| CHTR |
Report |
Residential Internet ARPU (Q2 2026) |
IN-LINE |
pred ~$70.50 vs. cons $70.97 |
MEDIUM |
| CHTR |
Report |
Internet Net Adds (Q2 2026) |
MISS |
pred ~-155K vs. cons -141K |
MEDIUM |
| CHTR |
Report |
Mobile Line Net Adds (Q2 2026) |
BEAT |
pred ~390K vs. cons 383K |
MEDIUM |
| CHTR |
Guide |
FY2026 EBITDA (FY2026) |
UNCHANGED |
guide ~'slight growth' (~$22.5B) vs. cons $22.513B |
HIGH |
| CHTR |
Guide |
Broadband ARPU trajectory (FY2026) |
UNCHANGED |
reiterate 'close either way to flat'; cost pass-through late summer |
HIGH |
| CHTR |
Guide |
Cox acquisition timing |
UNCHANGED |
reaffirm Aug 13 CPUC deadline; deal not yet closed |
MEDIUM |
| CHTR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-8.0% |
— |
MEDIUM |
| CHTR |
Return |
5-day cumulative residual |
-12.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit H2 cut pulls estimates lower; high short interest creates partial floor |
MEDIUM |