-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將CHTR未來12個月的目標股價下調5美元至160美元，並採用5.3倍的EV/EBITDA倍數對2026年的業績進行估值。我們將2026年的每股盈餘預期下調1.96美元至41.25美元，並將2027年的每股盈餘預期上調1.00美元至50.19美元。 CHTR報告稱，其住宅業務收入下降，主要原因是視訊收入減少以及串流應用成本分攤增加。即使剔除這些分攤成本，住宅業務部門的表現依然疲軟，每客戶關係收入幾乎持平，顯示其核心業務領域持續面臨壓力。該公司第一季網路用戶淨減少12萬，反映出來自固定無線營運商的競爭加劇、行動網路替代率上升以及光纖覆蓋範圍擴大。這一趨勢表明，CHTR的網路使用者基礎正在萎縮。視訊用戶流失的趨勢依然持續，儘管下降速度較前期有所放緩。然而，整體趨勢依然是負面的，而影片訂閱用戶數量持續下降。
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