CHTR Charter (CHTR) Q1 FY26 earnings call
Charter Communications navigated a competitive Q1 FY26 with strong mobile line growth and improved video customer trends, despite internet customer losses and a slight revenue decline. The company is focused on its advanced network, core operating strategy, and customer satisfaction, while preparing for the Cox transaction close and its significant synergy potential. Management is actively evaluating pricing strategies to return to broadband growth.
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CHTR operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Paid subscribers Spectrum Mobile | 12M+During the first quarter, Spectrum Mobile remained the fastest-growing mobile provider in our footprint, and we now have over 12 million mobile lines, including an increase of 370,000 Spectrum Mobile lines in the quarter.Source: earnings call transcript | 12.5M+We now have over 12.5 million mobile lines and remain the fastest-growing mobile provider in our footprint.Source: earnings call transcript | — |
| Paid subscriber net additions Internet | -120KIn our first quarter, Internet customer loss totaled 120,000.Source: earnings call transcript | -172KOur second quarter Internet customer loss of 172,000 was higher than a year ago, similar to what we saw in the first quarter.Source: earnings call transcript | -43.3% |
| Paid subscriber net additions Mobile | 368KIn Mobile, we added 368,000 lines, with higher gross additions year-over-year, more than offset by higher disconnects.Source: earnings call transcript | 406KIn mobile, we added 406,000 lines with higher gross additions year-over-year, offset by higher disconnects.Source: earnings call transcript | +10.3% |
| Customer relationship net additions Subsidized rural | 41KIn Rural we continue to see strong customer relationship growth, generating 41,000 net customer additions in our subsidized rural footprint in the quarter.Source: earnings call transcript | 47KIn rural, we continue to see strong customer relationship growth, generating 47,000 net customer additions in our subsidized rural footprint in the quarter.Source: earnings call transcript | +14.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.