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Customer Relationships
Measures the strength and depth of customer connections, indicating potential for customer loyalty, retention, and future revenue growth.Charter’s residential relationships have been drifting down since 2024 while SMB counts remain largely stable, signaling that consumer broadband is the pressure point and small-business demand is more resilient. Management’s big mobile momentum and rural passings provide a real offset — higher mobile bundling materially cuts churn — but fixed‑wireless competition, softer gross adds and modest ARPU pressure mean subscriber trends still threaten near‑term revenue. The Cox acquisition and CapEx cuts improve FCF prospects, yet value realization depends on converting mobile/rural gains into sustained broadband penetration.
Date | Residential | SMB |
|---|---|---|
Jun 30, 2026 | 29.28K | 2.22K |
Mar 31, 2026 | 29.45K | 2.23K |
Dec 31, 2025 | 29.61K | 2.24K |
Sep 30, 2025 | 29.73K | 2.24K |
Jun 30, 2025 | 29.82K | 2.24K |
Mar 31, 2025 | 29.91K | 2.25K |
Dec 31, 2024 | 29.26K | 2.21K |
Sep 30, 2024 | 29.46K | 2.22K |
Jun 30, 2024 | 29.61K | 2.22K |
Mar 31, 2024 | 29.80K | 2.22K |