CHTR Earnings Prediction
The chart below shows how CHTR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CHTR sees a -1.41% change in stock price 10 days leading up to the earnings, and a +2.72% change 10 days following the report. On the earnings day itself, the stock moves by +0.95%. This data can give you a slight idea of what to expect for the next quarter's release.
CHTR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
13.93B
1.57%
0.95%
Gross Margin
31.48%
4.45%
0.80%
Operating Margin
24.80%
5.17%
1.93%
Net Margin
12.04%
34.37%
12.63%
EPS
10.11
43.61%
14.63%
No Data Available
CHTR Earnings Analysis
Charter Communications Inc Corporation (CHTR.O) Earnings Conference Call
Positive
Mobile Provider Growth: Spectrum Mobile business added over 2,000,000 lines in 2024, making it the fastest growing mobile provider in the U.S.
EBITDA Growth Acceleration: Full year EBITDA growth accelerated to 3.1%, driven by strong mobile growth and cost efficiency initiatives.
Commercial Revenue Growth: Total commercial revenue grew by 1.9% year over year, with enterprise revenue increasing by 4.4%.
Advertising Revenue Surge: 4th quarter advertising revenue grew by 26% due to political revenue growth, showcasing strong demand in that segment.
Adjusted EBITDA Growth: 4th quarter adjusted EBITDA grew by 3.4% year over year, reflecting improved operational efficiency and revenue growth.
Negative
Customer Retention Decline: In Q4 2024, Charter Communications lost 177,000 Internet customers, with an additional 20,000 disconnects attributed to hurricanes, indicating a significant decline in customer retention.
Subscriber Loss Impact: The end of the Affordable Connectivity Program (ACP) resulted in an estimated loss of approximately 140,000 Internet customers in Q4, exacerbating the overall decline in subscriber numbers.
Operating Expenses and EBITDA Impact: Total operating expenses grew by 0.3% year over year, while adjusted EBITDA was negatively impacted by $35 million due to hurricane-related customer credits and revenue losses, highlighting financial strain from external events.
Free Cash Flow Decline: Free cash flow decreased by approximately $80 million year over year to $984 million in Q4, primarily driven by higher capital expenditures and cash taxes, indicating challenges in cash generation.
Residential Revenue Decline: Residential revenue declined by 0.4% year over year, despite a 1.7% increase in revenue per customer relationship, reflecting a higher mix of non-video customers and the impact of hurricane-related credits.
CHTR FAQs
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CHTR Earning Call Sentiment
Earnings call transcript: Charter Communications beats Q4 2024 earnings forecast
CHTR.O
-1.24%Positive
The earnings call presents mixed signals. While there are positives like revenue and EBITDA growth, mobile line additions, and share repurchases, there are significant challenges such as internet customer losses and increased capital expenditures. The Q&A reveals some management evasiveness, particularly regarding hurricane impacts, which may concern investors. The lack of political advertising revenue and higher churn rates also pose risks. Given these factors, the stock price is likely to remain stable, resulting in a neutral sentiment rating.
