Charter Communications Inc. - Ordinary Shares - Class A
CHTR - Insider Information
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+ FollowMarket Cap$15.03B
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Earnings Call Q2 2026
July 24, 2026 - AI Summary
Mobile momentum is strong; Spectrum Mobile lines up sharply
- Added 406k Spectrum Mobile lines in the quarter; +1.7M over last 12 months for +16% YoY growth.
- Now has 12.5M mobile lines and remains the fastest-growing mobile provider in its footprint.
- Key investor takeaway: management sees large remaining penetration upside (mobile penetration of Internet ~20%, ~just under 2 lines per mobile; Spectrum Mobile currently ~8% penetration of footprint mobile lines).
Internet results are weak vs. last year; churn stable but top-of-funnel competition is the issue
- Internet customer loss: 172k in 2Q (driven by lower connects YoY), while churn ~flat.
- Revenue down 1.7% YoY, driven by lower residential revenue; 2Q adjusted EBITDA declined -3.2% (excluding Cox transition expenses).
- Management attributes weakness primarily to softer gross additions from expanded competitive footprint and ongoing impacts from fixed wireless and fiber overlap competition.
- Outlook/expectation: competition growth should subside, and Charter expects to stabilize and return to broadband growth over time, helped by converged product/pricing, better NPS, and speed/reliability improvements—but they stress timing is hard to predict.
Video churn is improving materially (a bright spot)
- Video customer losses improved to -21k vs -80k in 2Q ’25, driven by lower downgrades, lower churn, and higher upgrades due to entertainment packaging improvements (including programmer app inclusion).
- 55% of eligible video customers have activated at least one inclusion app (4+ apps on average), which management links to reduced churn.
- This is one of the clearest “good” points: bundling (mobile + video with Internet) is explicitly described as churn-reducing.
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$408.93
240.1% upside
Current Fair Value
240.1% upsideUndervalued by 240.1% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $15.03 Billion |
|---|---|
| Enterprise Value | $97.29 Billion |
| Earnings per Share | $36.9 |
| Beta | 0.69 |
| Outstanding Shares | 120,121,000 |
Return
| Return on Equity | 31.28% |
|---|---|
| Return on Assets | 3.41% |
| Return on Invested Capital | 6.26% |
Valuation & Multiples
| P/E Ratio | 2.86 |
|---|---|
| PEG | -413.24 |
| Price to Sales | 0.27 |
| Price to Book Ratio | 0.66 |
| Enterprise Value to Revenue | 1.79 |
| Enterprise Value to EBIT | 10.95 |
| Enterprise Value to Net Income | 18 |
| Total Debt to Enterprise | 0.85 |
| Debt to Equity | 4.88 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 30, 2026
EPS Estimate
$9.58
Consensus analyst estimateRevenue Estimate
$13.53 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 70.13% |
|---|---|
| Total Calls | 2,400▼ 99.97% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.04%▼ 80.02% |
|---|---|
| Total Invested | $539.07M▼ 96.25% |
| Investors Holding | 243▼ 606.00% |
About Charter Communications Inc.
91,900 employees
CEO: Thomas Rutledge
Charter Communications, Inc. operates as a broadband connectivity company in the United States. The company offers subscription-based internet, mobile, video, and voice services; broadband connectivity services, including fixed internet,...