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Charter Misses Q3 Estimates as Broadband and TV Losses Deepen, Shares Fall

The cable operator trimmed 2025 capital spending to about $11.5 billion following softer subscriber trends.

Overview

  • Revenue fell 0.9% year over year to $13.67 billion, below the $13.74 billion consensus, and EPS of $8.34 missed the $9.37 estimate.
  • Charter lost 109,000 internet customers and 70,000 video customers, while total mobile lines grew by 493,000 to 11.4 million.
  • Adjusted EBITDA margin slipped 20 basis points to 40.7%, and free cash flow totaled $1.62 billion with operating cash flow of $4.5 billion.
  • Capital expenditures are now projected at roughly $11.5 billion for 2025, reduced from a prior $12 billion outlook and compared with $11.3 billion in 2024.
  • Shares were down about 2.3% to $225.67 in early trading, hovering near a 52-week low.