Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Charter Communications, Inc. due to alleged violations of federal securities laws, particularly related to misleading statements about the company's performance and the impact of the Affordable Connectivity Program (ACP) ending [1][3]. Summary by Sections Legal Investigation - Faruqi & Faruqi, LLP is encouraging investors who suffered losses in Charter between July 26, 2024, and July 24, 2025, to discuss their legal options [1]. - The firm has set an October 13, 2025, deadline for investors to seek the role of lead plaintiff in a federal securities class action against Charter [1]. Allegations Against Charter - The complaint alleges that Charter and its executives made false or misleading statements and failed to disclose significant impacts from the end of the ACP, which affected internet customer declines and revenue [3]. - Specific claims include that Charter was unable to manage the impact of the ACP ending, leading to greater risks on business plans and earnings growth than reported [3]. Financial Performance - On July 25, 2025, Charter reported a decline of 117,000 internet customers in Q2 2025, compared to a decline of about 100,000 in Q2 2024, after adjusting for the ACP's impact [4]. - The company's total video customers also decreased by 80,000, resulting in a stock price drop of $70.25 per share, or 18.5%, closing at $309.75 on the same day [4]. Class Action Details - The lead plaintiff in a class action is defined as the investor with the largest financial interest who is typical of class members and oversees the litigation [5]. - Any member of the putative class can move to serve as lead plaintiff or remain an absent class member without affecting their ability to share in any recovery [5]. Contact Information - For more information regarding the class action against Charter, interested parties can visit the Faruqi & Faruqi website or contact partner Josh Wilson directly [6].

Core Viewpoint - The Charter Communications class action lawsuit alleges that the company and its executives made misleading statements regarding the impact of the Federal Communications Commission's Affordable Connectivity Program (ACP) ending, which affected customer declines and revenue growth [3][4]. Group 1: Lawsuit Details - The class action lawsuit is titled Sandoval v. Charter Communications, Inc., and it involves purchasers or acquirers of Charter Communications securities from July 26, 2024, to July 24, 2025 [1]. - The lawsuit claims that Charter Communications failed to disclose the material impact of the ACP ending, which led to a decline in Internet customers and revenue [3]. - The lawsuit also states that the company did not manage the consequences of the ACP ending effectively, resulting in greater risks to business plans and earnings growth than reported [3]. Group 2: Financial Impact - On July 25, 2025, Charter Communications reported second quarter 2025 financial results, showing EBITDA of $5.7 billion, reflecting a growth of 0.5% [4]. - The company experienced a decline of 117,000 Internet customers, which included approximately 50,000 disconnects related to the ACP ending [4]. - Following the financial results announcement, Charter Communications' stock price fell by more than 18% [4]. Group 3: Legal Process - The Private Securities Litigation Reform Act of 1995 allows investors who purchased Charter Communications securities during the class period to seek appointment as lead plaintiff in the lawsuit [5]. - A lead plaintiff represents the interests of all class members and can select a law firm to litigate the case [5]. Group 4: Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [6]. - The firm has been ranked 1 in securing monetary relief for investors in securities class action cases for four out of the last five years [6].

Core Viewpoint - Charter Communications, Inc. is facing a securities fraud class action lawsuit due to significant declines in internet and video customers, which were not adequately disclosed to investors, leading to a substantial drop in stock price [1][4][3]. Financial Performance - In Q2 2025, Charter reported a decline of 117,000 internet customers, compared to a decline of about 100,000 in Q2 2024, after adjusting for the Affordable Connectivity Program (ACP) impact [2]. - The company also experienced a decrease of 80,000 total video customers during the same period [2]. Stock Market Reaction - Following the release of the disappointing financial results, Charter's stock price fell by $70.25, or 18.5%, closing at $309.75 per share on July 25, 2025, which negatively impacted investors [3]. Lawsuit Details - The class action lawsuit alleges that Charter's management made materially false and misleading statements regarding the company's business operations and prospects, failing to disclose the adverse effects of the ACP ending on customer retention and revenue [4]. - Specific allegations include the inability to manage the impact of the ACP end, failure to execute broader operational strategies to mitigate customer declines, and misleading statements about the company's operational success and growth trajectory [4].

Core Viewpoint - A class action lawsuit has been filed against Charter Communications, Inc. for allegedly making false or misleading statements regarding the impact of the Federal Communications Commission's Affordable Connectivity Program (ACP) ending, which affected the company's Internet customer base and revenue [8]. Allegation Details - The lawsuit claims that Charter failed to disclose the material impact of the ACP's end, which led to a decline in Internet customers and revenue. It also alleges that the company did not manage or adapt its operations effectively to mitigate these impacts [8]. - Specific allegations include that Charter's execution strategy was inadequate, leading to greater risks to business plans and earnings growth than reported [8]. Financial Impact - On July 25, 2025, Charter reported second quarter 2025 financial results, showing EBITDA of $5.7 billion, reflecting a 0.5% growth, alongside a loss of 117,000 Internet customers, which included approximately 50,000 disconnects due to the ACP's end [8]. - Following the announcement of these results, Charter's stock price fell by more than 18% [8].

Group 1 - Oakmark Equity and Income Fund underperformed the S&P 500 / Bloomberg U.S. Aggregate Bond Index in Q3 2025, with a return of 3.64% for equities and 2.40% for fixed income [1] - The Fund's allocation was 59.6% in equities, 39.3% in fixed income, and 1.1% in cash [1] - Charter Communications, Inc. was highlighted as a top detractor in the Fund's performance, with a stock price decline following weak Q2 earnings and a significant drop in broadband subscriptions [3] Group 2 - Charter Communications, Inc. had a one-month return of 1.59% but lost 18.72% of its value over the last 52 weeks, closing at $265.00 per share with a market capitalization of $36.197 billion [2] - Despite near-term volatility in subscriber results, the company’s average revenue per user (ARPU) growth accelerated, indicating potential long-term competitiveness [3] - Charter Communications is not among the 30 Most Popular Stocks Among Hedge Funds, with a decrease in hedge fund holdings from 59 to 56 [4]

Core Viewpoint - A securities class action lawsuit has been filed against Charter Communications, Inc. for allegedly making materially false and misleading statements regarding its business operations and the impact of the Affordable Connectivity Program cancellation on its performance [1][2]. Allegations of Misconduct - The lawsuit claims that Charter failed to disclose the significant negative impact of the cancellation of the Affordable Connectivity Program (ACP) on its Internet customer base and revenue [2]. - It is alleged that Charter's management did not effectively address the operational challenges posed by the end of the ACP, leading to greater risks to business plans and earnings growth than previously reported [2]. - The complaint asserts that Charter's positive statements about its operations and growth trajectory were misleading and lacked a reasonable basis [2]. Lead Plaintiff Process - Investors in Charter have until October 14, 2025, to seek appointment as a lead plaintiff representative in the class action [3]. - The lead plaintiff will represent the interests of all class members and select legal counsel to direct the litigation [3]. Firm Background - Kessler Topaz Meltzer & Check, LLP is known for prosecuting class actions and has a reputation for recovering significant amounts for victims of corporate misconduct [4].

Core Viewpoint - A lawsuit has been filed against Charter Communications, Inc. and certain senior executives for potential violations of federal securities laws, particularly related to the impact of the Affordable Connectivity Program's termination on the company's customer base and earnings [1][2]. Company Overview - Charter Communications is a leading broadband and cable operator that participated in the FCC's Affordable Connectivity Program (ACP), which provided funding to subsidize high-speed internet plans for low-income households [3]. Legal Context - The lawsuit asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Charter securities, with the case pending in the U.S. District Court for the Southern District of New York [2]. Impact of ACP Termination - The ACP ended in June 2024 due to a lack of federal funding, leading to customer declines at Charter. The company had previously communicated to investors that it was managing the risks associated with the end of the ACP, claiming that the impact was behind them [3][4]. Financial Performance - In the second quarter of 2025, Charter reported a decrease of 117,000 total internet customers, with approximately 50,000 disconnects attributed to the end of the ACP, nearly double the disconnects from the previous quarter. Following this announcement, Charter's stock price fell by $70.25 per share, or 18.4%, from $380.00 to $309.75 [5].

Core Insights - Spectrum has launched The Spectrum App Store, a digital marketplace for customers to manage and upgrade streaming apps included in their TV plans, enhancing the Seamless Entertainment experience [2][3][4] Group 1: Spectrum App Store Launch - The Spectrum App Store allows customers to activate, manage, and purchase streaming apps, providing up to $125 in monthly retail value at no extra cost for eligible video plans [3][4] - The launch event featured discussions among industry leaders, including Chris Winfrey from Charter Communications and Kristin Dolan from AMC Networks, focusing on evolving content partnerships [3][4] Group 2: Features and Offerings - The app store includes popular streaming services such as Disney+ Hulu Bundle, ESPN Unlimited, and HBO Max Basic with Ads, with more apps expected to be added soon [4] - Non-video customers can also access and purchase streaming apps through The Spectrum App Store, with future plans to simplify activation on the Xumo Stream Box [4] Group 3: Marketing and Promotions - The new ad campaign "Where's My Knicks Game?" featuring Tracy Morgan highlights the challenges sports fans face in finding games and promotes the new Xumo feature for easier access [5][6] - The ad emphasizes enhanced voice search and team pages to help fans quickly locate their games across various platforms [5][6] Group 4: Partnerships and Innovations - Spectrum announced a partnership with Apple to distribute live Lakers games in Apple Immersive for the 2025-26 season, enhancing the viewing experience for fans [7] - A new B2B partnership with Amazon allows secure auto-connection to the Spectrum Mobile Network for enterprise connectivity, optimizing network options [8][9]

Core Points - Rosen Law Firm is reminding investors who purchased Charter Communications securities between July 26, 2024, and July 24, 2025, of the lead plaintiff deadline on October 14, 2025 [1] - Investors may be entitled to compensation without out-of-pocket fees through a contingency fee arrangement [2] Class Action Details - A class action lawsuit has been filed against Charter Communications, alleging that the company made false or misleading statements regarding the impact of the FCC's Affordable Connectivity Program ending, which affected internet customer declines and revenue [5] - The lawsuit claims that Charter Communications failed to manage the impact of the ACP ending and misled investors about its operational execution and business outlook [5] Legal Representation - Investors are encouraged to select qualified legal counsel with a successful track record in securities class actions, as many firms may not have the necessary experience [4] - The Rosen Law Firm has a history of significant recoveries for investors, including over $438 million in 2019 alone [4]

Core Thesis - Charter Communications, Inc. is viewed as an undervalued investment opportunity with significant upside potential driven by its competitive positioning, strategic mergers, and operational resilience [1][6]. Company Overview - Charter Communications is the second-largest broadband provider in the U.S., serving approximately 26% of consumers and controlling critical infrastructure valued in the tens of billions [2]. - The company's hybrid-fiber coaxial network remains dominant, providing speeds that exceed typical household needs and is scalable through DOCSIS 4.0 upgrades [2]. Financial Performance - Charter's high-speed internet business is the primary driver of earnings, while video and wireless services contribute incremental growth, with Spectrum Mobile being the fastest-growing mobile network in the U.S. [3]. - The stock is currently trading at about $270.57, with trailing and forward P/E ratios of 7.41 and 6.15, respectively, indicating potential undervaluation [1]. Market Dynamics - Post-COVID broadband dynamics have led to subscriber volatility, influenced by the Affordable Connectivity Program and increased competition [4]. - Despite challenges from Fixed Wireless Access and fiber overbuilders, the inherent limitations of these alternatives suggest that Charter's hybrid-fiber coaxial network will continue to play a central role in U.S. broadband [4]. Strategic Initiatives - Upcoming strategic transactions, including the Liberty Broadband merger and the proposed Cox Communications merger, are expected to enhance market share and create significant synergies [5]. - The company’s long-dated, low-rate debt structure is designed to enhance shareholder value, supported by strong cash flow and a dominant infrastructure footprint [6]. Future Outlook - Stabilization in net broadband additions, moderation in capital expenditures, and a return to aggressive buybacks are anticipated to facilitate a re-rating of the stock [4]. - Multiple catalysts, including subscriber stabilization, merger synergies, and capital return initiatives, are expected to drive significant upside over the next 12 to 24 months [6].