earnings
confidence high
sentiment negative
materiality 0.70
Charter Q1 2026: revenue $13.6B (-1% YoY), Adj. EBITDA $5.6B (-2.2%), internet subs -120K, FCF $1.4B
CHARTER COMMUNICATIONS, INC. /MO/
2026-Q1 EPS reported
$9.17
revenue$13,597,000,000
- Net income $1.2B (-4.4%); diluted EPS $9.27 vs $8.59 YoY.
- Revenue $13.6B, down 1% YoY; residential connectivity up 0.9%, video revenue down 9.2%.
- Internet customers fell 120K (vs -59K in Q1 2025); mobile lines added 368K (vs 507K).
- CapEx $2.9B (+19% YoY); full-year 2026 capex guided ~$11.4B excluding Cox transaction.
- Share repurchases $963M (4.3M shares); issued $3B in new senior notes (7% & 7.375% due 2033/2036).