CHARTER COMMUNICATIONS, INC. /MO/ is expected to release its Q3 2026 10-Q filing in the upcoming earnings season. Last quarter: Charter Communications' Q2 FY2026 revenue declined 1.7% YoY to $13.53B and operating income fell 6.6% to $3.06B amid continued Internet and video customer losses, though diluted EPS rose 16.1% to $10.66 driven by aggressive share buybacks that shrank diluted shares outstanding by ~14%.
Drawn from management commentary in the Q2 2026 10-Q:
Total revenue decreased $240M (three months) and $378M (six months) YoY, primarily due to a higher seamless entertainment allocation and fewer customer relationships, partly offset by mobile line growth. Adjusted EBITDA fell $244M and $370M for the respective periods, driven by lower revenue and higher transition expenses incurred preparing to integrate Cox Communications.
Charter lost 172,000 Internet customers in Q2 FY2026, while mobile lines grew by 406,000 (total mobile lines up to 12.54M from 10.86M YoY). Residential Internet customers decreased by 510,000 YoY, and video customer losses improved versus the prior year (residential video customers down only 77,000 YoY) due to bundling and seamless entertainment offerings.
Under the May 16, 2025 Transaction Agreement, Charter will pay Cox Enterprises $3.5B in cash for the Equity Sale plus $650M cash and $6.0B of convertible preferred units (6.875% dividend, $477.41 conversion price) plus ~33.6M Charter Holdings common units for the Contribution. The combined entity will assume approximately $12.4B of Cox Communications' net debt and finance leases, and Charter must fund approximately $4.2B of cash purchase price at Closing.
Revenue
$13.53B
-1.74% YoY
EPS (Basic)
$10.76
++14.35% YoY
Operating Income
$3.06B
-6.59% YoY
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