SPECTRUM NEWS AND SYRACUSE UNIVERSITY'S NEWHOUSE SCHOOL PARTNER TO DEVELOP NEXT GENERATION OF JOURNALISTS Accessibility StatementSkip NavigationKey TakeawaysSpectrum News will invest in the next generation of local journalists by featuring student reporting on Spectrum News channels across the country and mentoring student interns in Syracuse and beyond.Spectrum News staff will collaborate with Newhouse School faculty to teach production and investigative journalism courses, and a new field study program wi ...

CHARTER COMMUNICATIONS NAMES JOHN LEE HEAD OF INTELLIGENCE VENTURES Accessibility StatementSkip Navigation Continue Reading Lee to Lead New Team Focused on Intelligence-Driven Products, Partnerships and Strategic Growth STAMFORD, Conn., March 23, 2026 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) today announced the appointment of John Lee as Head of Intelligence Ventures, effective today. Lee will lead a new dedicated team that will focus on advancing intelligence-driven products and partners ...

Charter Communications, Inc. (NASDAQ:CHTR) is one of the Most Undervalued Long Term Stocks to Buy According to Analysts. On March 11, Charter Communications, Inc. (NASDAQ:CHTR) announced expanding its partnership with RingCentral to offer Spectrum Business customers UCX, a unified platform. ​UCX brings together RingCentral’s AI-powered tools for communications, contact centers, and analytics to the Charter Communications’ network. The partnership brings RingCX, which is an AI-driven contact center that ca ...

Company Overview - Charter Communications, Inc. (CHTR) is valued at approximately $27.6 billion and is a leading broadband connectivity and cable telecommunications company in the U.S. [1] - The company operates primarily under the Spectrum brand, providing services to tens of millions of customers across more than 40 states [1][2]. Market Position - CHTR is classified as a "large-cap stock," with its network capable of reaching over 50 million homes and businesses [2]. - Despite its size, CHTR shares have decreased by 50.1% from their 52-week high of $437.06, reached on May 16 [3]. Stock Performance - Over the past three months, CHTR shares have gained 5.6%, outperforming the State Street Communication Services Select Sector SPDR ETF Fund (XLC), which declined by 1.8% [3]. - In the longer term, CHTR stock has fallen 36.8% over the past 52 weeks, while XLC has increased by 20.7% during the same period [5]. - Over the past six months, CHTR shares are down 17.2%, compared to a 2.5% dip for XLC [5]. Business Challenges - CHTR has underperformed the broader market due to slowing growth in its core broadband business and increasing competition from fiber providers and wireless carriers [6]. - The company has reported broadband subscriber losses in recent quarters as the market becomes more saturated [6]. - The shift from traditional cable TV to streaming services has negatively impacted CHTR's video subscriber base [7]. - Investor sentiment is affected by Charter's high debt levels and the capital-intensive nature of upgrading and maintaining its network infrastructure [7].

Group 1 - Charter Communications, Inc. will participate in the NSR and BCG Global Connectivity Leaders Conference on March 26, 2026, with CFO Jessica Fischer scheduled to speak at 11:00 a.m. ET [1] - The event will be accessible via a live webcast on Charter's investor relations website, which will also archive the broadcast for later viewing [1] - Charter is a leading broadband connectivity company serving 58 million homes and businesses across 41 states through its Spectrum brand [1] Group 2 - Founded in 1993, Charter has transitioned from cable TV services to offering a comprehensive suite of broadband, WiFi, and mobile experiences [1] - The company emphasizes its 100% U.S.-based workforce and aims to provide seamless connectivity and entertainment through its Spectrum Internet®, Mobile, TV, and Voice products [1]

Core Insights - Charter Communications and Comcast are taking different strategic approaches to address challenges in the cable industry, with Charter focusing on connectivity and Comcast leveraging a diversified portfolio including theme parks and streaming services [1] Group 1: Company Performance - Charter added 428,000 Spectrum Mobile net lines in Q4, resulting in a 13.1% increase in mobile service revenue to $973 million [1] - Comcast added 364,000 wireless net lines in Q4, ending 2025 with over 9 million total lines, and grew Peacock to 44 million paid subscribers, with revenue climbing 23% to $1.6 billion [1] - Charter lost 119,000 internet customers in Q4, an improvement from a loss of 177,000 a year earlier, while Comcast lost 181,000 domestic broadband subscribers in Q4, worse than the 104,000 lost in Q3 [1] Group 2: Strategic Focus - Charter is pursuing a Cox Communications acquisition to expand network coverage to over 70 million households and plans to launch WiFi 7 with symmetrical multi-gig speeds by 2027 [1] - Comcast's theme parks revenue surged 21.9% in Q4, driven by increased attendance at Epic Universe, and the company is focusing on streaming and live sports through its NBCUniversal division [1] Group 3: Financial Metrics - Charter's full-year free cash flow was $5.0 billion, while Comcast's was $19.2 billion [1] - Charter trades at a forward P/E of approximately 5x, while Comcast's forward P/E is around 8x [1] - Charter's stock is up about 5% year-to-date but down over 41% in the past year, whereas Comcast is up nearly 19% year-to-date and trades near its 52-week high of $33.94 [1]

Core Viewpoint - Charter Communications, Inc. will host a webcast on April 24, 2026, to discuss its financial and operating results for the first quarter of 2026, with a press release to be issued earlier that day [1]. Company Overview - Charter Communications, Inc. is a leading broadband connectivity company serving 58 million homes and businesses across 41 states under the Spectrum brand [1]. - The company has evolved from providing cable TV to offering a range of services including streaming, high-speed Internet, and a converged broadband, WiFi, and mobile experience [1]. - Charter operates on a 100% U.S.-based workforce and emphasizes seamless connectivity and entertainment through its Spectrum Internet®, Mobile, TV, and Voice products [1].

Core Insights - Spectrum and RingCentral have expanded their partnership to offer RingCentral's AI-first omnichannel contact center, RingCX, and AI Conversation Expert (ACE) to Spectrum Business customers, enhancing customer experiences and business growth [1] Group 1: Partnership Expansion - The partnership aims to integrate RingCentral's solutions into Spectrum's Unified Customer Experience (UCX) portfolio, providing mid-sized and large customers with a unified communication platform [1] - UCX with RingCentral is designed to eliminate fragmented systems and disconnected workflows, offering a reliable, cloud-based solution for customer interactions [1] Group 2: Product Features - RingCX combines voice, video, and over 20 digital channels into a secure cloud workspace, featuring AI Quality Management that scores 100% of interactions for real-time sentiment and conversation analytics [1] - ACE transcribes and analyzes sales interactions, providing revenue intelligence by identifying deal risks and competitor mentions, while syncing insights directly to CRM systems [1] Group 3: Market Impact - The new offerings are particularly beneficial for industries such as healthcare, education, government, and financial services, where simplicity, security, and performance are critical [1] - The launch of UCX with RingCentral is expected to transform customer and employee interactions into actionable business insights, driving measurable growth [1] Group 4: Availability and Events - UCX with RingCentral will be showcased at HIMSS 2026 and Enterprise Connect in Las Vegas, with live demos available for attendees [1] - The solution is set to be available to Spectrum Business customers nationwide in late March [1]

Core Insights - Charter Communications (CHTR) shares have decreased by 37.9% over the past year, significantly underperforming the Zacks Consumer Discretionary sector, which has seen a modest increase of 1.2% [1] Company Developments - The company is expanding its portfolio, particularly through Spectrum Business, which has enhanced technology services for California government agencies via the CALNET contract. This includes Managed Network Services to ease the management of computer networks for government IT teams [2] - Spectrum Business is also introducing cloud-based communication tools in partnership with RingCentral, facilitating remote collaboration for employees. Additionally, fiber internet connections will be provided to the California Government Enterprise Network data center, improving data management and security [3] - In Q4 2025, CHTR plans to launch services aimed at enhancing customer experience, including Wi-Fi 7, 5G backup, and battery backup to ensure internet connectivity during outages. The company is also completing a rural broadband expansion that will reach 1.7 million new homes, with expectations that 50% of its network will support symmetrical multi-gig speeds by 2026 [4] Financial Outlook - Charter Communications anticipates capital expenditures of $11.4 billion for 2026. The Zacks Consensus Estimate for Q1 2026 net sales is projected at $13.58 billion, reflecting a year-over-year decrease of 1.16%. The earnings consensus for Q1 is estimated at $10.22 per share, indicating a year-over-year increase of 21.38% [5] - For fiscal 2026, the net sales estimate stands at $54.76 billion, showing a slight year-over-year decrease of 0.03%. The earnings consensus for fiscal 2026 is $43.77 per share, which represents a year-over-year increase of 20.8% [6] Market Position - Charter Communications currently holds a Zacks Rank of 3 (Hold). In comparison, other stocks in the Zacks Consumer Discretionary sector, such as Carter's (CRI), Expedia Group (EXPE), and Strategic Education (STRA), have a stronger Zacks Rank of 1 (Strong Buy) [7] - Long-term earnings growth rates for these companies are projected at 2.2% for Carter's, 19.6% for Expedia Group, and 15% for Strategic Education. Over the past year, shares of Carter's and Strategic Education have declined by 27.6% and 3%, respectively, while shares of Expedia Group have increased by 31.2% [8] Summary of Strategic Initiatives - CHTR is expanding Spectrum Business services for California agencies through CALNET, offering managed networks and cloud tools. The company is also rolling out Wi-Fi 7 with 5G and battery backup while expanding rural broadband to 1.7 million homes. Despite nearly flat revenue growth, CHTR plans for $11.4 billion in capital expenditures for 2026, with projected EPS growth of 20.8% [9]

Core Insights - Charter Communications is focused on returning to broadband customer growth, with 2026 identified as a pivotal year as major investment programs near completion [3] - The company is implementing a new service strategy to enhance its reputation and customer experience, including the launch of Invincible WiFi and hiring a new COO [5][7] Investment and Operational Strategy - Charter is nearing completion of significant long-term investment programs, with rural build and network evolution expected to be largely complete by the end of the year [2] - The company anticipates capital expenditures (capex) to decline to less than $8 billion by 2028, representing approximately 13%–14% of revenue [4][19] - Charter has reduced its long-term leverage target to 3.5x–3.75x within three years of closing the pending Cox transaction [4][20] Product and Service Enhancements - The launch of Invincible WiFi combines Wi-Fi 7 technology with 5G and battery backup, aimed at improving customer connectivity during outages [8] - Charter is enhancing its service commitments, including reliability credits and same-day service, to improve customer satisfaction and retention [5] Market Position and Competitive Landscape - Charter offers bundled wireline and mobile services across its entire footprint, positioning itself as a competitive alternative to fiber and fixed wireless access [10] - The company is addressing brand awareness issues, as many consumers are unaware that they can obtain mobile services through Spectrum [13] Financial Performance and Future Outlook - Charter's video strategy is primarily focused on supporting broadband acquisition rather than standalone video growth, with improvements in video performance through flexible packaging [14] - The company is leveraging AI technologies to enhance operational efficiency and customer satisfaction, which is expected to reduce costs and improve service delivery [18]