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Jun 30, 2022

Charter Q2 2022 Earnings Report

Charter's financial and operating results for Q2 2022 were reported, demonstrating revenue growth driven by residential, mobile, and commercial sectors, alongside an increase in net income.

Key Takeaways

Charter Communications reported a 6.2% year-over-year increase in revenue, reaching $13.6 billion, driven by growth in residential, mobile, and commercial sectors. Net income attributable to Charter shareholders increased by 44.2% to $1.5 billion. The company added 344,000 mobile lines and has a total of 32.1 million residential and SMB customer relationships.

Total residential and SMB mobile lines increased by 344,000 in Q2 2022, reaching a total of 4.3 million mobile lines.

Total residential and SMB Internet customers decreased by 21,000 in Q2, impacted by the discontinuation of the Emergency Broadband Benefit program.

Charter served a total of 32.1 million residential and SMB customer relationships, excluding mobile-only relationships.

Q2 revenue grew by 6.2% year-over-year, driven by residential revenue growth of 4.5%, mobile revenue growth of 39.8%, and commercial revenue growth of 4.2%.

Total Revenue
$13.6B
Previous year: $12.8B
+6.2%
EPS
$8.8
Previous year: $5.29
+66.4%
Residential Customers
29.94M
Previous year: 29.66M
+1.0%
SMB Customers
2.18M
Previous year: 2.1M
+3.7%
Residential Internet
28.26M
Previous year: 27.72M
+1.9%
Gross Profit
$6.21B
Previous year: $4.92B
+26.2%
Cash and Equivalents
$483M
Previous year: $1.71B
-71.8%
Free Cash Flow
$1.66B
Previous year: $2.07B
-19.8%
Total Assets
$143B
Previous year: $144B
-0.5%

Charter

Charter

Charter Revenue by Segment

Forward Guidance

Charter expects to grow its business by offering value-rich packages at affordable prices. The company is well-positioned due to the convergence of fixed and mobile broadband services, providing opportunities to save customers money, increase connects, reduce churn, and drive overall customer relationship growth.

Positive Outlook

  • Convergence of fixed and mobile broadband services.
  • Opportunity to save customers money with converged packages.
  • Potential to increase customer connects.
  • Ability to reduce churn through better value offerings.
  • Drive overall customer relationship growth.

Revenue & Expenses

Visualization of income flow from segment revenue to net income