ACP Part VI: Updating forecast for risks to the broadband businesses
We combined the results of three recent surveys to update our estimates for the loss of broadband subscribers, revenue, and EBITDA if ACP is not renewed (we still hope it will be renewed, though odds not great.) The impact could be material for Charter, though not nearly as bad as some fear. It should be immaterial for the other companies we track.Charter Communications is a holding company. Through its subsidiaries, the company is a cable operator and a broadband communications company providing video, Internet and voice services. The company also provides its mobile service to residential customers. In addition, the company sells video and online advertising inventory to local, regional and national advertising customers and communications and managed solutions to enterprise customers. The company also owns and operates regional sports networks and local sports, news and community channels. The company owns and operates a two-way telecommunications network which passes various households and small and medium businesses across United States.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
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We provide debt research on:
- Pan European Telecom Services and Cable
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