Highest-materiality recent filing
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.
Charter Communications Appoints Nick Jeffery as Chief Operating Officer
Nick Jeffery, former Frontier Communications CEO, appointed COO of Charter Communications, effective September 1, 2026.
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).
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.
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%.
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.
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.
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.
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.
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.
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.
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).
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.
Charter pays $3.5B cash for Cox's commercial fiber and managed IT/cloud businesses.
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.
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).
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.
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.
Pro forma net income for 9mo 2024: $3,501M (vs Charter standalone $3,617M); basic EPS $26.46 vs $25.23.
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%.
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.
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%).
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).
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.
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%).
Charter Q4 revenue $13.7B; net income down 11.5% to $1.058B; Internet customers decline 61,000
Q4 total residential & SMB Internet customers decreased by 61,000; adds 155,000 in full year 2023.
Charter issues $2.0B in senior secured notes: $1.1B at 6.150% due 2026, $900M at 6.650% due 2034
Issued $1,100,000,000 of 6.150% Senior Secured Notes due 2026 and $900,000,000 of 6.650% Senior Secured Notes due 2034 on November 10, 2023.
Charter Q3 revenue +0.2% to $13.6B; free cash flow falls 27% as capex rises 23%
Revenue $13.6B (+0.2% YoY); Adj. EBITDA $5.4B (+0.7%).
Charter and Disney reach multi-year distribution deal; Disney+ included in Spectrum TV Select
Disney+ Basic ad-supported will be included in Spectrum TV Select packages under wholesale arrangement.
Charter expected to pay Disney more than $2.2B in 2023 for content carriage; proposes lower penetration minimums and inclusion of Disney+ ads-supported apps.
Revenue $13.7B (+0.5% YoY); net income $1.2B (-16.8%) due to higher interest expense and cash taxes.
Charter Q1 revenue +3.4% to $13.7B; FCF drops 63% to $664M; Internet adds 76K
Revenue $13.7B (+3.4% YoY); Adjusted EBITDA $5.35B (+2.6%); Net income $1.0B (-15%)
To fill the vacancy that will result from Mr. Jacobson’s decision not to stand for re-election, the Board intends to nominate Carolyn J. Slaski for election to the Board at the 2024 Annual Meeting.
On January 30, 2024, Craig A. Jacobson informed the Board of Directors (the “Board”) of Charter Communications, Inc. (the “Company”) that he does not intend to stand for re-election to the Board at the Company’s 2024 annual meeting of stockholders (the “2024 Annual Meeting”).
the Board appointed Christopher L. Winfrey to the Board effective November 30, 2023 to fill the vacancy resulting from Mr. Rutledge’s resignation.
Thomas M. Rutledge will retire as Executive Chairman of the Board of Directors of the Company (the “Board”) effective November 30, 2023
the Board also appointed Eric L. Zinterhofer as Non-Executive Chairman of the Board effective November 30, 2023
Mr. Ellen has agreed to remain employed by the Company as Senior Executive Vice President through November 30, 2023 and then as Executive Advisor from December 1, 2023 until July 1, 2025.
the appointment of Richard J. DiGeronimo to the position of President, Product and Technology
the transition of Thomas M. Rutledge from his position as Chief Executive Officer of the Company to the position of Executive Chairman of the Company
the appointment of Christopher L. Winfrey as President and Chief Executive Officer of the Company
appointed John Bickham to the position of Vice Chairman
Chris Winfrey as Chief Operating Officer
in connection with her promotion to Chief Financial Officer
Max materiality 1.00 · Median 0.65 · Most common event earnings