Street View: Competition remains short-term risk for Charter Communications
Charter Communications CHTR.O on Friday topped Wall Street estimate for first-quarter revenue and added more subscribers than expected for mobile services, thanks to strong demand for its bundled plans
GROWTH UNDER PRESSURE
Oppenheimer ("perform") says macro backdrop and competitive-related customer churn is the biggest short-term risk for the company
Morgan Stanley ("equal-weight", PT: $415) sees Charter's offerings — Spectrum One and Life Unlimited — drive further revenue growth in its key connectivity revenue streams
J.P.Morgan says despite persisting competition and slower market growth, it expects Charter’s pricing/packaging to buoy the company’s operating momentum
RBC Capital Markets ("sector perform", PT: $395) expects CHTR's efforts towards subscriber growth to pressure average revenue per user over the course of 2025
Morningstar (fair value: $490) says "we don't expect Charter to return to net broadband customer growth this year, with competitors' fixed-wireless offerings continuing to gain market share
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