Charter Communications at $132: Is This 80% Crash the Best Cable Buy in a Decade?Read More »
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Charter Communications at $132: Is This 80% Crash the Best Cable Buy in a Decade?
Views: 135 2026-06-18 Charter Communications is the second-largest cable operator in the United States, serving approximately 58 million homes and businesses across 41 states under the Spectrum brand. Revenue comes from broadband internet, mobile (Spectrum Mobile), video, voice, and enterprise services. Broadband is the economic engine; mobile is the growth vector; video is in managed decline. The business generates recurring monthly subscription revenue with high operating leverage. FY2025 revenue was $54.8 billion, Adjusted EBITDA $22.7 billion, free cash flow $5.0 billion. Capital expenditures are near their peak and guided to fall sharply toward 2028. DCF Intrinsic Value: $90 per share …
