External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Charter Communications  / Equity Bottom-Up

Key points (machine generated)<ul><li>Charter, a major US broadband provider, is experiencing declining net additions and revenues, affecting its stock performance.</li><li>Despite challenges, Charter is viewed as a strong investment opportunity with potential for 80% upside by 2028, aiming for $50 in free cash flow per share.</li><li>The investment thesis highlights Charter's focus on long-term customer satisfaction, successful mobile offerings, and innovative video products to reduce churn and drive financial growth.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Charter, a major US broadband provider, is experiencing declining net additions and revenues, affecting its stock performance.Despite challenges, Charter is viewed as a strong investment opportunity with potential for 80% upside by 2028, aiming for $50 in free cash flow per share.The investment thesis highlights Charter's focus on long-term customer satisfaction, successful mobile offerings, and innovative video products to reduce churn and drive financial growth.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Charter Communications Inc (CHTR) - Tuesday, Jul 29, 2025

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Charter Communications' Q2 2025 results reflect a nuanced performance across various segments of its operations.</li><li>The company reported mixed results in customer additions, revenue, and service enhancements amid a competitive landscape.</li><li>Positive aspects include Charter Communications' continued growth in its mobile segment, with 500,000 Spectrum Mobile lines added during the quarter.</li></ul>

Charter Communications' Q2 2025 results reflect a nuanced performance across various segments of its operations.The company reported mixed results in customer additions, revenue, and service enhancements amid a competitive landscape.Positive aspects include Charter Communications' continued growth in its mobile segment, with 500,000 Spectrum Mobile lines added during the quarter.

Charter Communications: An Insight into its Video Product & Bundling Strategy & Key Growth Levers!

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/walmart-inc" target="_blank" data-smartkarma-citation="entities:11134:1" rel="noopener">Walmart (WMT US)</a> is now eligible for Nasdaq100 following its listing change from NYSE to Nasdaq on 9 December 2025, marking the largest exchange transfer in history.</li>
<li>The listing transfer was completed after the December 2025 annual review cut-off, so Nasdaq100 inclusion is anticipated by December 2026.</li>
<li>Forecasted passive fund demand upon inclusion is ~600m shares, $70bn and 25 ADV.</li>
</ul>



Walmart (WMT US) is now eligible for Nasdaq100 following its listing change from NYSE to Nasdaq on 9 December 2025, marking the largest exchange transfer in history.
The listing transfer was completed after the December 2025 annual review cut-off, so Nasdaq100 inclusion is anticipated by December 2026.
Forecasted passive fund demand upon inclusion is ~600m shares, $70bn and 25 ADV.


Walmart (WMT US): Unwrapping Nasdaq100 Inclusion Following Listing Transfer

<ul><li>Charter Communications' first-quarter 2025 performance indicates a balanced mix of positives and challenges.</li><li>From a growth perspective, the company continued to assert its position as a leader in the mobile sector, adding over 500,000 Spectrum Mobile lines during the quarter.</li><li>This growth translates to more than 2.1 million lines added over the past year, reflecting a line growth exceeding 25%.</li></ul>

Charter Communications' first-quarter 2025 performance indicates a balanced mix of positives and challenges.From a growth perspective, the company continued to assert its position as a leader in the mobile sector, adding over 500,000 Spectrum Mobile lines during the quarter.This growth translates to more than 2.1 million lines added over the past year, reflecting a line growth exceeding 25%.

Charter Communications: An Enhanced Video & Broadband Offerings & Other Major Drivers

<ul><li>In 2024, Charter faced hurdles such as the conclusion of the Affordable Connectivity Program (ACP), which led to a loss of subscribers but managed to retain 90% of the former ACP users.</li><li>The year also witnessed impacts from natural disasters like Hurricanes Helene and Milton, which temporarily inflated disconnects and increased operational costs.</li><li>Despite these challenges, the company reported a revenue growth of 1%, and its EBITDA grew by 3.1%, much attributed to the vigorous expansion in their Spectrum Mobile services and cost-efficiency initiatives.</li></ul>

In 2024, Charter faced hurdles such as the conclusion of the Affordable Connectivity Program (ACP), which led to a loss of subscribers but managed to retain 90% of the former ACP users.The year also witnessed impacts from natural disasters like Hurricanes Helene and Milton, which temporarily inflated disconnects and increased operational costs.Despite these challenges, the company reported a revenue growth of 1%, and its EBITDA grew by 3.1%, much attributed to the vigorous expansion in their Spectrum Mobile services and cost-efficiency initiatives.

Charter Communications Inc.: Mobile & Wireless Convergence To Up Their Game!

United States

Charter Communications, Inc. operates as a cable telecommunications company. The Company offers cable broadcasting, internet, voice, and mass media services. Charter Communications serves customers in the United States.

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Charter Communications (CHTR US)

Charter Communications Inc (CHTR) - Tuesday, Jul 29, 2025

Charter, facing declining broadband growth, is seen as a strong investment with potential 80% upside by 2028, driven by customer satisfaction,...

Value Investors Club (VIC)

Charter Communications: An Insight into its Video Product & Bundling Strategy & Key Growth Levers!

Charter Communications' Q2 2025 results reflect a nuanced performance across various segments of its operations. The company reported mixed...

Baptista Research

Walmart (WMT US): Unwrapping Nasdaq100 Inclusion Following Listing Transfer

Walmart’s move from NYSE to Nasdaq positions it as the largest forecasted inclusion in Nasdaq100 for the December 2026 review, attracting...

Dimitris Ioannidis

Charter Communications: An Enhanced Video & Broadband Offerings & Other Major Drivers

Charter Communications' first-quarter 2025 performance indicates a balanced mix of positives and challenges. From a growth perspective, the...

Baptista Research

Charter Communications Inc.: Mobile & Wireless Convergence To Up Their Game!

In 2024, Charter faced hurdles such as the conclusion of the Affordable Connectivity Program (ACP), which led to a loss of subscribers but managed...

Baptista Research

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