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What smart money is saying about Charter Communications, Inc.United States flag

CHTR · Communication Services · Telecommunications Services · Market cap $29.07B

2 funds in our archive have pitched Charter Communications, Inc. — most recently LRT Capital Management in June 2025.

Company profile

Charter Communications, Inc. operates as a broadband connectivity and cable operator company serving residential and commercial customers in the United States. The company offers subscription-based video services, including video on demand, high-definition television, digital video recorder, pay-per-view services. It provides Internet services, such as security suite that protects computers from viruses and spyware, and threats from malicious actors; in-home WiFi, which provides customers with high performance wireless routers to enhance their in-home wireless Internet experience; out-of-home WiFi; and Spectrum WiFi services, as well as video services. The company also offers voice communications services using voice over Internet protocol technology; and broadband communications solutions, such as Internet access, data networking, fiber connectivity, video entertainment, and business telephone services to cellular towers and office buildings for business and carrier organizations. In addition, it provides mobile services; offers video programming, static IP and business WiFi, email and security, and multi-line telephone services, as well as Web-based service management; sells local advertising across various platforms for networks, such as TBS, CNN, and ESPN; sells advertising inventory to local sports and news channels; and offers Audience App for optimizes linear inventory. Further, the company offers communications products and managed service solutions; data connectivity services to mobile and wireline carriers on a wholesale basis; and owns and operates regional sports and news networks. It serves approximately 32 million customers in 41 states. The company was founded in 1993 and is headquartered in Stamford, Connecticut.

Fund coverage · 2 theses

  • LRT Capital Management
    June 2025

    Charter Communications, Inc. is a leading U.S. connectivity company focused on high-speed broadband and mobile services, leveraging a robust network infrastructure and pursuing growth through service convergence and rural expansion.

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  • Sequoia Fund
    December 2024

    Charter Communications is a leading U.S. cable operator with over 30 million subscribers, facing challenges from fixed wireless but maintaining strong valuation and recovery potential.

    Read the full thesis

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