Equity Profile

CHTR

Charter Communications, Inc.

Communication ServicesCable & Satellite$16.2B

Apr24Fri

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:00 AM EDT

Charter Communications Misses on EPS, Stock Down 25.5%

Metric	Actual	Expected	Surprise
EPS	$9.17	$10.82	-8.05%
Revenue	N/A	$13.6B	N/A

management commentary, guidance changes, and full analysis available with Pro.

Charter Communications Misses on EPS, Stock Down 25.5%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$9.17	$10.82	-8.05%
Revenue	N/A	$13.6B	N/A

Management Commentary

Tone: Defensive

Management expressed concerns about the current market environment affecting performance. They did not provide any forward guidance, indicating uncertainty.

Management acknowledged challenges impacting earnings this quarter.

They highlighted ongoing competitive pressures in the market.

There was no specific guidance provided for the upcoming quarters.

What It Means

This earnings report indicates that Charter Communications faced significant challenges in Q1-2026, leading to a notable earnings miss. The stock reacted sharply, dropping 25.5%, reflecting investor concerns over competitive pressures and the lack of guidance. The absence of revenue figures also adds to the uncertainty surrounding the company's performance.

Company Snapshot

Charter Communications (CHTR) is a leading provider of cable and satellite services, offering high-speed internet, television, and phone services. As a major player in the Communication Services sector, its performance is closely tied to consumer spending trends and competition in the broadband market.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$10.82

Revenue

Total revenue reflects the company's overall sales performance and growth potential in a competitive market.

$13.6B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-0.92%

Avg Stock Reaction

+0.93%

Last Quarter Recap

In Q4-2025, Charter reported an EPS of $10.34, slightly below the estimate of $10.40, resulting in a stock increase of 7.62% the following day. The company continues to face challenges in meeting revenue expectations amidst a competitive landscape.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Charter to report solid earnings this quarter, with a consensus EPS of $10.82. However, there is caution due to recent earnings misses that may affect investor sentiment.

Bull Case

If Charter exceeds EPS expectations and shows strong revenue growth, it could signal effective cost management and increased market share, boosting investor confidence.

Bear Case

On the other hand, if the company misses earnings estimates again, it may raise concerns about its competitiveness and ability to adapt to market changes, leading to a negative reaction.

Key Metrics to Watch

EPS

$10.82

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$13.6B

Total revenue reflects the company's overall sales performance and growth potential in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $10.82?

A beat on EPS could indicate strong operational performance and boost investor confidence, while a miss could further erode trust in management's guidance.

What are the revenue figures, and how do they compare to the $13.6B consensus?

Revenue performance will be critical in assessing the company's growth trajectory and ability to compete in the market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Charter's ability to leverage its existing customer base for upselling additional services, which could drive revenue growth beyond expectations.

Supporting Evidence

Recent trends in consumer demand for bundled services may not be fully reflected in the consensus revenue estimate.

The company's historical ability to recover from earnings misses suggests it could outperform expectations this quarter.

Key Risk

If Charter's revenue growth shows signs of acceleration, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Charter's ability to rebound from recent earnings misses against its competitive positioning in the cable and satellite industry.

Bull Confirmed If

An EPS of $11.00 or higher, coupled with revenue exceeding $13.7B, would confirm the bull case.

Bear Confirmed If

An EPS below $10.50 and revenue under $13.5B would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±8.13%

Historical Avg

±11.9%

Pricing cheap

The options market is pricing in an 8.13% move, indicating that traders expect significant volatility around the earnings report.

Options are pricing ±8.1% while CHTR has averaged ±11.9% over the last 8 prints — setup is pricing cheap.

Detail

30d HV

33.3%

Calls (61K)P/C Ratio: 3.88Puts (236K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Charter beats expectations, history suggests a potential stock increase of around 10.37%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in management's future guidance.

Miss

A miss could lead to a muted reaction, with historical data indicating an average move of only +0.02% following such outcomes.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth and retention rates.
2Insights into cost management strategies and their impact on margins.
3Comments on competitive pressures and market share trends.
4Details on new service offerings or technological advancements.
5Management's outlook on the broader economic environment and its impact on consumer spending.

See the full picture

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$10.82

Revenue

Total revenue reflects the company's overall sales performance and growth potential in a competitive market.

$13.6B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-0.92%

Avg Stock Reaction

+0.93%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Charter to report solid earnings this quarter, with a consensus EPS of $10.82. However, there is caution due to recent earnings misses that may affect investor sentiment.

Bull Case

If Charter exceeds EPS expectations and shows strong revenue growth, it could signal effective cost management and increased market share, boosting investor confidence.

Bear Case

On the other hand, if the company misses earnings estimates again, it may raise concerns about its competitiveness and ability to adapt to market changes, leading to a negative reaction.

Key Metrics to Watch

EPS

$10.82

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$13.6B

Total revenue reflects the company's overall sales performance and growth potential in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $10.82?

A beat on EPS could indicate strong operational performance and boost investor confidence, while a miss could further erode trust in management's guidance.

What are the revenue figures, and how do they compare to the $13.6B consensus?

Revenue performance will be critical in assessing the company's growth trajectory and ability to compete in the market.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Charter's ability to leverage its existing customer base for upselling additional services, which could drive revenue growth beyond expectations.

Supporting Evidence

Recent trends in consumer demand for bundled services may not be fully reflected in the consensus revenue estimate.

The company's historical ability to recover from earnings misses suggests it could outperform expectations this quarter.

Key Risk

If Charter's revenue growth shows signs of acceleration, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Charter's ability to rebound from recent earnings misses against its competitive positioning in the cable and satellite industry.

Bull Confirmed If

An EPS of $11.00 or higher, coupled with revenue exceeding $13.7B, would confirm the bull case.

Bear Confirmed If

An EPS below $10.50 and revenue under $13.5B would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±8.13%

Historical Avg

±11.9%

Pricing cheap

The options market is pricing in an 8.13% move, indicating that traders expect significant volatility around the earnings report.

Options are pricing ±8.1% while CHTR has averaged ±11.9% over the last 8 prints — setup is pricing cheap.

Detail

30d HV

33.3%

Calls (61K)P/C Ratio: 3.88Puts (236K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Charter beats expectations, history suggests a potential stock increase of around 10.37%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in management's future guidance.

Miss

A miss could lead to a muted reaction, with historical data indicating an average move of only +0.02% following such outcomes.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on subscriber growth and retention rates.
2Insights into cost management strategies and their impact on margins.
3Comments on competitive pressures and market share trends.
4Details on new service offerings or technological advancements.
5Management's outlook on the broader economic environment and its impact on consumer spending.