Loading...
•
Mar 31, 2025
Charter Q1 2025 Earnings Report
Charter delivered steady financial performance with strong mobile and cash flow growth, despite continued video and broadband customer declines.
Key Takeaways
Charter Communications reported modest revenue growth and solid profitability in Q1 2025, driven by mobile service expansion and reduced capital expenditures. Internet and video customer bases continued to contract, but free cash flow surged due to lower capex and improved EBITDA.
Revenue reached $13.7B, up slightly from the prior year.
Net income rose to $1.2B due to lower interest expense and higher EBITDA.
Free cash flow grew over 4x YoY to $1.56B from $358M.
Mobile lines surged by 514,000 in the quarter, totaling over 10.4M.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Charter reaffirmed its strategic focus on network evolution, mobile expansion, and disciplined capital investment to drive long-term cash flow and shareholder returns.
Positive Outlook
- Expectations to maintain strong free cash flow driven by capex discipline
- Continued investment in symmetrical, multi-gigabit Internet across all passings
- Strong growth momentum in mobile lines and services
- Efficient cost management and reduced programming costs
- Ongoing rural expansion with subsidized builds and improved uptake
Challenges Ahead
- Continued decline in video and voice customer base
- Lower advertising revenue due to weaker political and local ad markets
- Unfavorable mix in video packages impacting ARPU
- Impact of California wildfires on net customer additions
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...