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CHCHTR

Charter Communications, Inc.

$CHTR·$21B·Telecommunications Services·Communication Services
$142.63-0.8%YTD-31.4%1Y-61.7%
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Price updated 12m ago
CHCHTR
Charter Communications, Inc.$CHTR
$142.63-0.75%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Charter Communications, Inc. is a prominent U.S. broadband and cable operator, delivering services to residential and commercial customers nationwide. Its offerings encompass a wide array of subscription video services, including on-demand content, high-definition channels, digital video recording (DVR), and pay-per-view options. Internet services form a crucial part of its portfolio, featuring robust security measures against cyber threats, high-performance in-home WiFi with provided routers, and extensive out-of-home and Spectrum WiFi access. The company also provides voice communication services utilizing Voice over Internet Protocol (VoIP) technology. For its business and carrier clientele, Charter offers comprehensive broadband communication solutions. These include internet access, data networking, fiber optic connectivity, video entertainment, and business telephone services, catering to a diverse range of needs from office buildings to cellular towers. Further diversifying its operations, Charter provides mobile services, alongside specialized business solutions such as static IP addresses, dedicated business WiFi, email and security services, multi-line telephone systems, and web-based service management. It also offers a suite of communication products and managed service solutions. In the media sector, the company sells local advertising across various platforms, including major networks like TBS, CNN, and ESPN, as well as local sports and news channels, and utilizes its "Audience App" for linear inventory optimization. Additionally, Charter owns and operates regional sports and news networks and supplies wholesale data connectivity services to mobile and wireline carriers. Serving approximately 32 million customers across 41 states, Charter Communications was founded in 1993 and maintains its headquarters in Stamford, Connecticut.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $CHTR.

Telecommunications Services · Communication Services

Space-based connectivity is the structural differentiation above legacy terrestrial carriers — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match. Terrestrial fiber (AT&T) and wireless (Verizon) compete on quality within a more mature segment.

What this means for $CHTR

Partial — Charter Spectrum serves 32M customers across 41 states with cable broadband and mobile; broadband is the defensive revenue base while linear video subscriber losses continue as a structural drag.

See how Telecommunications Services shapes $CHTR

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $CHTR's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

11-name peer basket
+38.4%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
3.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
19.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
30.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
5.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 24, 2026$9.17$9.96-7.9%
Q4 2025Jan 30, 2026$10.34$9.78+5.7%
Q3 2025Oct 31, 2025$8.34$9.23-9.6%
Q2 2025Jul 25, 2025$9.18$9.58-4.2%
Next earningsFri, Jul 24·consensus EPS $10.25

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$13.6B-1.0%40.0%23.6%$9.27$1.4B
Q4 FY25$13.6B-2.3%40.3%24.7%$10.47$426.0M
Q3 FY25$13.7B-0.9%46.2%23.8%$8.50$1.4B
Q2 FY25$13.8B+0.6%46.4%24.4%$9.41$726.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$54.3B$54.1B – $54.6B$41.34$36.77 – $44.2614
FY27$53.9B$52.2B – $54.8B$45.27$41.09 – $49.4414
FY28$54.1B$54.1B – $54.2B$53.48$29.30 – $72.4314
FY29$54.8B$53.8B – $55.5B$53.22$51.99 – $54.039
FY30$55.4B$54.4B – $56.0B$61.25$59.85 – $62.1913

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-32.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 80.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $CHTR is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 27Thomas RutledgeDirector Emeritus18.2K sh$2.7MSellMay 26Thomas RutledgeDirector Emeritus69.6K sh$10.1MBuyMay 15Mauricio RamosDirector9.9K sh$1.4MBuyApr 28Wade DavisDirector5.7K sh$995KBuyApr 28Balan NairDirector1.0K sh$175KBuyApr 28Christopher L WinfreyCEO6.9K sh$1.2MBuyApr 1Liberty Broadband CorpDirector— sh—
+ 26 other (17 awards · 4 returns · 2 exempts · 2 inkinds · 1 gift) in window

See when $CHTR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change
AI summary

Charter Communications entered into a two-year employment agreement with Jamal Haughton, EVP, General Counsel and Corporate Secretary, effective May 15, 2026 through May 15, 2028. The agreement provides a base salary of at least $825,000, a 160% target annual cash bonus, equity awards worth at least $4 million annually starting 2027, and a one-time top-up equity award of $656,250 cliff-vesting on the third anniversary of the grant. Routine executive retention arrangement with no material operational impact.

8-KOfficer or director changeApr 238-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Charter Communications held its 2026 Annual Meeting on April 21, 2026, at which stockholders approved an amendment to the 2019 Stock Incentive Plan adding 16.0 million shares to the authorized pool, effective immediately. Directors Eric Zinterhofer, W. Lance Conn, Wade Davis, and Kim Goodman were also elected with between 124.5M and 128.0M votes in favor; approximately 133.9 million total votes were cast (118.4M Class A plus 15.5M Class B equivalent). The plan amendment is modestly dilutive via 16 million additional shares available for equity compensation.

SC 13D/AActivist amendmentMar 9SC 13D/A
8-KOfficer or director changeFeb 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
3New insider — initial holdingsJan 293
8-KOfficer or director changeJan 288-K — Item 5.02: Officer or director change
8-KOfficer or director changeJan 228-K — Item 5.02: Officer or director change
8-KMaterial agreementJan 148-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
+ 17 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SPECTRUM AWARDS $1.1 MILLION IN 2026 SPECTRUM DIGITAL EDUCATION GRANTSprnewswire.com·1d agoNasdaq-100 Index® June 2026 Quarterly Changesglobenewswire.com·5d agoSPECTRUM REACH AND ANOKI AI TEAM UP TO ACHIEVE IMPROVED REAL-TIME TRANSPARENCY IN STREAMING TVprnewswire.com·6d agoCHARTER NAMES CHRIS HACKER HEAD OF CORPORATE SECURITYprnewswire.com·8d agoCharter Communications: The Market Is Missing The Free Cash Flow Inflectionseekingalpha.com·27d ago

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