| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 24, 2026 | 7/12 | 2 high, 4 medium, 2 low flags | 1 | 2 | Call sheet → |
| Q1'26 | April 24, 2026 | 8/12 | 4 medium, 2 low flags | 1 | 1 | Call sheet → |
| Q4'25 | January 30, 2026 | 9/12 | 1 high, 4 medium, 1 low flags | 5 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | $800M in Cox synergies CEO now saying likely $1B, but won't update officially until after close |
| Q2'26 | Exceeded | Lower leverage target of 3.5-3.75x post Cox Actually improved target to flat 3.5x, one of few positive surprises |
| Q2'26 | Pending | Stabilize and return to broadband growth Added 'over time' qualifier and said 'timing is hard to predict', kicking can down road |
| Q2'26 | Pending | Cox closing in summer Pushed to 'mid- to late August', still technically summer but delayed |
| Q2'26 | Missed | EBITDA growth for standalone Charter Reversed to expecting 1% decline for full year 2026 |
| Q2'26 | Missed | Positive broadband ARPU for the year Q1 promise abandoned. Now saying 'it'll be close either way' for full year ARPU growth |
| Q1'26 | Pending | Move to low end of 3.5-3.75x leverage range post-Cox Refined from midpoint of 3.5-4.0x range - more aggressive deleveraging |
| Q1'26 | Pending | Capital expenditures to decline meaningfully after 2026 Maintained trajectory to below $8B run-rate |
| Q1'26 | Pending | Cox deal close pending only California PUC approval Still waiting on California, targeting summer close |
| Q1'26 | Pending | Slight EBITDA growth for 2026 excluding transition costs Maintained guidance but Q1 down 1.8% YoY creates pressure |
| Q1'26 | Delivered | Launch Invincible WiFi in February with market-first capabilities Launched but supply constrained due to higher than expected demand |
| Q1'26 | Missed | Get back to positive Internet net additions through game of inches approach Explicitly said 'not projecting broadband relationship growth this year' - major retreat |
| Q4'25 | Delivered | Mobile penetration to continue growing with converged customers 21% of Internet customers now converged, mobile added 2M lines over 12 months |
| Q4'25 | Delivered | Capital spending to peak in 2025 Confirmed 2025 was peak year, declining meaningfully afterward |
| Q4'25 | Missed | 50% of network to be upgraded to symmetrical/multi-gig by end of 2025 Timeline appears pushed to end of 2026 based on current quarter commentary |
| Q4'25 | Exceeded | Subsidized rural passings growth of 450k in 2025 Delivered 483k passings, above target |
| Q4'25 | Delivered | EBITDA growth flat or marginally positive for 2025 Full year EBITDA grew 0.6% as guided |
| Q4'25 | Exceeded | 2025 CapEx approximately $11.5B Actual $11.66B due to software agreements - slight overage but explained |
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