Charter Communications, Inc. Class A (CHTR)

In the past six months, Charter Communications' stock price has increased by 35.45%. Key events include an 11.43% stock increase following the Q1 2025 earnings release, despite declines in internet and video subscribers. Charter and Cox Communications announced a definitive agreement to combine their businesses. A new agreement with Disney restored channels to Spectrum TV Select and added Hulu's ad-supported service. CEO Christopher Winfrey's purchase of over 5,000 shares signals leadership confidence. Shareholder investigations were announced by Kaskela Law LLC and Halper Sadeh LLC.

While specific details on month-to-month demand fluctuations are not provided, Charter operates in a consumer-driven and rapidly changing environment. High-speed internet demand is nearly recession-proof, but the cable TV segment is declining due to cord-cutting. Charter adapts by partnering with streaming services and focusing on high-speed internet to support streaming, aiming to increase customer numbers and satisfaction while reducing churn.

Charter Communications, Inc. (CHTR) is an American telecommunications and mass media company operating in the Communication Services sector and the Telecom Services industry under the brand name Spectrum. It offers subscription-based products and services to residential and commercial customers, including broadband/internet, video, voice, mobile, business, advertising, and home security services.

Charter Communications serves over 32 million customers across 41 states as of 2022, making it the largest cable operator in the United States by subscribers. Its network passes approximately 57 million US homes and businesses, covering around 35% of the country. The company maintains a substantial office and operational presence across several U.S. states.

In the past year, Charter Communications' brand reputation has been influenced positively by the Spectrum Digital Education Initiative, which promotes digital inclusion and corporate social responsibility. Efforts to improve customer service and limit price increases also contribute positively. However, shareholder investigations and historical scrutiny regarding service delivery and billing practices could negatively affect the company's reputation.

Charter Communications (CHTR) is primarily owned by institutional shareholders (72.21%) and insiders (49.48%), with a smaller percentage held by retail investors (0.00%). Major shareholders include Liberty Broadband Corporation (44.68%), Advance Publications, Inc. (14.19%), Capital Research and Management Company (9.43%), Dodge & Cox (8.33%), The Vanguard Group Inc., BlackRock, Inc., State Street Corp, Harris Associates L P, Franklin Resources Inc, and Berkshire Hathaway (2.33%).