
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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