CHTR

Fiber infrastructure supporting long-term growth

Company investing in broadband network expansion to capture high-margin revenue

Management stability around capital strategy

CFO appointment shows stability in financial strategy execution

Recurring broadband revenue provides base

Fiber buildout creates predictable recurring revenue stream

Shift away from defensive plays pressuring stock

Rotation away from telecom/cable services affecting valuations

Video and voice revenue secular decline

Traditional cable TV and voice services declining as cord-cutting accelerates

Valuation uncertain amid structural change

Market uncertain about fiber upside offsetting legacy business decline