Charter Q2 2026: Broadband Bleed Deepens, Stock at Decade Low

Charter's Q2 2026 results: broadband losses accelerated to 172K (vs 116K last year), mobile adds 406K. EPS beat ($10.66 vs $10.00) but revenue miss ($13.5B vs $13.52B). Stock down ~12% premarket, at decade low. EBITDA pressure and ARPU decline signal structural issues. Market punishing revenue decline despite buyback-driven EPS beat. Cox deal closing mid-late August with $800M+ synergies.