Charter Communications Shares Surge as Broadband Subscriber Losses Narrow in Fourth Quarter
Charter Communications reported a smaller-than-expected drop in broadband subscribers for the fourth quarter. Shares rose over 7 percent following the news.
Insights:
Charter Communications, Inc. reported a smaller-than-expected decline in fourth-quarter broadband subscribers for the quarter ended December 31, 2025. The results, which were helped by internet offerings that can be bundled with high-speed mobile services, coincided with a premarket share price increase of more than 7% in the US 
US. Despite a broader decline in revenue and net income, the subscriber outcome materially affected the near-term market reaction for the company.
US. Despite a broader decline in revenue and net income, the subscriber outcome materially affected the near-term market reaction for the company.During the quarter ended December 31, 2025, Charter Communications, Inc. lost 119,000 internet customers. This figure outperformed analyst expectations, as those polled by Visible Alpha had anticipated a decrease of 131,970 internet customers. The performance was also an improvement over the same period in the previous year; Charter lost 177,000 internet customers in the fourth quarter of 2024 following the end of the Affordable Connectivity Program (ACP). The Affordable Connectivity Program (ACP) was a federal subsidy that provided internet access for low-income UShouseholds.
