Charter Thinks It Has a Silver Bullet to End Its Miserable Run. The Stock's Falling.

Impact · against what's priced in

The news is a non-event for CHTR as both the subscriber losses and the cost-cutting initiatives are already baked into the current bearish valuation. The market continues to treat the business as a declining utility, and these updates do not shift the fundamental crux of whether the company can reverse its revenue trend.

CHTR+0.00

Already priced in

The price assumes

Ongoing broadband subscriber attrition and falling residential video revenue

The report of further Spectrum Internet subscriber losses confirms the attrition the market already assumes, offering no new downward pressure beyond current expectations.

What CHTR's price assumes · Sep 22

• CHTR
• broadband
• cable
• cost cutting
• subscriber loss
• telecom

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