Communication Services·Cable & Satellite·$22.5B
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.
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Total revenue reflects the company's overall sales performance and growth potential in a competitive market.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
38%
Avg EPS Surprise
-0.92%
Avg Stock Reaction
+0.93%
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
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.
EPS
$10.82Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$13.6BTotal revenue reflects the company's overall sales performance and growth potential in a competitive market.
The print will turn on these two things.
Q1
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.
Q2
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.
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.
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.
Implied Move
±8.13%
Historical Avg
±11.9%
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.
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.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
GE AEROSPACE
Apr 21, 2026