Charter Communications, Inc. (CHTR) Earnings Call Transcripts
Charter Communications, Inc.'s Latest Earnings Call - Q2 FY2026
In the second quarter of fiscal year 2026, Charter Communications reported a revenue decline of 1.7% year-over-year, totaling $12.5 billion, and adjusted EBITDA down 4.3%, reflecting ongoing competitive pressures and customer losses. The company added over 400,000 Spectrum Mobile lines, signaling strong growth in mobile services, but faced higher Internet customer losses of 172,000. Management maintained guidance for a significant reduction in capital expenditures and highlighted a robust free cash flow outlook, projecting a ramp in cash flow growth despite current challenges.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $12.5B (miss) |
| Adjusted EBITDA | $3.5B (miss) |
| Net Income | $1.3B (inline) |
| Internet Customer Losses | 172,000 (negative) |
| Mobile Lines Added | 406,000 (positive) |
| Capital Expenditures | $2.9B (inline) |
Guidance from management
Management maintained guidance for a significant reduction in capital expenditures, projecting total 2026 capital expenditures to reach approximately $11.4 billion. They expect to achieve a leverage target of 3.5x within three years post-Cox acquisition.
What management said
Yes. Let me start with probably the hottest topic of the day, and I want to be really clear. We don't have any plans to do anything different as it relates to our CapEx trajectory so given where we are.
And if we had -- if there were opportunities, I think that there are ways that we could look at them from an off-balance sheet sort of not part of our own capital perspective, not in the specific one, but our capital trajectory in terms of what we've laid out in the multiyear capital plan is set.
What analysts pressed on
Analysts expressed concerns regarding the ongoing customer losses in the Internet segment and the impact of competitive pressures on revenue growth. There were also questions about the effectiveness of retention offers and the outlook for broadband ARPU for the remainder of the year.
Main topics on the call
- Mobile Growth — Charter added over 400,000 Spectrum Mobile lines in Q2, marking a 16% growth year-over-year. CEO Christopher Winfrey stated, "We now have over 12.5 million mobile lines and remain the fastest-growing mobile provider in o...
- Internet Customer Losses — The company reported a loss of 172,000 Internet customers, which was higher than the previous year. Winfrey noted, "Softer gross additions remains the primary driver of our Internet customer growth weakness, while churn ...
- Revenue Decline — Total revenue decreased by 1.7% year-over-year, driven by lower residential revenue. CFO Jessica Fischer explained, "Residential revenue per customer relationship declined by 1.8% year-over-year, but was essentially flat...
- Cost Management Initiatives — Management is implementing cost management measures and expects to benefit from a cost pass-through on Internet services. Winfrey stated, "AI service and cost benefits are also beginning to ramp and we're implementing a ...
Read the full Charter Communications, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Charter Communications, Inc.
Charter Communications, Inc. (CHTR) is a publicly listed company in the Media industry, within the Communication Services sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 77 calls on record spanning January 31, 2020 to July 24, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 77 Charter Communications, Inc. earnings call transcripts on record, spanning January 31, 2020 to July 24, 2026. Based on this history, Charter Communications, Inc. reports quarterly. The most recent call on file is dated July 24, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CHTR
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Communication Services
- Industry
- Media
- Calls on record
- 77
- First call
- January 31, 2020
- Most recent
- July 24, 2026
- Reporting cadence
- quarterly