NASDAQCommunication ServicesTelecom ServicesSnapshot 2026-07-08
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Track CHTR free→Warn: Management is running behind on a stated commitment.
Charter grows its Spectrum Mobile lines, adding 368,000 in Q1 2026. It keeps capital spending steady near $11.4 billion for 2026. Adding Netflix to its app store improves customer satisfaction. Profit margins remain stable with a low PE of 3.7.
Revenue is shrinking, with a 1% decline expected in 2026. Mobile line growth is slowing, down from 507,000 to 368,000 additions year-over-year. Guidance was cut recently, signaling risks to growth and execution. The sector faces headwinds and management is volatile.
The market prices in about -1% revenue growth and a 57% discount to our fair value near $329. Our fair value is well above the Street median of $215. The price reflects justified concerns about slowing growth and volatile management.
Breaks if: CAPEX deviates significantly from $11.4 billion in 2026
Charter expects full year 2026 capital expenditures to total approximately $11.4 billion.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of last 2 quarters. Charter maintains its guidance for 2026 capital expenditures at approximately $11.4 billion. This consistent expectation reflects a stable capital allocation strategy, but actual CAPEX for Q1 2026 was $2.9 billion, indicating ongoing alignment with the annual target.
“Charter continues to expect full year 2026 capital expenditures to total approximately $11.4 billion.”
“Charter currently expects full year 2026 capital expenditures to total approximately $11.4 billion.”
Breaks if: customer satisfaction declines materially
Charter focuses on enhancing customer satisfaction through better products, pricing, and service.
Breaks if: mobile line additions fall below 368,000 in Q1 2026
Charter aims to grow its Spectrum Mobile lines as part of its converged network strategy.
Stated in 2 of last 2 quarters. Charter added 368,000 total mobile lines in Q1 2026, compared to 507,000 in Q1 2025. The growth in mobile lines is part of Charter's strategy to enhance its converged network, but the pace of additions has slowed, indicating limited progress.
“Charter added 368,000 total mobile lines in Q1 2026.”
“Charter's mobile line growth continues to be a focus.”
