Charter Communications, IncNasdaq: CHTR
Communication Services · Cable & Satellite
$171.83
+4.03%
Vol: 3.3M
Research Digest
Friday, May 1, 2026
Charter Communications reports Q1 disappointment with broadband losses and Cox integration ongoing
Charter Communications missed Q1 2026 EPS estimates and reported 120,000 broadband subscriber losses amid competitive pressures. The company is integrating Cox Communications acquisition (expected mid-2026) and added 370,000 Spectrum Mobile lines in Q1.
Previous Market Intelligence
13 daysApr 30Charter Communications stock plunges 25% after Q1 earnings miss with broadband losses doubling to 120,000 customers (April 24)Negative▶
Charter Communications reported disappointing Q1 2026 results with earnings of $9.17 per share (missed $10.32 consensus) and revenue of $13.6B (-1.0% YoY). The company lost 120,000 broadband subscribers, more than double the 59,000 lost in Q1 2025, indicating intensifying competition pressures. Stock fell 25-29% following the announcement. Positives included 368,000 Spectrum Mobile line adds (12.1M total) and improved video losses at 60,000 (vs 181,000 YoY). Analyst RBC Capital lowered price target to $220 from $250, with consensus rating at Hold.
Apr 29Charter Communications Q1 2026: Revenue $13.6B (-1.0% YoY), lost 120K broadband subscribers, stock down 29% on earnings miss; CEO buys $1.19M shares.Negative▶
Charter Communications reported Q1 2026 revenue of $13.6 billion, down 1.0% year-over-year, driven by lower residential video revenue. Residential connectivity revenue grew only 0.9% YoY. Spectrum broadband customer losses reached 120,000 in Q1, exceeding investor expectations. However, Spectrum Mobile added 368,000 lines (1.8M over 12 months), now serving 12.1 million lines. CEO Christopher Winfrey purchased 6,936 shares ($1.194M) on April 28, signaling management confidence. FY2026 capex guidance remains ~$11.4 billion. Company faces significant challenges with a 29% stock decline following earnings.
Apr 16Charter announced Spectrum TV App on Android TV; Cox merger combination agreement in place amid subscriber pressures.Neutral▶
Charter Communications jumped 2.6% on April 15 after launching its Spectrum TV App on Google TV and other Android TV devices at no extra cost to Spectrum TV customers, offering live TV, Cloud DVR, and on-demand content on devices from Hisense, Philips, Sony, and TCL. The company also announced a transformative combination agreement with Cox Communications. However, Charter faces ongoing challenges with declining internet and cable TV subscribers while managing heavy debt. Analysts express skepticism about growth potential amid increasing competition. The company is scheduled to report Q1 2026 results and host a webcast on April 24, 2026.
Apr 15Charter Communications schedules Q1 earnings April 24; Liberty Broadband repurchases $965M exchangeable debt.Mixed▶
Charter Communications will host Q1 2026 earnings webcast April 24. Liberty Broadband accepted full $965M exchangeable debenture repurchase. Annual shareholder meeting April 21 includes vote on political spending disclosure. Charter expanding fiber to 1.7M new locations with $7B commitment. Bank of America maintains Buy, Barclays maintains Sell.
Apr 14Charter Communications FCC approved $34.5B Cox acquisition, but Q1 pressure and guidance weakness prompt cautious analyst sentiment.Mixed▶
The FCC approved Charter $34.5 billion acquisition of Cox Communications. Charter reported rare Q1 subscriber uptick in video and fewer broadband losses than expected. New COO Nick Jeffery appointed. Citi lowered price target to $290 from $310 on April 5. Consensus Hold with $300.25 target.
Apr 13FCC approves Charter-Cox $34.5B merger; Charter guides modest Q1 2026 earnings on April 24 amid subscriber headwinds.Positive▶
FCC approved Charter Communications' $34.5 billion acquisition of Cox Communications, a transformative telecommunications industry combination. Charter shares jumped 12% in early trading on Q4 2025 earnings beat. However, the company faces scrutiny over governance and political spending. Q1 2026 earnings release scheduled for April 24. Analysts cautious on subscriber declines and high debt.
Apr 10FCC approves Charter $34.5B Cox acquisition; expands fiber and AWS partnershipNeutral▶
FCC approved Charter $34.5B acquisition of Cox Communications. Expanding fiber internet and AWS strategic agreement.
Apr 9Charter jumps on Q4 earnings beat with rare video subscriber gain; CEO transition and Cox acquisition approvedPositive▶
Charter Communications jumped 12% following Q4 earnings with rare video subscriber uptick and better-than-expected broadband results. The FCC approved the company's $34.5 billion Cox Communications acquisition while Nick Jeffery was appointed Chief Operating Officer, positioning Charter for growth and market consolidation benefits.
Apr 8Charter's $34.5B Cox merger receives FCC approval; appoints Frontier CEO Nick Jeffery as COO.Mixed▶
Charter achieved FCC approval for $34.5B Cox merger. Appointed Nick Jeffery (former Frontier CEO) as COO. Launched Invincible WiFi (WiFi 7 + 5G). Q1 earnings April 24. BofA Buy; consensus Hold.
Apr 7FCC approves Charter-Cox $34.5B merger; Bank of America maintains Buy rating despite Q1 pressure.Neutral▶
The Federal Communications Commission approved Charter Communications' $34.5 billion acquisition of Cox Communications. Bank of America Securities maintains a Buy rating. The company is expanding fiber services with $7 billion commitment to reach 1.7 million new locations. Q1 earnings expected April 24 amid analyst concerns about subscriber pressure and broadband market challenges.
Apr 6Charter Communications receives FCC approval for Cox acquisition and appoints new CEOPositive▶
FCC approved Charter Communications' $34.5 billion acquisition of Cox Communications. Christopher Winfrey announced as President and CEO, Nick Jeffery as Chief Operating Officer. Charter reported Q4 2025 with rare uptick in video subscribers and fewer broadband losses than expected. Company is expanding fiber internet services with $7 billion commitment to reach 1.7 million new locations with multi-gigabit speeds. Spectrum introduced WiFi 7 Extenders and partnership with Apple for Spectrum Front Row live basketball games. Q1 2026 earnings expected April 24.
Apr 3FCC approves Charter's $34.5B Cox Communications acquisition; Charter names Nick Jeffery as COO and launches Spectrum Invincible WiFi 7 router.Positive▶
The FCC approved Charter Communications' $34.5B acquisition of Cox Communications. Charter appointed Nick Jeffery as COO and launched Spectrum Invincible WiFi 7 router with integrated 5G and battery backup. Charter committed $7B to fiber expansion reaching 1.7M new locations. BofA maintains Buy; Barclays has Sell.
Apr 2Charter Communications expected to report Q1 2026 earnings April 24 with 21% EPS growth anticipatedMixed▶
Charter Communications expected to report Q1 2026 results on April 24 with analysts predicting EPS of $10.22, up 21.4% from prior year quarter's $8.42. Company recently announced transformative combination with Cox Communications. Stock down 41.7% over past 52 weeks, significantly underperforming S&P 500's 16.7% gain. In Q4 2025, Internet customers declined 119,000 while mobile lines increased 428,000. Company committed $7 billion to reach 1.7 million new locations with multi-gigabit fiber speeds. Analyst consensus cautious with Hold rating; average price target of $302.18 indicates 39.7% upside.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CMCSACOMCAST | $27.26 | +0.80% | -2.2% | 7.1x | 0.79 | $96.6B |
| CHTRCHARTER | $171.83 | +4.03% | -24.9% | 3.7x | 1.03 | $23.3B |
| GOOGLALPHABET | $385.59 | +0.21% | +28.3% | 28.4x | 1.13 | $4.66T |
| GOOGALPHABET | $382.99 | +0.27% | +28.3% | 28.2x | 1.13 | $4.62T |
| METAMETA | $609.01 | -0.47% | +6.8% | 16.9x | 1.31 | $1.55T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.