Charter Communications

CHTR

Market cap $25.9B

Shares of Teradyne advanced sharply as investors cheered the company's robust earnings and outlook for Teradyne's artificial intelligence compute testing business. Shares of Henry Schein declined as promotional activity to attract new customers in its online channel pressured margins. We exited our position in Centene and reallocated proceeds to other positions that we believed offered more attractive risk/reward opportunities.

Charter Communications remains a 'Strong Buy' despite recent underperformance, trading at just 6x free cash flow and extreme negative sentiment. Broadband subscriber losses and competitive pressures persist, but video declines are moderating, and mobile growth continues to drive incremental cash flow. CHTR's capital allocation prioritizes aggressive buybacks over debt reduction, with leverage stable and capex set to decline, supporting future free cash flow.

Charter Adopts GitLab Duo with Q Developer to Accelerate Innovation for Spectrum Customers STAMFORD, Conn. and NEW YORK , Nov. 18, 2025 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) today announced a strategic agreement with Amazon Web Services (AWS) that establishes AWS as one of Charter's strategic GenAI providers.

Enjoy Thanks'GIG'ing Nov. 24 – Dec. 1 and Stream More, Shop Black Friday and Cyber Monday Faster and Stay Gig-Speed Connected – All Week Long – On Us Key Takeaways: 'Tis the season to be thankful and Spectrum says "thank you" to current Internet customers with a free week-long lift to 1 Gig from November 24 to December 1. "Gig Week" speed increase is perfect for even faster holiday streaming, video calls, gaming, and Black Friday/Cyber Monday shopping.

Alibaba Group was a contributor during the quarter. The stock price rose significantly following earnings that reflected rapid Chinese AI growth. Alphabet was a contributor during the quarter. The stock price appreciated following a favorable ruling in the Google Search antitrust case and Q2 earnings that exceeded expectations across the board. Charter Communications was a detractor during the quarter. The broadband leader's stock price declined after it reported weak second-quarter earnings.

The most oversold stocks in the communication services sector presents an opportunity to buy into undervalued companies.

Alibaba Group's stock price rose significantly following earnings that reflected rapid Chinese AI growth. Alphabet's stock price appreciated following a favorable ruling in the Google Search antitrust case and second-quarter earnings that exceeded expectations across the board. Charter Communications was a detractor during the quarter. Its stock price declined after it reported weak second-quarter earnings.

Charter Communications Inc (NASDAQ:CHTR) reported downbeat fiscal third-quarter 2025 results on Friday.

Citigroup's stock price appreciated after it delivered solid second-quarter earnings amidst a volatile macro environment. Warner Bros Discovery's stock price surged by 29% in a single trading session in September – its best day on record – amid reports that it is an acquisition target for Paramount-Skydance. Charter Communications' stock price declined after it reported weak second-quarter earnings.

Oakmark Global Strategy portfolio's return was 4.70% (net) for the reporting period vs. MSCI World Index that returned 7.27% for the same period. Kering (PPRUF), Alibaba Group (BABA) and Alphabet Cl A (GOOG) were the contributors. Charter Communications Cl A (CHTR), Centene (CNC) and Keurig Dr Pepper (KDP) were the detractors.