Charter Communications Gestione
Criteri Gestione verificati 4/4
Charter Communications Il CEO è Chris Winfrey, nominato in Dec2022, e ha un mandato di 3.5 anni. la retribuzione annua totale è $ 6.47M, composta da 28.2% di stipendio e 71.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.18% delle azioni della società, per un valore di $ 33.45M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.3 anni e 10.1 anni.
Informazioni chiave
Chris Winfrey
Amministratore delegato
US$6.5m
Compenso totale
| Percentuale dello stipendio del CEO | 28.21% |
| Mandato del CEO | 3.5yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 5.3yrs |
| Durata media del Consiglio di amministrazione | 10.1yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Jun 23
Charter Communications Is A Buy With Big Accelating Buybacks In 2026
Summary Charter Communications executed $963M in share buybacks in Q1 2026, repurchasing ~4% of its market cap. CHTR agreed to repurchase $100M of its own stock monthly from Liberty Broadband until their merger closes. This means that Charter will also by stock on the open market. Shares are trading at multi-year lows, enabling aggressive buybacks amid a significant sell-off after broadband subscriber losses and other causes for concern. Buybacks in 2026 may reduce the number of CHTR shares by as much as 20%. This would support a reversal higher when the Charter merger with Cox gets approved. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 16
CHTR: Future Returns Will Rely On Broadband Stabilization And Fiber Expansion
Analysts have reduced the Charter Communications fair value estimate by about $6 to $239.18, citing a combination of ongoing broadband subscriber and pricing headwinds, along with slightly firmer margin and P/E assumptions that moderate the overall downside. Analyst Commentary Recent research on Charter Communications stock highlights a split view, with some analysts focusing on valuation support and others emphasizing execution risks around broadband and pricing.
Aggiornamento della narrazione • Jun 02
CHTR: Rising Broadband Competition Will Pressure Subscriber Base And Future Earnings Multiple
Charter Communications' fair value estimate has been revised from $150 to $124 as analysts factor in lower price targets across the Street, slightly weaker revenue growth expectations, a higher discount rate, and a lower assumed future P/E, partly offset by modestly stronger profit margin assumptions. Analyst Commentary Recent Street research around Charter has tilted cautious, with several bearish analysts cutting price targets and pointing to execution and growth risks.Aggiornamento della narrazione • May 18
CHTR: Future Returns Will Hinge On Broadband Execution Versus Wireless Competitors
Charter Communications' analyst price target has been revised from about $275 to roughly $245. Analysts are factoring in a higher discount rate, softer revenue expectations, and slightly lower profit margin assumptions following a wave of recent target cuts across the Street.
Aggiornamento della narrazione • May 03
CHTR: Future Cash Returns From Connectivity And AI Offer Repricing Potential
Analysts have reduced their price target on Charter Communications to about $411 from $479, reflecting updated views on slower revenue growth, lower profit margins, a slightly higher discount rate, and an adjusted future P/E assumption after a series of recent target cuts across the Street. Analyst Commentary Recent Street research on Charter Communications has leaned cautious overall, but there are still some constructive angles that stand out if you are focused on potential upside drivers for the stock.Aggiornamento della narrazione • Apr 18
CHTR: Future Returns Will Depend On Broadband Execution Against Rising Competition
Analysts have trimmed their average price target on Charter Communications by about $1 to roughly $275, reflecting updated views on revenue growth, profitability and competitive pressure following recent Street research moves. Analyst Commentary Recent Street research on Charter Communications has been mixed, with both upward and downward price target revisions contributing to a modest reduction in the overall average target.Aggiornamento della narrazione • Apr 04
CHTR: Rising Rival Offers Will Pressure Broadband Subscribers And Residential Revenue
Charter Communications' analyst price target has shifted to $150 from $168, as analysts factor in softer revenue trends, lower profit margin expectations, a slightly reduced discount rate, and a higher assumed future P/E following recent mixed research that includes both target cuts and modest raises. Analyst Commentary Recent Street research on Charter reflects a cautious tone, with several bearish analysts highlighting competitive pressures, execution risks, and questions around the sustainability of growth assumptions embedded in current valuation frameworks.Aggiornamento della narrazione • Mar 19
CHTR: Future Returns Will Hinge On Broadband Execution Despite Split Street Views
Analysts have adjusted their Charter Communications price target to $276.80, reflecting recent mixed revisions across firms as they weigh updated growth, margin, discount rate and future P/E assumptions. Analyst Commentary Street research on Charter Communications has been mixed, with some firms lifting price targets while others are cutting estimates and ratings.Aggiornamento della narrazione • Mar 05
CHTR: Future Returns Will Rely On Broadband Execution Despite Split Street Views
Narrative Update on Charter Communications The analyst price target on Charter Communications has moved by a net $26, as analysts balance recent target increases from TD Cowen, Benchmark, and Wells Fargo against reductions from Goldman Sachs and Bernstein. They are tying their updates to revised views on revenue growth, profit margins, and forward P/E assumptions.Aggiornamento della narrazione • Feb 19
CHTR: Future Returns Will Rely On Executing Broadband And WiFi 7 Rollout
The analyst price target for Charter Communications has shifted from $314.94 to $282.81, as analysts updated their models around recent mixed research, including several price target increases alongside cuts and a downgrade. Analyst Commentary Recent research on Charter Communications reflects a split view, with some analysts lifting price targets while others are cutting targets and, in one case, moving to a more cautious rating.Articolo di analisi • Feb 15
Charter Communications, Inc. (NASDAQ:CHTR) Stock Rockets 26% But Many Are Still Ignoring The Company
Charter Communications, Inc. ( NASDAQ:CHTR ) shares have had a really impressive month, gaining 26% after a shaky...Aggiornamento della narrazione • Feb 05
CHTR: Future Cash Returns And AI Adoption Could Drive Repricing
Narrative Update on Charter Communications The analyst price target for Charter Communications has shifted alongside our fair value estimate, moving from US$500.00 to US$479.00 as analysts factor in updated expectations for revenue growth, profit margins, discount rates, and future P/E multiples following a mix of recent target hikes and cuts across the Street. Analyst Commentary Street research on Charter Communications has been mixed, with several firms adjusting price targets in both directions and at least one downgrade to an Underweight rating.Aggiornamento della narrazione • Jan 22
CHTR: Rising Fiber Competition Will Pressure Broadband Subscribers And Residential Revenue
Narrative Update on Charter Communications The analyst price target on Charter Communications has been reduced by $40, as analysts point to recent downgrades, broadband subscriber and residential revenue pressures, and rising competitive fiber build outs. Together, these factors have led analysts to apply a higher discount rate and a slightly higher future P/E multiple in their models.Aggiornamento della narrazione • Jan 08
CHTR: Rising Fiber Competition Will Intensify Broadband Subscriber Declines
Analysts have lowered their price target on Charter Communications from US$200 to US$168, citing weaker broadband subscriber trends, pressure on residential revenue and concerns that rising fiber competition could challenge the company's current penetration levels. The updated forecasts also reflect different assumptions for revenue growth, margins and future P/E.Aggiornamento della narrazione • Dec 20
CHTR: Broadband Losses And Fiber Competition Will Shape A Cautious Outlook
Analysts have trimmed their fair value estimate for Charter Communications to $200 from $223 per share. This reflects mounting concerns over accelerating broadband subscriber declines, intensifying fiber competition, and a more cautious outlook on revenue growth despite relatively stable profit margins.Aggiornamento della narrazione • Dec 06
CHTR: Future Returns Will Hinge On Stabilizing Broadband Amid Fiber Pressure
Analysts have reduced their 12 month price target on Charter Communications by a low single digit percentage to reflect mounting concerns over broadband subscriber declines and intensifying fiber competition, even though there have been only modest changes to long term growth and cash flow assumptions. Analyst Commentary Bullish analysts acknowledge that recent subscriber trends and competitive pressures warrant lower price targets, but they still emphasize the company’s strong free cash flow generation and history of execution as key underpinnings for long term valuation support.Aggiornamento della narrazione • Nov 22
CHTR: Future Performance Will Depend On Reversing Broadband Subscriber Declines
Analysts have maintained Charter Communications' fair value estimate at $314.94 per share. They cite concerns over slowing revenue growth, higher projected discount rates, and competitive broadband pressures as key factors behind their latest outlook adjustment.Aggiornamento della narrazione • Nov 06
CHTR: Future Market Performance Will Hinge On Broadband Subscriber Stabilization
Analysts have lowered their fair value estimate for Charter Communications from approximately $373.60 to $314.94. They cited ongoing broadband subscriber declines and intensifying competitive pressures as key factors behind the revision.Aggiornamento della narrazione • Oct 23
Analysts Maintain Neutral Outlook on Charter Communications Amid Profit Gains and Sector Pressures
Analysts have maintained their price target for Charter Communications at $373.60. They note a neutral stance amid stable fair value metrics, stronger profit margins, and ongoing competitive pressures in the cable sector.Aggiornamento della narrazione • Oct 09
Spectrum Mobile And AI Will Improve Service Efficiency
Analysts have lowered their fair value estimate for Charter Communications to $373.60 from $387.60. This change reflects ongoing competition in the cable sector and continued investor focus on tradeoffs between growth and profitability.Aggiornamento della narrazione • Sep 25
Spectrum Mobile And AI Will Improve Service Efficiency
Amid persistent sector-wide competitive pressures and a balanced outlook on subscriber growth versus profitability, analysts have slightly lowered Charter Communications’ consensus price target from $391.90 to $387.60. Analyst Commentary Sector-wide competitive pressures remain elevated, with analysts expressing concern over heightened competition impacting future performance.Aggiornamento della narrazione • Aug 27
Spectrum Mobile And AI Will Improve Service Efficiency
Charter Communications’ consensus price target edged down to $395.75 as analysts weighed ongoing network upgrades and potential cash tax relief against continued competitive pressures and decelerating ARPU growth. Analyst Commentary Bullish analysts note Charter’s ongoing network upgrades and the momentum of its Spectrum Life Unlimited offering as drivers for improvement in broadband net subscriber losses.Articolo di analisi • Jul 29
Not Many Are Piling Into Charter Communications, Inc. (NASDAQ:CHTR) Stock Yet As It Plummets 26%
The Charter Communications, Inc. ( NASDAQ:CHTR ) share price has fared very poorly over the last month, falling by a...Seeking Alpha • Apr 22
Charter Communications Earnings Preview: Wait And Watch Before Buying
Summary Charter Communications is set to announce Q1 2025 earnings with expected EPS of $8.61 and revenues of $13.67B, reflecting flat revenue growth. Key focus areas include management's capital allocation plans, revenue growth strategies, free cash flow per share, and the impact of the Liberty Broadband acquisition. Despite a significant stock price decline since mid-2021, potential value exists if shares drop post-earnings, offering a buying opportunity at 2018 levels. Management's commentary on revenue growth, profit margins, and CAPEX reduction will be crucial in determining CHTR's future stock performance. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
Charter Communications Q4 Earnings Preview: Heavy Competition
Summary Charter Communications, Inc. will report Q4 and Full-Year 2024 earnings pre-market on Friday, January 31st. Charter is facing unprecedented levels of competition and instead of competing aggressively, the company is reducing investment in growth. At a price target of $331.51, 10% downside from today's pricing, I rate Charter Communications a sell. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
The Charter-Liberty Broadband Deal Might Create An Interesting Opportunity
Summary Charter and Liberty Broadband finally agreed to a deal that implies the valuation I predicted. However, it burdens Liberty Broadband's shareholders with some complications and will require another bit of patience. Three years from now, the deal will likely create an interesting investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Oct 28
Charter Communications Is A Buy The Dip Opportunity (Technical Analysis)
Summary Charter Communications presents a buy-the-dip opportunity, trading above its 30-week EMA and showing long-term bullish momentum despite short-term bearish momentum. The stock has pulled back 50% from its recent rally, finding support at the $320 level, with institutional buying evident in volume analysis. Relative strength is neutral, but upcoming earnings on November 1 could be pivotal; use a stop loss at $310 to manage risk. Consider buying a smaller stake before earnings and adding more if the report is favorable to mitigate potential downside risk. Read the full article on Seeking AlphaSeeking Alpha • Oct 01
The Infinite Game In Telecom
Summary Charter Communications showed only a very slight decline in broadband customers in the quarter. Overall, the business is doing very well. Cable companies continue to offer a great product on the market, which is actually improving in quality because they are upgrading their networks to be as fast as fiber. Though owning cable stocks has not been rewarding, the more research we've done into the industry, the more convinced we’ve become that once the dust settles, their market share will not decrease but likely increase. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Charter's New Strategy Puts Video Back Into The Profit Mix, And It Just Might Start Working Soon
Summary Charter rose after Q2 earnings despite massively escalating Video losses over the past few quarters, as Video has long been seen as irrelevant. Charter's own disclosures provide evidence that Video may have never stopped really contributing to profit, with as much as 21% of 2023 profit indirectly attributable to Video. CEO Chris Winfrey's new Video strategy is a major piece of Charter's future. The idea is to bundle streaming services with the core linear service. This strategy's viability depends on making those subscriptions upgradeable and flexible. The first eight months of the Disney deal fell well short of this, hence Charter's massive video losses. Charter is now course correcting, and a viable Video strategy may well boost profits to counterbalance rising broadband competitive intensity. However, investors should wait for results before buying in. Read the full article on Seeking AlphaSeeking Alpha • Jul 29
Why The Charter Communications Rally Might Not Last
Summary What propelled Charter stock 16% higher after earnings was likely mainly short-covering. The market had certainly expected much worse results, but Charter Communications' attractive fundamentals were nicely on display in Q2. On the other hand, near-term headwinds remain and short-term speculation will likely take over again. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Charter Communications: A Misunderstood Leveraged Equity Opportunity
Summary Charter Communications uses its net debt to finance share repurchases, M&A, and special projects with higher returns than the interest on the debt. The majority of Charter's debt is fixed at a low interest rate, with most of it due after 2026, providing stability and potential for refinancing. Charter's return on net tangible assets is high compared to other communication companies, indicating profitable investments and cushion for interest payments. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$5b |
| Dec 31 2025 | US$6m | US$2m | US$5b |
| Sep 30 2025 | n/a | n/a | US$5b |
| Jun 30 2025 | n/a | n/a | US$5b |
| Mar 31 2025 | n/a | n/a | US$5b |
| Dec 31 2024 | US$6m | US$2m | US$5b |
| Sep 30 2024 | n/a | n/a | US$5b |
| Jun 30 2024 | n/a | n/a | US$5b |
| Mar 31 2024 | n/a | n/a | US$5b |
| Dec 31 2023 | US$89m | US$2m | US$5b |
| Sep 30 2023 | n/a | n/a | US$5b |
| Jun 30 2023 | n/a | n/a | US$5b |
| Mar 31 2023 | n/a | n/a | US$5b |
| Dec 31 2022 | US$16m | US$1m | US$5b |
| Sep 30 2022 | n/a | n/a | US$5b |
| Jun 30 2022 | n/a | n/a | US$6b |
| Mar 31 2022 | n/a | n/a | US$5b |
| Dec 31 2021 | US$12m | US$1m | US$5b |
| Sep 30 2021 | n/a | n/a | US$4b |
| Jun 30 2021 | n/a | n/a | US$4b |
| Mar 31 2021 | n/a | n/a | US$4b |
| Dec 31 2020 | US$12m | US$1m | US$3b |
| Sep 30 2020 | n/a | n/a | US$3b |
| Jun 30 2020 | n/a | n/a | US$2b |
| Mar 31 2020 | n/a | n/a | US$2b |
| Dec 31 2019 | US$2m | US$928k | US$2b |
Compensazione vs Mercato: La retribuzione totale di Chris ($USD 6.47M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.67M ).
Compensazione vs guadagni: La retribuzione di Chris è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Chris Winfrey (50 yo)
3.5yrs
Mandato
US$6,466,193
Compensazione
Mr. Christopher L. Winfrey, also known as Chris, is Director of Cable Television Laboratories, Inc. Mr. Winfrey is President and Chief Executive Officer of Charter Communications, Inc. since December 1, 20...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 3.5yrs | US$6.47m | 0.18% $ 33.4m | |
| Chief Financial Officer | 4.7yrs | US$4.46m | 0.0021% $ 377.7k | |
| President of Product & Technology | 15.3yrs | US$5.57m | 0.0070% $ 1.3m | |
| Executive VP | 2.6yrs | US$4.99m | Nessun dato | |
| Executive VP | 5.9yrs | US$2.56m | 0.0013% $ 242.7k | |
| Executive VP | 20.2yrs | US$8.43m | 0.0045% $ 813.8k | |
| Senior Vice President of Corporate Finance & Development | no data | Nessun dato | Nessun dato | |
| Executive VP and Chief Technology & Information Officer | no data | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | 13.4yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Communications | 6.8yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Marketing Officer | 4.2yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Sales | 4.4yrs | Nessun dato | Nessun dato |
5.3yrs
Durata media
50yo
Età media
Gestione esperta: Il team dirigenziale di CHTR è esperto e expertise (durata media dell'incarico 5.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.6yrs | US$6.47m | 0.18% $ 33.4m | |
| Independent Director | 16.6yrs | US$487.71k | 0.015% $ 2.7m | |
| Independent Director | 1.2yrs | US$325.02k | 0.0013% $ 237.2k | |
| Independent Director | 10.1yrs | US$389.63k | 0.016% $ 2.9m | |
| Independent Non-Executive Chairman | 16.6yrs | US$559.76k | 0.044% $ 8.0m | |
| Independent Director | 21.8yrs | US$456.71k | 0.0069% $ 1.3m | |
| Independent Director | 13.1yrs | US$344.63k | 0.0098% $ 1.8m | |
| Independent Director | 9.9yrs | US$410.63k | 0.0073% $ 1.3m | |
| Independent Director | 10.1yrs | US$369.63k | 0.011% $ 2.0m | |
| Independent Director | 2.2yrs | US$449.30k | 0.0019% $ 348.5k | |
| Independent Director | 10.1yrs | US$384.71k | 0.0050% $ 917.8k | |
| Independent Director | 1.2yrs | US$335.40k | 0.0013% $ 237.2k |
10.1yrs
Durata media
60yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CHTR è composto da personale esperto e esperto (durata media dell'incarico 10.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/24 07:44 |
| Prezzo dell'azione a fine giornata | 2026/06/24 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Charter Communications, Inc. è coperta da 43 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |