CHTR

Charter Communications trades at a stressed valuation, with a market cap below 1x adjusted EBITDA despite recent operational headwinds. CHTR faces ongoing customer attrition and fiber competition, but mobile subscriber growth and network modernization underpin the long-term investment thesis. Free cash flow yield remains robust at 30%, with LTM FCF near $5 billion and aggressive share repurchases, supporting capital return and deleveraging.

Jeff Kagan talks about his outlook on the telecommunications industry after Verizon (VZ) showed strength in its earnings while Charter Communications (CHTR) sold off to a 12-year low. He notes key competitors like SpaceX (SPCX) entering the industry as a headwind but believes new tech brought by AI will help alleviate downside risks.

CHTR tops Q2 earnings estimates despite a year-over-year revenue decline, as mobile growth offsets some pressure from weaker video and internet trends.

Charter Communications, Inc. (CHTR) Q2 2026 Earnings Call Transcript

Charter Communications has suffered severe share price declines due to intensifying broadband competition, subscriber losses, and persistent debt overhang. CHTR's Q2 results showed ongoing broadband attrition, falling revenue, but resilient cash generation and aggressive buybacks, with leverage stable at 4.2x. Despite cap-ex normalization and a free cash flow yield above 16%, market sentiment remains negative until broadband losses stabilize and debt concerns ease.

Although the revenue and EPS for Charter (CHTR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

It's all about earnings to kick off the final trading session of the week. Sam Vadas explains why an increase in Hoka sales and a full-year EPS guidance raise wasn't enough for Deckers Brands (DECK).

Charter Communications NASDAQ: CHTR reported a larger internet customer loss in the second quarter as competitive pressure continued to weigh on new customer additions, while mobile line growth remained strong and video losses improved substantially.

The company lost more broadband subscribers than expected, although it hauled in more than 400,000 new mobile lines.

Competition from fixed wireless and fiber connection services has been eating into the company's home-internet subscriber base.