Charter Communications, Inc. /mo/ (CHTR) · Nov 6, 2026 · Earnings

Charter earnings reveal deeper internet losses despite $2B savings plan

In line — Actual revenue $14.9B vs published consensus ~$14.9B

Charter’s Q3 earnings show worsening internet losses and falling pro forma EBITDA, but a new operating model targets $2 billion in annual savings.

Charter is in the early integration phase of its August 19, 2026 Cox acquisition, trying to turn a much larger cable footprint into renewed internet growth while using mobile bundling and network upgrades to defend against fiber and fixed-wireless competition. Its prior quarter already showed internet customer losses and falling EBITDA, while management framed Cox as the platform for a recovery.

	Q3 2026	Q3 2025	Consensus / prior period
Actual revenue (Financial Highlights)	$14.9B (+9.1%)	$13.7B	~$14.9B consensus
Pro forma revenue (Financial Highlights)	$16.5B (-1.5%)	$16.8B
Pro forma Internet customers (Operating Results)	34.3M (-2.5%)	35.2M
Pro forma Internet quarterly net additions (Operating Results)	(233K)	(171K)
Pro forma Adjusted EBITDA (Financial Highlights)	$6.6B (-4.0%)	$6.9B
Actual free cash flow (Cash Flow statement)	$674M (-58.4%)	$1.6B

The core operating trend got worse, not better. On the relevant pro forma basis, internet customers fell by 233,000, compared with a 171,000 decline a year earlier, while residential revenue dropped 4.1% and adjusted EBITDA fell 4.0%. The Cox acquisition increases scale, but it has not yet changed the underlying trajectory. 〔0〕

The headline revenue growth is mostly acquisition accounting, not organic momentum. Actual revenue rose 9.1% because Cox contributed part of the quarter, but pro forma revenue declined 1.5%; internet revenue fell 3.7%, video revenue fell 9.8%, and residential revenue fell 4.1%. The one clear growth engine remains mobile, with 508,000 pro forma net additions and 17.3% service-revenue growth, but that is not yet offsetting broadband pressure.

Management is responding with a substantial reset rather than merely defending the quarter. Charter introduced a new operating model targeting $2 billion of annualized run-rate operating-expense savings over 18 months, on top of more than $1 billion of anticipated Cox synergies. That is meaningful relative to the current cost base, but it is a forward target—not realized savings—and the filing gives no detailed implementation schedule or incremental earnings bridge.

Cash generation is the immediate constraint. Actual free cash flow fell to $674 million from $1.6 billion, while total principal debt stood at $108.6 billion after the Cox financing and debt exchanges. The company did achieve roughly $1.5 billion of deleveraging through the note exchange, but weaker cash flow means the promised savings must first stabilize the business before they can materially improve financial flexibility.

Bottom line: The filing is a mixed reset: Charter has finally put a concrete cost-reduction plan behind the Cox integration, but the underlying broadband and pro forma profitability trends are moving in the wrong direction. The savings target matters, yet execution—not the announcement—now determines whether the larger footprint becomes an advantage or simply a bigger declining base.

What to watch next

Q4 results and initial savings-progress update

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Charter earnings reveal deeper internet losses despite $2B savings plan

What to watch next

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