CCO HOLDINGS LLC
CCO Holdings, LLC (indirect subsidiary of Charter Communications) filed its Q3 2026 Form 10-Q. Revenue rose 9.1% YoY to $14.922B, but a $6.326B impairment of franchises pushed the company to a $3.513B net loss attributable to CCO Holdings member, versus $1.712B income a year earlier. Long-term debt climbed to $105.062B from $94.006B at year-end 2025, reflecting the Cox Transactions and Liberty Broadband Transaction.
- Q3 revenue rose 9.1% YoY to $14.922B.
- Net loss attributable to CCO Holdings member was $3.513B, versus $1.712B income a year ago.
- A $6.326B impairment of franchises drove the loss.
- Long-term debt increased to $105.062B from $94.006B at December 31, 2025.
- Residential Internet customers rose 4.5M YoY, but fell 553,000 excluding Cox-acquired customers.
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A $6.3B franchise impairment and surging debt load signal deteriorating asset values and leverage risk at Charter's core holding entity.
The Cox Transactions added 4.5M residential Internet customers and $602M in quarterly Internet revenue, but legacy Charter Internet customers declined 553,000, underscoring cable's competitive pressure.
The filing flags increased indebtedness from the Cox and Liberty Broadband transactions, which raises interest expense and may reduce operating flexibility, plus integration and synergy-execution risk.