Charter Communications (CHTR) Earnings Date & Reports

Charter reported total revenue of $13.6 billion for the first quarter ended March 31, 2026, down 1.0% from $13.7 billion in Q1 2025. This was roughly in line with analyst expectations around $13.57 billion. Residential revenue dropped 2.7% to $10.5 billion, driven by lower video revenue (down 9.2%) and internet revenue (down 1.3%), partially offset by mobile service revenue up 15.1% to $1.1 billion.

Adjusted EBITDA declined 2.2% to $5.6 billion from $5.8 billion, with the margin contracting to 41.5%. Net income attributable to shareholders was just under $1.2 billion, while EPS of $9.17 missed forecasts.

Operationally, residential internet customers totaled 29.6 million, down 120,000 year-over-year, accelerating from prior trends amid high competition. Video customers fell 60,000 to 12.5 million, an improvement from steeper prior losses. Mobile lines reached 12.1 million, up significantly year-over-year. Capital expenditures rose to $2.9 billion, reflecting network evolution and line extensions.

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Market Reaction and Investor Sentiment

CHTR shares plunged 25.5% on April 24, 2026, closing around $180 after opening near $233, marking the largest single-day drop in company history. The sell-off was triggered by deeper-than-expected broadband subscriber losses and the EPS miss, overshadowing revenue stability and mobile growth. Sentiment turned cautious, with concerns over competitive pressures in internet services dominating discussions.

Forward Outlook and Key Factors to Monitor

Charter reaffirmed full-year 2026 capital expenditures at approximately $11.4 billion, focused on network evolution, line extensions, and core infrastructure upgrades. This investment aims to bolster network capacity amid rising data usage—averaging 850 GB per household monthly—and support advanced WiFi services now in nearly 18 million homes.

Investors should track quarterly customer trends, particularly residential broadband retention, as competition from fiber and wireless intensifies. Mobile line additions remain a bright spot, with 8.8% data offload to Charter's network indicating improving economics. Video declines may continue but at a slower pace with packaging adjustments.

Free cash flow generation, at $1.4 billion in Q1 despite higher capex, supports share repurchases—4.3 million shares bought for $963 million. Broader factors include programming cost trends, rural expansion (89,000 subsidized passings activated), and macroeconomic influences on consumer spending. Upcoming catalysts include Q2 results and progress on network initiatives.

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