NASDAQ$CHTR

Charter Communications Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Charter's financial and operating results for Q2 2022 were reported, demonstrating revenue growth driven by residential, mobile, and commercial sectors, alongside an increase in net income.

Charter Communications reported a 6.2% year-over-year increase in revenue, reaching $13.6 billion, driven by growth in residential, mobile, and commercial sectors. Net income attributable to Charter shareholders increased by 44.2% to $1.5 billion. The company added 344,000 mobile lines and has a total of 32.1 million residential and SMB customer relationships.

  • Total residential and SMB mobile lines increased by 344,000 in Q2 2022, reaching a total of 4.3 million mobile lines.
  • Total residential and SMB Internet customers decreased by 21,000 in Q2, impacted by the discontinuation of the Emergency Broadband Benefit program.
  • Charter served a total of 32.1 million residential and SMB customer relationships, excluding mobile-only relationships.
  • Q2 revenue grew by 6.2% year-over-year, driven by residential revenue growth of 4.5%, mobile revenue growth of 39.8%, and commercial revenue growth of 4.2%.

Headline financials

Total Revenue

$13.6B

Previous: $12.8B+6.2%
EPS (adj)

$8.80

Previous: $5.29+66.4%
Residential Customer Relationships

29.9M

Previous: 29.7M+1.0%
Small Business Customer Relationships

2.2M

Previous: 2.1M+3.7%
Residential Internet Customers

28.3M

Previous: 27.7M+1.9%
Small Business Internet Customers

2.0M

Previous: 1.9M+4.3%
Residential Video Customers

14.9M

Previous: 15.4M-3.7%
Small Business Video Customers

642.0K

Previous: 592.0K+8.4%
Residential Voice Customers

8.2M

Previous: 9.0M-9.0%
Small Business Voice Customers

1.3M

Previous: 1.3M+2.2%
Residential Mobile Lines

4.1M

Previous: 2.9M+44.8%
Monthly Residential Revenue per Customer

$116.00

Previous: $112.85+2.8%
Monthly Small Business Revenue per Customer

$165.66

Previous: $166.28-0.4%
Capital Expenditures

-$4.05B

Previous: -$3.7B-9.4%
Free Cash Flow

-$2.58B

Previous: -$2.68B+3.8%
Net Income

$1.47B

Previous: $1.02B+44.2%
Operating Income

$3.23B

Previous: $2.58B+25.3%
Gross Profit

$13.6B

Previous: $12.8B+6.2%
Cash & Equivalents

$483M

Previous: $1.71B-71.8%
Total Assets

$143B

Previous: $144B-0.5%
Stock-Based Comp

$104M

Previous: $100M+4.0%

Revenue & EPS history

Charter · Revenue · Quarterly

$13.6B

Q2 2022+6.2%vs Q2 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Charter · $13.6B total across 8 segments · Q2 2022

  • Internet
    $5.56B+6.5%
  • Video
    $4.48B+2.4%
  • Small business
    $1.08B+3.6%
  • Mobile service
    $726M+39.9%
  • Mid-market & large business
    $669M+5.2%
  • Advertising sales
    $460M+11.9%
  • Voice
    $398M+1.0%
  • Other
    $219M+9.0%

Forward guidance

Charter expects to grow its business by offering value-rich packages at affordable prices. The company is well-positioned due to the convergence of fixed and mobile broadband services, providing opportunities to save customers money, increase connects, reduce churn, and drive overall customer relationship growth.

Tailwinds

  • Convergence of fixed and mobile broadband services.
  • Opportunity to save customers money with converged packages.
  • Potential to increase customer connects.
  • Ability to reduce churn through better value offerings.
  • Drive overall customer relationship growth.

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 Q2 2022

Historical avgQ2 2022

+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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