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CLAIM #14337 · Charter Communications Inc (CHTR) · 2025Q2 earnings call · Jul 25, 2025 · due Dec 31, 2025

We continue to expect rural passings growth of approximately 450,000 in 2025, in addition to continued nonrural construction and fill-in activity.

Jessica Fischer · CFO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

omers declined by 80,000 versus a loss of 408,000 in 2Q '24, our best video quarter since 2021, with the improvement primarily driven by better connects year-over-year resulting from the new pricing and packaging we launched last fall and lower churn year-over-year, driven in part by our programmer app inclusion packaging. Wireline voice customers declined by 220,000. In rural, we activated our 1 millionth subsidized rural passing during the second quarter. Our success in rural has benefited from both the scale and experience we bring to the complex process of network construction. During the quarter, we grew our subsidized rural passings by 123,000 and by over 440,000 over the last 12 months. And we generated 47,000 net customer additions in our subsidized rural footprint in the quarter. We continue to expect rural passings growth of approximately 450,000 in 2025, in addition to continued nonrural construction and fill-in activity. Moving to second quarter revenue results on Slide 10. Over the last year, residential customers declined by 2.1%, while residential revenue per customer relationship grew by 1.7% year-over-year, given promotional rate step-ups, rate adjustments and the growth of Spectrum Mobile. Those factors were partly offset by a higher mix of nonvideo customers, growth of lower-priced video packages within our base and $67 million of costs allocated to programmer streaming apps and netted within video revenue. This allocation should grow over time as more customers authenticate into our streaming application offers, but is neutral to EBITDA. As Slide 10 shows, in total, residential revenue declined by 0.4%. Turning to commercial revenue. Total commercial revenue grew by 0.8% year-over-year. With mid-m

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SEC filings for CHTR · Claim quote is verbatim from the 2025Q2 earnings call.