New Street Research - Charter Communications Inc. Class A (CHTR) CHTR Quick Hit: Charter Raising Broadband Prices

Report

New Street Research

Jonathan Chaplin

EUR 8957.00 For Business Accounts Only

CHTR Quick Hit: Charter Raising Broadband Prices

Press reports indicate that Charter is raising the price of most Internet plans by $3. It is also increasing voice plans by $3 and making some changes to video pricing. In this short note, we analyze what it means for ARPU, revenue and EBITDA growth for Charter. Consensus estimates should increase for 2024. In addition, the price increases should put an end to concerns that EBITDA might decline in 2024 or 2025.

21/06/2024 1 EN

Underlying

Charter Communications Inc. Class A

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.

See profile

US16119P1084 NASDAQ Stock Market United States

Provider

New Street Research

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
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

See profile

Analysts

Jonathan Chaplin

Other Reports on these Companies

Moody's Investors Service

Moody's Ratings says Charter's credit ratings are unaffected by the proposed transaction with Liberty Broadband Corporation (parent of GCI, LLC)

Moody's Ratings (Moody's) says Charter Communications, Inc.'s (Charter or the company) Ba2 Corporate Family Rating (CFR), all other credit ratings and the negative outlook are unlikely to be affected by its proposed transaction with Liberty Broadband Corporation (parent of GCI, LLC (B1 Stable)). O...

EUR 161.23

September 25, 2024 September 25, 2024 1 EN

New Street Research

CHTR Quick Hit: Charter and Liberty Trying to Merge

Liberty Broadband issued a press release which indicated that Charter had sent a proposal for a merger and Liberty has sent a counter proposal. In this quick note, we discuss the proposed transaction.

EUR 8957.00

September 23, 2024 September 23, 2024 1 EN

New Street Research

CHTR Quick Hit: New pricing a step in the right direction

This morning, Charter issued a press release announcing new bundled pricing along with price locks. They also announced free speed lifts for existing customers as well as steps to improve customer service. We discuss the impact of today’s announcement in this short note.

September 16, 2024 September 16, 2024 1 EN

NSR Policy: It’s the Election, Stupid (or Is It?): Comparing Harris and Trump on Leadership

This fifth note evaluates the nature of leadership, particularly at the FCC, the FTC and the DOJ, and how that plays into the likely policy outcomes.

EUR 8957.00

21h / 29m 21h / 29m 1 EN

Jonathan Chaplin

Jonathan Chaplin

Altice Pre-3Q24 Model Update

This report covers changes to our model to incorporate recent management commentary at investor conferences. We have increased broadband losses estimate. We also lowered revenue and EBITDA slightly. The company needs to stabilize EBITDA and reduce leverage. Progress on the first remains sluggish and the second won’t be easy. We remain on the sidelines.

EUR 8957.00

21h / 58m 21h / 58m 1 EN

Jonathan Chaplin

Jonathan Chaplin

T-Mobile selling 3.45GHz portfolio

We just learned that T-Mobile is selling the remainder of its 3.45GHz portfolio to Columbia Capital. The transaction was filed with the FCC 10 days ago; we just picked up on it. This follows a swap in which T-Mobile got 2.5GHz licenses in exchange for some of its 3.45GHz licenses back in May. T-Mobile is now out of 3.45GHz entirely. Our quick thoughts in this very brief note.

EUR 8957.00

21h / 59m 21h / 59m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

CHTR Quick Hit: Charter Raising Broadband Prices

Moody's Ratings says Charter's credit ratings are unaffected by the proposed transaction with Liberty Broadband Corporation (parent of GCI, LLC)

CHTR Quick Hit: Charter and Liberty Trying to Merge

CHTR Quick Hit: New pricing a step in the right direction

NSR Policy: It’s the Election, Stupid (or Is It?): Comparing Harris and Trump on Leadership

Altice Pre-3Q24 Model Update

T-Mobile selling 3.45GHz portfolio

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe