Transcripts

Charter Communications, Inc.'s management answers for the business every quarter. These are the exchanges that explain it best — verbatim, from the call transcripts preserved in Sources. Each link opens the full transcript at that page in a new tab.

Q1 FY2026 Earnings Call — Q1 FY2026

The post-Cox operating playbook laid bare: how the acquired base's economics convert, why Charter keeps its pricing model, and where broadband growth actually breaks. · Open the full transcript →

The actual full-year frame: EBITDA to grow 'slightly' ex-transition costs, with offer tuning the swing factor.

Jessica Fischer (CFO); Sebastiano Petti (JPMorgan): We do continue to plan to grow EBITDA slightly this year […] how close to the line we are on EBITDA growth.

p. 10 · Read in context →

Q2 FY2025 Earnings Call — Q2 FY2025

The first earnings call after the Cox deal: management's fullest explanation of the acquisition's rationale, financing, and integration playbook — and a candid read on why broadband still shrinks. · Open the full transcript →

How the deal sits on the balance sheet: sub-4.25x through close, a 3.5–4.0x long-term target, delever to the middle within two to three years.

Jessica Fischer (CFO): As of the end of the second quarter, our ratio of net debt […] within two to three years following close.

p. 5 · Read in context →

The new T-Mobile business MVNO alongside Verizon — why Charter wants multiple carrier relationships to attack the business segment.

Chris Winfrey (President & CEO); Craig Moffett (MoffettNathanson): Just entered into, I think, a very strategic relationship with T-Mobile […] the ability to combine those mobile products together with already our market and priceleading wireline services […] And so this opens the door for us to go do that.

p. 6 · Read in context →

Asked why broadband keeps shrinking, Winfrey's candid diagnosis: stable-not-improving competition, low moves, a mobile-only mix-shift, a new lower-quality rival.

Chris Winfrey (President & CEO); Peter Supino (Wolfe Research): The competitive landscape remains stable, not improving or declining […] it creates pressure, which is not ideal.

p. 9 · Read in context →

Q3 FY2024 Earnings Call — Q3 FY2024

Where the 'Life Unlimited' pricing model was laid out and the ACP subscriber shock was sized — the reset in how Charter packages and prices connectivity. · Open the full transcript →

The Life Unlimited economics: a lower $40 gig headline with multi-year price locks that still lifts customer ARPU.

Chris Winfrey (President & CEO): Our new pricing and packaging will drive more sales with higher selling of our best products […] Xumo, and Cloud DVR at no additional charge.

p. 2 · Read in context →

Sizes the ACP hit — ~200k Q3 losses, a ~100k Q4 tail — and shows the retention thesis held: most former ACP customers stayed.

Jessica Fischer (CFO): The end of the ACP program drove higher third quarter non-pay and voluntary churn […] we've retained the vast majority of our customers who were previously receiving an ACP benefit. […] fourth quarter customer results will include impacts from the storms […] we expect the one time impacts from ACP to be behind us.

p. 3 · Read in context →

More calls

Q4 FY2025 Earnings Call — Q4 FY2025 · 10 pages · The full-year 2025 wrap and updated guidance framework, plus the latest read on Cox deal progress and 2026 setup. · Open →

Q3 FY2025 Earnings Call — Q3 FY2025 · 13 pages · Cox regulatory progress and BEAD updates, with more detail on how the combined footprint's build economics are expected to work. · Open →

Q1 FY2025 Earnings Call — Q1 FY2025 · 10 pages · The first full quarter under Life Unlimited pricing, just before the Cox announcement — a clean read on whether the packaging reset moved subscribers and ARPU. · Open →

Q4 FY2024 Earnings Call — Q4 FY2024 · 12 pages · The full-year 2024 wrap and the Liberty Broadband transaction detail — the reader gets the pre-Cox capital-structure and share-count picture. · Open →

Q2 FY2024 Earnings Call — Q2 FY2024 · 12 pages · The quarter the ACP wind-down actually hit the numbers — go here to see how the realized subscriber and ARPU impact compared with the Q1 framing. · Open →

Q2 FY2023 Earnings Call — Q2 FY2023 · 14 pages · An earlier baseline on the convergence and Spectrum One strategy, before ACP and heavy fixed-wireless competition dominated the narrative. · Open →