Earnings Call
Jul 24, 2026
Q2 FY2026
EPS Estimate
9.98
EPS Actual
10.66
Post-Earnings Close
$123.31
Earnings Reaction
-2.5%
Charter's Q2 2026 results reflect a company navigating a genuinely difficult broadband environment while building toward a free cash flow inflection that management argues is now clearly in sight. Internet subscriber losses of 172,000, worse than the 149,000 lost in Q1 and worse than a year ago, remain the central concern for investors, and the quarter offered no near-term reversal signal. Revenue fell 1.7% year-over-year to levels below consensus, and adjusted EBITDA excluding Cox transition costs declined 3.2%, prompting a downward revision to full-year EBITDA guidance from modest growth to a decline of approximately 1%. The miss on both the top and bottom lines, combined with the guidance cut, frames this as a quarter where execution fell short of prior expectations.
Report generated on Jul 25, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
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