Charter Communications Q4 2025 Earnings Call Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy CHTR?
Source: seekingalpha
- Mobile Business Growth: Charter added nearly 2 million mobile lines in 2025, achieving a 19% growth rate, establishing itself as the fastest-growing mobile provider in the U.S., which highlights its strong performance in a competitive market.
- Video Customer Improvement: While overall revenue declined by 0.5%, video customers grew in Q4, indicating that the product improvements made over the past two years have been effective in enhancing customer retention.
- Strategic Investment Plans: Spectrum is expected to cover over 70 million households in 2026, with plans to complete rural build-out adding 1.7 million subsidized rural passings, demonstrating the company's commitment to expanding its market share.
- Financial Outlook: The CFO projected total capital expenditures of $11.4 billion for 2026, and despite challenges from declining advertising revenue, management remains optimistic about EBITDA growth, emphasizing future financial stability.
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Analyst Views on CHTR
Wall Street analysts forecast CHTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CHTR is 286.91 USD with a low forecast of 165.00 USD and a high forecast of 428.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
5 Buy
6 Hold
2 Sell
Hold
Current: 223.530
Low
165.00
Averages
286.91
High
428.00
Current: 223.530
Low
165.00
Averages
286.91
High
428.00
About CHTR
Charter Communications, Inc. is a broadband connectivity company and cable operator serving more than 57 million homes and businesses in 41 states through its Spectrum brand. Over an advanced communications network, the Company offers a range of residential and business services, including Spectrum Internet, television (TV), Mobile and Voice. For small businesses, Spectrum Business delivers a range of broadband products and services coupled with special features and applications to enhance productivity. For mid-market and large businesses, Spectrum Business provides customized, fiber-based solutions. Spectrum Reach delivers advertising and production for the modern media landscape. The Company also distributes news coverage and sports programming to its customers through Spectrum Networks. The Company offers its customers subscription-based Internet, video, mobile and voice services, with prices and related charges based on the types of service selected.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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