Feed / Theme
Confirmed

Broadband Connectivity

5 names are moving together; 80% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
STNEStoneCo Ltd.Technology-0.1%Most structurally connected
LBRDKLiberty Broadband CorporationCommunication Services+2.7%Group member
CHTRCharter Communications, Inc.Communication Services+2.5%Group member
LBRDALiberty Broadband CorporationCommunication Services+2.9%Group member
CMCSAComcast CorporationCommunication Services+1.3%Group member

Why we believe this

Cohort

5 names

Participation

80% this session

Observed history

1 daily builds

Filing coverage

4/5 members

input costs affecting expense

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.

CHTR 10-Q

credit / rates affecting interest expense

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.

CHTR 10-Q

credit / rates

Net cash used in financing activities increased $386 million during the year ended December 31, 2025 compared to the year ended December 31, 2024 primarily due to an increase in the purchase of treasury stock and noncontrolling interest and decrease in borrowings under the EIP Financing Facility, partly offset by an increase in the amount by which borrowings of long-term debt exceeded repayments.

CHTR 10-K

Broadband Connectivity can stay leader-led if CMCSA and the next software names fail to join while STNE keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.