the continued expansion of its seamless connectivity and entertainment offerings.

Successful Management of ACP Transition

In 2024, Charter managed the end of the Affordable Connectivity Program, retaining roughly 90% of former ACP customers.

Rapid Growth in Spectrum Mobile

Charter added over 2 million Spectrum Mobile lines in 2024, making it the fastest growing mobile provider in the US.

Revenue and EBITDA Growth

Charter's revenue grew by 1% and full year EBITDA growth accelerated to 3.1%, driven by strong mobile growth and cost efficiency initiatives.

Record Political Advertising Revenue

Fourth quarter advertising revenue grew by 26% due to political revenue growth.

Expansion of Rural Passings

Charter ended the quarter with 813,000 subsidized rural passings, growing by 117,000 in Q4 and nearly 400,000 over the year.

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Charter Communications (IT:1CHTR) 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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IT:1CHTR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2018	2018 (Q2)	- / 1.11	0.501	121.15% (+0.61)	―	―
Oct 26, 2018	2018 (Q3)	- / 2.03	0.183	1010.53% (+1.85)	―	―
Jan 31, 2019	2018 (Q4)	- / 1.24	0.875	41.91% (+0.37)	―	―
Apr 30, 2019	2019 (Q1)	- / 1.07	0.674	58.57% (+0.39)	―	―
Jul 26, 2019	2019 (Q2)	- / 1.34	1.107	20.87% (+0.23)	―	―
Oct 25, 2019	2019 (Q3)	- / 1.68	2.032	-17.54% (-0.36)	―	―
Jan 31, 2020	2019 (Q4)	- / 3.16	1.242	154.26% (+1.92)	―	―
May 01, 2020	2020 (Q1)	- / 1.79	1.069	67.57% (+0.72)	―	―
Jul 31, 2020	2020 (Q2)	- / 3.50	1.338	161.15% (+2.16)	―	―
Oct 30, 2020	2020 (Q3)	- / 3.76	1.675	124.14% (+2.08)	―	―

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

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IT:1CHTR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 31, 2025	€318.10	€331.90	+4.34%
Nov 01, 2024	€304.80	€343.75	+12.78%
Jul 26, 2024	€291.35	€336.20	+15.39%
Apr 26, 2024	€241.15	€237.70	-1.43%

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.

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