Everything tagged "broadband" across the TickerSpark archives.
Charter is a Hold as mobile growth, lower capex, and the planned Cox deal help offset broadband subscriber losses and heavy leverage. The stock looks cheap on earnings, but the balance sheet and customer declines keep the risk/reward balanced.
Charter's Cox deal adds strategic scale, but it does not fix the immediate problem: the legacy Spectrum broadband base is shrinking faster. The 3.76 P/E looks cheap because the operating trend, debt load, and capital demands deserve a discount.
Comcast is showing early signs of stabilization in broadband and wireless, but heavy debt and pricing pressure keep the stock in Hold territory. The report sees a fair value of $34 as cash flow and scale offset competitive and margin risks.
T-Mobile US combines defensive telecom cash generation with real growth, led by postpaid share gains, broadband additions, and rising free cash flow. Leverage is the main risk, but the stock still screens attractively versus its consensus target.
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