Charter Communications, Inc.

NasdaqGS:CHTR 株式レポート

時価総額:US$20.6b

Charter Communications マネジメント

マネジメント 基準チェック /44

Charter Communicationsの CEO はChris Winfreyで、 Dec2022年に任命され、 の在任期間は 3.67年です。 の年間総報酬は$ 6.47Mで、 28.2%給与と71.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.19%を直接所有しており、その価値は$ 38.87M 。経営陣と取締役会の平均在任期間はそれぞれ5.5年と10.3年です。

主要情報

Chris Winfrey

最高経営責任者

US$6.5m

報酬総額

CEO給与比率28.21%
CEO在任期間3.7yrs
CEOの所有権0.2%
経営陣の平均在職期間5.5yrs
取締役会の平均在任期間10.3yrs

経営陣の近況

Recent updates

ナラティブ更新 Jul 30

CHTR: Future Cash Returns Will Depend On Broadband Stabilization

Analysts have trimmed their fair value estimate for Charter Communications to $357.37 from $381.78, citing continued broadband subscriber losses, pricing pressure, rising costs, and intense competition as key reasons. These factors have contributed to lower implied price targets that now cluster between about $100 and $380.
新しいナラティブ Jul 27

Charter is undervalued - Here's why.

CHTR closed Q-2 with 119mm shares. At the current price of $124 per share, that translates to a mkt.
Seeking Alpha Jul 24

Charter Communications: Extremely Cheap Valuation Amid The Broadband Panic

Summary Charter Communications has suffered severe share price declines due to intensifying broadband competition, subscriber losses, and persistent debt overhang. CHTR's Q2 results showed ongoing broadband attrition, falling revenue, but resilient cash generation and aggressive buybacks, with leverage stable at 4.2x. Despite cap-ex normalization and a free cash flow yield above 16%, market sentiment remains negative until broadband losses stabilize and debt concerns ease. I maintain a "Strong Buy" rating, seeing valuation below 5x free cash flow as highly attractive for patient investors awaiting signs of operational stabilization. Read the full article on Seeking Alpha
ナラティブ更新 Jul 15

CHTR: Future Cash Returns From Broadband Recovery And Cox Deal Execution Potential

Analysts have trimmed their price target on Charter Communications by about $30 to roughly $380, citing a slightly higher required return, more cautious revenue and margin assumptions, and a lower future P/E multiple as competition in broadband and telecom intensifies. Analyst Commentary on Charter Communications Street research on Charter Communications has turned more cautious on near term fundamentals, yet there are still pockets of confidence that matter if you are weighing risk and reward.
ナラティブ更新 Jul 01

CHTR: Future Upside Will Depend On Broadband Stabilization And Wireless Partnerships

Charter Communications' analyst price target has been revised lower as analysts factor in continued broadband subscriber losses, pressure on residential revenue and ARPU, and heightened competition from fiber and fixed wireless access providers. Analyst Commentary Recent research on Charter Communications highlights a mix of optimism and caution, with several firms trimming price targets while reassessing near term execution risks in broadband and residential revenue.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

CEO報酬分析

Charter Communications の収益と比較して、Chris Winfrey の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

US$5b

Mar 31 2026n/an/a

US$5b

Dec 31 2025US$6mUS$2m

US$5b

Sep 30 2025n/an/a

US$5b

Jun 30 2025n/an/a

US$5b

Mar 31 2025n/an/a

US$5b

Dec 31 2024US$6mUS$2m

US$5b

Sep 30 2024n/an/a

US$5b

Jun 30 2024n/an/a

US$5b

Mar 31 2024n/an/a

US$5b

Dec 31 2023US$89mUS$2m

US$5b

Sep 30 2023n/an/a

US$5b

Jun 30 2023n/an/a

US$5b

Mar 31 2023n/an/a

US$5b

Dec 31 2022US$16mUS$1m

US$5b

Sep 30 2022n/an/a

US$5b

Jun 30 2022n/an/a

US$6b

Mar 31 2022n/an/a

US$5b

Dec 31 2021US$12mUS$1m

US$5b

Sep 30 2021n/an/a

US$4b

Jun 30 2021n/an/a

US$4b

Mar 31 2021n/an/a

US$4b

Dec 31 2020US$12mUS$1m

US$3b

Sep 30 2020n/an/a

US$3b

Jun 30 2020n/an/a

US$2b

Mar 31 2020n/an/a

US$2b

Dec 31 2019US$2mUS$928k

US$2b

報酬と市場: Chrisの 総報酬 ($USD 6.47M ) は、 US市場 ($USD 14.43M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Chrisの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Chris Winfrey (50 yo)

3.7yrs
在職期間
US$6,466,193
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Christopher Winfrey
President3.7yrsUS$6.47m0.19%
$ 38.9m
Jessica Fischer
Chief Financial Officer4.8yrsUS$4.46m0.0021%
$ 438.0k
Richard DiGeronimo
President of Product & Technology15.4yrsUS$5.57m0.0073%
$ 1.5m
Jamal Haughton
Executive VP2.8yrsUS$4.99mデータなし
R. Ray
Executive VP6.1yrsUS$2.56m0.0014%
$ 281.7k
Kevin Howard
Executive VP20.3yrsUS$8.43m0.0046%
$ 946.0k
Jeffrey Murphy
Senior Vice President of Corporate Finance & Developmentno dataデータなしデータなし
Jacob Perlman
Executive VP and Chief Technology & Information Officerno dataデータなしデータなし
Stefan Anninger
Vice President of Investor Relations13.6yrsデータなしデータなし
Cameron Blanchard
Executive Vice President of Communications6.9yrsデータなしデータなし
Sharon Peters
Executive VP & Chief Marketing Officer4.3yrsデータなしデータなし
Christian Ruiz
Executive Vice President of Sales4.6yrsデータなしデータなし
5.5yrs
平均在職期間
50yo
平均年齢

経験豊富な経営陣: CHTRの経営陣は経験豊富で経験豊富です(平均在職期間は5.5年)。


取締役

名称ポジション在職期間報酬所有権
Christopher Winfrey
President2.8yrsUS$6.47m0.19%
$ 38.9m
John Markley
Independent Director16.8yrsUS$487.71k0.015%
$ 3.1m
J. Wargo
Independent Director1.3yrsUS$325.02k0.0013%
$ 275.6k
Mauricio Ramos Borrero
Independent Director10.3yrsUS$389.63k0.016%
$ 3.3m
Eric Zinterhofer
Independent Non-Executive Chairman16.8yrsUS$559.76k0.045%
$ 9.2m
W. Conn
Independent Director21.9yrsUS$456.71k0.0071%
$ 1.5m
Balan Nair
Independent Director13.3yrsUS$344.63k0.010%
$ 2.1m
Kim Goodman
Independent Director10.1yrsUS$410.63k0.0076%
$ 1.6m
Steven Miron
Independent Director10.3yrsUS$369.63k0.012%
$ 2.4m
Carolyn Slaski
Independent Director2.3yrsUS$449.30k0.0020%
$ 405.1k
Michael Newhouse
Independent Director10.3yrsUS$384.71k0.0052%
$ 1.1m
Martin Patterson
Independent Director1.3yrsUS$335.40k0.0013%
$ 275.6k
10.3yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: CHTRの 取締役会 は経験豊富で 経験豊富 です ( 10.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/10 03:35
終値2026/08/07 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Charter Communications, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43

アナリスト機関
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird