CHTR
Charter Communications, Inc.211.29
+1.77+0.85%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Mobile offload hits 90%; fiber limited.
Q&A provided fresh details on an amended long-term Verizon MVNO deal supporting 89-90% offload rates and opportunistic CBRS rollout, while management stressed Spectrum Mobile's brand still needs marketing push to highlight seamless gig speeds despite subsidies. Fiber overbuilds limit penetration by a few points, with Charter holding higher shares; rivals won't hit ROI soon. Video isn't about net adds—it's broadband glue, volatile at best. EBITDA may top 1% ex-political via mobile ARPU bottoming and efficiencies. Pricing migration hits 60% footprint without ARPU collapse. Fiber pressure persists. Watch mobile awareness build.
Key Stats
Market Cap
28.86BP/E (TTM)
5.86Basic EPS (TTM)
36.07Dividend Yield
0%Recent Filings
8-K
Charter hires Jeffery as COO
Charter named Nick Jeffery COO effective September 1, 2026, tapping his telecom turnaround chops from Frontier and Vodafone. He'll helm marketing, sales, field, and customer ops across Spectrum's 41-state footprint. Package: $1.5M base, 225% target bonus, $20M options, $500K RSUs. Heavy hitter incoming.
8-K
Q4 revenue falls 2.3%
10-K
FY2025 results
Charter's FY2025 revenues dipped 0.6% to $54.8B amid customer declines, yet Adjusted EBITDA edged up 0.6% to $22.7B as mobile lines surged 22% to $3.8B, outpacing costs. Residential relationships fell to 29.6M, Internet customers to 27.6M (-393K y/y), video to 12.1M (-255K y/y), but mobile hit 11.4M lines. Q4 revisions captured all mobile lines, spotlighting connectivity momentum with 30.6M total customers. Debt stands at $94.6B; $3.8B share buybacks trimmed shares. Mobile accelerates. Cox and Liberty deals pend regulatory nods. Intense competition threatens retention.
8-K
Board appoints independent director
Charter Communications appointed Wade Davis to its Board on January 27, 2026, filling the vacancy from David Merritt's retirement the prior day. Davis, deemed independent under Nasdaq rules, received a prorated $120,000 cash retainer and $52,398 in restricted stock vesting at the 2026 annual meeting. No committee assignments yet. Standard director pay applies.
8-K
Charter renews Ray's exec pact
Charter locked in EVP and Chief Commercial Officer Adam Ray with a new employment agreement dated January 16, 2026, effective January 19 through 2028. It guarantees $750,000 base, 160% target bonus, $4.25M annual equity from 2027, and a $500,000 top-up grant vesting in three years—plus 2x severance on qualifying exit. Retention secured. Yet covenants bind him tight for two years post-term.
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