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CHTR · Q2 2026

CHARTER COMMUNICATIONS, INC. /MO/

Reported 2026-07-24
IN-LINE
36EarnIQ signal
↘

Confidence falling

Moderate quarter-over-quarter shift

Solid mobile growth offsets ongoing broadband and video subscriber headwinds as Charter executes its converged strategy.

  • ✓Guidance was none, with low specificity.
  • ✓Management tone registered as confident (75/100).
  • ✓EarnIQ detected 0 potential management deflections.
Headline–confidence gap

Mixed evidence

The headline and management signals do not point in one direction (confidence falling).

EPS: reported vs expected+3.0%$10.66 vs $10.35
Revenue: reported vs expected—— vs —
Guidance specificityLowChange not comparable
Market expectations supplied by Finnhub · Reported vs consensus estimate

We operate in a competitive environment across all of our products, and our strategy for growing connectivity services is simple -- deliver the best products, at the best overall value, with the best service.

Premium intelligence

The evidence behind the signal

Full report
Management language

Why confidence moved

“We operate in a competitive environment across all of our products, and our strategy for growing connectivity services is simple -- deliver the best products, at the best overall value, with the best service”
“We look forward to delivering the benefits of that strategy to Cox's customers and communities after the transaction closes.”
“And by saving customers money with Spectrum products, serviced by 100% US-based employees -- we will drive customer and shareholder value for years to come.”
Guidance specificity
10/100

Low specificity

No formal financial guidance ranges were provided in the earnings release or extracted passage.

Pressure point
!

Spectrum Internet customers declined by

0 potential deflections detected in management communication.

Narrative break

What changed

Expansion of bundled streaming apps and the Spectrum App Store integration with Netflix and other major streaming services.

Q&A evidence

Management responses

No material Q&A deflections were detected.

Key positives
  • Spectrum Mobile lines increased by 406,000 in the second quarter and reached 12.5 million lines.
  • Net cash flows from operating activities increased to $3.9 billion compared to $3.6 billion in the prior year.
  • Charter repurchased 4.0 million shares of Class A common stock for $838 million and $1.0 billion in notes.
Key risks
  • Spectrum Internet customers declined by 172,000 during the second quarter.
  • Second quarter total revenue declined 1.7% year-over-year due to lower residential video revenue.
  • Adjusted EBITDA declined 4.3% year-over-year during the second quarter.
Topic velocity

Language versus prior quarter

M&ANew
CostNew
ChinaNew
MarginNew
RecordNew
iPhoneNew
Signal composition

What drove the EarnIQ score

Tone+17
Eps Beat+0
Guidance+3
New Signal+8
Miss Penalty+0
Qoq Improvement+8
Deflection Penalty+0