Charter Communications, Inc. (CHTR) Earnings
Charter Communications, Inc. is expected to report next earnings on July 24, 2026 (in NaN days), with a consensus EPS estimate of $10.33. CHTR has beaten EPS estimates in 6 of its last 12 reported quarters (average surprise -4.0% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 24, 2026 | $9.96 | $9.17 | -7.9% | $13.6B | +0.3% |
| Jan 30, 2026 | $9.78 | $10.34 | +5.7% | $13.6B | -1.0% |
| Oct 31, 2025 | $9.23 | $8.34 | -9.6% | $13.7B | -0.5% |
| Jul 25, 2025 | $9.58 | $9.18 | -4.2% | $13.8B | +0.0% |
| Apr 25, 2025 | $8.43 | $8.42 | -0.1% | $13.7B | +0.5% |
| Jan 31, 2025 | $9.19 | $10.10 | +9.9% | $13.9B | +0.3% |
| Nov 1, 2024 | $8.62 | $8.82 | +2.3% | $13.8B | +1.0% |
| Jul 26, 2024 | $7.98 | $8.49 | +6.4% | $13.7B | +0.7% |
| Apr 26, 2024 | $7.92 | $7.55 | -4.7% | $13.7B | -0.5% |
| Feb 2, 2024 | $8.73 | $7.07 | -19.0% | $13.7B | +0.1% |
| Oct 27, 2023 | $7.94 | $8.25 | +3.9% | $13.6B | -0.4% |
| Jul 28, 2023 | $7.96 | $8.05 | +1.1% | $13.7B | -1.3% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 24, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Customer satisfaction: Customers are the central focus in decision-making. There's an integrated and detailed approach starting at the highest levels of the organization. Customer focus is not just cultural but core to incentives. Relentless improvement applies to network capability, products, and service, with examples like invincible Wi-Fi and anytime upgrade feature for mobile, and lower service and trouble calls per customer. AI tools are used by service agents to drive higher customer satisfaction. • Advanced network: High-capacity network offers gigabit speeds and low latency everywhere. By the end of this year, about 50% of the current spectrum network will be upgraded to symmetrical and multi-gig service. It is both wired and wireless in 100% of the footprint and has unique enhanced wireless opportunities. • Core operating strategy: Offers great products at the best value with continuously improving service. Delivered by 100% U.S.-based employees 24 by 7 with money-back guarantees. Fueled organic and inorganic growth. • Day-to-day actions: Launched $1,000 savings guarantee, new digital buy flow for online channel, migrating existing basic customers to newer pricing and packaging, over 50% of expanded basic video customers activated included streaming apps, launched Invincible Wi-Fi router.
Guidance
• Expect total 2026 capital expenditures to reach approximately $11.4 billion. • Looking beyond 2026, expect total capital spending in dollar terms to be on a meaningful downward trajectory with run rate capital expenditures below $8 billion per year after evolution and expansion capital initiatives conclude. • Now estimate transaction synergies or run rate operating expense synergies of at least $800 million from the Cox transaction, likely to grow further.
Segment performance
Spectrum Mobile remained the fastest growing mobile provider in its footprint with over 12 million mobile lines, including an increase of 370,000 lines in the quarter and 1.8 million new lines over the last 12 months for growth over 17%. Video customer losses continued to improve year over year with a 60,000 loss, less than a third of last year's first quarter loss. In internet, competition for new customers remained high with a first quarter internet customer loss totaled 120,000. Revenue was down 1% year over year, primarily driven by lower residential video revenue, while residential connectivity revenue grew 0.9% year over year. First quarter EBITDA, excluding transition expenses for the Cox transaction, declined by 1.8%, primarily due to a prior year benefit.
Risks & headwinds
• New competition in the market, including from fixed wireless, satellite, and mobile substitution. • Challenging housing environment affecting internet customer growth. • Regulatory approval challenges, such as still working with the California Public Utilities Commission for the Cox transaction close. • Potential impact of one-time benefits and other expense fluctuations.
Analyst Q&A
Q: Sean Diffley with Morgan Stanley asked about potential for further cable M&A from a regulatory standpoint.
A: Chris said not commenting on specific companies or assets, but likes cable as an investment and would evaluate M&A when available, citing charter's operating strategy benefits.
Q: Craig Moffitt with Moffitt Nathanson asked about moving Cox customers onto Spectrum pricing.
A: Chris said focus on customer ARPU, broadband pricing will be lower with video and mobile to preserve customer ARPU, and B2B capabilities are complementary.
Q: Vikash Harlalka with New Street Research asked about pricing strategy levers and ARPU.
A: Chris said constantly evaluating pricing strategy, and Jessica said ARPU growth for the year will depend on various factors including offer tuning.
Q: John Hodulik with UBS asked about competitive environment.
A: Jessica said top of funnel issue, fixed wireless from AT&T, converged offer promotion, and satellite pressure monitored.
Q: Sebastiano Petti with JP Morgan asked about EBITDA growth and broadband ARPU.
A: Chris said plan to grow EBITDA excluding transition costs, and Jessica said broadband ARPU growth depends on multiple factors.
Q: Steve Cahill with Wells Fargo asked about competitive aggression and churn.
A: Chris said open-minded to offer expression, and talked about jump balls and mover activity impact.