Charter Communications Reports Mixed Q4 2025 Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Benzinga
- Revenue Decline: Charter Communications reported a 2.3% year-on-year revenue decline to $13.60 billion in Q4 2025, missing the analyst consensus of $13.74 billion, indicating weakness in residential video and political advertising revenues that could impact future market confidence.
- Earnings Beat: The company posted an EPS of $10.34, surpassing the analyst estimate of $9.90, suggesting that despite revenue challenges, improved profitability may provide some reassurance to investors.
- Customer Loss Mitigation: Charter lost 119,000 internet customers, an improvement from a loss of 177,000 in the previous year, indicating progress in managing customer attrition following the end of the FCC’s Affordable Connectivity Program.
- Mobile Business Growth: The company added 428,000 mobile lines during the quarter, reaching a total of 11.8 million, demonstrating its ability to attract new users in a competitive market, thereby strengthening its market position.
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Analyst Views on CHTR
Wall Street analysts forecast CHTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CHTR is 286.91 USD with a low forecast of 165.00 USD and a high forecast of 428.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
5 Buy
6 Hold
2 Sell
Hold
Current: 191.520
Low
165.00
Averages
286.91
High
428.00
Current: 191.520
Low
165.00
Averages
286.91
High
428.00
About CHTR
Charter Communications, Inc. is a broadband connectivity company and cable operator serving more than 57 million homes and businesses in 41 states through its Spectrum brand. Over an advanced communications network, the Company offers a range of residential and business services, including Spectrum Internet, television (TV), Mobile and Voice. For small businesses, Spectrum Business delivers a range of broadband products and services coupled with special features and applications to enhance productivity. For mid-market and large businesses, Spectrum Business provides customized, fiber-based solutions. Spectrum Reach delivers advertising and production for the modern media landscape. The Company also distributes news coverage and sports programming to its customers through Spectrum Networks. The Company offers its customers subscription-based Internet, video, mobile and voice services, with prices and related charges based on the types of service selected.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Charter Communications Q4 2025 Earnings Call Insights
- Mobile Business Growth: Charter added nearly 2 million mobile lines in 2025, achieving a 19% growth rate, establishing itself as the fastest-growing mobile provider in the U.S., which highlights its strong performance in a competitive market.
- Video Customer Improvement: While overall revenue declined by 0.5%, video customers grew in Q4, indicating that the product improvements made over the past two years have been effective in enhancing customer retention.
- Strategic Investment Plans: Spectrum is expected to cover over 70 million households in 2026, with plans to complete rural build-out adding 1.7 million subsidized rural passings, demonstrating the company's commitment to expanding its market share.
- Financial Outlook: The CFO projected total capital expenditures of $11.4 billion for 2026, and despite challenges from declining advertising revenue, management remains optimistic about EBITDA growth, emphasizing future financial stability.
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US Stocks Decline Amid Inflation Data Pressure
- Inflation Data Surprises: The US December Producer Price Index (PPI) rose 0.5% month-over-month and 3.0% year-over-year, exceeding expectations of 0.2% and 2.8%, indicating heightened inflationary pressures that could influence Fed policy decisions.
- Fed Chair Nomination Impact: President Trump nominated Kevin Warsh as the next Fed Chair, with markets perceiving him as more hawkish, leading to a rise in the 10-year T-note yield to a one-week high of 4.277%, further exacerbating downward pressure on stocks.
- Strong Earnings Reports: With 102 S&P 500 companies set to report earnings this week, 77% of the 143 companies that have reported so far have beaten expectations, and S&P earnings growth is projected to reach 8.4% in Q4, showcasing corporate resilience amid market volatility.
- Government Shutdown Risk Eases: Trump reached a tentative deal with Senate Democrats to avert a government shutdown, which, while requiring a 72-hour House vote, is expected to have minimal impact on federal operations if resolved quickly.
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