Q4 25 EPS
$10.34
BEAT +4.87%
Est. $9.86
Q4 25 Revenue
$13.60B
MISS 0.96%
Est. $13.73B
vs S&P Since Q4 25
-21.4%
TRAILING MARKET
CHTR -17.2% vs S&P +4.1%
Full Year 2025 Results
FY 25 EPS
$36.21
MISS 14.27%
Est. $42.24
FY 25 Revenue
$54.77B
MISS 0.24%
Est. $54.91B
Market Reaction
Did CHTR Beat Earnings? Q4 2025 Results
Charter Communications delivered a mixed but ultimately earnings-positive fourth quarter, posting diluted EPS of $10.34 against the $9.86 consensus estimate for a 4.87% beat, even as revenue of $13.60 billion fell short of the $13.73 billion forecast… Read more Charter Communications delivered a mixed but ultimately earnings-positive fourth quarter, posting diluted EPS of $10.34 against the $9.86 consensus estimate for a 4.87% beat, even as revenue of $13.60 billion fell short of the $13.73 billion forecast and declined 2.3% year-over-year. The headline revenue shortfall was largely attributable to falling residential video revenue and a steep drop in political advertising, yet the underlying business showed meaningful resilience; connectivity revenue grew 2.3% to $6.87 billion, anchored by Spectrum Mobile's 428,000 net line additions and a 13.1% surge in mobile service revenue to $973.00 million. Internet customer losses narrowed considerably to 119,000 from 177,000 a year ago, and a surprising addition of 44,000 video subscribers reversed a prior-year decline of 123,000, reflecting early benefits from simplified pricing and streaming app bundling. With intense competition intensifying across the wireless sector, Charter's converged network strategy appears to be gaining traction. Looking ahead, the company plans $11.40 billion in 2026 capital expenditures as it targets full network evolution completion by 2027.
Key Takeaways
- • Residential connectivity revenue grew 2.3% year-over-year driven by Internet and mobile service growth
- • Mobile service revenue surged 13.1% driven by mobile line growth of 19.4% year-over-year
- • Internet customer losses narrowed to 119,000 from 177,000 in Q4 2024 as ACP disconnect impacts lapped
- • Video customers grew by 44,000, reversing a 123,000 decline in Q4 2024, driven by new simplified pricing and streaming app bundling
- • Operating expenses declined 3.1% year-over-year, including 8.4% lower programming costs
- • 10.5% reduction in diluted shares outstanding supported EPS growth despite lower net income
CHTR YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
CHTR Revenue by Segment
With YoY comparisons, source: SEC Filings
“In 2025, we put Spectrum in a position to provide guaranteed connectivity, guaranteed service and guaranteed savings. We are America's Connectivity Company, providing the best products in the U.S., uniquely serviced 24x7 by U.S.-based employees.”
— Chris Winfrey, Q4 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% |