CHTR moves higher after an early reversal for a gain of 3.6% in the sessionCharter Communications, Inc. (CHTR) today experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. Today, at 10:13 AM on April 24th, a significant trading signal occurred for Charter Communications, Inc. (CHTR) as it demonstrated a Power Inflow at $361.02. This indicator is crucial for traders who want to know directionally where institution ...

文章核心观点 - 2025年第一季度Charter Communications每股收益8.42美元，虽同比增长11.5%但未达Zacks共识预期；营收137.4亿美元同比增0.4%，各业务表现有差异，运营成本和费用下降，调整后EBITDA增长，现金流状况改善 [1] 财务表现 - 2025年第一季度每股收益8.42美元，未达Zacks共识预期1.29%，同比增长11.5% [1] - 营收137.4亿美元，同比增长0.4%，受住宅移动服务、住宅互联网等收入增长推动，部分被住宅视频和广告收入下降抵消，超共识预期0.41% [1] - 过去四个季度中，一次未达Zacks共识预期，三次超预期，平均惊喜率5.24% [2] 业务板块详情 住宅业务 - 第一季度住宅收入107.9亿美元，同比下降0.1% [2] - 每月每户住宅收入123.06美元，同比增长2.1% [3] - 互联网收入59.3亿美元，同比增长1.8% [3] - 视频收入35.8亿美元，同比下降8.4% [3] - 语音收入3.56亿美元，同比下降5% [3] - 移动服务收入9.14亿美元，同比增长33.5% [3] 商业业务 - 商业收入18.2亿美元，同比增长1.4% [3] - 中大型企业（不含批发）收入同比增长4.4%，主要因PSU增长 [4] 广告业务 - 第一季度广告销售3.4亿美元，同比下降12.9%，主要因政治收入降低；排除政治收入后，因广告市场挑战同比下降5.1% [4] 其他业务 - 其他收入7.93亿美元，同比增长13.4%，主要因移动设备销售增加 [5] 用户统计 - 第一季度住宅和SMB互联网客户总数3136.9万，同比下降2%；总互联网客户减少6万，截至2025年3月31日为3000万 [6] - 第一季度视频客户减少18.1万，上年同期减少40.5万，截至2025年3月31日为1271万 [6] - 第一季度有线语音客户减少27.8万，上年同期减少27.9万，截至2025年3月31日为660万 [7] - 第一季度新增移动线路51.4万，上年同期新增48.6万，截至2025年3月31日为1040万 [7] 运营详情 - 总运营成本和费用79.7亿美元，同比下降2.6% [9] - 第一季度节目成本同比下降10.4%，因视频客户减少、低成本套餐占比增加及部分成本分配 [9] - 其他收入成本同比增长8.7%，因移动设备销售和移动服务直接成本增加 [10] - 现场和技术运营同比下降0.7%，客户运营同比下降4.5%，因劳动力成本降低 [10] - 营销和住宅销售费用同比增长7.7%，因公司注重增长和新品牌平台推出 [10] - 其他费用同比下降7.8% [10] - 调整后EBITDA 57.6亿美元，同比增长4.8% [11] 资产负债表与现金流 - 截至2025年3月31日，债务本金936亿美元，信贷安排提供64亿美元额外流动性，现金头寸7.96亿美元 [12] - 2025年第一季度经营活动净现金流42亿美元 [12] - 2025年第一季度资本支出24亿美元，较上年同期减少3.92亿美元，因CPE、升级/重建和线路扩展时间安排 [12] - 2025年第一季度自由现金流16亿美元，较2024年第一季度增加12亿美元，因经营活动净现金流增加和资本支出减少 [13] - 本季度公司花费7.51亿美元回购210万股A类普通股和Charter Holdings普通股单位 [13] Zacks评级与相关股票 - Charter目前Zacks评级为3（持有） [14] - Stride、Roblox和Fox是Zacks消费者非必需消费品板块中评级较好的股票，Stride评级为1（强力买入），Roblox和UTI评级为2（买入） [14] - Stride定于4月29日公布2025财年第三季度财报，Roblox定于5月1日公布2025年第一季度财报，Fox定于5月12日公布2025财年第三季度财报 [15]

Charter Communications, Inc. (NASDAQ:CHTR) Q1 2025 Earnings Conference Call April 25, 2025 8:30 AM ET Company Participants Stefan Anninger - Investor Relations Chris Winfrey - President & Chief Executive Officer Jessica Fischer - Chief Financial Officer Conference Call Participants Craig Moffett - MoffettNathanson John Hodulik - UBS Benjamin Swinburne - Morgan Stanley Jonathan Chaplin - New Street Research Jim Schneider - Goldman Sachs Bryan Kraft - Deutsche Bank Operator Hello, and welcome to Charter Commu ...

Capping a week of earnings calls with CEOs in many industries slashing forecasts and warning of dire impact from Donald Trump‘s tariffs, Charter Communications‘ Chris Winfrey advanced a different view. Speaking to Wall Street analysts on the company’s first-quarter call Friday morning, Winfrey characterized the tariffs in favorable terms, though he gestured to the uncertainty gripping corporate America. “Charter’s an American company offering services to more than 57 million U.S. families and businesses,” ...

Charter Communications (CHTR) reported $13.74 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 0.4%. EPS of $8.42 for the same period compares to $7.55 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $13.68 billion, representing a surprise of +0.41%. The company delivered an EPS surprise of -1.29%, with the consensus EPS estimate being $8.53.While investors closely watch year-over-year changes in headline numbers -- revenue and earnin ...

业绩总结 - 2025年第一季度总收入为137亿美元，同比增长0.4%[32] - 调整后EBITDA为58亿美元，同比增长4.8%[8] - 2025年第一季度总费用为228亿美元，同比下降2.6%[35] - 2025年第一季度自由现金流为1,564百万美元，同比增长1,206百万美元[40] 用户数据 - 2025年第一季度客户总数为3140万，同比下降2.0%[24] - 2025年第一季度移动线路数为1040万，同比增长25.3%[26] - 2025年第一季度住宅收入为108亿美元，同比持平[32] - 2025年第一季度商业收入为18亿美元，同比增长1.4%[32] 财务状况 - 2025年第一季度净负债比率降至4.06x/4.16x[39] - 2025年第一季度支付的利息净额为989百万美元，同比减少240百万美元[40] - 2025年第一季度资本支出为24亿美元，同比下降14.1%[8] - 2025年第一季度资本支出为2,399百万美元，同比减少392百万美元[40] 股票回购 - 2025年第一季度总回购价值为751百万美元，回购的普通股和单位数量为2.1百万[41] - 自2016年9月以来，公司已回购的普通股和单位总数为164.7百万[41] - 2025年第一季度回购的普通股在市场上的价值为431百万美元[41] - 2025年第一季度回购的普通单位来自Advance/Newhouse的价值为20百万美元[41] - 2025年第一季度回购的普通股来自Liberty Broadband的价值为300百万美元[41] - 2025年第一季度回购的普通股占已发行股份的0.7%[41] 其他信息 - 移动业务增长和效率提升推动调整后EBITDA增长[9]

Charter Communications (CHTR) came out with quarterly earnings of $8.42 per share, missing the Zacks Consensus Estimate of $8.53 per share. This compares to earnings of $7.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.29%. A quarter ago, it was expected that this cable provider would post earnings of $9.54 per share when it actually produced earnings of $10.10, delivering a surprise of 5.87%.Over the last four quarters ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION 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 March 31, 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) | Delaw ...

Stamford, Connecticut - April 25, 2025 - Charter Communications, Inc. (along with its subsidiaries, the "Company" or "Charter"), which operates the Spectrum brand, today reported financial and operating results for the three months ended March 31, 2025. "We continue to execute on our long-held strategy of delivering the best network and products, at the best value, combined with unmatched service," said Chris Winfrey, President and CEO of Charter. "That strategy is working, as evidenced by our first quarter ...

Analysts on Wall Street project that Charter Communications (CHTR) will announce quarterly earnings of $8.53 per share in its forthcoming report, representing an increase of 13% year over year. Revenues are projected to reach $13.66 billion, declining 0.1% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 0.3% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates duri ...