CHTR news sentiment

SPECTRUM AND OPTIMUM EXPAND STRATEGIC COLLABORATION TO ENHANCE LOCAL NEWS ACCESS AND ADVERTISING SOLUTIONS

Agreement Restores Spectrum News NY1 and News 12 in New York Market, Brings Spectrum News to Optimum TV Customers in Texas and North Carolina, and Expands Advertising Capabilities Through Spectrum Reach Key Takeaways The companies will restore reciprocal carriage of Spectrum News NY1 and Optimum's News 12 in the New York market in September, providing viewers with greater access to trusted hyperlocal news. Optimum TV customers in Texas and North Carolina will soon gain access to Spectrum News' award-winning local journalism, expanding local news and weather coverage for customers. Optimum and Spectrum Reach are expanding their advertising relationship, combining Optimum's longstanding local customer relationships with Spectrum Reach's scale and advanced advertising capabilities to deliver enhanced solutions for advertisers. STAMFORD, Conn., Aug. 12, 2026 /PRNewswire/ -- Spectrum and Optimum today announced a new strategic agreement that expands access to trusted local news for television customers while strengthening advertising capabilities across key markets. Together, the companies are building on their shared commitment to delivering greater value for customers, advertisers and the communities they serve.Spectrum The agreement restores Spectrum News NY1 to Optimum TV customers and News 12 to Spectrum TV customers across the New York metropolitan area in September, ensuring viewers have access to two of the region's most trusted local news brands. The agreement also will introduce Spectrum News to Optimum TV customers in Texas and North Carolina soon. Customers will gain access to Spectrum News' award-winning local news networks, providing around-the-clock local news, weather, breaking news and community coverage. "Together, we're expanding access to trusted local journalism while creating even greater value for our customers," said Mike Bair, Executive Vice President, Spectrum Networks. "Our local news teams are deeply connected to the communities they serve, and we're pleased to bring that reporting to even more viewers while restoring access to iconic local news brands across the New York market." "This agreement reflects our continued focus on delivering the content and experiences our customers value most," said Keith Bowen, President of News, Programming & Business Services, Optimum. "By expanding local news offerings and strengthening our advertising capabilities through this collaboration with Spectrum, we're enhancing the customer experience while positioning our business for continued growth. It's a great example of how two industry leaders can work together to better serve viewers, advertisers and the communities we both call home." Story Continues Expanding Local News for Customers Spectrum News and News 12 are two of the nation's leading local news brands, each delivering around-the-clock coverage of the stories, weather, politics and breaking news that matter most to the communities they serve. Through this agreement, in the New York metropolitan area, the companies will also restore reciprocal carriage of Spectrum News NY1 and News 12 in September, giving Optimum customers renewed access to NY1's trusted coverage of New York City while restoring News 12 – one of the nation's premier hyperlocal news networks—to Spectrum customers. Optimum TV customers in Texas and North Carolina will gain access to Spectrum News' award-winning local journalism soon, expanding the company's local news offering in those markets while extending the reach of Spectrum News to even more viewers. Together, the agreement expands access to trusted local journalism, ensuring more viewers have access to the reporting, weather and community coverage that matters most where they live. Strengthening Advertising Solutions As part of a separate agreement, Spectrum Reach will provide advertising sales representation for Optimum's West markets, which include approximately 30 Designated Market Areas (DMAs) across the central, southern and wester

AT&T Barely Moves With The Market It Belongs To

Photo by Mohamed_hassan on Pixabay Five years of data say the stock has largely gone its own way, and what that is worth to a portfolio has nothing to do with the past week. AT&T (T) stock has risen 4.8% over the last five trading days while the S&P 500 slipped 0.1%, and a name that climbs in a flat market is hard to leave alone. What decides its worth to you is not next week's move but how much of its return is its own story rather than the index you already own. A Correlation Of 0.18 Says The Index Is Not Doing The Work Over the past five years AT&T's correlation to the S&P 500 has been 0.18, where 1.0 would be lockstep. Most of the stock's direction has not come from the market, and the reason is what the company sells: monthly bills for postpaid phone lines, AT&T Fiber and fixed wireless home internet, increasingly sold as one bundle. At the end of the second quarter of 2026, 42.5% of its advanced home internet customers also held a postpaid wireless account. An investor already holding gold as a diversifier does not double up with AT&T either: the two correlate at 0.02. The cost side is just as self-directed. AT&T says it now has regulatory approval to discontinue legacy services in over 30% of its wire centers, effective by late 2026, and expects a couple hundred wire centers to have zero customers by the end of 2026. Powering down that legacy copper network removes cost on a schedule set by approvals already in hand, not one the economy sets. Steady cash generation of that kind is what the Trefis High Quality Portfolio is built on. Going Its Own Way Has Been The Bumpier Ride Independence is not smoothness. Over the same five years AT&T returned 9.0% annualized at a volatility of 24.6%, against the S&P 500's 13.1% at 17.2%: more movement for less return. Over the past year it moved against the index rather than merely apart from it. On days the S&P 500 rose, the stock tended to move the other way by roughly half the index's move, and on the market's down days it tended to rise. That one-year reading can turn, but it describes a holding cushioning bad market days and sitting out good ones. Convergence Is Winning Volume And Costing Fiber Pricing That return stream rests on volume. Advanced Connectivity service revenues grew 5.1% year over year in the second quarter of 2026 and that segment's EBITDA grew 8%, on more than a million net additions across fiber, fixed wireless and postpaid phones. Pricing is where the strain shows: Fiber ARPU fell 1.3% year over year, a decline management attributed primarily to the lower-ARPU footprint acquired from Lumen, and was roughly flat once those customers are excluded. Management expects convergence to keep pressure on it near term. Story Continues Hold It For The Return Stream The Index Cannot Hand You So the role it can play is clear: a return stream driven by subscriber counts and copper switch-offs rather than by the market's mood, worth owning precisely because an index fund cannot produce it. The caveat is how it swings, and the past year's inverted behavior can turn. What the options market implies about its swings over the next twelve months tests that better than a five-day run does, and the business number to track is Fiber ARPU as the converged base grows. A Diversifier Is Still A Single Telecom Bet One low-correlation holding spreads risk inside a portfolio; it does not build one. The Trefis High Quality Portfolio treats that as a system rather than as a single position. That portfolio has a track record of outpacing the three major indices - the S&P 500, S&P Mid-cap, and Russell 2000. View Comments

Tensions flare as $34-billion Charter-Cox cable deal nears finish line

Spectrum owner Charter Communications is nearing the finish line in its long-awaited $34.5-billion purchase of Cox Enterprises to form the nation's largest internet and cable television company. California's Public Utilities Commission is scheduled to vote next week to approve the merger that would bolster Southern California's dominant provider with more than 5 million customers. Securing the approval of California regulators — the deal's final hurdle — has been a slog as federal officials gave Charter their consent months ago. Customers of privately held Cox, the Atlanta-based company that serves Rancho Palos Verdes, Rolling Hills Estates, Las Vegas and large parts of Orange and San Diego counties, would be switched to Spectrum service. Charter is the industry leader, providing Spectrum internet, phone and cable TV packages for Los Angeles, Riverside, San Bernardino and Ventura counties. It's been more than a year since the companies unveiled their proposed union, and they hope to combine operations this month. But flaps have flared up in the last lap. Public interest groups have argued that the PUC's proposed settlement with Charter doesn't go far enough to ensure long-term affordable internet for low-income residents or accommodations for customers reeling from natural disasters such as last year's Eaton and Palisades fires. In addition, advocates have asked utilities commissioners to demand that Charter commit to fostering workplace diversity, equity and inclusion among its proposed 9,000-member workforce in California. Such programs have been under siege since President Trump returned to the White House. "State regulators like the CPUC have an important role to play — they have a voice and leverage if they choose to use it," said Jason Solomon, director of the National Institute for Workers' Rights, a Bay Area group that is lobbying for Charter to renew its commitment to a diverse workplace. "It's important that California stand up for its own laws, policies and values," Solomon said.A Spectrum truck in New York City. (Star Max/IPx) The five-member commission is set to vote on the Charter-Cox merger Thursday. The panel will consider two competing proposals; both would allow the merger to go through with various conditions. Charter years ago pledged to create a diverse workplace but scaled back its public statements amid Trump's vocal demands that companies dump DEI programs. Trump's Federal Communications Commission chairman, Brendan Carr, also has championed eliminating diversity programs, saying they are discriminatory. Story Continues The FCC in February approved Charter's proposed purchase of Cox's residential cable, commercial fiber, cloud and information technology businesses. To win Carr's approval, Charter agreed to "new safeguards to protect against DEI discrimination," according to the FCC. Charter is in a bind. It disavowed diversity efforts to win the FCC's blessing but now is facing calls in California to embrace such commitments. "In a state as diverse as California we should protect diversity in the workplace," said Jessica J. González, co-chief executive of advocacy group Free Press. "We have a responsibility to stand up to what's been going on in the federal government, and in the Trump administration, to force companies to roll back their policies." Read more:Cable giant Charter to buy Cox in a $34.5-billion deal, uniting providers that serve SoCal In its public filings, Charters said it would reach out to diverse suppliers and work with business groups, including the Women's Business Development Council, the California LGBTQ Chamber of Commerce, the African American Chamber, the California Hispanic Chamber and the Cal Asian Chamber. "This transaction will be good for consumers, community leaders, and businesses across California as it will provide them with lower prices, greater value, better service, and support from Spectrum's 100% U.S.-based employees," the Stamford, Conn. company said in a statemen

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The GCI Cable Modem Service from Liberty Broadband Corp. - stable Alaska access for Charter customer