SUPERNEWS - NASDAQ:CHTR (Charter Communications, Inc.) Stock Price, News, Quote, History

SUPERNEWS

Equities

Top Stories

Charter Loses 72K Net Subs, Gains in Mobile Amid Challenges

Chase Launches Innovative Targeted Ad Program Using Customer Spending Data

Chase introduces targeted ad program using customer spending data to offer relevant deals, enhancing consumer experience and advertiser ROI.

4/3, 08:32 EDT

Warner Bros. Discovery Board Members Resign Over Antitrust Concerns

Two Warner Bros. Discovery board members resign over antitrust concerns amid streaming and sports venture developments.

4/1, 19:23 EDT

Cable Giants' Feud Threatens Disney Dividends

## Key Takeaway ```Disney faces significant financial risk in its cable dispute with Charter, which could impact $4 billion in yearly free cash flow and dividends; Charter's stance on costly cable may lead to more flexible bundles.``` ## Cable Standoff Between Disney and Charter Charter Communications, the No. 2 cable distributor in the US, is engaged in a standoff with Walt Disney over carriage fees. - The dispute has led to Charter’s Spectrum cable service customers being without Disney channels, including ESPN, since September. - This has resulted in missed sports events such as tennis’ U.S. Open and college football games for Charter’s subscribers. ## Impact on Revenue and Free Cash Flow - Oppenheimer estimates that this dispute could cost Disney $4 billion in yearly free cash flow, including advertising revenue. - This could potentially derail meaningful dividends from Disney by the end of this year if not resolved. - On the other hand, while Charter will lose subscription and advertising revenue due to the standoff, it will also see a reduction in content costs. ## Long-Term Implications for TV Industry - J.P. Morgan estimates that only 10% of ESPN fans will switch to competing broadband services like Verizon Fios if they are unable to access ESPN through their current cable provider. - Other TV networks could benefit from lower prices and stemming subscriber losses if ESPN drops out of more bundles due to the ongoing dispute between Disney and Charter. ## STREET VIEWS - J.P. Morgan (Neutral): > "Near term, other TV networks could see a benefit from the Disney scrap if ESPN drops out of more bundles, lowering prices and stemming subscriber losses." - BofA Securities (Pessimistic): > "BofA Securities compares the state of TV to the music industry when CDs were replaced by downloads, and then streaming. Industry revenue peaked in 1999 and then plunged 40%, not returning to growth until 2014."

1/9, 21:17 EST

Chase Media Solutions Revolutionizes Advertising with Targeted Approach

JPMorgan leverages $2.4tn in deposits and 80 million customers for targeted advertising, marking a shift to datadriven marketing.

4/4, 07:15 EDT

Charter Loses 72K Net Subs, Gains in Mobile Amid Challenges

4/26, 15:04 EDT

Chase Launches Innovative Targeted Ad Program Using Customer Spending Data

4/3, 08:32 EDT

Warner Bros. Discovery Board Members Resign Over Antitrust Concerns

4/1, 19:23 EDT

CHTR News

AT&T Eyes 21% Growth, Analysts Optimistic Despite Leak

5/16, 07:15 EDT

Visa Introduces New Data Sharing Technology for Enhanced E-commerce Experiences

5/15, 17:46 EDT

Data Breach Impacts Celsius Network and Other Firms in Bankruptcy Proceedings

5/14, 22:16 EDT

FalconX Pays $1.8M to CFTC, Loses 50% Customers Post-KYC

5/13, 16:18 EDT

Stocks Wobble, Novavax Soars 122%, Bitcoin Drops Amid Inflation Woes

5/10, 12:53 EDT

PG&E Eyes KKR Deal to Cut Rates, Faces Regulatory Hurdle

4/30, 17:24 EDT

Cleveland-Cliffs Supports Ancora in Norfolk CEO Change Push

4/28, 17:24 EDT

Charter Loses 72K Net Subs, Gains in Mobile Amid Challenges

4/26, 15:04 EDT

Aluminum Soars, Cyber Stocks Dip Amid Market Shifts

4/15, 18:19 EDT

Nvidia Target $1,100 on AI Boom, Boeing Cut to $190 Amid Risks

4/11, 05:58 EDT

Pic ‘N’ Save CEO Plans Revival of 143 SoCal 99 Cents Stores

4/8, 17:13 EDT

Chase Media Solutions Revolutionizes Advertising with Targeted Approach

4/4, 07:15 EDT

Chase Launches Innovative Targeted Ad Program Using Customer Spending Data

4/3, 08:32 EDT

Veeva Systems CFO Departure Triggers 7% Stock Drop Despite 17% Year-Over-Year Gain

4/2, 11:41 EDT

Warner Bros. Discovery Board Members Resign Over Antitrust Concerns

4/1, 19:23 EDT

US Intelligence Alleges IP Transfer to China by WuXi AppTec, Prompting Legislative Action

3/28, 06:58 EDT

FTX Bankruptcy Leaves Customers with $19.72 Billion in Liabilities, Sam Bankman-Fried Faces Potential 20-40 Year Sentence

3/28, 06:21 EDT

Gap's Surge Leads Market, Accenture Faces Setback

3/21, 19:46 EDT

Amazon's Geographic Targeting Flaw Leads to Seller Losses and Customer Confusion

3/14, 07:08 EDT

Nvidia's Top Customer Soars 1044%, Mirroring Tech Giant

3/7, 22:05 EST

Shoprite Holdings Faces Supply Chain Challenges Amid Low Local Investment

3/5, 10:56 EST

Healthcare Sector Vulnerable to Cyber Threats as Change Healthcare Faces Ransomware Attack

2/29, 10:45 EST

Rent the Runway Appoints Natalie McGrath as CMO to Drive Growth and Market Share Amid Post-Pandemic Challenges

2/28, 06:23 EST

Goldman Boosts Nvidia, JPMorgan Cautious on Mattel

2/6, 10:32 EST

Microsoft, Alphabet Earnings Surge on Cloud, AI Demand

1/27, 19:51 EST

Chewy's Stock Tumbles on Block Sale Bombshell

1/10, 19:47 EST

Cable Giants' Feud Threatens Disney Dividends

1/9, 21:17 EST

Charter Communications: 84% Upside, MoffettNathanson's Bet

1/9, 21:13 EST

Wall Street Views

Independent Advisor Alliance

Chris Zaccarelli, 5/10/24

Neutral on

AKAM

CHTR

MRNA

“If spending slows down and inflation increases, we'll get the opposite of the Goldilocks scenario that many were hoping for, and the Fed will be in an especially difficult position of choosing between accommodating a slowing economy and fighting increasing inflation expectations.”

LPL Financial

Jeffrey Roach, 5/10/24

Bearish on

AKAM

CHTR

MRNA

“Sees rising risks of stagflation, a concern that could unsettle markets.”