Charter Communications (CHTR) Plunges 18% on Disappointing Results
Charter Communications stock plunged 17.88% to $312.06 after reporting disappointing Q2 2025 results. The selloff was driven by a larger-than-expected loss in broadband subscribers and an earnings miss.
🔍 Key Earnings Highlights – Q2 2025
- Adjusted EPS: $9.18
▸ Missed consensus of ~$9.60–$9.80 - Revenue: $13.8 billion
▸ Up 0.6% year-over-year, in line with estimates - Net Income: $1.32 billion
📉 Subscriber Metrics
- Internet (Broadband):
▸ Lost 117,000 residential subscribers
▸ Analysts had expected a loss of around 73,000 - Video (Pay TV):
▸ Lost ~80,000 subscribers
▸ Improvement over the 400,000 lost in the same quarter last year - Mobile (Spectrum Mobile):
▸ Added 500,000 new lines
▸ Total mobile lines reached ~10.9 million
📊 Mobile-Friendly Summary Table
| Metric | Q2 2025 Result | Estimate / Trend |
|---|---|---|
| Adjusted EPS | $9.18 | Missed ~$9.60–$9.80 |
| Revenue | $13.8B | In line |
| Internet Subscribers | −117,000 | Worse than −73,000 |
| Video Subscribers | −80,000 | Improved YoY |
| Mobile Lines Added | +500,000 | Strong growth |
⚠️ Market Reaction & Takeaway
Charter’s profit miss and the unexpected acceleration in broadband churn spooked investors, especially amid rising competition from fiber and fixed wireless providers. The stock’s near 18% plunge reflects market concern over its core internet business, even as mobile and video trends showed some stability.
The company has been repositioning its video offerings and partnering with major streaming platforms, but broadband losses remain the top investor focus. The performance raises questions about future growth and customer retention heading into the second half of the year.