Charter Communications Inc
- Industry
- Broadband Carriers
- Exchange
- US
- Country
- USA
- IPO date
- Nov 9, 1999
- Employees
- 91,900
- Website
- corporate.charter.com
Composite valuation range · conservative $110–$135 / fair $135–$190 / optimistic $240–$280. At $131.61, Within the conservative intrinsic-value range · significant margin of safety.
At publication $148.9 (May 22, 2026)
Data from EODHD, shown in the reporting currency; for reference only, not investment advice.
Charter Communications, Inc. operates as a broadband connectivity company in the United States. The company offers subscription-based internet, mobile, video, and voice services; broadband connectivity services, including fixed internet, WiFi, and mobile; Spectrum internet products; advanced WiFi services; and in-home WiFi, which provides customers with high performance wireless routers and managed WiFi services to enhance their wireless internet experience. It also offers wireline voice communications services using voice over internet protocol technology; Call Guard, an advanced caller ID and robocall blocking solution; video programming and video services, including access to an interactive programming guide with parental controls, video on demand and pay-per-view services; and broadband communications solutions, such as internet access, data networking, fiber connectivity, video entertainment, and business telephone services. In addition, the company provides advertising services on cable television networks, various streaming services, and advertising platforms for local, regional and national businesses. Further, it offers production and technical services for regional sports networks; owns and manages local news channels, including Spectrum News NY1® and Spectrum News SoCal; and delivers broadband connectivity solutions to apartments, single-family gated communities, off-campus student housing, senior residences, and RV parks. The company was founded in 1993 and is headquartered in Stamford, Connecticut.
History
Charter Communications was founded in 1993 and is headquartered in Stamford, Connecticut; it completed its IPO on November 9, 1999. The company operates a broadband connectivity business under the Spectrum brand, providing Internet, Mobile, TV, and Voice services across 41 states to roughly 58 million homes and businesses, and runs as a single reporting segment. Revenue grew from $45.764 billion in 2019 to $54.774 billion in 2025, while diluted weighted-average shares fell from 223.79 million in 2019 to 137.74 million in 2025 (about 38%), reflecting large share buybacks (cumulative treasury stock repurchases of roughly $46.485 billion over 2020-2025). The customer mix has been shifting from a video-plus-broadband bundle toward a broadband-plus-mobile bundle. Chris Winfrey has served as CEO since the end of 2022, having previously held CFO and COO roles with more than 25 years in the cable industry. The company is in a transition period built around a pending Cox transaction (Cox enterprise value of about $34.5 billion; Cox Enterprises to receive $4 billion cash, $6 billion in convertible preferred units, and about 33.6 million Charter Holdings common units, ending with roughly 23% of the combined fully diluted shares, with the combined entity assuming about $12 billion of Cox debt) alongside a Liberty Broadband merger.
Industry position
Charter remains one of the largest broadband connectivity companies in the United States, with 31.846 million customer relationships and 29.68 million internet customers at the end of 2025, a scale large enough to spread network and operating costs. It operates as a single reporting segment, signaling that management runs the business as one unified network. Among publicly comparable peers, Comcast is the most directly comparable, while Cable One and Altice USA serve as marginal comparisons; on the subscriber-growth front the more pressing competitors are Verizon and T-Mobile, which enter via fixed wireless and FTTH. Charter's 10-K identifies FTTH, fixed wireless, satellite, and DSL as competitors across its footprint; T-Mobile reported 8.5 million 5G broadband customers at the end of 2025, and Verizon disclosed roughly 16.8 million combined fixed-wireless and fiber broadband connections in Q1 2026. Charter's competitive position rests on its large network scale, single-platform operations, and unified customer-service and marketing systems (cost advantages), plus real local barriers such as network assets, installation, local construction, rights of way, and franchise, pole, and permitting requirements. In 2025 total revenue declined 0.6% year over year, and the company retains some ARPU-setting ability through promotion expirations, package adjustments, and bundling, though pricing power has weakened as fixed-wireless and FTTH alternatives expand.
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