Charter Communications, Inc.

CHTRintermediary

Charter Communications operates as the second-largest cable operator in the US under the Spectrum brand, offering broadband, video, mobile, and enterprise networking services across 41 states.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($55.6B)

Static data (loading live financials…)

Internet (43%)

Video (27%)

Mobile (10%)

Voice & Enterprise (14%)

Advertising & Other (6%)

Segment Breakdown & Key Customers

Product Details

Spectrum Internet45%

Residential and SMB broadband internet up to 1 Gbps

Spectrum TV30%

Cable television packages and Spectrum TV streaming app

Spectrum Mobile12%

MVNO wireless service on Verizon's network

Spectrum Enterprise13%

Fiber-based networking and managed services for enterprises

Supply Chain Relationships

Competitors

Comcast Corporation

Broadband and cable TV

Impact: High — primary cable competitor

Partners

Verizon Communications Inc.

MVNO wireless agreement

Impact: Medium — mobile service network provider

The Walt Disney Company

Content distribution agreements

Impact: Medium — programming supplier

Macro & Market Context

커뮤니케이션 서비스Sector News

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Upcoming Catalysts

◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정

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Company Info

Headquarters

Stamford, Connecticut, USA

Founded

1993

Employees

101,000+

Website

charter.com

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