Company Overview - Charter Communications, Inc. is a leading broadband connectivity company and cable operator serving over 31 million customers in 41 states under the Spectrum brand [1] - The company offers a range of services, including cable television, internet, and voice services, competing with major players like Comcast and AT&T [1] Recent Stock Performance - On February 1, 2026, Wells Fargo adjusted its rating for Charter Communications to "Underweight," while maintaining a "hold" action, with the stock price at $206.12 [2] - Despite the cautious stance, Wells Fargo raised the price target for Charter from $180 to $200, indicating a slightly more optimistic outlook [2] - Charter's stock experienced a notable price movement, opening at $204.12 after closing at $191.52, and last traded at $207.03, reflecting a 7.62% increase [3][4] - The stock's trading volume for the day was 7,191,703 shares, with a low of $199.14 and a high of $214.84 [4][5] Subscriber Growth - Charter reported a rare quarterly gain in pay-TV/video subscribers, adding approximately 44,000 new subscribers [3][6] - The company shed fewer broadband customers than anticipated, which investors interpreted as a sign of stabilizing customer trends [4] Market Capitalization - Charter's market capitalization stands at approximately $26.67 billion [5] - Over the past year, the stock has reached a high of $437.06 and a low of $180.38, showcasing its volatility in the market [5]

Company Overview - Cable One (NYSE:CABO) is a provider of high-speed internet, cable television, and telephone services, primarily serving smaller markets across the United States [3] Q3 CY2025 Financial Performance - In Q3 CY2025, Cable One reported revenue of $376 million, which represents a 4.5% year-on-year decline and fell short of analyst estimates of $378.9 million [6][8] - The company's GAAP profit was $14.52 per share, exceeding analysts' consensus estimates of $7.46 by 94.5% [6] - Adjusted EBITDA was $201.9 million, slightly below the expected $203 million, with a margin of 53.7% [6] - Operating margin decreased to 25.2% from 28% in the same quarter last year, while free cash flow margin also declined to 22.5% from 25.2% [6] Subscriber Metrics - Cable One reported 910,400 residential data subscribers, a decrease of 149,100 year-on-year [6][7] - The number of residential video subscribers was 58,400, with a significant average decline of 23.9% year-on-year over the last two years [7] Revenue Growth Trends - The company has experienced sluggish long-term revenue growth, with an annualized growth rate of only 3.1% over the past five years, which is below the benchmark for the consumer discretionary sector [4] - Revenue has fallen by 5.1% annually over the last two years, indicating a loss of previous gains [5] - Analysts project a further revenue decline of 2.8% over the next 12 months, although this is an improvement compared to the two-year trend [8]