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CHTR
CNBC
118 days

Why cable companies like Comcast and Charter are leaning into mobile service

1. Cable firms like CHTR focus on mobile to boost revenue and retention. 2. Charter's mobile customer base has grown significantly, exceeding 9 million by Q4 2024. 3. Cable's mobile strategy is vital as broadband customer losses rise. 4. Competition in mobile is intense, but cable pricing attracts customers. 5. Investors remain cautious despite mobile growth, affecting stock price sentiment.

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FAQ

Why Neutral?

While CHTR's mobile growth is strong, investor focus remains on broadband declines, mirroring past trends.

How important is it?

The shift towards mobile is crucial for CHTR's revenue stability amidst broadband challenges.

Why Short Term?

Immediate earnings reports may influence short-term stock reactions, but structural industry changes will take longer.

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