Charter Earnings Preview: Revenue Expected to Remain Flat, Analysts Bullish on Q2 Results

Charter Communications is set to report earnings this Friday. Analysts expect flat revenue of $13.76 billion and adjusted earnings of $9.77 per share. Charter met revenue expectations last quarter but missed EPS estimates. Analysts have grown bullish on the company, with 6 upward revisions in revenue estimates over the last 30 days. Charter's peers in the consumer discretionary segment have reported year-on-year revenue growth, with AT&T up 3.5% and Verizon up 5.2%.

Charter Communications (NASDAQ: CHTR) is scheduled to report its second-quarter 2025 earnings on July 25, 2025. Analysts expect flat revenue of $13.76 billion and adjusted earnings of $9.77 per share. Charter met revenue expectations last quarter but missed EPS estimates. Analysts have grown bullish on the company, with 6 upward revisions in revenue estimates over the last 30 days. Charter's peers in the consumer discretionary segment have reported year-on-year revenue growth, with AT&T up 3.5% and Verizon up 5.2%.

Historically, Charter Communications has shown a positive one-day return 55% of the time following earnings announcements, with a median rise of 4.8%. This suggests that investors may expect a similar trend this quarter [1]. Additionally, the company's merger with Cox Communications, valued at $34.5 billion, is expected to close by mid-2026, pending regulatory and shareholder approval. This strategic move aims to strengthen Charter's competitive position against streaming and wireless rivals.

The consensus estimate for Charter's earnings per share (EPS) has been revised downwards by 0.13% over the last 30 days to $10.05, indicating a year-over-year increase of +18.4%. This revision reflects analysts' reassessment of the company's earnings prospects. The Most Accurate Estimate, a more recent version of the Zacks Consensus EPS estimate, suggests a positive Earnings ESP of +3.24%, which could indicate a potential earnings beat. However, Charter's Zacks Rank #4 (Sell) makes it difficult to predict an earnings beat with high confidence [2].

Charter's peers in the consumer discretionary segment have shown strong revenue growth. AT&T reported a 3.5% year-on-year increase in revenue, while Verizon reported a 5.2% increase. This suggests that Charter's flat revenue is below industry trends. However, Charter's recent upward revisions in revenue estimates and its strategic merger with Cox Communications may provide upside potential for investors.

Investors should keep an eye on Charter's earnings call to gauge management's discussion of business conditions and future earnings expectations. While the stock may move higher if earnings top expectations, a miss could lead to a decrease in share price. Understanding the historical odds and positioning oneself before or after the earnings release can help investors make informed decisions [1].

References:
[1] https://www.trefis.com/stock/chtr/articles/570100/what-to-expect-from-charter-communications-earnings-report/2025-07-23
[2] https://finance.yahoo.com/news/charter-communications-chtr-earnings-expected-140005989.html