The home broadband market remains a slog for US cable operators, with their net broadband subscriber losses continuing to mount thanks to the two-prong pressure from fibre and fixed wireless access (FWA). Given the prolonged subscriber losses for cable’s core connectivity play, mobile and the accompanying virtues of convergence aren’t a sideline activity for cable; it’s the whole ballgame right now. In that context, Q3 2025 offered another shot of good news from the cable players’ MVNO organisations. Co ...

STAMFORD, Conn., Dec. 15, 2025 /PRNewswire/ -- Spectrum's investments in its workforce, including its 100% U.S.-based sales and service employees, are driving measurable results, with more skilled teams who deliver a better customer experience. Through initiatives like the tuition-free Education Benefit, structured career progression and development opportunities, and comprehensive benefits, more employees are growing their skills, earning promotions and staying longer with the Company. Tuition-Free Degrees ...

Core Viewpoint - Analysts predict significant rebounds for certain S&P 500 stocks, with potential gains of 49% or more by 2026, despite recent underperformance in the market [1]. Group 1: Charter Communications - Charter Communications provides broadband, cable TV, mobile, and voice services across 41 U.S. states, owning over 30 local TV news and digital networks [3]. - The stock has seen a decline of approximately 50% from its peak, with a current price of $206.60 and a market cap of $27 billion [4][5]. - Despite the downturn, analysts project a 49% upside in the next 12 months, with a low forward price-to-earnings ratio of 4.8 and $1.6 billion in free cash flow reported in the latest quarter [6][6]. Group 2: Oracle - Oracle has transitioned from a relational database platform to a leading provider of cloud applications and services [7]. - The stock has faced pressure due to concerns over debt for AI expansion and disappointing fiscal Q2 results, yet it remains up double digits year-to-date [8]. - The consensus price target suggests a potential increase of around 70%, with 30 out of 43 analysts rating it as a "buy" or "strong buy" [9][10]. Group 3: The Trade Desk - The Trade Desk operates a leading platform for digital ad buyers, but its stock has dropped over 65% in 2025 due to slowing growth and competitive pressures [11][12]. - The current price is $36.65, with a market cap of $18 billion, and analysts forecast a potential upside of around 67% in the next 12 months [13][14]. - The connected TV market is expected to drive growth, along with opportunities outside North America [14].

Harmonic (NasdaqGS:HLIT) FY Conference Summary Company Overview - **Company**: Harmonic - **Industry**: Video Infrastructure and Broadband Solutions Key Points Video Business Sale - Harmonic initiated a strategic review of its video business in November 2023, considering a sale but did not find a suitable buyer until recently when MediaKind made a compelling offer [6][7] - The sale is expected to enhance Harmonic's focus on its broadband business, allowing for capital infusion and operational flexibility [8][36] Broadband Business Focus - Harmonic aims to leverage its leadership in virtualized CMTS and fiber broadband solutions, positioning itself as a pure-play broadband provider [8] - The company anticipates growth in its broadband segment, particularly with the rollout of DOCSIS 4.0 technology, which is expected to gain traction in 2026 [16][17] Customer Dynamics - Harmonic has a significant customer concentration with Comcast and Charter, but is expanding its customer base with over 140 customers now on its platform [19][34] - The company is seeing increased demand from non-top two customers, indicating a broader market opportunity [19][35] Technology and Product Development - The company is focused on enhancing its cOS platform and introducing new products like Seastar for low-density MDUs, which is gaining traction in the telco market [26] - Harmonic's solutions are designed to be flexible, allowing for integration with various operators and technologies [25] Financial Outlook - The company targets a margin structure above 50% as it shifts towards a more favorable mix of software licenses versus hardware sales [40] - Harmonic has a $200 million share repurchase program, with $66 million executed by the end of Q3 2025, indicating strong liquidity and capital allocation priorities [46] Market Opportunities - The BEAD program is expected to provide funding for rural network development, with Harmonic positioned to benefit from this initiative in the future [28][29] - The company is exploring both organic and inorganic growth opportunities, particularly in fiber solutions, to reduce customer concentration risks [45] Competitive Landscape - Harmonic faces competition from fiber providers and fixed wireless access providers, necessitating continuous upgrades to maintain competitiveness [33] - The company is well-positioned to capitalize on the growing demand for broadband infrastructure as operators invest in network upgrades [33] Additional Insights - The complexities involved in the divestiture of the video business include IT infrastructure and compliance processes, which may delay the transaction closure until the first half of 2026 [14] - Harmonic's strategic focus on broadband is expected to yield long-term growth, supported by technological advancements and expanding customer relationships [8][20]

Pzena Investment Management recently released its third-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here. Driven by optimism about AI and a September rate cut, US broad-based indexes surged in the third quarter. The technology sector was the strongest performer, with growth outpacing value. The Pzena Focused Value strategy gained but underperformed the Russell 1000 Value Index, returning 1.1% gross and 0.9% net vs. 5.3% for the index. In addition, pleas ...

​Charter Communications, Inc. (NASDAQ:CHTR) is one of the Cheap NASDAQ Stocks to Buy Now. On December 2, Keith Snyder CFA from CFRA downgraded Charter Communications, Inc. (NASDAQ:CHTR) from Hold to Sell and lowered the price target from $285 to $165. Earlier on November 4, Timothy Horan from Oppenheimer also downgraded the stock from Buy to Hold, without disclosing any price target. ​The share price of the company has fallen more than 41% year-to-date and more than 12% since the fiscal Q3 2025 earnings r ...

PresentationOkay. I'm John Hodulik, Media and Telecom analyst here at UBS. I'm very pleased to introduce Chris Winfrey, the President and CEO of Charter. Chris, thanks for being here.So we've got 35 minutes for some Q&A. And if anybody has any questions, please log them in through the app, and I can filter into the conversation. As we do every year, Chris, maybe we could start by setting the table by giving us a sense for the company's priorities as we look out into 2026.Christopher WinfreyPresident, CEO & ...

Summary of Charter Communications Conference Call Company Overview - **Company**: Charter Communications (NasdaqGS:CHTR) - **Date**: December 08, 2025 - **Speaker**: Chris Winfrey, President and CEO Key Points Company Priorities - **Broadband Growth**: The primary focus is to return to broadband growth by better articulating the value of seamless connectivity and entertainment [4][6] - **Customer Experience**: Emphasis on enhancing customer service and achieving a better Net Promoter Score through investments in onshore U.S.-based sales and service [4][5] - **Network Investments**: Ongoing investments in network expansion, evolution, and AI to improve service quality and reduce costs [5][6] Market Dynamics - **Fixed Wireless Impact**: The entry of AT&T has had a slight negative impact on fixed wireless growth, but overall, the market remains competitive with Verizon and T-Mobile also in play [11][12] - **Small Business Growth**: There has been a reversal of trends in the small business segment, showing improvement despite competition [13][14] - **Fiber Competition**: The competitive landscape remains aggressive, with promotional activities from fiber competitors, but Charter maintains a competitive pricing strategy [20][30] Pricing Strategy - **Competitive Pricing**: Charter's pricing strategy aims to remain lower than competitors, with a focus on minimizing price increases in broadband while passing through necessary programming rate increases [30][31] - **Promotional Offers**: The $100 package for one gig internet plus two mobile lines has been well-received, driving customer satisfaction and upsell opportunities [21][27] Wireless Convergence - **Bundling Services**: Charter is focused on selling bundled services of broadband and mobile, which is seen as a competitive advantage due to the ability to offer these services across its entire footprint [32][35] - **MVNO with T-Mobile**: The new MVNO partnership with T-Mobile is expected to enhance Charter's offerings in the B2B sector, pending regulatory approval [19][40] Video Services - **Direct-to-Consumer Apps**: Uptake of included D2C apps is around 50%, with customers activating multiple apps, indicating strong value perception [42][48] - **Churn Reduction**: The seamless entertainment bundles have positively impacted churn rates across various customer tenures [49][51] Cost Structure and Investments - **AI and Training Investments**: Significant investments have been made in AI and training to improve service quality and employee satisfaction, which in turn enhances customer experience [52][53] - **Capital Expenditure**: Expected to decrease below $8 billion, translating to around 14% capital intensity, with a focus on organic growth and network evolution [82] Future Outlook - **Free Cash Flow Growth**: Anticipated significant growth in free cash flow, with discussions ongoing about capital allocation strategies, including potential shifts from buybacks to dividends [89][90] - **Cox Acquisition**: The acquisition process is progressing well, with expectations to close mid-next year, presenting opportunities for growth in mobile and B2B sectors [60][61] Industry Trends - **LEO Satellite Impact**: Low Earth Orbit (LEO) satellite services are seen as complementary for low-density areas, but Charter remains focused on its strengths in denser environments [80][81] - **Consolidation Potential**: While there is potential for further consolidation in the cable industry, Charter is currently focused on integrating the Cox acquisition [64][65] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting Charter Communications' focus on growth, customer satisfaction, and competitive positioning in the broadband and telecommunications market.

Valued at a market cap of around $36 billion, Charter Communications, Inc. (CHTR) is a major U.S. telecommunications company. The Connecticut-based operator of the Spectrum brand provides broadband internet, cable television, mobile, and voice services to residential and business customers across 41 states. Companies valued at $10 billion or more are typically classified as “large-cap stocks,” and CHTR fits the label perfectly. As one of the nation’s largest broadband and cable providers by subscriber bas ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers consume energy equivalent to that of small cities, leading to a strain on global power grids and rising electricity prices [2][3] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI advancements [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It possesses significant nuclear energy infrastructure assets, making it a pivotal player in the U.S. energy strategy [7] - The company is noted for its capability to execute large-scale engineering, procurement, and construction projects across various energy sectors [7] Financial Position - The company is completely debt-free and has a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also holds a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities [9] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a potential for significant upside in the market [10] Future Outlook - The ongoing AI infrastructure supercycle, combined with the onshoring boom and increased U.S. LNG exports, positions this company favorably for future growth [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12][13]