Charter Communications remains a 'Strong Buy' despite recent underperformance, trading at just 6x free cash flow and extreme negative sentiment. Broadband subscriber losses and competitive pressures persist, but video declines are moderating, and mobile growth continues to drive incremental cash flow. CHTR's capital allocation prioritizes aggressive buybacks over debt reduction, with leverage stable and capex set to decline, supporting future free cash flow.
CHTR posts a 5.4% y/y drop in Q3 EPS and a 0.9% fall in revenues due to weak video and ad sales.
While the top- and bottom-line numbers for Charter (CHTR) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Charter Communications, Inc. ( CHTR ) Q3 2025 Earnings Call October 31, 2025 8:30 AM EDT Company Participants Stefan Anninger - Vice President of Investor Relations Christopher Winfrey - President, CEO & Director Jessica Fischer - Chief Financial Officer Conference Call Participants Craig Moffett - MoffettNathanson LLC Benjamin Swinburne - Morgan Stanley, Research Division Vikash Harlalka - New Street Research LLP Jessica Reif Cohen - BofA Securities, Research Division Michael Rollins - Citigroup Inc., Research Division Peter Supino - Wolfe Research, LLC Presentation Operator Hello, and welcome to Charter Communications Third Quarter 2025 Investor Conference Call. [Operator Instructions].
Charter Communications (CHTR) came out with quarterly earnings of $8.34 per share, missing the Zacks Consensus Estimate of $9.32 per share. This compares to earnings of $8.82 per share a year ago.
Cable giant Charter Communications is laying off close to 1,200 employees, or just over 1% of its 95,000-person workforce, a source familiar with the matter told Reuters on Tuesday.
Charter Communications, Inc. (NASDAQ:CHTR ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 1:50 PM EDT Company Participants Christopher Winfrey - President, CEO & Director Conference Call Participants Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Michael Ng Research Analyst Good morning, everybody. Welcome to the Charter fireside chat at the Goldman Sachs Communacopia and Technology Conference.
Investors closely monitor insider buys, as they can give hints surrounding the long-term picture.
Charter's Q2 results disappointed as subscriber losses and declining free cash flow overshadowed modest mobile growth and management's future promises. Despite a seemingly cheap valuation, I can't justify investing due to high debt, no dividend, and no near-term catalysts for growth. Management's focus on future free cash flow, CapEx normalization, and the Cox deal feels like more promises without immediate impact.
Lightshed's Walter Piecyk joins 'Fast Money' to talk what led to Charter's worst trading day on record and where the stock and telecom space go from here.
Charter Communications' Q2 EPS of $9.18 missed estimates by 8.66%, while revenues rose 0.6% year over year to $13.8B.
Charter Communications, Inc.'s Q2 results disappointed, with weak earnings and subscriber losses, intensifying market fears about secular decline and erasing recent share gains. Despite ongoing Internet and video subscriber losses, free cash flow remains robust, supported by pricing power and aggressive share buybacks. Valuation is now deeply discounted, with shares offering an 11% free cash flow yield and 16% upside even under conservative assumptions.