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

ReutersJan 30, 2026 12:09 PM


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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

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