With predictable free cash flow and manageable leverage, broadband attrition is stabilizing while video declines are slowing, with price increases offsetting modest customer losses. The company's free cash flow yield is projected to significantly increase from approximately 14% in the current year to over 25% by 2028, as capital expenditures are expected to decrease.
Cyborg Score Rationale
Charter is the fastest-growing mobile provider in the U.S. with strong service expansion. However, residential broadband net additions face headwinds from fiber and fixed wireless access competitors. The company carries significant leverage with a debt-to-equity ratio of 6.33 and an Altman Z-Score placing it in the distress zone.
Top Insights
Mobile segment achieved 19% year-over-year expansion with nearly 2 million net additions in 2025
Cost efficiency initiatives contributed to 3.9% decline in customer servicing costs
Broadband subscriber pressure from competing fiber and fixed wireless access providers remains a key challenge
Strong free cash flow generation with manageable leverage expected to remain stable
Named Competitors
Comcast — Major cable and broadband competitor
Verizon — Wireless and broadband competitor
AT&T — Wireless and broadband competitor
T-Mobile — Wireless services competitor
Recent Developments
(January 2026) Charter reported financial and operating results for the three and twelve months ended December 31, 2025
(January 2026) Management forecasts slight EBITDA growth for 2026 while continuing to expand mobile services
(December 2025) Nearly 2 million mobile net additions achieved in 2025 reflecting 19% year-over-year expansion
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