olivLaw · US equity research
Charter Communications, Inc. CHTR
Cable & Other Pay Television Services · SIC 4841 · Vertical: Cable & Other Pay Television Services (SIC 4841)
Charter Communications, operating under the Spectrum brand, provides broadband internet, mobile, television and voice services in 41 states. The company is seeing declining internet and video customers but rapid mobile line growth, and the Cox transaction could change its scale and reach.
At the close of 04 Nov 2026, Charter Communications, Inc. (CHTR) stock was 120.25 USD (+5.68% on the day), with market capitalisation 32.6 bn USD, P/E 3.1 on diluted EPS of 38.53 USD over the last 12 months, beta 0.61, 52-week range 102.18–248.19 USD. Latest reported quarter (Q2 2026): revenue of 13.5 bn USD (−1.7% YoY), net income of 1.3 bn USD (−0.7% YoY), diluted EPS 10.66 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 58.6
- strong (55–70)
- Bollinger (20, 2)
- 100.08 – 117.56
- above the upper band · %B 1.15 · band width 16.1%
- SMA 50 / 200
- 122.10 / 163.80
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -1.29 / -3.60
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +11.6% | −1.1% | +12.7 pp | — |
| 3 months | −21.5% | −0.5% | −21.0 pp | — |
| 6 months | −23.2% | +4.4% | −27.6 pp | — |
| Year to date | −42.4% | +12.3% | −54.7 pp | — |
| 1 year | −45.6% | +13.5% | −59.1 pp | −11.5% |
| 3 years | −71.4% | +76.4% | −147.8 pp | −1.7% |
| 5 years | −82.6% | +63.7% | −146.2 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 13.8 bn | 13.9 bn | 13.7 bn | 13.8 bn | 13.7 bn | 13.6 bn | 13.6 bn | 13.5 bn |
| Operating income | 3.3 bn | 3.4 bn | 3.2 bn | 3.3 bn | 3.1 bn | 3.3 bn | 3.2 bn | 3.1 bn |
| Depreciation & amortisation | 2.1 bn | 2.2 bn | 2.2 bn | 2.2 bn | 2.2 bn | 2.2 bn | 2.2 bn | 2.2 bn |
| Pre-tax income | 1.9 bn | 2.0 bn | 1.9 bn | 1.9 bn | 1.7 bn | 2.0 bn | 1.8 bn | 2.0 bn |
| Income tax | 406.0 m | 370.0 m | 445.0 m | 414.0 m | 418.0 m | 415.0 m | 465.0 m | 475.0 m |
| Net income | 1.3 bn | 1.5 bn | 1.2 bn | 1.3 bn | 1.1 bn | 1.3 bn | 1.2 bn | 1.3 bn |
| Diluted EPS | 8.82 | 10.11 ≈ | 8.42 | 9.18 | 8.34 | 10.36 ≈ | 9.17 | 10.66 |
| Operating cash flow | 3.9 bn ≈ | 3.5 bn | 4.2 bn | 3.6 bn ≈ | 4.5 bn ≈ | 3.8 bn | 4.3 bn | 3.9 bn ≈ |
| Capex | 2.6 bn ≈ | 3.1 bn | 2.4 bn | 2.9 bn ≈ | 3.1 bn ≈ | 3.3 bn | 2.9 bn | 2.9 bn ≈ |
| Share repurchases | 222.0 m | 114.0 m | 802.0 m | 1.5 bn | 2.1 bn | 766.0 m | 1.0 bn | 852.0 m |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 0 percentile of its own 41-quarter history (min 3.7, median 15.1, max 123.2; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 43.6 bn | 45.8 bn | 48.1 bn | 51.7 bn | 54.0 bn | 54.6 bn | 55.1 bn | 54.8 bn |
| Revenue YoY | +4.9% | +4.9% | +5.1% | +7.5% | +4.5% | +1.1% | +0.9% | −0.6% |
| Net income | 1.2 bn | 1.7 bn | 3.2 bn | 4.7 bn | 5.1 bn | 4.6 bn | 5.1 bn | 5.0 bn |
| Net income YoY | −87.6% | +35.6% | +93.2% | +44.4% | +8.6% | −9.9% | +11.5% | −1.9% |
| Diluted EPS | 5.22 | 7.45 | 15.40 | 24.47 | 30.74 | 29.99 | 34.97 | 36.21 |
| Diluted EPS YoY | −84.7% | +42.7% | +106.7% | +58.9% | +25.6% | −2.4% | +16.6% | +3.5% |
| net % | 2.8% | 3.6% | 6.7% | 9.0% | 9.4% | 8.3% | 9.2% | 9.1% |
| Free cash flow | 2.6 bn | 4.6 bn | 7.1 bn | 8.6 bn | 5.5 bn | 3.3 bn | 3.2 bn | 4.4 bn |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 477.0 m USD
- Financial debt
- 94.8 bn USD
- Net debt
- 94.3 bn USD
- Equity
- 20.5 bn USD
- Total assets
- 154.2 bn USD
- Debt / equity
- 4.62x
- Current ratio
- 0.39x
- ROE
- 24.8%
- ROA
- 3.3%
- FCF margin
- 8.1%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 48.1 bn | 51.7 bn | 54.0 bn | 54.6 bn | 55.1 bn | 54.8 bn | SEC (XBRL)· 30 Jan 2026verified |
| Operating income | 8.4 bn | 10.5 bn | 12.0 bn | 12.6 bn | 13.1 bn | 12.9 bn | SEC (XBRL)· 30 Jan 2026verified |
| Depreciation & amortisation | 9.7 bn | 9.3 bn | 8.9 bn | 8.7 bn | 8.7 bn | 8.7 bn | SEC (XBRL)· 30 Jan 2026verified |
| EBITDA | 18.1 bn ≈ | 19.9 bn ≈ | 20.9 bn ≈ | 21.3 bn ≈ | 21.8 bn ≈ | 21.6 bn ≈ | SEC (XBRL)· 30 Jan 2026derived |
| Pre-tax income | 4.3 bn | 6.4 bn | 7.5 bn | 6.9 bn | 7.5 bn | 7.5 bn | SEC (XBRL)· 30 Jan 2026verified |
| Income tax | 626.0 m | 1.1 bn | 1.6 bn | 1.6 bn | 1.6 bn | 1.7 bn | SEC (XBRL)· 30 Jan 2026verified |
| Net income | 3.2 bn | 4.7 bn | 5.1 bn | 4.6 bn | 5.1 bn | 5.0 bn | SEC (XBRL)· 30 Jan 2026verified |
| Diluted EPS | 15.40 | 24.47 | 30.74 | 29.99 | 34.97 | 36.21 | SEC (XBRL)· 30 Jan 2026verified |
| Weighted average diluted shares | 209.3 m | 193.0 m | 164.4 m | 152.0 m | 145.4 m | 137.7 m | SEC (XBRL)· 30 Jan 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 1.0 bn | 601.0 m | 645.0 m | 709.0 m | 459.0 m | 477.0 m | SEC (XBRL)· 30 Jan 2026verified |
| Receivables | 2.5 bn | 2.6 bn | 2.9 bn | 3.0 bn | 3.1 bn | 3.7 bn | SEC (XBRL)· 30 Jan 2026verified |
| Current assets | 3.9 bn | 3.6 bn | 4.0 bn | 4.1 bn | 4.2 bn | 5.1 bn | SEC (XBRL)· 30 Jan 2026verified |
| Property, plant & equipment, net | 34.4 bn | 34.3 bn | 36.0 bn | 39.5 bn | 42.9 bn | 46.4 bn | SEC (XBRL)· 30 Jan 2026verified |
| Goodwill | 29.6 bn | 29.6 bn | 29.6 bn | 29.7 bn | 29.7 bn | 29.7 bn | SEC (XBRL)· 30 Jan 2026verified |
| Intangibles (excl. goodwill) | 5.9 bn | 4.3 bn | 3.0 bn | 1.9 bn | 1.1 bn | 483.0 m | SEC (XBRL)· 30 Jan 2026verified |
| Total assets | 144.2 bn | 142.5 bn | 144.5 bn | 147.2 bn | 150.0 bn | 154.2 bn | SEC (XBRL)· 30 Jan 2026verified |
| Accounts payable | 8.9 bn | 9.5 bn | 10.6 bn | 11.2 bn | 11.7 bn | 12.6 bn | SEC (XBRL)· 30 Jan 2026verified |
| Short-term debt | 1.0 bn | 3.0 bn | 1.5 bn | 2.0 bn | 1.8 bn | 750.0 m | SEC (XBRL)· 30 Jan 2026verified |
| Long-term debt | 81.7 bn | 88.6 bn | 96.1 bn | 95.8 bn | 92.1 bn | 94.0 bn | SEC (XBRL)· 30 Jan 2026verified |
| Current liabilities | 9.9 bn | 12.5 bn | 12.1 bn | 13.2 bn | 13.5 bn | 13.3 bn | SEC (XBRL)· 30 Jan 2026verified |
| Equity | 30.3 bn | 18.2 bn | 12.5 bn | 14.7 bn | 19.7 bn | 20.5 bn | SEC (XBRL)· 30 Jan 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 14.6 bn | 16.2 bn | 14.9 bn | 14.4 bn | 14.4 bn | 16.1 bn | SEC (XBRL)· 30 Jan 2026verified |
| Capex | 7.4 bn | 7.6 bn | 9.4 bn | 11.1 bn | 11.3 bn | 11.7 bn | SEC (XBRL)· 30 Jan 2026verified |
| Free cash flow | 7.1 bn ≈ | 8.6 bn ≈ | 5.5 bn ≈ | 3.3 bn ≈ | 3.2 bn ≈ | 4.4 bn ≈ | SEC (XBRL)· 30 Jan 2026derived |
| Investing cash flow | -8.2 bn | -7.8 bn | -9.1 bn | -11.1 bn | -10.7 bn | -11.6 bn | SEC (XBRL)· 30 Jan 2026verified |
| Financing cash flow | -9.0 bn | -8.9 bn | -5.8 bn | -3.2 bn | -4.0 bn | -4.4 bn | SEC (XBRL)· 30 Jan 2026verified |
| Share repurchases | 11.2 bn | 15.4 bn | 10.3 bn | 3.2 bn | 1.2 bn | 5.1 bn | SEC (XBRL)· 30 Jan 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 66 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 32.6 bn USD
Key indicators
Coverage and freshness
Score by group
- Balance sheet45
- Valuation94
- Quality69
- Growth21
- Returns100
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 524.60 – 2,242.36 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · the reported interest expense is far older than the latest period (the filer changed its XBRL tag): a stale figure is not used
- Peers: EV/EBITDA1,005.38 – 2,242.36 (Mid 1,897.79)3 companies used · median multiple 28.4x · quartiles 17.1x – 32.7xCABO, PAAI, WBD
- Peers: P/E524.60 – 1,044.64 (Mid 705.91)4 companies used · median multiple 18.3x · quartiles 13.6x – 27.1xADEA, CCZ, PAAI, ROKU
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 66/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 8.4% | 67 (vs peers) | 12% |
| Net margin · Quality | 9.1% | 58 (vs peers) | 7% |
| FCF conversion · Quality | 88.5% | 84 (on a fixed band) | 7% |
| Revenue CAGR 3Y · Growth | 0.5% | 4 (on a fixed band) | 9% |
| EPS CAGR 3Y · Growth | 5.6% | 37 (on a fixed band) | 9% |
| Net debt / EBITDA · Balance sheet | 4.4x | 63 (vs peers) | 12% |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 0.4x | 0 (on a fixed band) | 5% |
| P/E (TTM) · Valuation | 3.1x | 100 (on a fixed band) | 12% |
| EV/EBITDA · Valuation | 5.9x | 83 (on a fixed band) | 12% |
| FCF yield · Valuation | 13.4% | 100 (on a fixed band) | 9% |
| Shareholder yield (distributions) · Returns | 14.6% | 100 (on a fixed band) | 7% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet45/100 · 2/3 factors with a value
- Growth21/100 · 2/2 factors with a value
- Quality69/100 · 3/3 factors with a value
- Returns· partial100/100 · 1/2 factors with a value
- Valuation94/100 · 3/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Charter Communications, Inc. (CHTR). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 54.8 bn USD in 2025; YoY growth -0.6%; net margin 9.1%; ROE 29.7%; net debt/EBITDA 4.4x.
The estimated value range is 764.99–1,643.50 USD per share (median of 2 methods, agreement: low); assumptions are illustrative. Against the central value of 1,301.85 USD, the price of 120.25 USD leaves a potential of 982.6% (value / price − 1) and a margin of safety of 90.8% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 66/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: returns. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- FCF conversion: 88.5%
- P/E (TTM): 3.1x
- EV/EBITDA: 5.9x
- FCF yield: 13.4%
- Shareholder yield (distributions): 14.6%
- The price is below the estimated value range
What contradicts it
- Revenue CAGR 3Y: 0.5%
- Current ratio: 0.4x
- The valuation methods diverge
Not assessed (insufficient data or a ratio without meaning): Interest coverage, Payout ratio (FCF).
Versus the vertical median
Cable & Other Pay Television Services (SIC 4841) · same industry (4-digit SIC) · compared with 12 companies
The size band was not applied: too few companies would have remained; the vertical includes much smaller or larger companies.
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| WBDWarner Bros. Discovery, Inc. | 77.7 bn | — | -9.2% | -8.8% | −5.1% | unavailable / unavailable |
| CHTRCharter Communications, Inc. | 32.6 bn | 3.1 | 29.7% | 9.1% | −0.6% | −46% / −71% |
| ROKURoku, Inc. | 24.1 bn | 48.2 | 18.2% | 9.3% | +15.2% | +68% / +56% |
| ADEAAdeia Inc. | 1.9 bn | 16.6 | 25.9% | 25.0% | +17.9% | +37% / +84% |
| OPTUOptimum Communications, Inc. | 188.1 m | — | — | -58.1% | −4.1% | −64% / −70% |
| PAAIThe Arena Group Holdings, Inc. | 43.8 m | 4.8 | — | 9.3% | +698.2% | −78% / −60% |
| CABOCable One, Inc. | 29.8 m | — | -126.2% | -72.8% | −4.9% | −96% / −99% |
| GLIBALiberty Capital Corp | — | — | -21.0% | -32.5% | +3.0% | −31% / unavailable |
| LILALiberty Latin America Ltd. | — | — | -32.1% | -3.9% | −0.1% | +47% / +88% |
| RCIRogers Communications Inc. | — | — | 49.0% | 31.8% | +5.4% | −12% / −20% |
| LBTYALiberty Global Ltd. | — | — | -22.3% | -44.4% | +12.4% | −16% / +16% |
| AMCXAMC Global Media Inc. | — | — | -2.1% | -0.9% | −4.5% | −5% / −44% |
| CCZComcast Corporation | — | 20.1 | 11.9% | 9.2% | −0.0% | +1% / +17% |
1- and 3-year price returns: for CHTR from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 32.17 Total return -73% · Per year -73% | 56.99 Total return -53% · Per year -53% | 86.00 Total return -28% · Per year -28% |
| 3 years | 28.74 Total return -76% · Per year -38% | 57.51 Total return -52% · Per year -22% | 95.65 Total return -20% · Per year -7% |
| 5 years | 25.67 Total return -79% · Per year -27% | 58.05 Total return -52% · Per year -14% | 106.38 Total return -12% · Per year -2% |
- Exit P/E± 14.38
- Net margin± 10.07
- Annual revenue growth± 8.59
- Annual dilution± 0.85
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Charter Communications, operating under the Spectrum brand, provides broadband internet, mobile, television and voice services in 41 states. The company is seeing declining internet and video customers but rapid mobile line growth, and the Cox transaction could change its scale and reach.
SWOT
Strengths
- The fiber network reaches large areas and enables high speeds and converged bundles that competitors do not easily offer.
- The company has a large customer base and a recurring subscription revenue base that supports cash flow.
- Mobile lines keep growing, and combined bundles help retain customers.
Weaknesses
- Internet and television customer numbers are declining, and total revenue is falling year over year.
- High debt and integration costs for the Cox acquisition limit short-term financial flexibility.
- Revenue per residential customer has fallen, and streaming apps included in packages reduce reported video revenue.
Opportunities
- Completing the rural expansion and network upgrade could bring new customers in areas not yet served.
- Integrating Cox assets could expand the commercial fiber business and cloud services.
- Growth in mobile services and converged bundles could reduce customer losses.
Threats
- Intense competition from fiber, wireless networks and streaming services could reduce prices and market share.
- Cyber attacks and network outages could affect customers and damage the company's reputation.
- Dependence on third-party suppliers and spectrum licences could limit services if conditions worsen.
Risks
- Intense competitionhigh
Competitive pressure from fiber, wireless services and streaming may reduce customer numbers and margins.
- Cybersecurityhigh
Attacks on networks and customer data could cause outages, remediation costs and reputational damage.
- Supplier dependencemedium
Some suppliers are the sole source of equipment or software, and their delays could affect network expansion.
- Cox integrationmedium
Integrating Cox assets could delay financial benefits and generate unforeseen costs.
- Spectrum licenceslow
Mobile licences can be revoked or not renewed, which could limit the ability to offload mobile traffic.
Investment thesis
What would need to be true (bull case)
- If mobile lines keep growing and converged bundles reduce customer losses, revenue could become more stable.
- The fiber network and rural program could open new areas of long-term growth.
- The Cox acquisition could extend scale and the ability to develop products with industry partners.
What would break the thesis
- If losses of internet and video customers continue, revenue and Adjusted EBITDA could keep declining.
- High debt and the costs of the Cox transaction could limit financial flexibility and shareholder distributions.
- Competition and changing consumer behaviour could reduce revenue per customer.
What to watch
- Trend in internet and video customer numbersQ3 2026
- Closing and integration status of the Cox transaction2026
- Completion of the network upgrade and symmetrical speeds rollout2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Charter Communications is a broadband connectivity company with services available to 58 million homes and small to large businesses across 41 states through its Spectrum brand. The company has evolved from cable TV to streaming and from high-speed internet to a converged broadband, WiFi and mobile experience over its Spectrum Fiber Broadband Network. Revenues were 54774 million USD in fiscal 2025, with Adjusted EBITDA of 22708 million USD.
Segments
Commercial
The commercial segment covers small businesses, served by Spectrum Business with internet, mobile, video and telephony, and mid-market and large businesses with dedicated connectivity and managed services. Commercial revenue rose slightly in the second quarter of 2026 compared with the prior-year period.
Market context
The US broadband market is competitive, with operators competing through converged bundles of internet, mobile and television. Charter is expanding its fiber network and rural construction program, with 7.7 billion USD spent since the start of 2022, which could support long-term growth if adoption continues at its current pace.
Trends
- Growth in mobile linestailwind
Spectrum mobile lines keep growing and partly offset losses in internet and video customers. If this trend holds, mobile revenue could support results over the medium term.
- Losses of internet customersheadwind
Intense competition, including from fiber and fixed wireless services, has reduced the number of internet customers. If competitive pressure persists, revenue from fixed connectivity could remain under pressure.
- Shift of video to streamingmixed
Customers are increasingly moving to streaming, and the company has included streaming apps in its packages and sells them separately through the Spectrum App Store. This shift reduces traditional video revenue but may stabilize the customer base.
- Cox transactionmixed
The deal with Cox Communications could extend Spectrum's scale and add commercial fiber activities, but it brings integration costs and a debt commitment of about 12.4 billion USD.
Competitive position
Charter faces competition from companies with fewer regulatory burdens or better access to financing, as well as from fiber, fixed wireless, satellite and DSL providers. In mobile it competes with wireless and wireline phone providers, and in video with streaming services and satellite operators.
- Mobile and fiber network operators
Wireless and wireline network providers compete directly with Charter's converged bundles, and some have easier access to financing.
- Fiber internet providers
Fiber operators, especially in commercial areas, increase pressure on the margins of the company's commercial services.
- Satellite television services
DBS services compete for television customers, and losses of video customers are a recurring issue.
- Video streaming platforms
Streaming services delivering linear and on-demand content reduce demand for traditional television packages.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Croatia deports 36 Egyptian nationals by charter flightCroatia Week (HR, EN) · 04 Nov 2026 · EN
- CSTO may weigh invoking Article 25 of its charter against Armenia — chiefTASS (RU, EN) · 04 Nov 2026 · EN
- Exclusive-Ambani's Jio explores tech-for-equity talks with Comcast and Charter, sources sayCNA (Channel NewsAsia) · 03 Nov 2026 · EN
- Exclusivitățile săptămânii: FOTO Vine în România cel mai mare operator de zboruri charter din Polonia. Bancă vândută în România. Tranzacție majoră cu proprietarul PRO TV. Istorica RomâniaFilm, în faliment.Profit.ro · 31 Oct 2026 · RO
- Leaking Muse's Charter, Meta's model specLessWrong · 29 Oct 2026 · EN
- Revelion în Malta de la 563 de euro de persoană. Malta Travel oferă pachete cu zbor charter și hoteluri de cinci steleProfit.ro · 28 Oct 2026 · RO
- Cel mai mare operator charter din Polonia deschide o sucursală în RomâniaSpotMedia.ro · 26 Oct 2026 · RO
- FOTO Vine în România. Cel mai mare operator de zboruri charter din Polonia, Enter Air, partener al noului acționar Paralela 45, deschide sucursală pe piața localăHotNews.ro · 26 Oct 2026 · RO
- FOTO Vine în România. Cel mai mare operator de zboruri charter din Polonia, Enter Air, partener al noului acționar Paralela 45, deschide sucursală pe piața localăProfit.ro · 25 Oct 2026 · RO
- Anthropic's Public Benefit CharterHacker News · 21 Oct 2026 · EN
- Paralela45 lansează cea mai mare vară din istoria sa. Zboruri Enter Air din tot mai multe orașe și Albania în premieră pe curse charterAntena 3 CNN · 20 Oct 2026 · RO
- Un charter plin cu români scoși din închisori a fost trimis din Dublin către BucureștiAntena 3 CNN · 19 Oct 2026 · RO
- How a rock trial helped create Charter 77New Eastern Europe (PL, EN) · 16 Oct 2026 · EN
- Read the charter for the White House’s ‘Super Intelligence Force’Politico EU · 06 Oct 2026 · EN
- The 8-Aircraft Airline Pricing Domestic Seats At Light-Jet Charter Parity In 2027Simple Flying · 06 Oct 2026 · EN
- Red Wings eyes summer 2027 charter flights from Moscow to Malaysia’s LangkawiTASS (RU, EN) · 05 Oct 2026 · EN
- Christian Tour clarifică relația cu AnimaWings: expunerea financiară nu are impact semnificativ asupra lichidității. Curse charter transferate către alți operatoriEconomedia · 02 Oct 2026 · RO
- Here's How Much A Private Jet Charter From New York To Miami Actually Costs In 2026Simple Flying · 02 Oct 2026 · EN
- Virgin A350 Spotted On Flight Tracker Operating Rare NFL Charter To London StanstedSimple Flying · 02 Oct 2026 · EN
- Putin says work begins on Eurasian Charter of Multipolarity and DiversityTASS (RU, EN) · 01 Oct 2026 · EN
SEC filings
- Current report27 Oct 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Current report19 Oct 2026Regulation FD disclosure · Financial statements and exhibits
- Current report13 Oct 2026Departure or appointment of officers · Financial statements and exhibits
- Current report15 Sept 2026Regulation FD disclosure · Financial statements and exhibits
- Current report31 Aug 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Current report26 Aug 2026Material agreement · Creation of a direct financial obligation · Financial statements and exhibits
- Current report24 Aug 2026Material agreement · Creation of a direct financial obligation · Financial statements and exhibits
- Current report20 Aug 2026Material agreement · Acquisition or disposition of assets · Item 3.02 · Item 3.03 · Departure or appointment of officers · Amendments to articles or bylaws · Regulation FD disclosure · Financial statements and exhibits
- Current report18 Aug 2026Material agreement · Creation of a direct financial obligation · Regulation FD disclosure · Financial statements and exhibits
- Current report12 Aug 2026Material agreement · Creation of a direct financial obligation · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Charter Communications, Inc. · 30 Jan 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Charter Communications, Inc. · 24 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Charter Communications, Inc. · 24 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.