CLAIM #14368 · Charter Communications Inc (CHTR) · 2025Q3 earnings call · Oct 31, 2025 · due Oct 31, 2026
“That allocation should grow over time as more customers authenticate into our streaming application offers, but is neutral to EBITDA.”
Jessica Fischer · CFO
How to check this claim
Look at: Quarterly costs allocated to programmer streaming apps and netted within video revenue (residential segment)
It came true if: Reported allocation amount for Q3 2026 > $106 million (the Q3 2025 figure)
Where: Charter quarterly earnings materials / investor presentation (residential revenue slide, video revenue footnote)
In context
“in 20 different states and were awarded subsidies associated with approximately 84,000 passings. In total, we expect to spend approximately $230 million of our own capital net of subsidies to build out those passings over the next several years. Moving to third quarter revenue results on Slide 12. Over the last year, residential customers declined by 2.1%. And while residential revenue per customer relationship grew by 1% year-over-year, given promotional rate step-ups, rate adjustments and the growth of Spectrum Mobile lines, those factors were partly offset by a higher mix of non-video customers, growth of low-priced video packages within our base and $106 million of costs allocated to programmer streaming apps and netted within video revenue versus $25 million in the prior year period. That allocation should grow over time as more customers authenticate into our streaming application offers, but is neutral to EBITDA. As Slide 12 shows, in total, residential revenue declined by 1.1% and by 0.4% when excluding costs allocated to streaming apps and netted within video revenue in both periods. Turning to commercial revenue. Total commercial revenue grew by 0.9% year-over-year, with mid-market and large business revenue growth of 3.6%, and when excluding all wholesale revenue, mid-market and large business revenue grew by 4%. Small business revenue declined by 0.9%, reflecting a decline in small business customers with revenue per customer remaining essentially flat year-over-year. Third quarter advertising revenue declined by 21%, including the impact of less political. Excluding political, advertising revenue decreased by 0.5%, with national and local advertising market challenges, partly offset by our h”
Verify independently
SEC filings for CHTR ↗ · Claim quote is verbatim from the 2025Q3 earnings call.