NASDAQ$CHTR

Charter Communications Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Charter reported Q4 2025 revenue of $13.6B and net income attributable to shareholders of $1.3B.

Fourth-quarter revenue declined 2.3% to $13.6 billion on lower video and political advertising revenue, partly offset by mobile and Internet growth. Net income attributable to Charter shareholders was $1.3 billion. Full-year 2025 revenue was $54.8 billion; adjusted EBITDA was $22.7 billion (+0.6% YoY).

  • Q4 revenue $13.6B; net income $1.3B.
  • Residential connectivity revenue +2.3% YoY.
  • FY25 revenue $54.8B; adj. EBITDA $22.7B.
  • Focus on connectivity value and service in 2026.

Headline financials

Total Revenue

$13.6B

Previous: $13.9B-2.3%
EPS (adj)

$8.45

Previous: $10.10-16.3%
Residential Customer Relationships

29.6M

Previous: 30.0M-1.2%
Small Business Customer Relationships

2.2M

Previous: 2.3M-0.6%
Residential Internet Customers

27.6M

Previous: 28.0M-1.4%
Small Business Internet Customers

2.0M

Previous: 2.0M-0.5%
Residential Video Customers

12.1M

Previous: 12.3M-2.1%
Small Business Video Customers

533.0K

Previous: 565.0K-5.7%
Residential Voice Customers

4.8M

Previous: 5.6M-14.3%
Small Business Voice Customers

1.2M

Previous: 1.2M-2.7%
Residential Mobile Lines

11.4M

Previous: 9.5M+19.1%
Monthly Residential Revenue per Customer

$117.19

Previous: $118.65-1.2%
Monthly Small Business Revenue per Customer

$159.85

Previous: $160.88-0.6%
Estimated Passings

58.4M

Previous: 56.9M+2.7%
Total Customer Relationships

31.8M

Previous: 32.2M-1.1%
Total Connectivity Customers

30.6M

Previous: 30.8M-0.7%
Total Internet Customers

29.7M

Previous: 30.1M-1.3%
Total Mobile Lines

11.8M

Previous: 9.9M+19.4%
Total Video Customers

12.6M

Previous: 12.9M-2.2%
Total Voice Customers

6.0M

Previous: 6.9M-12.2%
Mid-Market & Large Business PSUs

357.0K

Previous: 340.0K+5.0%
Net Income

$1.33B

Previous: $1.47B-9.1%
Operating Income

$3.26B

Previous: $3.39B-3.8%

Revenue & EPS history

Charter · Revenue · Quarterly

$13.6B

Q4 2025-2.3%vs Q4 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 Charter Communications's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.

Tailwinds

  • Charter Communications cites execution on strategic priorities and demand in core markets.
  • Liquidity and balance sheet capacity support continued investment and returns.

Headwinds

  • Macro, rates, and input costs may pressure margins or volumes.
  • Segment mix and non-recurring items can affect sequential 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 Q4 2025

Historical avgQ4 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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