Apr. 19 at 1:50 AM
$CHTR — Charter Communications. 57M homes. Spectrum.
$34.5B Cox acquisition FCC approved February 2026 — largest US broadband provider post-close. 428K mobile lines added Q4. 10M mobile subscribers. Mobile revenue +13%. Stock down 41% from 52-week highs. RSI at the lowest weekly level since 2020. Largest buy volume in months this week. Q1 earnings April 24 on a 4-miss, floor-level bar. EPS estimate
$10.22 (+21%).
🐂 April 24 subscriber losses narrow →
$250 →
$265 →
$286 → Cox synergy repricing
🐻 Losses accelerate + Cox costs →
$214 →
$202 →
$180 retest
⚠️
$9.4B projected FCF in 2026 on a
$33B market cap. RSI at 2020 lows. Cox deal done. The only question is broadband subscriber trend. April 24.
#CHTR #Charter #Spectrum #hovdid