Key Takeaways: STAMFORD, Conn., Jan. 27, 2026 /PRNewswire/ -- This Super Bowl, Spectrum shines a light on the everyday drive and determination of people across the country with a new commercial that celebrates those who work hard, work together, and don't back down when things are tough. Backing them in their quest to achieve true greatness is America's Connectivity Companyâ"¢, which is powered by Spectrum's 100% U.S.-built Fiber Broadband Network. Continue Reading Speed Speed America's Connectivity Company ...

Charter Communications, Inc. (NASDAQ:CHTR) is one of the 12 Best 5G Stocks to Invest in According to Hedge Funds. On January 13, Wells Fargo downgraded its rating on Charter Communications, Inc. (NASDAQ:CHTR) from Equal Weight to Underweight and lowered its price target from $240 to $180. Wells Fargo believes that the broadband market will continue to stay competitive, with fiber and fixed wireless access continuing to take market share from cable in 2026. The firm noted that Charter Communications, Inc. ...

On January 22, Erik Ekudden, Chief Technology Officer at Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), spoke to CNBC-TV18 at the World Economic Forum 2026 in Davos about how AI will change the future of mobile networks. He believes that AI-powered 5G will open up new opportunities and help the industry move toward 6G.Ekudden explained that the rise of agentic AI, where multiple AI agents work together on complex tasks, will significantly change network traffic patterns. This shift will force telecom compan ...

For more information about Spectrum WiFi 7 Extenders, visit spectrum.com/internet/wifi-service/wifi- extenders. About Spectrum Spectrum is a suite of advanced communications services offered by Charter Communications, Inc. (NASDAQ:CHTR), a leading broadband connectivity company available to 58 million homes and small to large businesses across 41 states. Founded in 1993, Charter has evolved from providing cable TV to streaming, and from high-speed Internet to a converged broadband, WiFi and mobile experienc ...

Core Insights - Spectrum will award $1 million in grants for the Spectrum Digital Education program in 2026, increasing total investment to over $12 million since 2017 [2][6] - The program partners with local nonprofits to enhance digital skills and access to necessary tools for community members, including seniors, veterans, students, and families [3][4] Grant Program Details - Nonprofits can apply for grants between February 2 and February 27, 2026, and must serve communities within Spectrum's 41-state service area with 501(c)(3) tax-exempt status [5][6] - The program has awarded 382 grants to 202 unique organizations, benefiting over 200,000 community members across 41 states [7] Impact on Communities - The initiative has facilitated the distribution of over 20,000 laptops and devices and sponsored nearly 50,000 digital education classes [7] - Specific programs supported include workforce training, STEAM education, mentoring for at-risk youth, and digital literacy training for older adults [7] Company Overview - Spectrum is a suite of advanced communications services provided by Charter Communications, Inc., serving 58 million homes and businesses across 41 states [8] - The company has evolved from cable TV to a comprehensive broadband and mobile experience, supported by a 100% U.S.-based workforce [8]

Core Viewpoint - Charter Communications (CHTR) is currently rated as a Zacks Rank 5 (Strong Sell) due to a recent earnings miss against the Zacks Consensus Estimate [1] Company Overview - Charter Communications, Inc. provides broadband communications services, including Spectrum TV, Spectrum Internet, and Spectrum Voice. The company also offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising division, Spectrum Reach, allows businesses to advertise on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT [2] Earnings History - Charter Communications has beaten the Zacks Consensus Estimate in only one of the last four quarters. The most recent quarter reported an EPS of $8.34, while the consensus was $9.32 [4] Earnings Estimates - Recent earnings estimates for Charter Communications have shown a downward trend. The current fiscal year consensus has slightly improved from $36.73 to $36.75 over the last 60 days, while the next fiscal year's estimate has decreased from $43.16 to $43.00 during the same period. This negative movement in earnings estimates contributes to the stock's Zacks Rank of 5 (Strong Sell) [5] Market Context - Many stocks within the Zacks universe are experiencing negative earnings estimate revisions, leading to a broader trend where stocks with small negative revisions are also falling to a Zacks Rank 5 (Strong Sell) [6]

Core Thesis - Charter Communications, Inc. is viewed positively due to its resilient core businesses, accelerating free cash flow (FCF), and aggressive share buybacks, which support a compelling long-term risk/reward profile [1][5][6] Financial Performance - Charter reported third-quarter results with revenue and EBITDA showing modest year-over-year declines of 0.9% and 1.5% respectively, but adjusted revenue grew 0.4% and EBITDA was roughly flat when accounting for one-off merger costs and other factors [2] - The stock initially reacted negatively, gapping down 6.5% before recovering to close up 1.3% as investors analyzed the report [2] Subscriber Trends - The company lost 109,000 broadband subscribers due to intense competition, particularly from fiber and AT&T's fixed wireless access rollout, although average revenue per user (ARPU) remained stable [3] - Mobile services showed strong performance with a 22% year-over-year subscriber growth, nearing 20% penetration in its market, with potential to reach 50% over the next five years [3] Cash Flow and Share Buybacks - Charter's cash flow generation is robust, supported by tax benefits and normalized working capital, allowing the company to repurchase $1.8 billion in shares this quarter, reducing the share count by 2.4% [4] - Peak capital expenditures are expected to moderate starting in the second half of 2025, which could nearly double free cash flow over the next two years even without significant revenue growth [5] Strategic Outlook - The company is exploring strategic options, including new mobile offerings through a T-Mobile MVNO partnership, which adds potential upside [5] - John Malone's retirement is noted as the end of an era, but it is not expected to cause strategic disruption [5]

Core Insights - AT&T and Charter Communications are significant players in the U.S. connectivity market, with Charter being the second-largest cable operator and AT&T the second-largest wireless service provider in North America [1][2] Group 1: Company Performance - Charter added 493,000 mobile lines in Q3 2025, bringing its total mobile customer base to 11.4 million, a 22% increase year over year [4] - AT&T's Consumer wireline revenues improved by 4.1% year over year to $3.56 billion in Q3 2025, driven by strong momentum in the fiber broadband business [7] - AT&T recorded net fiber additions of 288,000 during the same quarter, while also adding 270,000 subscribers [8] Group 2: Strategic Initiatives - Charter is transforming its business model from legacy cable to integrated broadband and mobile connectivity, focusing on high-speed Internet and 5G solutions [4] - AT&T is expanding its portfolio to cater to high-growth markets, including IoT solutions aimed at enhancing enterprise visibility [11] - Both companies are increasing infrastructure spending to meet rising data demand, with Charter committing $7 billion to expand its fiber-optic network by over 100,000 miles [5][20] Group 3: Competitive Landscape - Charter faces stiff competition from major players like AT&T and Verizon, which is rapidly expanding its fiber footprint [6] - AT&T is upgrading its network infrastructure, deploying mid-band spectrum to enhance speed and capacity across 48 states [10] - The telecom market is highly saturated, with both companies navigating customer churn and competition [10][20] Group 4: Financial Estimates - The Zacks Consensus Estimate for Charter's 2025 sales indicates a year-over-year decline of 0.29%, while EPS is expected to grow by 5.03% [13] - For AT&T, the 2025 sales estimate indicates growth of 2.14%, but EPS is projected to decline by 8.85% [14] Group 5: Valuation and Performance - Over the past year, AT&T's stock has gained 7.7%, while Charter's has returned 41.9% [16] - Charter's shares trade at a forward P/E ratio of 4.67, which is lower than AT&T's 10.44, making Charter appear more attractive from a valuation standpoint [17]

Group 1 - Charter Communications, Inc. has closed on $3.0 billion in aggregate principal amount of senior unsecured notes [1] - The notes consist of $1.75 billion due in 2033 with an interest rate of 7.000% and $1.25 billion due in 2036 with an interest rate of 7.375% [5] - The notes were sold to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S [1] Group 2 - Charter Communications is a leading broadband connectivity company serving 58 million homes and businesses across 41 states [3] - The company has evolved from cable TV to a range of services including streaming, high-speed Internet, and mobile experiences [3] - Charter operates under the Spectrum brand, offering products such as Internet, Mobile, TV, and Voice [3]

Core Insights - Spectrum has launched its sixth class of Spectrum Scholars, offering $300,000 in scholarships to 15 college students, which includes a $20,000 scholarship paired with a two-year professional development program and a paid internship [1][6]. Scholarship Program Details - The Spectrum Scholars program has invested over $2 million since its inception in 2020, supporting students with financial need [1][6]. - Selected students will participate in a two-year professional development program that includes mentorship, career-readiness education, and access to leadership and networking events [2][3]. Career Development Opportunities - The program aims to enhance career readiness by providing practical advice and mentorship, helping students gain confidence and skills for the workforce [3][4]. - Over 90 Spectrum Scholars have been welcomed since 2020, pursuing degrees in various fields such as computer science, marketing, and finance [3]. Internship and Employment Prospects - Scholars can complete a paid internship at Spectrum's corporate offices located in cities like Stamford, Austin, Charlotte, Denver, or St. Louis [2][6]. - Many graduates of the program apply for full-time positions at Spectrum, indicating a pathway for long-term career growth within the company [4]. Company Overview - Spectrum is a suite of advanced communications services provided by Charter Communications, Inc., serving 58 million homes and businesses across 41 states [5]. - The company has evolved from cable TV to a comprehensive broadband and mobile experience, emphasizing seamless connectivity and entertainment [5].