Charter Communications, Inc. (NASDAQ: CHTR) Charter’s fourth quarter results highlighted a significant strategic pivot, as the company added 428,000 mobile lines to reach a total of 11.8 million, achieving a 13.1% revenue increase in the mobile segment. This momentum helped buffer a 10.3% decline in residential video revenue, which fell to $3.25 billion as the company intentionally shifted toward lower-priced, streaming-integrated packages to improve long-term subscriber retention.
The market capitalization of Charter Communications stood at approximately $26.73 billion as of the market close on January 30, 2026.
Latest Quarterly Results
The company reported consolidated revenue of $13.60 billion for the quarter ended December 31, 2025, representing a 2.3% decrease compared to the $13.93 billion recorded in the same period the previous year. Net income attributable to Charter shareholders totaled $1.33 billion, a decline of 9.1% year-over-year.
Segment Highlights:
- Residential Connectivity: Revenue grew 2.3% year-over-year to $6.87 billion, driven by internet and mobile service growth.
- Mobile Service: Revenue increased 13.1% to $973 million, supported by a converged network strategy that now offloads nearly 90% of traffic onto Charter’s own infrastructure. Residential Video: Revenue fell 10.3% to $3.25 billion, reflecting continued cord-cutting trends.
- Commercial: Revenue remained stable at $1.82 billion, a 0.3% increase year-over-year.
- Advertising Sales: Revenue decreased 25.8% to $401 million, primarily due to lower political advertising.
Financial Trends
Full Year Results Context
For the full year 2025, Charter Communications generated revenue of $54.8 billion, a 0.6% contraction from $55.1 billion in 2024. Annual net income attributable to shareholders was $5.0 billion. Adjusted EBITDA for the year reached $22.7 billion, showing a stable directional trend with a 0.6% increase over the prior year.
Business & Operations Update
The company reported a total internet customer base of 29.7 million. Charter continued its rural expansion program, activating 147,000 subsidized rural passings during the quarter. Capital expenditures for 2025 totaled $11.7 billion, which included $3.9 billion allocated to line extensions.
M&A or Strategic Moves
Charter Communications entered into a definitive agreement to acquire Liberty Broadband Corporation in an all-stock transaction. Additionally, the company extended its long-term MVNO agreement with Verizon and announced a new partnership with T-Mobile for business services.
Guidance & Outlook
Management projected total capital expenditures for 2026 at $11.4 billion. Key operational targets include the launch of “Invincible Wi-Fi” and network upgrades to provide symmetrical multi-gigabit speeds across 50% of its footprint by year-end.
Performance Summary
Charter Communications shares closed up 7.89% as the market focused on mobile line growth and rural expansion. While quarterly revenue declined 2.3% and net profit fell 9.1%, the company maintained stable annual EBITDA. The mobile segment remains the primary growth driver.
