Charter Comm

Q2 FY2026 EarningsQ2 FY2026 results were mixed relative to consensus: revenue of $13.53B was in-line with the $13.51B expected, while GAAP EPS of $10.66 significantly beat the $10.06 consensus, primarily driven by a 13.1% YoY reduction in share count. Mobile service remains the primary growth engine with revenue up 18.9% YoY and 406k net adds, offset by a higher-than-expected loss of 172k Internet customers and a 9.7% decline in Video revenue. Free Cash Flow of $969M missed the implied low-end expectation of $1.11B due to unfavorable changes in accrued capital expenditures.