CLAIM #14349 · Charter Communications Inc (CHTR) · 2025Q2 earnings call · Jul 25, 2025 · due Jul 25, 2026
“Our free cash flow is about to surge.”
Jessica Fischer · CFO
In context
“slightly under 4.25x leverage pro forma for the Liberty transaction. Post close, however, we will move to our long-term target leverage to 3.5 to 4.0x. And we would expect to delever to the middle of that range within 2 to 3 years following close. I'll leave you with a few things. Our share of converged connectivity revenue within our footprint is still low, less than 30%. And with better products and pricing, we have a long runway for organic customer, top line, EBITDA and free cash flow growth for many years to come. We've made and are making the investments required to accelerate the growth of the business going forward, including network evolution, new pricing and packaging, innovations and seamless connectivity and entertainment, mobile, service investments in AI and employee tenure. Our free cash flow is about to surge. We are now in the midst of our peak capital intensity period and moving beyond that peak on its own sets us up for rapid free cash flow and free cash flow per share growth over the next several years as capital intensity declines meaningfully. And finally, we plan to add with all of that, our combination with Cox, which provides meaningful share price and free cash flow accretion to our shareholders. With that, I'll turn it over to the operator for Q&A. Operator: [Operator Instructions] Our first question will come from Craig Moffett, with MoffettNathanson. Craig Eder Moffett: I'm going to let others focus on the obligatory broadband questions and ask you about the T-Mobile deal that you announced for business and the new MVNO. Can you just talk about that deal a little bit? It's -- I gue”
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SEC filings for CHTR ↗ · Claim quote is verbatim from the 2025Q2 earnings call.