Charter Communications

Management prioritizes high‑return network investments and disciplined repurchases. 2025 capex is guided around 11.5 billion dollars (line extensions and network evolution), which builds moat and future cash generation rather than chasing short‑term optics. Buybacks resumed more forcefully in 2025 as cash generation improved.

Stock‑based compensation is modest at roughly 1 to 2 percent of revenue. Rural capital is supported by subsidies and early penetration metrics are encouraging. Acquisition appetite has been restrained historically.