Charter Q4 revenue slightly misses expectations, declines 2.3% yr/yr

Charter Communications

30/01/2026 12:09

Overview

Broadband provider's Q4 revenue slightly missed analyst expectations, declining 2.3% yr/yr

Adjusted EBITDA for Q4 declined 1.2% yr/yr

Company added 428,000 mobile lines in Q4

Outlook

Charter expects full-year 2026 capital expenditures to total approximately $11.4 bln

Company plans to complete network evolution initiative by 2027

Charter to launch Invincible WiFi product in early 2026

Result Drivers

INTERNET CUSTOMER DECLINE - Charter's total Internet customers decreased by 119,000 in Q4, attributed to the end of the FCC's Affordable Connectivity Program in 2024

MOBILE LINE GROWTH - Charter added 428,000 mobile lines in Q4, driven by Spectrum Mobile's competitive offerings

VIDEO CUSTOMER IMPROVEMENT - Video customers increased by 44,000 in Q4, aided by new pricing and packaging strategies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$13.60 bln
$13.73 bln (17 Analysts)
Q4 EPS
$10.34
Q4 Free Cash Flow
$773 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Press Release: ID:nPn5rdpWa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)