U.S. cable and connectivity provider
Charter Communications, Inc.
Charter Communications sells internet, mobile, pay-TV, business connectivity and advertising under the Spectrum brand. Connectivity led by internet service is its main revenue engine, while programming rights, wholesale mobile-network access and network expansion are major uses of cash.
Business categories Connectivity Operators · Communications & Media · primary
CHTR Updated Sep 24, 2026 3 AI consumers· 3 recurring
Per the valuechain.wiki graph, Charter Communications, Inc. is directly linked to 4 companies (3 supply, 0 revenue, 1 investment relationships) and reaches 5 companies within two hops; the links are backed by 10 dated sources, 4 of them primary filings (as of 2026-09-24).
Financials & Segments
- Total revenue · FY2025 total revenue of $54.774 billion
- Segments · Residential · Commercial · Advertising sales · Other
Revenue from
- Federal Communications Commission High confidence· Amount $114M · FY2025 · FCC RDOF subsidy revenue recognized in FY2025
The FCC supports Charter's rural broadband construction and operations over ten years through RDOF. Charter recognized $114 million of this support as other revenue in FY2025.Confirms EN Federal Communications Commission Published Dec 7, 2020: Successful Rural Digital Opportunity Fund Auction to Expand Broadband to Over 10 Million Rural Americans - PubMatic, Inc. High confidence
Spectrum Reach uses PubMatic's CTV marketplace as a buying channel that brings advertiser demand to Charter's inventory. No counterparty-specific transaction value was disclosed.Confirms EN Charter Communications Published Apr 9, 2025: PubMatic and Spectrum Reach Partner to Enhance Demand, Efficiency and Curation Across CTV Marketplace
Pays to
- Verizon High confidence
Charter buys wholesale access to Verizon's wireless network to provide nationwide 4G and 5G coverage for Spectrum Mobile. Both companies' 10-K filings confirm the relationship, but neither discloses the counterparty-specific payment amount. - The Walt Disney Company Medium confidence· Amount $2.2B (est.) · 2019 carriage agreement annual average · Estimated average annual Disney carriage consideration paid by Spectrum, reported by AP citing S&P Global
Charter pays carriage consideration to offer Disney networks and streaming services through Spectrum pay TV. AP, citing an S&P Global estimate, put the average annual value of the 2019 carriage agreement at $2.2 billion.Confirms KO Korea Creative Content Agency Published Aug 12, 2024: KOCCA Broadcasting Trends Vol.39: The Path Forward for Korea's Pay-TV Market in an Era of Unlimited CompetitionConfirms EN Associated Press Published Sep 1, 2023: Ahead of big sports weekend, dispute with Disney leaves millions of cable subscribers in the dark - Warner Bros. Discovery, Inc. Medium confidence
Charter is a long-term distributor that bundles WBD's linear networks and the ad-supported Max and Discovery+ services into Spectrum packages, and the financial terms were not disclosed.Confirms EN Warner Bros. Discovery Published Sep 12, 2024: Warner Bros. Discovery and Charter Communications Announce Early Renewal Agreement
Investors
- Comcast Corporation High confidence
Charter Communications operates the Xumo streaming-platform joint venture with Comcast, and the venture, whose branding was finalized in 2022, is identified as a consolidated joint venture in Comcast's FY2025 10-K.Confirms EN Comcast Corporation Published Nov 2, 2022: Comcast and Charter Announce Xumo as the Brand Name for Their Streaming Platform Joint Venture
Investments
- Cox Communications, Inc. High confidence· Contract value $4B · pending Cox Transactions announced 2025-05-16 · Cash consideration Charter was obligated to fund for the Cox Transactions
Charter agreed to combine with Cox Communications, including its commercial fiber, managed IT and cloud operations and residential cable assets. The transaction remained conditional at year-end 2025, with Charter obligated to fund $4.0 billion of cash consideration.Confirms EN S&P Global Market Intelligence Published May 16, 2025: Charter, Cox to merge mobile, business strategies in largest US cable company - Xumo Services, LLC High confidence· Market share 50 percent · FY2025 year-end · Charter's equity interest in the Xumo Services joint venture
Charter operates next-generation streaming platform Xumo Services as a 50/50 joint venture with Comcast. Charter reported $503 million of total equity-method investments at year-end 2025 but did not disclose Xumo's standalone carrying value.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Charter Communications, Inc. | node | -1.4 | -48 | +14.6 | -11.8 | -39.1 | -27.2 |
| The Walt Disney Company | benef1 | -14.5 | -43.9 | +4.3 | +24.4 | +3.3 | -6.7 |
| Amazon | benef2 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +12 |
| Comcast Corporation | benef2 | -2.2 | -28.7 | +29.1 | -11.8 | -17.3 | -22.3 |
YTD as of 2026-09-04 · source: Yahoo Finance
Charter Communications, Inc. operates across U.S. cable and connectivity provider. It remained weak at -39.1% in 2025 and -27.2% in 2026. The supply side (avg +11.3%) leads the stock (-27.2%), with spending rippling down to suppliers first. Among connected nodes the furthest ahead is Verizon (+29.3%) and the furthest behind is The Walt Disney Company (-6.7%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Connectivity led by internet service is its main revenue engine, while programming rights, wholesale mobile-network access and network expansion are major uses of cash.
Analysis generated from returns as of 2026-09-04← All companiesMarkdown · JSON · Customers · Suppliers · Ripple