Q2 25 EPS
$9.18
MISS 4.96%
Est. $9.66
Q2 25 Revenue
$13.77B
BEAT +0.02%
Est. $13.76B
vs S&P Since Q2 25
-58.7%
TRAILING MARKET
CHTR -45.6% vs S&P +13.1%
Market Reaction
Did CHTR Beat Earnings? Q2 2025 Results
Charter Communications delivered a mixed second quarter for 2025, with earnings falling short of expectations even as revenue held its ground. Diluted EPS of $9.18 missed the $9.66 consensus estimate by 4.96%, though the figure still marked a meaning… Read more Charter Communications delivered a mixed second quarter for 2025, with earnings falling short of expectations even as revenue held its ground. Diluted EPS of $9.18 missed the $9.66 consensus estimate by 4.96%, though the figure still marked a meaningful improvement from $8.49 in the year-ago period. Revenue of $13.77 billion edged just above the $13.76 billion consensus, rising 0.6% year-over-year, as explosive mobile momentum, with service revenue surging 24.9% to $921 million and 500,000 net line additions in the quarter, helped offset continued pressure in broadband and video. The net loss of 117,000 internet subscribers, while an improvement from last year's 149,000 decline, remained a focal point for investors, and a securities class action lawsuit alleging misleading disclosures around broadband customer losses added further turbulence following the report. Adjusted EBITDA grew modestly to $5.69 billion, with margins flat at 41.4%. Looking ahead, Charter trimmed its full-year capital expenditure guidance to approximately $11.50 billion from $12.00 billion, citing timing shifts in network evolution spend, while its landmark combination with Cox Communications signals a broader strategic pivot toward scaled convergence.
Key Takeaways
- • Mobile service revenue growth of 24.9% driven by mobile line growth
- • Internet revenue growth of 2.8% driven by promotional rate step-ups, rate adjustments and favorable bundled revenue allocation
- • Other revenue growth of 18.9% driven by higher mobile device sales and a one-time benefit
- • New pricing and packaging strategy launched September 2024 slowed video customer losses
- • Monthly residential revenue per customer increased 1.7% year-over-year to $122.86
- • Lower interest expense contributed to higher net income
CHTR YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
CHTR Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our converged connectivity revenue grew by over 5% in the second quarter, with a long runway for growth. Our seamless connectivity products offer the fastest speeds at the best price. And our strategic investments in network evolution and convergence, rural build, U.S.-based service and seamless entertainment innovation, will accelerate future customer and revenue growth.”
— Chris Winfrey, Q2 2025 Earnings Press Release
CHTR Earnings Trends
CHTR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
CHTR EPS Trend
Earnings per share: estimate vs actual
CHTR Revenue Trend
Quarterly revenue: estimate vs actual
CHTR Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $9.17 | — | $13.60B | +0.41% |
| Q4 25 BEAT FY | $9.86 | $10.34 | +4.87% | $13.60B | -0.96% |
| FY Full Year | $42.24 | $36.21 | -14.27% | $54.77B | -0.24% |
| Q3 25 MISS | $9.29 | $8.34 | -10.27% | $13.67B | -0.56% |
| Q2 25 MISS | $9.66 | $9.18 | -4.96% | $13.77B | +0.02% |
| Q1 25 BEAT | $8.37 | $8.42 | +0.56% | $13.74B | +0.49% |