CHTR US S&P 500Russell 1000 Earnings call
Charter Communications (CHTR) · Q2 2026 results and valuation
Share price: $136.31 · 2026-11-11
Results Q2 2026 vs Q4 2025 · previous quarter · published 24 Jul 2026 and 30 Jan 2026
Management sounded cautious, in its script and in answers to analysts.
Only a basic analysis is available for this company at the moment.
1 · Numbers
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No financial figures for this pair
Outlook given
2 · How management spoke
Cautious
Among the least upbeat of all company calls
Answers to analysts: restrained, in line with the script.
Similar to last call.
3 · What stood out
Figure
CHTR expects an estimate to grow to $1 billion, marking a notable milestone.
Valuation
Is Charter Communications undervalued?
Reverse DCF. Free cash flow from the last full fiscal year (2025-12-31), grown for 10 years, discounted back, plus a terminal value. “Implied growth” is the rate the current price assumes.
The projected cash flow doesn't cover the debt, so the price is far above the model's fair value.
Current price
$136.31
close of 2026-11-11
Market implies growth of iThe yearly free-cash-flow growth, for the next 10 years, that today’s share price already assumes. If you believe the company grows faster than this, the stock is cheap under this model; slower, and it is expensive.
+11.9% for 10 yrs
Fair value / share
$-357.16
Buy below
$-267.87
Price vs fair value
n/a
Price vs buy-below price
n/a
Read between the lines
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Key theme
Softer gross additions remain the primary driver of Charter's Internet customer growth weakness, while churn stayed flat, signaling weak new sign-ups are the main issue.
Source quote
“And while Internet customer growth is taking longer to reverse, the growth of new competition will subside, we expect to stabilize... Softer gross additions remains the primary driver of our Internet customer growth weakness, while churn remained largely unchanged.”
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Guidance
CHTR expects internet customer declines to take longer to reverse before broadband growth returns, delaying a key revenue driver.
Source quote
“And while Internet customer growth is taking longer to reverse, the growth of new competition will subside, we expect to stabilize and return to broadband growth over time...”
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Guidance
CHTR still expects at least $800 million in annual transaction expense synergies, maintaining its cost savings target.
Source quote
“We still expect run rate transaction expense synergies of at least $800 million per year.”
Tone
How upbeat the language was, compared with other companiesiTone counts positive minus negative finance words, adjusted for length. Executives mostly speak positively, so the labels compare each call with every company's latest call: “typical” is the middle third, “very upbeat” the top tenth, “cautious” the bottom tenth.. Dot: Q2 2026. Ring: Q4 2025.
Script and answers carried a similar tone, so the script's message held up under questioning.
Sentences that drove the tone
“And we're really excited about getting this done and getting going for the benefit of employees, customers and a real, I think, growth opportunity that's there.”
“So while we're growing mobile quickly, there's still a very large growth opportunity in front of us.”
“We have high confidence in the strength of our business and its ability to generate substantial cash flow to achieve our targets.”
Topics
Most discussed now
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Faded since Q4 2025
- Fading The operating environment for new sales, in particular Internet, continues to reflect low move rates and higher mobile substitution.
- Fading In Internet, competition for new customers remains high, but customer losses improved year over year.
- Fading In this environment, getting back to positive net additions is a game of inches.
- Fading Charter Communications has also revised its mobile lines reporting methodology better align with how it reports its other services.
Latest announcements
Official filings, newest first.
- Regulation FD disclosure · SEC 8-K
- Director or officer change; Regulation FD disclosure · SEC 8-K
- Material agreement; New financial obligation · SEC 8-K
- Material agreement; New financial obligation · SEC 8-K
- Material agreement; Acquisition or disposal; Unregistered share sale; Change to shareholder rights; Director or officer change; Articles or bylaws amended; Regulation FD disclosure · SEC 8-K
- Material agreement; New financial obligation; Regulation FD disclosure · SEC 8-K
- Material agreement; New financial obligation · SEC 8-K
- Other events · SEC 8-K