Revenue segments as reported by the company.

Residential revenue

Commercial revenue

Advertising sales

Mobile

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Depreciation and amortization

Other operating expenses, net

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Charter Communications

Time Warner as an American cable television company. Prior to its purchasing by Charter Communications on May 18, 2016, it was ranked the second largest cable company in the United States by revenue behind only Comcast, operating in 29 states

Time Warner

Bright House Netowrks was an American telecom company. It was the tenth-largest multichannel video service provider and the 6th largest cable internet provider (based on coverage) in the United States. The company served more than 2.2 million customers. Bright House Networks' primary service offerings included digital television, high-speed internet, home security and automation and voice services

Bright House

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Charter Communications reports solid Q4 performance and growth opportunities

Charter Communications delivered strong financial results with revenue and EBITDA growth, focusing on network evolution and customer experience.
The company faces challenges in the video industry and managing costs but has opportunities for growth through broadband expansion and tailored packages.
Overall, Charter's performance reflects stability, profitability, and strategic initiatives to drive future success.

Charter Communications reports solid Q1 performance amidst market challenges

Charter Communications (CHTR) delivered a strong Q1 2023 performance, marked by revenue and EBITDA growth, customer additions, and solid financial metrics. The company faces challenges in the broadband market and operational expenses but remains optimistic about growth prospects and strategic initiatives.
Key strengths for Charter lie in its network evolution, wireless business strategy, and enterprise segment growth. Opportunities in revenue diversification, market expansion, and program bidding showcase Charter's readiness to capitalize on industry trends and drive sustainable growth.
Navigating through challenges in the broadband market and operational expenses, Charter remains focused on enhancing customer value, profitability, and market competitiveness. The company's strategic initiatives and financial resilience position it well for future growth and value creation.

Charter Communications reports steady growth and profitability in Q2

Charter Communications delivered steady financial performance in Q2 2023, with growth in customers and profitability, driven by network enhancements and strategic initiatives.
While facing challenges such as seasonality and tax impacts, Charter's focus on customer satisfaction and product innovation positions them well for future opportunities.
Opportunities lie in expanding mobile services, increasing customer value, and leveraging strategic partnerships to drive growth and profitability.
Overall, Charter's performance reflects a balanced approach to growth, profitability, and customer-centric strategies in the competitive telecommunications market.

Charter Communications reports steady growth and strategic investments in Q3

Charter Communications demonstrated solid performance with revenue and EBITDA growth, driven by customer additions and strategic initiatives.
Transparency on capital spend and value creation, along with efficiency improvements, are key strengths for the company.
While challenges in subscriber growth and investment caution exist, opportunities in EBITDA acceleration and revenue growth are on the horizon.

Charter Communications reports steady growth and strategic investments in Q4

Charter Communications reported solid performance in Q4 2023, with revenue and EBITDA growth driven by Internet and mobile customer additions.
The company is strategically investing in network expansion, product innovation, and customer experience to drive long-term value for shareholders.
While facing challenges from market competition and inflationary pressures, Charter is focused on maximizing growth opportunities and stabilizing its operations.
Opportunities lie in expanding customer base, stabilizing mobile allocation impact, and optimizing penetration rates for sustainable growth and profitability.

Charter Communications reports stable Q1 performance amidst mobile growth

Charter Communications navigated challenges in subscriber losses and competitive markets, leveraging strengths in mobile integration and diversified revenue streams to drive EBITDA growth.
The company's strategic focus on network evolution, bundled services, and customer value creation presents opportunities for sustained growth and market penetration.
Despite facing uncertainties in subscriber growth and regulatory concerns, Charter remains committed to maintaining financial discipline and driving value for customers through innovative offerings.

Charter Communications reports Q2 growth amidst customer challenges

Charter Communications navigated challenges from the end of the Affordable Connectivity Program, focusing on customer growth and cost management.
Despite a loss of Internet customers, the company reported revenue growth, positive net income, and strong performance in mobile net adds.
Charter's strategic initiatives, including new customer programs and debt structure maintenance, position it for long-term growth and financial stability.
Opportunities lie in offering innovative Internet products, improving cost efficiency, and enhancing customer experience to drive future success.

Charter Communications reports Q3 growth amidst competition challenges

Charter Communications showed solid financial performance with revenue and EBITDA growth.
The company faces challenges from competition but is focused on enhancing customer service.
Opportunities lie in reducing costs, expanding product offerings, and completing infrastructure projects.
Charter's strategic initiatives aim to drive growth and improve customer experience.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Comcast

T-Mobile US

It is no secret that the market sends dislocations across sectors every once in a cycle. During the latest rotation in the past twelve months, the telecommunication services industry takes the podium.

3 Telecom Stocks Ringing Upside From Analysts

Chevron

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Mastercard

With the market fading amid rising concerns about the Federal Reserve's ability to facilitate a soft landing for the economy, I've got to make a change to my original ideas for the “only” Warren Buffett stocks to buy. To break the fourth wall a bit, I hope you realize that I'm in no way advocating that I own the exclusive domain of what Warren Buffett stocks to buy (and by logical deduction, which ones to avoid).

These Are the ONLY 7 Warren Buffett Stocks to Consider in August 2023

STAMFORD, Conn. , Aug. 21, 2023 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) today announced that industry veteran and Senior Executive Vice President David Ellen will transition to an advisory role to Charter's President and CEO Chris Winfrey beginning December 1.

CHARTER SENIOR EXECUTIVE VICE PRESIDENT DAVID ELLEN TRANSITIONS TO ADVISORY ROLE IN DECEMBER 2023

Match Group

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Snap

AT&T

Tyson Foods

Zoom Video

As we reach the middle of August 2023, the AI rally seems to be losing steam. With this bull run showing signs of a plateau, I think it's time to start looking for bargains in other areas of the market.

7 Very Oversold Stocks to Buy Right Now

Apple

Bank of America

Expedia

Warren Buffett and Michael Burry recently took steps to shield their portfolios from a market downturn. Buffett's Berkshire Hathaway reported $18 billion in net equity security sales in the first half of 2023.

Warren Buffett and Michael Burry Just Sent Wall Street a Grim Warning: The Stock Market May Be Headed Lower

Disney

DISH Network

Alphabet

Netflix

Cable service cancellations are still holding at their pre-pandemic pace. While the advent of streaming alternatives is the core cause, cable companies (and their content studios) aren't picking up their share of these customers.

Cord-Cutting Claimed Another 1.7 Million Cable Customers in Q2. Here's What Investors Need to Know.

Wolfe Research analyst Peter Supino especially likes the outlook for Charter stock, boosting his rating to Outperform. And he backs away from a bearish call on Comcast stock.

Comcast, Charter Shares Get Upgrades. Analyst Says a Wireless Threat Is Fading.

Charter Communications, Inc. (NASDAQ:CHTR ) Q2 2023 Earnings Conference Call July 28, 2023 8:30 AM ET Company Participants Stefan Anninger - IR Chris Winfrey - President and CEO Tom Rutledge - Executive Chairman Jessica Fischer - CFO Conference Call Participants Ben Swinburne - Morgan Stanley Phil Cusick - JPMorgan John Hodulik - UBS Jonathan Chaplin - New Street Brett Feldman - Goldman Sachs Craig Moffett - MoffettNathanson Vijay Jayant - Evercore Bryan Kraft - Deutsche Bank Michael Rollins - Citi Operator Hello, and welcome to Charter Communications' Second Quarter 2023 Investor Call. [Operator Instructions] Also, as a reminder, this conference call is being recorded today.

Charter Communications, Inc. (CHTR) Q2 2023 Earnings Call Transcript

Charter's (CHTR) second-quarter 2023 results reflect continued growth in Internet and mobile service revenues.

Charter (CHTR) Q2 Earnings Beat, Internet User Base Up Y/Y

Charter Communications (CHTR) came out with quarterly earnings of $8.05 per share, beating the Zacks Consensus Estimate of $7.66 per share. This compares to earnings of $8.80 per share a year ago.

Charter Communications (CHTR) Q2 Earnings Beat Estimates

The company generated second-quarter net income of $1.2 billion, or $8.05 a share, compared with net income of $1.5 billion, or $8.80 a share, in the year-before quarter. Analysts tracked by FactSet were expecting $8.06 a share.

Charter earnings bring internet subscriber gains, while video subscribers keep falling

STAMFORD, Conn. , July 28, 2023 /PRNewswire/ -- Charter Communications, Inc. (along with its subsidiaries, the "Company" or "Charter") today reported financial and operating results for the three and six months ended June 30, 2023.

Charter Announces Second Quarter 2023 Results

American Tower

Amazon

AST SpaceMobile

Altice USA

JPMorgan BetaBuilders MSCI US REIT ETF

Crown Castle International

DigitalBridge Group

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

Neuberger Berman Real Estate Securities Income Fund Inc

US Diversified Real Estate ETF

Invesco Active US Real Estate

ALPS Active REIT ETF

ProShares Short Real Estate

Cohen And Steers Total Return Realty Fund

Cell Tower REITs have been the weakest-performing property sector since the start of 2022 - lagging even the battered office sector - amid a telecommunications industry-wide slump inflamed by tight monetary conditions. Cellular carriers have curbed their capital-intensive network expansion plans in recent quarters following a significant wave of investment and tower equipment upgrades from 2019-2022 to deploy nationwide 5G networks. The latest selloff was intensified by an expose alleging that century-old abandoned phone lines owned by AT&T and Verizon are leaching toxic lead into drinking water, potentially requiring costly remediation.

Cell Tower REITs: Toxic Telecom?

Charter Communications' (CHTR) second-quarter 2023 performance is likely to have benefited from expanding broadband network, despite stiff competition and slow subscriber addition.

What's in Store for Charter Communications' (CHTR) Q2 Earnings?

STAMFORD, Conn. , July 24, 2023 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) today announced that Danny Bowman has been promoted to Executive Vice President, Product.

CHARTER PROMOTES DANNY BOWMAN TO EVP, PRODUCT

Many consumers have been fed up with the high cost of cable and have been cord cutting (leaving for streaming TV only) or cord shaving (moving to a lower priced package).

Will Charter's New Plan To Stave Off Cord Cutting Work?

Charter Communications said it's revamping its cable TV model, allowing customers to opt into a cheaper, sports-free package.

Charter will offer a cheaper cable TV option without sports to reflect changing landscape

STAMFORD, Conn. , July 5, 2023 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (the "Company" or "Charter") will host a webcast on Friday, July 28, 2023 at 8:30 a.m.

Charter to Hold Webcast to Discuss Second Quarter 2023 Financial and Operating Results

Shares of Charter Communications Inc. CHTR, +0.66% were ahead 0.6% in Monday morning action, putting the stock on track to rise for its seventh session in a row. A positive close for Charter would clinch the cable name's longest winning streak since Sept.

Charter stock on track to dial up longest winning streak in 22 months

DaVita

Occidental Petroleum

Paramount Global

Plenty of investors are interested in the stocks that legendary investor Warren Buffett has selected for the Berkshire Hathaway (NYSE: BRK-A , NYSE: BRK-B ) equity portfolio. However, instead of buying every single stock in this category, you may want to focus mainly on the undervalued Buffett stocks instead.

The 7 Most Undervalued Buffett Stocks to Buy Now: June 2023

The White House announced a $42 billion funding program to provide more affordable broadband internet access nationwide. This should provide a tailwind to Charter's rural growth strategy.

Why Charter Communications Stock Was Soaring This Week

Award to Support Arts Education Programs COHOES, N.Y. , June 30, 2023 /PRNewswire/ -- At Park Playhouse/Playhouse Stage Company's 35th anniversary gala, Spectrum presented a $10,000 award as part of the Stand for the Arts Awards initiative in partnership with Ovation TV.

SPECTRUM PARTNERS WITH OVATION TV TO SUPPORT PARK PLAYHOUSE/PLAYHOUSE STAGE COMPANY WITH $10,000 STAND FOR THE ARTS AWARD

Charter Communications' internet net adds have been under pressure due to fixed wireless access competition, but growth may pick up as fixed wireless growth slows and Charter's network evolution and rural build-out progress. Charter's mobile growth has gained traction, with record-high net adds last quarter, and while there may be churn once promotional periods end, some customers are likely to stick due to competitive pricing. The stock is rated as a BUY, with a conservative estimated fair value of $421 per share (25% upside), as the company's top-line growth rate is expected to improve.

Charter Communications: Net Adds Should Pick Up, Valuation Is Attractive

Charter (CHTR) launches Let's Get Started, a new program from Spectrum Business, to guide aspiring entrepreneurs start a small business.

News for Charter Communications Stock (CHTR)