Q1 2025 Charter Communications Inc Earnings Call Transcript
Key Points
- Charter Communications Inc (CHTR) added over 500,000 Spectrum Mobile lines in Q1 2025, contributing to a 25% line growth over the past year.
- EBITDA growth accelerated to 4.8%, driven by strong mobile growth and improved service quality.
- The company continues to expand its fiber footprint, maintaining a steady pace of growth.
- Charter's fully converged network efficiently meets growing data demand, with significant investments in technology and employee training.
- The introduction of a new employee stock purchase plan aims to enhance employee engagement and retention.
- Revenue was relatively flat year over year, indicating challenges in achieving top-line growth.
- Charter lost 60,000 Internet customers in Q1 2025, reflecting competitive pressures in the market.
- Video customers declined by 181,000, despite efforts to improve bundling and product offerings.
- First quarter advertising revenue declined by 12.9%, primarily due to less political revenue and a challenging advertising market.
- The company faces ongoing competitive challenges from fiber overbuilders and mobile substitution.
Hello and welcome to Charter Communications first-quarter 2025 investor 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.
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 the 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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