Subtext

Charter Communications, Inc. CHTR

SectorCommunication Services
Transcripts37
Date range2016-04-28 – 2025-04-25
Calls charted37

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-11-5+0+5+112016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · Overall: +1.62016 Q2 · Overall: -0.42016 Q3 · Overall: -2.32016 Q4 · Overall: +1.02017 Q1 · Overall: -1.12017 Q2 · Overall: +1.92017 Q3 · Overall: +3.32017 Q4 · Overall: +4.12018 Q1 · Overall: +2.72018 Q2 · Overall: -1.02018 Q3 · Overall: +1.12018 Q4 · Overall: +4.42019 Q1 · Overall: +6.42019 Q2 · Overall: +4.72019 Q3 · Overall: +6.82019 Q4 · Overall: +3.32020 Q1 · Overall: -3.62020 Q2 · Overall: -2.12020 Q3 · Overall: +1.32020 Q4 · Overall: +6.02021 Q1 · Overall: +2.22021 Q2 · Overall: +6.52021 Q3 · Overall: +5.02021 Q4 · Overall: +8.52022 Q1 · Overall: +2.02022 Q2 · Overall: +5.62022 Q3 · Overall: +2.02022 Q4 · Overall: +1.12023 Q1 · Overall: +6.02023 Q2 · Overall: +7.92023 Q3 · Overall: +5.42023 Q4 · Overall: +2.62024 Q1 · Overall: -9.22024 Q2 · Overall: +3.32024 Q3 · Overall: +5.62024 Q4 · Overall: +9.32025 Q1 · Overall: +7.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-30-15+0+15+302016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q2 · CEO: +11.52016 Q3 · CEO: +3.52016 Q4 · CEO: +6.22017 Q1 · CEO: +13.62017 Q2 · CEO: +10.92017 Q3 · CEO: +11.62017 Q4 · CEO: +7.62018 Q1 · CEO: +6.42018 Q2 · CEO: +3.72018 Q3 · CEO: +8.52018 Q4 · CEO: +17.02019 Q1 · CEO: +18.32019 Q2 · CEO: +15.52019 Q3 · CEO: +13.32019 Q4 · CEO: +13.02020 Q1 · CEO: +3.02020 Q2 · CEO: +2.92020 Q3 · CEO: +7.32021 Q1 · CEO: +11.72021 Q2 · CEO: +15.12021 Q3 · CEO: +14.72021 Q4 · CEO: +22.52022 Q1 · CEO: +17.22022 Q2 · CEO: +25.92022 Q3 · CEO: +12.72022 Q4 · CEO: +4.72023 Q1 · CEO: +12.42023 Q2 · CEO: +17.52023 Q3 · CEO: +15.52023 Q4 · CEO: +9.12024 Q2 · CEO: +10.92024 Q3 · CEO: +10.72024 Q4 · CEO: +20.62025 Q1 · CEO: +15.22016 Q3 · CFO: -1.72016 Q4 · CFO: +2.02017 Q1 · CFO: +0.22017 Q2 · CFO: -0.82017 Q3 · CFO: +2.12017 Q4 · CFO: +4.82018 Q1 · CFO: +4.22018 Q2 · CFO: +0.82018 Q3 · CFO: -0.62018 Q4 · CFO: +1.02019 Q1 · CFO: +4.02019 Q2 · CFO: +0.32019 Q3 · CFO: +3.22019 Q4 · CFO: +0.62020 Q1 · CFO: -6.92020 Q2 · CFO: -3.62020 Q3 · CFO: -1.92021 Q1 · CFO: +2.02021 Q2 · CFO: +6.62021 Q4 · CFO: +1.52022 Q1 · CFO: -1.42022 Q2 · CFO: -4.62022 Q3 · CFO: +4.12022 Q4 · CFO: +0.02023 Q1 · CFO: +4.92023 Q2 · CFO: +1.92023 Q3 · CFO: +2.32023 Q4 · CFO: +0.42024 Q2 · CFO: -3.02024 Q3 · CFO: +0.02024 Q4 · CFO: -3.82025 Q1 · CFO: -3.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-22-11+0+11+222016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · Prepared remarks: +2.42016 Q2 · Prepared remarks: -1.32016 Q3 · Prepared remarks: -0.32016 Q4 · Prepared remarks: +1.02017 Q1 · Prepared remarks: -1.52017 Q2 · Prepared remarks: -0.32017 Q3 · Prepared remarks: +1.22017 Q4 · Prepared remarks: +4.62018 Q1 · Prepared remarks: +0.62018 Q2 · Prepared remarks: +3.02018 Q3 · Prepared remarks: +1.82018 Q4 · Prepared remarks: +0.92019 Q1 · Prepared remarks: +5.82019 Q2 · Prepared remarks: +6.82019 Q3 · Prepared remarks: +2.32019 Q4 · Prepared remarks: +3.82020 Q1 · Prepared remarks: -4.12020 Q2 · Prepared remarks: -6.32020 Q3 · Prepared remarks: +4.22020 Q4 · Prepared remarks: +19.32021 Q1 · Prepared remarks: +1.52021 Q2 · Prepared remarks: +5.22021 Q3 · Prepared remarks: +11.72021 Q4 · Prepared remarks: +7.72022 Q1 · Prepared remarks: +7.72022 Q2 · Prepared remarks: +4.12022 Q3 · Prepared remarks: +7.12022 Q4 · Prepared remarks: +5.32023 Q1 · Prepared remarks: +4.92023 Q2 · Prepared remarks: +10.42023 Q3 · Prepared remarks: +8.32023 Q4 · Prepared remarks: +3.12024 Q1 · Prepared remarks: -12.42024 Q2 · Prepared remarks: +3.02024 Q3 · Prepared remarks: +4.12024 Q4 · Prepared remarks: +11.12025 Q1 · Prepared remarks: +8.52016 Q1 · Q&A responses: +1.72016 Q2 · Q&A responses: +3.42016 Q3 · Q&A responses: -0.92016 Q4 · Q&A responses: +2.02017 Q1 · Q&A responses: +4.72017 Q2 · Q&A responses: +3.52017 Q3 · Q&A responses: +7.52017 Q4 · Q&A responses: +4.62018 Q1 · Q&A responses: +9.02018 Q2 · Q&A responses: -1.42018 Q3 · Q&A responses: +3.42018 Q4 · Q&A responses: +10.92019 Q1 · Q&A responses: +8.72019 Q2 · Q&A responses: +6.52019 Q3 · Q&A responses: +11.42019 Q4 · Q&A responses: +5.92020 Q1 · Q&A responses: -1.82020 Q2 · Q&A responses: +3.52020 Q3 · Q&A responses: +0.72020 Q4 · Q&A responses: +6.92021 Q1 · Q&A responses: +5.52021 Q2 · Q&A responses: +8.82021 Q3 · Q&A responses: +2.92021 Q4 · Q&A responses: +12.12022 Q1 · Q&A responses: +3.82022 Q2 · Q&A responses: +13.02022 Q3 · Q&A responses: +3.52022 Q4 · Q&A responses: +0.42023 Q1 · Q&A responses: +9.72023 Q2 · Q&A responses: +9.22023 Q3 · Q&A responses: +7.32023 Q4 · Q&A responses: +5.52024 Q1 · Q&A responses: -8.22024 Q2 · Q&A responses: +6.42024 Q3 · Q&A responses: +8.42024 Q4 · Q&A responses: +11.12025 Q1 · Q&A responses: +9.7
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$-4.39$18.11$40.612016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1: $-1.282016 Q2: $2.002016 Q3: $5.342016 Q4: $5.032017 Q1: $6.152017 Q2: $6.442017 Q3: $6.732017 Q4: $5.372018 Q1: $5.382018 Q2: $5.572018 Q3: $6.532018 Q4: $7.582019 Q1: $9.242019 Q2: $10.352019 Q3: $11.142019 Q4: $13.302020 Q1: $15.392020 Q2: $14.792020 Q3: $17.832020 Q4: $21.012021 Q1: $21.952021 Q2: $23.892021 Q3: $27.842021 Q4: $31.522022 Q1: $32.272022 Q2: $33.572022 Q3: $36.552022 Q4: $35.612023 Q1: $35.842023 Q2: $35.732023 Q3: $37.502023 Q4: $37.022024 Q1: $34.882024 Q2: $32.932024 Q3: $34.782024 Q4: $36.51

Forward P/E

-6.89104.19215.272016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1: 199.952016 Q2: 110.602016 Q3: 49.922016 Q4: 57.312017 Q1: 52.912017 Q2: 52.542017 Q3: 57.252017 Q4: 61.272018 Q1: 63.352018 Q2: 51.222018 Q3: 50.542018 Q4: 39.262019 Q1: 37.662019 Q2: 38.452019 Q3: 38.192019 Q4: 35.082020 Q1: 24.792020 Q2: 36.132020 Q3: 35.342020 Q4: 30.582021 Q1: 29.252021 Q2: 28.552021 Q3: 27.482021 Q4: 19.592022 Q1: 17.732022 Q2: 13.382022 Q3: 10.542022 Q4: 9.222023 Q1: 9.542023 Q2: 9.382023 Q3: 11.722023 Q4: 10.252024 Q1: 8.552024 Q2: 8.432024 Q3: 9.772024 Q4: 9.86

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2016 Q4 tone ↑ +3.3 fwd EPS ↓ -0.31 Tone rose while the forward EPS estimate was cut.
  • 2017 Q1 tone ↓ -2.0 fwd EPS ↑ +1.12 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -3.6 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -3.5 fwd EPS ↑ +2.16 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -6.9 fwd EPS ↑ +2.09 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -3.8 fwd EPS ↑ +0.94 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -6.5 fwd EPS ↑ +0.75 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -3.5 fwd EPS ↑ +2.98 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -2.5 fwd EPS ↑ +1.77 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↑ +12.5 fwd EPS ↓ -1.95 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-25+7.7——View →
2024 Q42025-01-31+9.3$36.519.9View →
2024 Q32024-11-01+5.6$34.789.8View →
2024 Q22024-07-26+3.3$32.938.4View →
2024 Q12024-04-26-9.2$34.888.6View →
2023 Q42024-02-02+2.6$37.0210.2View →
2023 Q32023-10-27+5.4$37.5011.7View →
2023 Q22023-07-28+7.9$35.739.4View →