NASDAQ$CHTR

Charter Communications Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Charter's Q1 2023 results were announced, demonstrating revenue growth driven by residential, other, and commercial revenues, alongside an increase in total residential and SMB Internet customers and mobile lines.

Charter Communications reported a 3.4% year-over-year increase in revenue, reaching $13.7 billion in Q1 2023. The company saw growth in residential and SMB Internet customers and mobile lines. Net income attributable to Charter shareholders totaled $1.0 billion.

  • Total residential and SMB Internet customers increased by 76,000 in Q1 2023.
  • Total residential and SMB mobile lines increased by 686,000 in Q1 2023.
  • Q1 revenue grew by 3.4% year-over-year, driven by residential, other, and commercial revenue growth.
  • Net income attributable to Charter shareholders totaled $1.0 billion in Q1.

Headline financials

Total Revenue

$13.7B

Previous: $13.2B+3.4%
EPS (adj)

$6.65

Previous: $6.90-3.6%
Residential Customer Relationships

30.0M

Previous: 30.0M-0.1%
Small Business Customer Relationships

2.2M

Previous: 2.2M+2.4%
Residential Internet Customers

28.5M

Previous: 28.3M+0.6%
Small Business Internet Customers

2.0M

Previous: 2.0M+2.9%
Residential Video Customers

14.3M

Previous: 15.1M-5.5%
Small Business Video Customers

646.0K

Previous: 628.0K+2.9%
Residential Voice Customers

7.5M

Previous: 8.5M-11.7%
Small Business Voice Customers

1.3M

Previous: 1.3M+0.2%
Residential Mobile Lines

5.8M

Previous: 3.8M+52.0%
Monthly Residential Revenue per Customer

$120.56

Previous: $113.28+6.4%
Monthly Small Business Revenue per Customer

$164.58

Previous: $163.96+0.4%
Capital Expenditures

-$2.46B

Previous: -$1.86B-32.7%
Free Cash Flow

-$1.44B

Previous: -$654M-120.6%
Net Income

$1.02B

Previous: $1.2B-15.1%
Operating Income

$2.93B

Previous: $2.77B+5.6%
Gross Profit

$13.7B

Previous: $13.2B+3.4%
Cash & Equivalents

$534M

Previous: $2.43B-78.0%
Total Assets

$145B

Previous: $144B+0.6%
Stock-Based Comp

$208M

Previous: $147M+41.5%

Revenue & EPS history

Charter · Revenue · Quarterly

$13.7B

Q1 2023+3.4%vs Q1 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Charter · $13.7B total across 8 segments · Q1 2023

  • Internet
    $5.72B+4.9%
  • Video
    $4.25B-2.1%
  • Small business
    $1.09B+3.0%
  • Other
    $683M+213.3%
  • Mid-market & large business
    $682M+3.2%
  • Mobile service
    $497M-28.0%
  • Voice
    $373M-4.6%
  • Advertising sales
    $355M-7.3%

Forward guidance

Charter expects full year 2023 capital expenditures, excluding line extensions, to be between $6.5 billion and $6.8 billion. Charter expects 2023 line extensions capital expenditures to be approximately $4 billion.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.3%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+2.4%

Avg return

30 days after

58%

38 / 65 earnings

Positive

+19.7%

Q2 2024

Best reaction

-20.6%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%-34.4%-40.0%
Q4 2025+9.1%+17.1%+22.5%
Q3 2025-3.8%-2.5%-13.3%
Q2 2025-2.2%-0.7%-2.1%
Q1 2025+11.4%+16.9%+21.2%
Q4 2024+2.6%+2.5%+8.0%
Q3 2024+14.7%+24.5%+21.2%
Q2 2024+19.7%+20.5%+10.6%
Q1 2024+0.3%+0.2%+4.8%
Q4 2023-20.6%-25.8%-23.3%
Q3 2023-5.3%-1.3%-1.4%
Q2 2023+1.0%+4.5%+3.9%
Q1 2023+6.9%+4.1%-3.6%
Q4 2022-4.7%-2.9%-8.7%
Q3 2022+3.5%-2.3%+9.8%
Q2 2022-2.1%+3.8%-2.3%
Q1 2022-6.3%-2.8%+10.5%
Q4 2021+5.8%+7.0%+7.2%
Q3 2021-4.9%-1.9%-4.7%
Q2 2021+5.1%+7.9%+13.1%
Q1 2021+1.1%+0.6%+3.7%
Q4 2020-8.5%-6.9%-6.3%
Q3 2020+2.2%+10.2%+11.6%
Q2 2020+4.7%+6.2%+9.3%
Q1 2020+4.1%+1.8%+9.8%
Q4 2019+7.9%+5.9%+0.0%
Q3 2019+7.4%+7.7%+7.7%
Q2 2019-2.9%-5.0%-4.9%
Q1 2019+0.0%+1.8%+2.2%
Q4 2018+17.6%+17.5%+19.5%
Q3 2018-4.4%+1.8%-1.7%
Q2 2018+2.6%+3.3%+5.2%
Q1 2018-9.0%-7.8%-9.4%
Q4 2017+0.4%-2.1%-10.4%
Q3 2017-7.3%-3.1%-4.6%
Q2 2017+6.2%+11.1%+11.5%
Q1 2017-5.7%-2.7%+0.7%
Q4 2016+0.4%-0.0%+0.2%
Q3 2016-1.1%+3.7%+5.4%
Q2 2016+7.3%+9.2%+13.4%
Q1 2016+2.8%
Q4 2015-4.5%
Q3 2015+3.7%
Q2 2015+0.7%
Q1 2015+0.2%
Q4 2014+6.3%
Q3 2014+4.7%
Q2 2014-5.9%
Q1 2014+5.5%
Q4 2013-6.3%
Q3 2013-5.0%
Q2 2013-0.4%
Q1 2013+4.8%
Q4 2012+8.1%
Q3 2012-4.8%
Q2 2012-2.0%
Q1 2012+8.6%
Q4 2011+0.2%
Q3 2011+4.9%
Q2 2011-3.6%
Q1 2010-1.8%
Q1 2011-1.8%
Q4 2010+6.7%
Q3 2010+10.0%
Q2 2010+0.0%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro