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

Apple

American Tower

Amazon

AST SpaceMobile

Altice USA

JPMorgan BetaBuilders MSCI US REIT ETF

Crown Castle International

Comcast

DigitalBridge Group

DISH Network

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

General Motors

Kroger

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.

Charter (CHTR) Launches New Program to Support Entrepreneurs

STAMFORD, Conn. , June 22, 2023 T/PRNewswire/ -- Charter Communications, Inc. today announced the launch of "Let's Get Started" – a new initiative from Spectrum Business to help people interested in launching their own business build successful ventures.

SPECTRUM BUSINESS® INTRODUCES 'LET'S GET STARTED' INITIATIVE, INCLUDING A FREE DIGITAL HUB FOR ASPIRING BUSINESS OWNERS

Bald Brothers Star in Comedic Music Video for Spectrum One to Launch During African American Music Appreciation Month STAMFORD, Conn. , June 21, 2023 /PRNewswire/ -- Spectrum today announced its sponsorship of the upcoming Bald Brothers Tour starring renowned comedians Tony Baker and Kevin "KevOnStage" Fredericks.

SPECTRUM TO SPONSOR THE BALD BROTHERS TOUR FEATURING KEVONSTAGE AND TONY BAKER

Twenty College Students Will Receive $20,000 in Scholarships Each and Career Development Support STAMFORD, Conn. , June 14, 2023 /PRNewswire/ -- Today, Charter Communications, Inc. announced it has awarded $400,000 in scholarships to the 2023 class of Spectrum Scholars , the company's annual college scholarship program for underrepresented students with financial need.

CHARTER AWARDS $400,000 TO THE THIRD CLASS OF SPECTRUM SCHOLARS

Nokia

Press Release Nokia selected by Charter Communications , Inc. to support 5G connectivity for Spectrum Mobile ™ customers With Nokia, Charter will deliver targeted wireless 5G shared spectrum connectivity, faster speeds, and increased coverage for its Spectrum Mobile customers Marks Nokia's first win in the MSO space for large-scale wireless 5G deployments Nokia's 5G RAN and small cell densification supports US cable market segment 5 June 2023 Dallas, Texas - Nokia today announced that Charter Communications, Inc. is turning to Nokia's comprehensive AirScale equipment portfolio, including 5G RAN, to support its targeted 5G connectivity design and deployment. A leading broadband connectivity company, Charter will use Nokia's 5G RAN solutions to deliver wireless 5G connectivity, faster speeds, and increased network capacity to Spectrum Mobile customers in its trial markets in the United States.

Nokia selected by Charter Communications, Inc. to support 5G connectivity for Spectrum Mobile™ customers

DULUTH, Minn. , May 31, 2023 /PRNewswire/ -- Spectrum is proud to announce the Duluth Art Institute is the recipient of $10,000 through the 2022-2023 Stand For The Arts Awards in partnership with Ovation TV that recognizes local arts, cultural and educational organizations and programs.

SPECTRUM PARTNERS WITH OVATION TV TO SUPPORT DULUTH ART INSTITUTE WITH $10,000 STAND FOR THE ARTS AWARD

Charter has some ambitious goals for spectrum enhancement and rural expansion through FY25. Steep financial gearing, weak operating leverage, and declining cash generation may place hindrances on fluid execution.

Charter Communications: Fundamentals Are Not In The Best Shape, But Risk-Reward Looks Attractive

CHTR has demonstrated its ability to continue gaining share in the broadband market. CHTR's investment strategy in expanding its footprint in rural areas seems to be working out well with ~170,000 activated and a 30% penetration rate in 1Q23.

Charter Communications: Rural Expansion Seems To Be Working, Valuation Is Cheap

Award to Support Mission Helping Students Discover the Arts MADISON, Wis. , May 12, 2023 /PRNewswire/ -- Spectrum is proud to announce the Madison Youth Arts Center is the recipient of $10,000 through the 2022-2023 Stand For The Arts Awards in partnership with Ovation TV that recognizes local arts, cultural and educational organizations and programs.

SPECTRUM PARTNERS WITH OVATION TV TO SUPPORT MADISON YOUTH ARTS CENTER WITH $10,000 STAND FOR THE ARTS AWARD

STAMFORD, Conn. , May 11, 2023 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that Christopher Winfrey, President and Chief Executive Officer, will participate in the SVB MoffettNathanson Technology, Media and Telecom Conference in New York on Thursday, May 18, 2023.

Charter to Participate in SVB MoffettNathanson Technology, Media and Telecom Conference

Spectrum and Ovation TV presented the award at reception for the world premiere of the LTC play "Whittier Boulevard" LOS ANGELES , May 2, 2023  /PRNewswire/ -- Spectrum today announced the Latino Theater Company received $10,000 through the 2022-2023 Stand For The Arts Awards, a partnership with Ovation TV that recognizes local arts, cultural and educational organizations and programs. Since the initiative started in 2017, Ovation TV and Spectrum have given out 60 awards totaling $600,000 towards arts education.

SPECTRUM PARTNERS WITH OVATION TV TO SUPPORT THE LATINO THEATER COMPANY WITH $10,000 STAND FOR THE ARTS AWARD

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

Charter (CHTR) Q1 Earnings Lag, Internet User Base Up Y/Y

Charter Communications, Inc. (CHTR) Q1 2023 Earnings Call Transcript.

Charter Communications, Inc. (CHTR) Q1 2023 Earnings Call Transcript

Charter Communications (CHTR) came out with quarterly earnings of $6.65 per share, missing the Zacks Consensus Estimate of $7.21 per share. This compares to earnings of $6.90 per share a year ago.

News for Charter Communications Stock (CHTR)