New York, January 30, 2026, 20:49 EST — The market has closed.
- Charter ended Friday up 7.6%, following a volatile day when shares surged over 12% at their peak
- Broadband subscriber losses were smaller than anticipated, but revenue fell short of forecasts, and mobile growth missed estimates
- Investors are heading into Monday focused on analyst reactions, competition cues, and Charter’s spending forecast for 2026
Charter Communications shares (CHTR.O) closed Friday 7.6% higher at $206.12, after hitting an intraday high of $214.84. The stock swung between $192.99 and $214.84, finishing up $14.63 for the session.
The rally followed Charter’s latest quarterly filing with U.S. regulators, arriving at a time when every broadband net addition or loss gets scrutinized like a report card. For Charter, subscriber numbers remain key to cash flow forecasts and valuation, prompting traders to swiftly adjust positions as the new quarter begins. (SEC)
The landscape is growing tougher. Cable operators are doubling down on home internet with more competitive bundles and quicker networks. At the same time, fixed wireless access—home internet via mobile networks—and fresh fiber rollouts are pushing aggressive promotions.
Charter shed 119,000 internet customers in the quarter ending Dec. 31, beating Visible Alpha’s forecast of 131,970 losses. Revenue dropped about 2% to $13.60 billion, falling short of the $13.73 billion analysts had predicted, per LSEG data. The company gained 44,000 video subscribers, bouncing back from a year-ago decline, but mobile line additions at 428,000 missed expectations. CEO Chris Winfrey said Charter expects to “nearly complete” its rural network build-out by 2026. Meanwhile, Vikash Harlalka of New Street Research cautioned that broadband trends may take “a while” to show meaningful improvement. (Reuters)
Charter reported adjusted EBITDA down 1.2% to $5.7 billion in its earnings release, while net income attributable to shareholders dropped to $1.3 billion. The company projects full-year 2026 capital spending near $11.4 billion and revealed total debt at $94.6 billion as of Dec. 31. It also announced plans for a January bond issuance aimed at refinancing and repaying debt, and expects to wrap up its network evolution initiative by 2027. (SEC)
The industry implications are clear. Comcast reported shedding 181,000 broadband subscribers in Q4, citing rising pressure from fiber and fixed wireless rivals. The company rolled out revamped bundles and free mobile lines to keep customers, but warned no significant subscriber growth is on the horizon before 2027. (Reuters)
Charter is sticking to a familiar strategy: ramp up mobile, bundle it more closely with home internet, and invest in boosting speeds throughout its network. The key question heading into next week is if this approach can hold broadband losses in check without eroding margins too much.
The quarter wasn’t without issues. Revenue fell short of forecasts, and mobile net additions lagged behind expectations. On top of that, the company is still locked into hefty capital expenditures while managing a sizable debt load and navigating closing conditions and integration plans for its upcoming deals.
In the coming week, investors will focus on post-earnings estimate revisions, shifts in price targets, and early signs of competitor promotions that might push Charter into a steeper discount cycle. Others will dig into the details once the company files its annual report on Form 10-K.
The next checkpoint is clear: when U.S. markets open Monday, Feb. 2, investors will find out if Friday’s earnings-driven surge sticks around — or if it fades as analyst notes flood in.
