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Charter Communications
Charter Communications (CHTR) investor relations material
Charter Communications Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary30 Jan, 2026
Executive summary
Revenue for FY25 declined 0.6% year-over-year to $54.8B, while adjusted EBITDA grew 0.6% to $22.7B, and capital expenditures increased 3.5% to $11.7B compared to FY24.
Added nearly 2 million mobile lines in 2025, achieving 19% growth to 11.8M, leading U.S. mobile growth.
Video customer base grew in Q4, reversing prior losses, aided by product improvements and new packaging.
Internet customer losses improved year-over-year, though competition remains high, especially from fiber and mobile.
Net income attributable to shareholders was $1.3 billion in Q4 and $5.0 billion for FY25.
Financial highlights
Q4 revenue declined 2.3% year-over-year to $13.6B; full year revenue was $54.8B, down 0.6%.
Adjusted EBITDA for Q4 was $5.7B, down 1.2% year-over-year; full-year Adjusted EBITDA rose 0.6% to $22.7B.
Free cash flow for 2025 was $5.0B, up from $4.3B in 2024; Q4 free cash flow was $773M, down $211M year-over-year.
Q4 capital expenditures were $3.3B, up $273M year-over-year; full-year CapEx reached $11.7B.
Net leverage at year-end was 4.15x, or 4.21x pro forma for Liberty Broadband transaction.
Outlook and guidance
2026 capital expenditures are expected to be approximately $11.4B, with a downward trajectory to below $8B by 2028.
Capital intensity projected to return to 13%-14% of revenue by 2028.
EBITDA growth planned for 2026, with first half more challenged than second half due to one-time items and political advertising.
Cash tax payments for 2026 expected between $500M and $800M.
Post-Cox transaction, target leverage moved to 3.5x-3.75x net debt/EBITDA, to be achieved within three years.
Impact of Invincible WiFi on Internet growth
Streaming app inclusion impact on video revenue
Network evolution capex efficiency and returns
Revised leverage target's impact on capital returns
Fiber overbuilder ROI vs. competitive slowdown
Invincible WiFi's role in market differentiation?
Partial view of Summaries dataset, powered by Quartr API
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Next Charter Communications earnings date
Q1 202624 Apr, 2026
Charter Communications
Next Charter Communications earnings date
Q1 202624 Apr, 2026
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Frequently asked questions
A US-based Cable TV Provider
Charter Communications is a broadband connectivity company and cable operator serving millions of customers across the US. Headquartered in Stamford, Connecticut, it offers a suite of services under the brand name Spectrum, including high-speed internet, cable television, and telephone services. Founded in 1993, Charter has grown through a series of mergers and acquisitions, including significant deals with Time Warner Cable and Bright House Networks in 2016. Today, Charter is one of the largest providers of cable television services in the USA.
Providing Cable TV
Charter Communications, through its Spectrum brand, offers an array of cable television services to meet varied customer preferences. Spectrum TV provides a wide selection of channels, including local networks, popular entertainment, news, and sports channels. Customers can choose from several package options, each offering a different number of channels to cater to different viewing preferences. Additionally, Spectrum TV also provides features like On-Demand programming and the ability to stream live TV from various devices using the Spectrum TV App.
Not Just TV
Beyond its cable television offerings, Charter Communications provides several other services under the Spectrum brand. Its Spectrum Internet service delivers high-speed connectivity with various packages for customers to choose from. The packages in question are designed to meet various customer wants, regardless of whether a customer simply wants WiFi in their home or if they’re looking for more bandwidth-intensive activities such as streaming and online gaming. Additionally, Spectrum Voice offers landline telephone services, featuring local and long-distance calling within the US.
The Offerings for Businesses
Like many of its competitors, such as Comcast and AT&T, Charter also provides various services for businesses of all sizes. These include high-speed business internet with customizable speed options in order to provide the best service for the customers in question. Their packages for businesses also include phone services with advanced calling features, and TV packages commonly used in waiting rooms and similar settings.
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