NASDAQ$CHTR

Charter Communications Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Charter reported Q1 2025 revenues of $13.7B with net income attributable to Charter shareholders of $1.22B and diluted EPS of $8.42.

Revenues were $13.7 billion for the quarter ended March 31, 2025, up modestly year over year on mobile lines and average revenue per customer, partly offset by lower video customers. Net income attributable to Charter shareholders was $1.22 billion, or $8.42 per diluted share, versus $1.11 billion and $7.55 a year ago.

  • Q1 revenues $13.7B (+0.4% YoY).
  • Net income to Charter shareholders $1.22B; diluted EPS $8.42.
  • Mobile and connectivity growth offset video subscriber pressure.
  • Interest expense and capital returns remain key capital-allocation themes.

Headline financials

Total Revenue

$13.7B

Previous: $13.7B+0.4%
EPS (adj)

$8.42

Previous: $7.55+11.5%
Residential Customer Relationships

29.2M

Previous: 29.8M-2.1%
Small Business Customer Relationships

2.2M

Previous: 2.2M-0.5%
Residential Internet Customers

28.0M

Previous: 28.5M-1.7%
Small Business Internet Customers

2.0M

Previous: 2.0M-0.1%
Residential Video Customers

12.2M

Previous: 13.1M-7.3%
Small Business Video Customers

551.0K

Previous: 606.0K-9.1%
Residential Voice Customers

5.4M

Previous: 6.4M-16.6%
Small Business Voice Customers

1.2M

Previous: 1.3M-4.2%
Residential Mobile Lines

10.1M

Previous: 8.0M+25.9%
Monthly Residential Revenue per Customer

$123.06

Previous: $120.48+2.1%
Monthly Small Business Revenue per Customer

$163.68

Previous: $163.44+0.1%
Capital Expenditures

-$2.4B

Previous: -$2.79B+14.0%
Net Income

$1.41B

Previous: $1.11B+27.4%
Operating Income

$3.24B

Previous: $3.13B+3.4%
Gross Profit

$6.38B

Previous: $13.7B-53.4%

Revenue & EPS history

Charter · Revenue · Quarterly

$13.7B

Q1 2025+0.4%vs Q1 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Charter · $13.6B total across 8 segments · Q3 2023

  • Internet
    $5.78B+3.7%
  • Video
    $4B-8.6%
  • Small business
    $1.09B+0.3%
  • Mid-market & large business
    $698M+3.7%
  • Other
    $677M+203.6%
  • Mobile service
    $581M-22.5%
  • Advertising sales
    $384M-20.2%
  • Voice
    $379M-3.1%

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Execution on core metrics cited in MD&A.
  • Balance sheet liquidity and covenant headroom.
  • Strategic investments supporting long-term growth.

Headwinds

  • Macro demand and input-cost volatility.
  • Regulatory or competitive pressures.
  • One-time items affecting GAAP comparability.

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 2025

Historical avgQ1 2025

+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%

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