AI-extracted from the 10-Q filed 2026-07-24 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Charter's Q2 revenue declined 1.7% YoY to $13.5B as Internet customer losses and video headwinds offset 18.9% mobile service growth.
Biggest Revenue Drivers
Residential$10.4B-3.5% YoY
Declined due to higher seamless entertainment allocation, video customer losses and lower Internet customers, partly offset by mobile line growth.
Biggest Revenue Drivers
Total revenue: $13.5B-1.7% YoY
Residential$10.4B-3.5% YoY
Declined due to higher seamless entertainment allocation, video customer losses and lower Internet customers, partly offset by mobile line growth.
Largest Expense Items
Operating costs and expenses$8.2B-0.2% YoY
Decreased primarily due to $218M lower programming costs and higher seamless entertainment allocation, offset by $186M higher other costs of revenue from mobile device sales and advertising costs.
Depreciation and amortization$2.2B+0.9% YoY
Increased due to more recent capital expenditures, partly offset by certain assets becoming fully depreciated.
Interest expense, net$1.3B+1.0% YoY
Increased primarily due to higher weighted average debt levels.
Watch Items from the Filing
Internet customers declined 510k YoY amid competitive pressure; residential Internet revenue fell 3.2% despite rate increases, indicating volume deterioration is primary driver.
Cox Transactions pending: Charter will assume $12.4B net debt and pay $4.2B cash at closing; currently shows 4.18x leverage ratio, targeting 4.0-4.5x pro forma at Liberty Broadband combination close.
Video customer losses improved YoY but segment revenue declined 9.7% YoY; seamless entertainment allocation increased $184M in Q2, representing strategic shift away from traditional video.
Mobile lines grew 1.6M YoY to 12.5M total; mobile service revenue up 18.9% YoY, now representing 8.1% of total revenue and emerging as key growth driver.
Free cash flow declined 7.4% YoY to $969M in Q2 despite $244M EBITDA decline, reflecting favorable tax timing and working capital; company expects $11.4B full-year capex excluding Cox impacts.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
DiGeronimo Richard JPresident-Product & TechnologyGrant or award · Aug 20, 2026
Fischer Jessica MChief Financial OfficerGrant or award · Aug 20, 2026
Haughton Jamal HEVP/Gen Counsel/Corp SecretaryGrant or award · Aug 20, 2026
Howard Kevin DEVP/CAO/ControllerGrant or award · Aug 20, 2026
Ray Richard AdamEVP, Chief Commercial OfficerGrant or award · Aug 20, 2026
Liberty Broadband CorpDirectorOther acquisition or disposition · Aug 19, 2026
Taylor Alexander CoxDirectorGrant or award · Aug 19, 2026
Clement Dallas SDirectorGrant or award · Aug 19, 2026
Congress trading in CHTR
10 transactions in CHTR reported by 6 members of Congress under the STOCK Act, most recent trade Aug 20, 2026. Reported transactions, not recommendations.
About CHARTER COMMUNICATIONS, INC. /MO/ (CHTR): stock profile, AI score and financials
CHARTER COMMUNICATIONS, INC. /MO/ (CHTR) stock profile, AI quality score, and SEC EDGAR financial data, a Communication Services sector company. 13F Pro's AI-powered ranking engine scores CHTR at 59.3/100 on a composite quality score built from its SEC filings, placing it at rank #938 of 2,925 stocks — the top half of the AI-ranked universe. CHTR scores in the top quartile across revenue scale (97.0), institutional flow (91.3), earnings quality (76.9). Areas of concern include revenue growth (24.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CHARTER COMMUNICATIONS, INC. /MO/ reports quarterly revenue of $13.5B, net income of $1.3B, an operating margin of 22.7%. Top institutional holders of CHTR by reported 13-F value include DODGE & COX, BlackRock, STATE STREET, based on the most recent SEC filings. CHTR trades on the Nasdaq exchange and files with the SEC under CIK 1091667. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CHTR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CHARTER COMMUNICATIONS, INC. /MO/ directly from SEC EDGAR.