Charter Communications (CHTR) is down as investors digest first-quarter 2026 results released today, with the key headline being a deeper internet customer decline than the market was positioned for. Charter reported total Internet customers down 120,000 in Q1, versus a smaller decline in the prior-year quarter, reinforcing concerns that aggressive promos from wireless and fiber competitors are extending the broadband downturn. (corporate.charter.com)

Revenue was $13.597 billion for the quarter ended March 31, 2026, down 1% year over year, with ongoing pressure from video and internet trends even as other categories (including mobile) help stabilize the mix. The internet customer loss is the focal point because it drives near-term confidence in pricing power, retention, and the company’s ability to reaccelerate growth without sacrificing margins. (corporate.charter.com)

Cable broadband demand is being squeezed by telecom operators and other rivals leaning into promotional pricing and bundles to win customers, raising the cost of retention and slowing gross adds across the industry. With the subscriber trend deteriorating sequentially, traders are treating the quarter as confirmation that competitive intensity remains elevated heading deeper into 2026. (streetinsider.com)

Attention now shifts to management’s commentary around customer acquisition strategy, pricing and bundling discipline, and the pace of network evolution spending, since capex and churn dynamics can quickly change the free-cash-flow outlook. Investors will also watch whether mobile line growth can continue scaling to partially offset broadband weakness and support longer-term convergence strategy. (stocktitan.net)