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Dec 31, 2020

Charter Q4 2020 Earnings Report

Charter's Q4 2020 results showed revenue growth driven by internet, mobile, and advertising, with a significant increase in net income.

Key Takeaways

Charter Communications reported a 7.3% increase in revenue to $12.6 billion for Q4 2020, driven by growth in internet, mobile, and advertising. Net income attributable to Charter shareholders increased to $1.2 billion, compared to $714 million in the same period last year. The company added 197,000 total customer relationships and 246,000 internet customers during the quarter.

Charter added 197,000 total customer relationships in Q4 2020.

Internet revenue grew by 11.9% year-over-year to $4.9 billion.

Mobile revenue increased by 80.9% year-over-year.

Net income attributable to Charter shareholders totaled $1.2 billion.

Total Revenue
$12.6B
Previous year: $11.8B
+7.3%
EPS
$6.05
Previous year: $3.28
+84.5%
Residential Customers
29.08M
Previous year: 27.28M
+6.6%
SMB Customers
2.05M
Previous year: 1.96M
+4.7%
Residential Internet
27.02M
Previous year: 24.91M
+8.5%
Gross Profit
$4.91B
Previous year: $4.45B
+10.2%
Cash and Equivalents
$998M
Previous year: $3.48B
-71.3%
Free Cash Flow
$2.08B
Previous year: $1.58B
+31.6%
Total Assets
$144B
Previous year: $148B
-2.7%

Charter

Charter

Charter Revenue by Segment

Forward Guidance

Charter expects 2021 cable capital expenditures to be relatively consistent or lower as a percentage of cable revenue versus 2020.

Revenue & Expenses

Visualization of income flow from segment revenue to net income