Q2 2026 Charter Communications Inc Earnings Call Transcript

Jul 24, 2026 / 12:00PM GMT

Transcript 10-Q8-K

Key Points

Positve

Charter Communications Inc (CHTR) added over 400,000 Spectrum mobile lines in the second quarter, marking a 16% growth over the last 12 months.
The company reported a significant improvement in video customer losses, with only 21,000 losses compared to previous periods.
Charter Communications Inc (CHTR) has a fully deployed gigabit-plus network across its entire footprint, enhancing its competitive edge.
The company expects a significant reduction in capital expenditures, which will positively impact free cash flow.
Charter Communications Inc (CHTR) is implementing AI service and cost benefits, which are beginning to ramp up and contribute to cost management measures.

Negative

Charter Communications Inc (CHTR) experienced a second-quarter Internet customer loss of 172,000, higher than the previous year.
Revenue was down 1.7% year over year, primarily due to lower residential revenue.
Second quarter EBITDA, excluding Cox transition expenses, declined by 3.2%.
The company faces high competition for new customers from expanded competitive footprints.
Transition expenses related to the pending Cox transaction totaled $65 million in the quarter, coming in higher than expected.

Operator

Hello, and welcome to the Charter Communications second quarter 2026 investor conference call. (Operator Instructions) Also, as a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time.

I will now turn the call over to Stefan Anninger.

Stefan Anninger

Charter Communications Inc - Investor Relations

Thanks, operator, and welcome, everyone. The presentation that accompanies this call can be found on our website, ir.charter.com. I would like to remind you that there are a number of risk factors and other cautionary statements contained in our SEC filings, and we encourage you to read them carefully. Various remarks that we make on this call concerning expectations, predictions, plans, and prospects constitute forward-looking statements, which are subject to risks and uncertainties that may cause actual results to differ from historical or anticipated results.

Any forward-looking statements reflect management's current view only, and Charter undertakes no obligation to revise or update such

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