特许通讯(CHTR)

搜索文档
Charter Communications: Growth And Debt Are Problems
Seeking Alpha· 2025-07-27 20:42
Charter Communications ( CHTR ) just dropped nearly 18% in a single day. The company missed earnings, but not as dramatically as the stock fell. And nothing in general looks that terrible. Revenue grew, EBITDA grew, mobile linesI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, ...
CHTR Misses on Q2 Earnings, Reports Modest Y/Y Revenue Growth
ZACKS· 2025-07-26 03:10
Key Takeaways CHTR reported Q2 EPS of $9.18, missing estimates by 8.66% but rising 8.1% year over year.Q2 revenues grew 0.6% year over year to $13.8B, beating estimates by 0.41%.Growth in mobile and Internet offset declines in video, voice and advertising revenues.Charter Communications (CHTR) has reported second-quarter 2025 earnings of $9.18 per share, which missed the Zacks Consensus Estimate by 8.66%. However, the reported figure increased 8.1% year over year.Revenues of $13.8 billion increased 0.6% yea ...
Charter Communications: Fear Reaches Extreme Levels (Upgrade)
Seeking Alpha· 2025-07-26 01:57
Shares of Charter Communications, Inc. (NASDAQ: CHTR ) plunged over 15% on Friday after the company reported weaker quarterly results , which intensified concerns about cord-cutting and even broadband losses. With this drop, sharesOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analys ...
Charter Stock Falls Sharply In Wake Of Q2 Earnings Miss; CEO Chris Winfrey Calls Streaming A Boon To Pay-TV Bundle
Deadline· 2025-07-26 00:28
业绩表现 - 第二季度调整后每股收益为9.18美元,远低于华尔街预期的9.58美元 [1] - 第二季度营收达到138亿美元,符合分析师预期 [1] - 股价在周五盘中下跌18%,成交量达到正常水平的四倍以上 [2] 并购动态 - 公司正面临与Cox Communications的345亿美元合并交易的风险 [2] - CEO Chris Winfrey为合并交易辩护,强调公司有成功整合大型收购企业的历史,如时代华纳有线 [4] - Liberty Broadband持有公司26%股份,公司去年宣布计划收购Liberty Broadband,预计交易将在今年夏季完成 [3] 视频业务 - 本季度视频用户减少8万,远低于去年同期减少40.8万的情况 [6] - 公司看到用户流失率降低,更多用户升级到更高套餐以获得捆绑流媒体服务 [6] - 公司提供每月100美元的增值服务,将订阅流媒体整合到电视和宽带套餐中 [5] - 公司认为完整的扩展视频产品对各方最有利,因其包含最多内容且性价比最高 [5] 用户运营 - 公司正在提升向用户推销升级套餐的精准度,特别是在用户对特定节目感兴趣时 [7] - 例如在NBCUniversal获得NBA转播权后,通过Spectrum应用引导用户激活Peacock订阅或升级套餐 [7] - 类似的应用推广策略已在HBO Max、Hulu和Disney+上实施 [7]
Charter (CHTR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-07-25 22:30
For the quarter ended June 2025, Charter Communications (CHTR) reported revenue of $13.77 billion, up 0.6% over the same period last year. EPS came in at $9.18, compared to $8.49 in the year-ago quarter.The reported revenue represents a surprise of +0.08% over the Zacks Consensus Estimate of $13.76 billion. With the consensus EPS estimate being $10.05, the EPS surprise was -8.66%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...
Charter Communications(CHTR) - 2025 Q2 - Earnings Call Transcript
2025-07-25 21:32
Charter Communications (CHTR) Q2 2025 Earnings Call July 25, 2025 08:30 AM ET Company ParticipantsStefan Anninger - SVP - IRChris Winfrey - President, CEO & DirectorJessica Fischer - Chief Financial OfficerJessica Ehrlich - Managing DirectorConference Call ParticipantsCraig Moffett - Partner & Senior AnalystJohn Hodulik - Telecom & Cable AnalystPeter Supino - MD & Senior Analyst - Media & Entertainment, Cable & TelecomSebastiano Petti - Senior Research AnalystBryan Kraft - Lead Equity Research Analyst - Med ...
Charter Communications(CHTR) - 2025 Q2 - Earnings Call Transcript
2025-07-25 21:30
Charter Communications (CHTR) Q2 2025 Earnings Call July 25, 2025 08:30 AM ET Speaker0Hello and welcome to Charter Communications Second Quarter twenty twenty five Investor Conference Call. We ask that you please hold all questions until the completion of the formal remarks, at which time you will be given instructions for the question and answer session. Also as a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time. I will now turn the call over to ...
Charter Communications (CHTR) Q2 Earnings Miss Estimates
ZACKS· 2025-07-25 21:10
Charter Communications (CHTR) came out with quarterly earnings of $9.18 per share, missing the Zacks Consensus Estimate of $10.05 per share. This compares to earnings of $8.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -8.66%. A quarter ago, it was expected that this cable provider would post earnings of $8.53 per share when it actually produced earnings of $8.42, delivering a surprise of -1.29%.Over the last four quarter ...
Charter Communications(CHTR) - 2025 Q2 - Earnings Call Presentation
2025-07-25 20:30
Charter Communications Second Quarter 2025 Results July 25, 2025 Cautionary Statement Regarding Forward-Looking Statements This quarterly presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, our plans, strategies and prospects, both business and financial. Although we believe that our plans, intentions and expectations as reflected in or ...
Charter Communications(CHTR) - 2025 Q2 - Quarterly Report
2025-07-25 19:01
SECURITIES AND EXCHANGE COMMISSION UNITED STATES Washington, D.C. 20549 ______________ FORM 10-Q ______________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number: 001-33664 Charter Communications, Inc. (Exact name of registrant as specified in its charter) | Delawa ...