Recent 8-K filings for CHTR
Highest-materiality recent filing
Charter to acquire Cox Communications for ~$34.5B enterprise value
- Enterprise value ~$34.5B based on 6.44x 2025E Adj. EBITDA; includes ~$12B debt assumption.
- Consideration: $4B cash, $6B convertible preferred (6.875% coupon), ~33.6M Charter common units (~$11.9B).
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Charter Q1 2026: revenue $13.6B (-1% YoY), Adj. EBITDA $5.6B (-2.2%), internet subs -120K, FCF $1.4B
Net income $1.2B (-4.4%); diluted EPS $9.27 vs $8.59 YoY.
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Charter Communications shareholders approve 16M share increase to 2019 Stock Incentive Plan
Shareholders approved amendment adding 16M shares to the 2019 Stock Incentive Plan (90.8M for, 37.5M against).
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Charter Communications Appoints Nick Jeffery as Chief Operating Officer
Nick Jeffery, former Frontier Communications CEO, appointed COO of Charter Communications, effective September 1, 2026.
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Charter Q4 revenue down 2.3%; internet losses narrow; full-year free cash flow rises to $5.0B
Q4 revenue $13.6B (-2.3% YoY); net income $1.3B; adjusted EBITDA $5.7B (-1.2% YoY).
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Charter Communications appoints Wade Davis to board, replacing retired David Merritt
Wade Davis appointed effective Jan 27, 2026, filling board vacancy from David Merritt's retirement.
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Charter enters employment agreement with EVP Chief Commercial Officer Adam Ray
Base salary of at least $750,000; target annual cash bonus of 160% of base salary.
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Charter subsidiaries issue $3B in senior notes: $1.75B at 7% due 2033, $1.25B at 7.375% due 2036
CCO Holdings and CCO Holdings Capital Corp. closed $3.0B aggregate principal of senior unsecured notes on Jan 13, 2026.
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Cox revenue $9,401M for nine months ended Sep 2025, down 4% YoY from $9,812M.
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Director David C. Merritt to retire from Charter board effective Jan 26, 2026
David C. Merritt informed the Board on Dec 11, 2025 of his retirement as director.
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Charter CEO Winfrey gets new contract through 2028; Cox deal contingent equity awards approved
Winfrey's base salary set at $2.5M; target bonus at 300% of base; term through Dec 1, 2028.
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Charter Q3 revenue $13.7B (-0.9% YoY); net income $1.1B; internet subs down 109k
Revenue $13.7B, down 0.9% YoY; residential connectivity revenue up 3.8%.
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Charter closes $2.0B senior secured notes offering at 5.850% and 6.700%
Issued $1.25B of 5.850% Senior Secured Notes due 2035 at 99.932% of principal.
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Charter issues $1.25B 5.850% notes due 2035 and $750M 6.700% notes due 2055
Total $2.0B senior secured notes: $1.25B at 5.850% due 2035, $750M at 6.700% due 2055.
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Charter files Cox Communications financials and pro forma for $12.6B debt-assumption acquisition
Cox six-month 2025 revenue $6.32B (down 3.8% YoY), net income $876M (down 13.3% YoY), debt $12.5B.
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Charter files Cox Communications financials; shareholders approved acquisition on Jul 31
Cox Communications H1 2025 revenue $6.32B, net income $876M; total assets $36.0B.
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Richard DiGeronimo entered employment agreement as President, Product & Technology, effective Aug 1, 2025, to Aug 1, 2027.
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Advance/Newhouse suspends Charter share repurchase agreement pending Cox transaction
A/N notified Charter on Aug 4, 2025 of suspension of standing share repurchase agreement.
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Charter shareholders approve Cox communications deal; expected to close mid-2026
Over 99% of votes cast approved share issuance and charter amendments for Cox transaction.
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Charter Q2 revenue up 0.6% to $13.8B, Internet subs fall 117K, mobile lines add 500K
Revenue $13.8B (+0.6% YoY); Adjusted EBITDA $5.7B (+0.5% YoY).
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Charter supplements proxy statement for Cox deal after three shareholder lawsuits
Three shareholder suits filed in NY and CT allege proxy omissions; Charter denies claims but supplements disclosures.
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Charter pays $3.5B cash for Cox's commercial fiber and managed IT/cloud businesses.
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Charter to acquire Cox Communications for ~$34.5B enterprise value
Enterprise value ~$34.5B based on 6.44x 2025E Adj. EBITDA; includes ~$12B debt assumption.
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Charter Q1 2025 revenue $13.7B (+0.4% YoY), Adj EBITDA $5.8B (+4.8%), FCF $1.6B
Revenue $13.7B (+0.4% YoY), net income $1.2B; Adjusted EBITDA $5.8B (+4.8% YoY).
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Charter stockholders approve 2025 ESPP with 1.5M shares; all directors elected
Stockholders approved the 2025 Employee Stock Purchase Plan (1,500,000 shares of Class A common stock reserved).
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Charter and Liberty Broadband stockholders approve merger; close expected June 30, 2027
Charter acquisition of Liberty Broadband approved by stockholders of both companies at special meetings on Feb 26, 2025.
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Two shareholder lawsuits filed Feb 2025 alleging proxy omissions; Charter denies wrongdoing, supplements voluntarily without admission.
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Charter Q4 revenue $13.9B (+1.6%); Adj. EBITDA $5.8B (+3.4%); Internet customers down 177K
Q4 net income attributable to Charter shareholders $1.5B; FY2024 net income $5.1B.
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Pro forma net income for 9mo 2024: $3,501M (vs Charter standalone $3,617M); basic EPS $26.46 vs $25.23.
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Charter extends $10.0B in debt maturities to 2030/2031 via credit agreement amendment
New $5.5B Revolving C Commitments mature March 2030 at SOFR+1.25%.
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Charter to acquire Liberty Broadband in stock deal; 0.236 Charter shares per LBRD share
Each Liberty Broadband common share converts into 0.236 Charter shares; preferred stock converts into Charter preferred with $180M redemption value.
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Charter Q3 revenue $13.8B (+1.6% YoY); Adj. EBITDA $5.6B; net adds: internet -110K, mobile +545K
Revenue $13.8B (+1.6% YoY); net income $1.3B; Adj. EBITDA $5.6B (+3.6%).
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Charter Q2 revenue $13.7B (+0.2%); Internet subs down 149K on ACP end; FCF $1.3B
Revenue $13.7B (+0.2% YoY); net income $1.2B; Adj. EBITDA $5.7B (+2.6% YoY).
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Charter issues $3B in senior secured notes: $1.5B 6.100% due 2029 and $1.5B 6.550% due 2034
Issued $1.5B of 6.100% Senior Secured Notes due 2029 and $1.5B of 6.550% Senior Secured Notes due 2034 on May 14, 2024.
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Charter Communications increases tender offer for 4.908% notes to $2.5B from $1.7B
Maximum purchase price for 4.908% senior secured notes due 2025 raised to $2.5 billion from $1.7 billion.
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Charter subsidiaries launch up to $1.7B tender offer for 4.908% senior secured notes due 2025
Tender offer for up to $1.7B aggregate purchase price of 4.908% senior secured notes due 2025.
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Charter Q1 revenue up 0.2%, but Internet customers drop 72k; free cash flow falls 46%
Revenue $13.7B (+0.2% YoY); adj. EBITDA $5.5B (+2.8%); net income $1.1B (+8.4%).
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Charter shareholders approve 7M share plan increase, officer exculpation, reject lobbying proposals
Approved amendment to 2019 Stock Incentive Plan adding 7.0 million shares for issuance.
Earnings & guidance
Materiality & sentiment trend
Max materiality 1.00 · Median 0.65 · Most common event earnings