Charter Communications

Revenue has hovered in the mid‑50 billions for several years with modest growth, but broadband net adds have been choppy amid FWA competition and the ACP sunset. Mobile provides recurring service revenue growth and the rural build adds a multi‑year expansion vector.

Adjusted EBITDA margins are stable around 40 percent, yet FCF will remain sensitive to capex timing. Regulatory swings around Title II add some uncertainty. Overall, cash flows are resilient but less linear than classic tollbooth models.