Capital investment and capacitypositive · 5 filings
“The increase in cash used was primarily due to an increase in capital expenditures and changes in accrued expenses related to capital expenditures.”10-Q · Jul 24, 2026 ↗
Charter Communications, Inc.
CHTR
Market read
Charter Communications, Inc.'s current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
What changed
- Revenue decreased 1.0% versus the comparable filing period.
Company+3.8% todayVolume comparison unavailable
Market group0 of 6 activeTelecom Services · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Filing reports an increase in capital expenditures driven by higher spend on network evolution and customer premise equipment versus prior-year period.
Invalidation: The isolated read changes if CHTR's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing evidence is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
- Revenue decreased 1.0% versus the comparable filing period.
- Operating cash flow was 3.70x net income; review non-cash and one-time items before treating this as recurring conversion.
What would clarify the read
- Filing reports an increase in capital expenditures driven by higher spend on network evolution and customer premise equipment versus prior-year period.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations602
Usable filing statements113
Verified relationships12
Evidence supporting the case
- Operating cash flow covered net income at 3.22x in the latest annual period.
- Capital investment and capacity has repeated favorable evidence across 5 filings.
Evidence challenging the case
- Latest annual revenue changed -0.6% year over year.
- Credit and interest rates has repeated adverse evidence across 5 filings.
Questions before a position
- P/E is 32% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
145.826m-32.2%12m-44.6%24m-55.5%
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$51.7B+7.5%$24.47-7.8%
2022-12-31$54.0B+4.5%$30.74-14.8%
2023-12-31$54.6B+1.1%$29.99-7.6%
2024-12-31$55.1B+0.9%$34.97-4.3%
2025-12-31$54.8B-0.6%$36.21-5.2%
What management says matters
Persistent and emerging business drivers
Credit and interest ratesmixed · 5 filings
“Net cash used in financing activities decreased $213 million during the six months ended June 30, 2026 compared to the six months ended June 30, 2025 primarily due to an increase in short-term borrowings under our deferred payment program and a decrease in th…”10-Q · Jul 24, 2026 ↗
Legal and regulatory exposuremixed · 3 filings
“Net cash provided by operating activities increased $1.6 billion during the year ended December 31, 2025 compared to the year ended December 31, 2024, primarily due to a decrease in cash paid for taxes and interest, increase in Adjusted EBITDA and the payment…”10-K · Jan 30, 2026 ↗
Input and raw-material costsmixed · 2 filings
“Customer operations decreased $33 million during the nine months ended September 30, 2025 compared to the corresponding period in 2024 primarily due to lower labor costs, partly offset by higher bad debt expense.”10-Q · Oct 31, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.4× · EV/sales 2.1×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
145.82+3.8% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for CHTR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-04-24 against the comparable filing from 2025-04-25.
OperationscautiousEvidence score -2
liquidityneutralEvidence score 0
valuationmixed
What improved
No thresholded improvement was identified.
What weakened
- Revenue decreased 1.0% versus the comparable filing period.
- Operating cash flow was 3.70x net income; review non-cash and one-time items before treating this as recurring conversion.
Filing receipts
“Depreciation and amortization expense increased $30 million during the three months ended March 31, 2026 compared to the corresponding period in 2025 primarily due to an increase in depreciation as a result of more recent capital expenditures, partly offset by certain assets becoming fully depreciated.”
“Net interest expense increased by $15 million for the three months ended March 31, 2026 compared to the corresponding period in 2025 primarily due to an increase in weighted average debt.”
“The decrease related to rate and product mix was primarily due to a higher mix of lower priced video packages within our video customer base and more unfavorable bundled revenue allocation, partly offset by promotional rate step-ups and video rate adjustments that pass-through programming rate increases.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
The relationships behind CHTR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
LBRDALiberty Broadband CorporationinvesteeApr 24, 2026 ▾
“Charter plans to maintain a leverage ratio, pro forma for the closing of the Liberty Broadband Corporation (“Liberty Broadband”) Combination near the midpoint of its stated range of 4.0 to 4.5 times Adjusted EBITDA in the period leading up to the Closing, and…”
SEIIFiling-linked namepartnerJan 30, 2026 ▾
“Liberty Broadband Combination Other Agreements Simultaneously with the entry into the Merger Agreement, certain additional related agreements were entered into by Charter and Liberty Broadband, including: • An Assumption and Joinder Agreement to Tax Sharing A…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CHTR is currently a Follower in the organic co-movement group Telecom Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.