)
Charter Communications (CHTR) investor relations material
Charter Communications Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY25 revenue declined 0.6% to $54.8B, while adjusted EBITDA grew 0.6% to $22.7B and capital expenditures increased 3.5% to $11.7B.
Mobile lines grew 19% year-over-year to 11.8M, with nearly 2 million added in 2025, maintaining the fastest growth among U.S. providers.
Video customer base grew in Q4 by 44,000, reversing prior losses, while internet customers declined by 119,000, an improvement over the prior year.
Net income attributable to shareholders was $1.3B in Q4 and $5.0B for FY25.
Significant investments in network upgrades, rural expansion, and product innovation, including Invincible Wi-Fi and new video packaging.
Financial highlights
Q4 revenue was $13.6B, down 2.3% year-over-year; full-year revenue was $54.8B, down 0.6%.
Adjusted EBITDA for Q4 was $5.7B, down 1.2% year-over-year; full-year Adjusted EBITDA rose 0.6% to $22.7B.
Free cash flow for Q4 was $773M, down $211M year-over-year; full-year free cash flow was $5.0B, up from $4.3B.
Q4 capital expenditures totaled $3.3B, up 8.9% year-over-year; full-year CapEx was $11.7B.
Net leverage at year-end was 4.15x (4.21x pro forma for Liberty Broadband transaction).
Outlook and guidance
2026 capital expenditures are expected to be approximately $11.4B, with CapEx to decline significantly after 2026 and normalize at $7.5–$8B by 2028.
Capital intensity is expected to return to 13%-14% of revenue by 2028.
Free cash flow is projected to increase as CapEx declines.
Target leverage moving to 3.5x–3.75x post-Cox transaction, aiming for the lower end within three years.
Focus for 2026 is on product utility, value, and high-quality service to drive sustainable long-term growth.
- TimeTickerHeadlineOpen
- 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next Charter Communications earnings date
Next Charter Communications earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
A US-based Cable TV Provider
Charter Communications is a broadband connectivity company and cable operator serving millions of customers across the US. Headquartered in Stamford, Connecticut, it offers a suite of services under the brand name Spectrum, including high-speed internet, cable television, and telephone services. Founded in 1993, Charter has grown through a series of mergers and acquisitions, including significant deals with Time Warner Cable and Bright House Networks in 2016. Today, Charter is one of the largest providers of cable television services in the USA.
Providing Cable TV
Charter Communications, through its Spectrum brand, offers an array of cable television services to meet varied customer preferences. Spectrum TV provides a wide selection of channels, including local networks, popular entertainment, news, and sports channels. Customers can choose from several package options, each offering a different number of channels to cater to different viewing preferences. Additionally, Spectrum TV also provides features like On-Demand programming and the ability to stream live TV from various devices using the Spectrum TV App.
Not Just TV
Beyond its cable television offerings, Charter Communications provides several other services under the Spectrum brand. Its Spectrum Internet service delivers high-speed connectivity with various packages for customers to choose from. The packages in question are designed to meet various customer wants, regardless of whether a customer simply wants WiFi in their home or if they’re looking for more bandwidth-intensive activities such as streaming and online gaming. Additionally, Spectrum Voice offers landline telephone services, featuring local and long-distance calling within the US.
The Offerings for Businesses
Like many of its competitors, such as Comcast and AT&T, Charter also provides various services for businesses of all sizes. These include high-speed business internet with customizable speed options in order to provide the best service for the customers in question. Their packages for businesses also include phone services with advanced calling features, and TV packages commonly used in waiting rooms and similar settings.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)