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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Craig Moffett | MoffettNathanson | 6 | 17% |
| Ben Swinburne | Morgan Stanley | 4 | 0% |
| Jessica Ehrlich | Bank of America | 4 | 0% |
| Vikash Harlalka | New Street Research | 3 | 0% |
| Sebastiano Petti | JPMorgan | 3 | 0% |
| Steve Cahall | Wells Fargo | 3 | 33% |
| John Hodulik | UBS | 3 | 0% |
| Jon Chaplin | New Street Research | 3 | 0% |
| Mike Rollins | Citigroup | 2 | 0% |
| Bryan Kraft | Deutsche Bank | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| MoffettNathanson | 1 | 6 | 17% |
| New Street Research | 2 | 6 | 0% |
| Morgan Stanley | 2 | 5 | 0% |
| Bank of America |
| 1 |
| 4 |
| 0% |
| UBS | 1 | 3 | 0% |
| Wells Fargo | 1 | 3 | 33% |
| Goldman Sachs | 2 | 3 | 0% |
| JPMorgan | 1 | 3 | 0% |
Charter posted Q1 revenue down 1% with internet losses persisting at 120,000 on lower connects, though revenue grew 0.1% excluding advertising and programmer app allocation changes. Mobile growth slowed to 368,000 lines as telco subsidies pressured the market. The Cox transaction synergies were raised to over $800 million, and the Invincible WiFi launch exceeded demand expectations. Full-year EBITDA was expected to show slight growth with political advertising tailwind.
Subscriber Growth | Competitive Dynamics | Pricing | Margin | M&A | Product Launch | Capex Investment | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 2 | 2 | 2 | 1 | 2 | 1 | |
| 2025Q1 | 4 | 4 | 1 | 1 | 1 | 1 | ||
| 2025Q2 | 4 | 3 | 1 | 1 | 2 | 2 | 2 | 1 |
| 2025Q3 | 3 | 2 | 2 | 2 | 1 | 2 | 1 | |
| 2025Q4 | 5 | 4 | 3 | 2 | 1 | 1 | 1 | 1 |
| 2026Q1 | 3 | 2 | 4 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Subscriber Growth | 1 | 4 | 4 | 3 | 5 | 3 |
| Competitive Dynamics | 2 | 4 | 3 | 2 | 4 | 2 |
| Pricing | 1 | 1 | 2 | 3 | 4 | |
| Margin | 2 | 1 | 1 | 2 | 2 | 1 |
| M&A | 2 | 2 | 1 | 1 | 3 | |
| Product Launch | 1 | 1 | 2 | 2 | 1 | |
| Capex Investment | 2 | 2 | 1 | |||
| Cost Pressure | 1 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CHTR Charter Communications | 4 | -1.0% | |
| CMCSA Comcast | 6 | +5.3% | |
| T AT&T | 6 | +2.9% | |
| VZ Verizon Communications Inc. | 6 | +2.9% |