CHTRCharter Communications Inc. - Ordinary Shares - Class A
Earnings Recap
• Reported GAAP EPS of $10.47 up 1.45% YoY • Reported revenue of $13.6B down -2.33% YoY • Charter Communications expects full year 2026 capital expenditures to total approximately $11.4 billion, though the actual amount will depend on network evolution, expansion initiatives, supply chain timing, and residential and business growth rates.
Bullish
Charter Communications benefits from strategic network evolution to deliver multi-gig speeds, strong mobile line growth with converged offerings, and operational efficiencies driving customer satisfaction and retention.
Bearish
Charter Communications faces intense competition across all services and increasing programming costs, alongside significant regulatory risks and potential adverse impacts from AI technology development and deployment.