| CHTR |
Report |
Internet net adds |
MISS |
pred ~(158K) vs. cons (142K) |
MEDIUM |
| CHTR |
Report |
Adjusted EBITDA |
MISS |
pred ~$5.51B vs. cons $5.58B |
MEDIUM |
| CHTR |
Report |
Mobile net adds |
BEAT |
pred ~405K vs. cons 380K |
MEDIUM |
| CHTR |
Guide |
FY26 adjusted EBITDA growth ex-Cox transition costs |
UNCHANGED |
guide ~+0.5% vs. cons +0.3% (FY26) |
MEDIUM |
| CHTR |
Guide |
FY26 capital expenditures |
UNCHANGED |
guide ~$11.4B vs. cons $11.4B (FY26) |
HIGH |
| CHTR |
Guide |
Cox run-rate operating-expense synergies |
UNCHANGED |
guide ~$0.80B vs. cons $0.80B (post-close run-rate) |
MEDIUM |
| CHTR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.5% |
— |
MEDIUM |
| CHTR |
Return |
5-day cumulative residual |
-9.0% (FOLLOW-THROUGH) |
Internet loss of ~(158K) versus (142K) consensus would force lower 2H26 broadband-volume and residential-revenue assumptions; mobile strength and unchanged ~$11.4B capex guidance are insufficient to offset weaker out-period EBITDA/FCF math. |
MEDIUM |