Charter Communications, Inc.
- Open
- 147.67
- Day high
- 159.87
- Day low
- 147.67
- Prev close
- 146.19
- Volume
- 2.9M
- Mkt cap
- $19.0B
- P/E (TTM)
- 4.1
- EPS (TTM)
- $39.00
- P/B
- 1.1
- P/S
- 0.3
- Yield
- —
- Per share
- —
Charter Communications, Inc. (CHTR) is a Communication Services company listed on NASDAQ. The stock is down 40% over the past year. Drillr has 1 published research article covering CHTR.
Charter Communications, Inc. (CHTR) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 11 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CHTR earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 24, 2026 | $9.97 | $10.66 | +6.9% | $13.5B | +0.1% |
| Apr 24, 2026 | $9.94 | $9.17 | -7.7% | $13.6B | +0.3% |
| Jan 30, 2026 | $9.81 | $10.34 | +5.4% | $13.6B | -1.0% |
| Oct 31, 2025 | $9.25 | $8.34 | -9.8% | $13.7B | -0.6% |
| Jul 25, 2025 | $9.59 | $9.18 | -4.2% | $13.8B | -0.0% |
| Apr 25, 2025 | $8.44 | $8.42 | -0.2% | $13.7B | +0.4% |
| Jan 31, 2025 | $9.15 | $10.10 | +10.3% | $13.9B | +0.4% |
| Nov 1, 2024 | $8.62 | $8.82 | +2.3% | $13.8B | +1.0% |
| Jul 26, 2024 | $7.98 | $8.49 | +6.3% | $13.7B | +0.6% |
| Apr 26, 2024 | $7.89 | $7.55 | -4.3% | $13.7B | -0.5% |
| Feb 2, 2024 | $8.70 | $7.07 | -18.8% | $13.7B | -0.0% |
| Oct 27, 2023 | $7.92 | $8.25 | +4.1% | $13.6B | -0.5% |
CHTR insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 24, 2026 | Ray Richard Adamofficer: EVP, Chief Commercial Officer | Grant | 54,932 | $149.40 |
| Aug 24, 2026 | Howard Kevin Dofficer: EVP/CAO/Controller | Grant | 22,619 | $149.40 |
| Aug 24, 2026 | Haughton Jamal Hofficer: EVP/Gen Counsel/Corp Secretary | Grant | 20,081 | — |
| Aug 24, 2026 | Winfrey Christopher Ldirector, officer: President and CEO | Grant | 297,281 | $149.40 |
| Aug 24, 2026 | Haughton Jamal Hofficer: EVP/Gen Counsel/Corp Secretary | Grant | 51,701 | $149.40 |
| Aug 24, 2026 | Ray Richard Adamofficer: EVP, Chief Commercial Officer | Grant | 21,336 | — |
| Aug 24, 2026 | Fischer Jessica Mofficer: Chief Financial Officer | Grant | 37,652 | — |
| Aug 24, 2026 | Howard Kevin Dofficer: EVP/CAO/Controller | Grant | 8,785 | — |
| Aug 24, 2026 | DiGeronimo Richard Jofficer: President-Product & Technology | Grant | 151,872 | $149.40 |
| Aug 24, 2026 | DiGeronimo Richard Jofficer: President-Product & Technology | Grant | 58,988 | — |
| Aug 24, 2026 | Fischer Jessica Mofficer: Chief Financial Officer | Grant | 96,939 | $149.40 |
| Aug 24, 2026 | Winfrey Christopher Ldirector, officer: President and CEO | Grant | 115,466 | — |
| Aug 21, 2026 | Taylor Alexander Coxdirector | Grant | 1,681 | — |
| Aug 21, 2026 | CLEMENT DALLAS Sdirector | Grant | 538 | — |
| Aug 21, 2026 | Greatrex Mark Jamesdirector | Grant | 1,009 | — |
Source: CHTR SEC Form 4 filings, latest Aug 24, 2026. For informational purposes only — not investment advice.
See the full CHTR insider & 13F page →Charter Communications, Inc. company profile
Overview
Charter Communications, Inc. (NASDAQ:CHTR) is one of the largest cable and broadband service providers in the United States, serving approximately 32 million customers across 41 states. Founded in 1993 and headquartered in Stamford, Connecticut, Charter operates under the Spectrum brand name, offering internet, video, voice, and mobile services primarily to residential and commercial customers. The company has grown significantly through acquisitions, including the major purchase of Time Warner Cable and Bright House Networks in 2016, establishing itself as the second-largest cable operator in the U.S. after Comcast.
Business
Charter Communications operates as a broadband connectivity and cable operator in the telecommunications industry, which involves delivering high-speed internet, television programming, phone services, and mobile connectivity to homes and businesses through a combination of cable infrastructure and wireless networks. The company's core offerings include several key services. Spectrum Internet provides high-speed broadband connectivity ranging from basic speeds to multi-gigabit service, delivered through the company's cable network infrastructure that passes approximately 58 million homes and businesses. Spectrum TV offers traditional cable television programming alongside integrated streaming services, including video-on-demand, high-definition channels, and digital video recording capabilities. Spectrum Voice provides residential and business phone services using voice-over-internet-protocol (VoIP) technology. Spectrum Mobile is the company's wireless service that leverages Verizon's cellular network infrastructure combined with Charter's own WiFi hotspots and Citizens Broadband Radio Service (CBRS) deployment. The business operates through several segments with distinct revenue contributions. Residential services generate the majority of revenue, with internet services being the largest component, followed by video services which continue to decline as customers shift to streaming platforms. The mobile segment, while smaller, represents the fastest-growing area with over 2.1 million lines added in the past year. Commercial services target small and medium businesses as well as enterprise customers, providing internet, networking, and communication solutions. The company also operates advertising sales and owns regional sports and news networks, though these represent smaller revenue streams.
Revenue model
Charter generates revenue primarily through monthly subscription fees across its various service offerings. The largest revenue stream comes from residential internet subscriptions, where customers pay monthly fees ranging from basic broadband packages to premium multi-gigabit services. Video services generate revenue through monthly programming packages, though this segment faces ongoing decline as customers increasingly abandon traditional cable TV for streaming services. The mobile business operates on a monthly subscription model with competitive pricing designed to complement the company's fixed broadband services. Commercial revenue comes from providing internet, networking, and communication services to businesses of various sizes, from small offices to large enterprises and cellular tower operators. The company also generates advertising revenue by selling local advertising inventory across various cable networks and its own regional sports and news channels. Additionally, Charter earns revenue from equipment rentals, installation fees, and premium service charges. Several factors influence Charter's profitability margins. Programming costs for video content represent a significant expense that continues to rise, putting pressure on video service margins. Competition from fiber-optic providers and fixed wireless services can impact pricing power and customer acquisition costs. The company benefits from the high fixed-cost nature of its cable infrastructure, where additional customers can be served with relatively low marginal costs once the network is built. Economic downturns can affect customer payment rates and demand for premium services, while regulatory changes around broadband access and net neutrality can impact operational costs. The success of the mobile segment depends heavily on wholesale costs paid to Verizon for network access, making this relationship critical to mobile profitability.
Competitive moat
Charter's competitive moat stems from several structural advantages, though the strength of these barriers varies across its service portfolio. The company's most significant moat lies in its extensive cable infrastructure, which represents billions of dollars in sunk capital that would be extremely costly for competitors to replicate. This physical network creates natural barriers to entry in most of Charter's service territories, particularly for high-speed internet where cable technology can deliver faster speeds than traditional telephone company DSL services. However, this moat faces increasing pressure from multiple directions. Fiber-optic networks deployed by telecommunications companies, municipalities, and new entrants offer superior speed and reliability, gradually eroding cable's technical advantages. Fixed wireless services from cellular carriers like Verizon and T-Mobile provide an alternative that requires no physical infrastructure to customer premises, making market entry easier and faster. The company's video services face existential pressure from streaming platforms that offer more flexible, often cheaper alternatives to traditional cable packages. Charter's mobile service operates more as a reseller than a true network operator, relying on Verizon's infrastructure, which limits its ability to differentiate on network quality. The company's strategy of bundling services creates some customer stickiness, as subscribers using multiple services face higher switching costs. Additionally, Charter's focus on customer service quality and its commitment to U.S.-based support staff provides some differentiation in an industry often criticized for poor service. While these advantages provide some protection, Charter operates in an increasingly competitive landscape where its traditional moats are being systematically undermined by technological advancement and new market entrants.
Risks & safety
Charter presents a moderate margin of safety profile with some concerning leverage metrics but strong cash generation capabilities. • Debt and Solvency Risk: High debt-to-equity ratio of 5.77x indicates significant leverage, with total liabilities of $130.4 billion against $20.5 billion in equity. However, strong EBITDA of $5.3 billion quarterly provides debt service coverage, and the company maintains investment-grade credit ratings. • Cash Position: Relatively low cash position of $796 million against current liabilities of $13.7 billion creates a poor current ratio of 0.36, indicating potential short-term liquidity concerns. However, strong operating cash flow of $4.2 billion quarterly suggests ability to meet obligations. • Valuation Metrics: Trading at reasonable multiples with P/E of 10.7x and EV/EBITDA of 6.9x, suggesting the stock is not overvalued. Free cash flow of $1.8 billion quarterly provides decent cash returns to shareholders. • Other Considerations: Capital-intensive business model with $12 billion annual capex requirements limits financial flexibility. Revenue stability from subscription-based model provides some predictability, though customer losses in core segments create growth challenges.
Recent development
Over the past few years, Charter has executed several strategic initiatives to adapt to changing market dynamics and competitive pressures. The company launched its "Life Unlimited" brand refresh in 2024, emphasizing converged services that bundle internet, mobile, and video offerings to provide customer value and reduce churn. This repositioning included new pricing structures with two-year price locks for double-play services and three-year locks for triple-play bundles. The mobile segment has emerged as Charter's primary growth driver, with the company adding over 2.1 million lines in the past year alone, making it one of the fastest-growing mobile providers in the U.S. Charter introduced several mobile enhancements including the Anytime Upgrade program, new repair and replacement plans, and phone balance buyout programs to compete more effectively against traditional wireless carriers. Charter has invested heavily in network infrastructure through its network evolution initiative, upgrading systems to support symmetrical multi-gigabit speeds and expanding rural coverage. The company completed deployment of gigabit capabilities across 58 million passings and launched symmetrical 1-gigabit service in multiple markets. Rural expansion efforts have added over 800,000 new passings, with these areas achieving strong penetration rates of nearly 50%. The video strategy has shifted toward a hybrid model integrating traditional linear programming with direct-to-consumer streaming services. Charter developed the Xumo platform and began integrating popular streaming apps directly into Spectrum TV packages, positioning itself as a content aggregator rather than just a traditional cable provider. The company also successfully managed the end of the federal Affordable Connectivity Program, retaining approximately 90% of affected customers through retention offers and alternative low-cost internet plans.
CHTR company profile · for informational purposes only — not investment advice.
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