| CHTR |
Report |
Residential Internet net additions |
MISS |
pred ~-152K vs. cons -142K |
MEDIUM |
| CHTR |
Report |
Adjusted EBITDA |
IN-LINE |
pred ~$5.61B vs. cons $5.58B |
MEDIUM |
| CHTR |
Report |
Free cash flow |
MISS |
pred ~$1.06B vs. cons $1.13B |
LOW |
| CHTR |
Guide |
Adjusted EBITDA growth excluding Cox transition costs |
LOWER |
guide ~+0.2% vs. cons +0.5% (FY2026) |
MEDIUM |
| CHTR |
Guide |
Capital expenditures |
UNCHANGED |
guide ~$11.4B vs. cons $11.4B (FY2026) |
HIGH |
| CHTR |
Guide |
Cox run-rate operating expense synergies |
UNCHANGED |
guide ~$0.8B vs. cons $0.8B (post-close run rate) |
MEDIUM |
| CHTR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-8.0% |
— |
MEDIUM |
| CHTR |
Return |
5-day cumulative residual |
-11.5% (FOLLOW-THROUGH) |
Broadband losses worse than the -142K bogey and a marginally lower FY2026 EBITDA trajectory should drive cuts to 2026-2027 EBITDA and free-cash-flow estimates. Unchanged ~$11.4B FY2026 capex limits the near-term cash-flow offset, allowing estimate revisions to extend the initial decline. |
MEDIUM |