Competitors

Competitors describe Charter Communications, Inc.'s market in their own filings and calls. These verified passages and visual pages show where their strategies meet, using source documents preserved in Sources.

Comcast Corporation (CMCSA)

Charter's structural mirror image: the other large US cable operator running the same broadband-video-plus-MVNO model. The two do not overlap geographically and even partner (Xumo, joint MVNO procurement, seamless Wi-Fi), yet Comcast sizes the same converged-connectivity opportunity, reports the mobile and broadband trends Charter benchmarks against, and describes the identical fiber-and-FWA threat map.

Comcast reports its best-ever wireless quarter (378,000 lines, Xfinity Mobile at ~14% of its broadband base) and discloses a new T-Mobile MVNO for business customers struck jointly with Charter — a reminder that the two non-overlapping cable operators pool scale to procure mobile capacity while running the same broadband-plus-MVNO convergence model.

Michael J. Cavanagh, CEO: Momentum is building in wireless as well. Our free line offer and solid uptake in our new premium unlimited plans helped drive our best quarter ever with 378,000 new lines added, bringing Xfinity Mobile to 14% penetration of our residential broadband base and still leaving us with plenty of room to run. […] Just last week, we announced a new MVNO agreement with T-Mobile in partnership with Charter. This new agreement pairs our industry-leading broadband and WiFi with T-Mobile's 5G network to expand our mobile product offer to business customers as a fully integrated solution. We are pleased to work with T-Mobile in this initiative and continue to value our strong partnership with Verizon.

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Comcast frames wireless as the engine of its convergence strategy — roughly 1.5 million net lines added in 2025 to over 9 million total at ~15% penetration of its broadband base — and confirms it modernized the shared Verizon MVNO benefiting Comcast, Charter and Verizon, the same capital-light mobile economics Charter's Spectrum Mobile relies on.

Michael J. Cavanagh, Co-CEO: Turning to wireless, I am pleased to share that we have modernized our MVNO partnership with Verizon, supporting continued profitable growth for Comcast Corporation, Charter, and Verizon. With these enhancements, we have an even stronger relationship with Verizon to enable our customers to have a world-class experience. With the addition of T-Mobile as a network partner for our business customers later in the year, we continue to have a capital-efficient mobile platform with a cost structure that supports a durable and growing convergence value proposition for our customers. Wireless continues to be a powerful driver of that convergence strategy, and 2025 was our strongest year yet. We added approximately 1,500,000 net lines, ending the year with over 9,000,000 total lines and roughly 15% penetration of our residential broadband base. That performance reinforces wireless as a key growth engine for the company while also strengthening customer relationships and lifetime value across our connectivity portfolio.

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Comcast's CFO lays out the cable industry's shared view of the competitive map that Charter also faces: fiber overbuild toward 'two wires' across most territory plus a permanent but value-conscious, 'niche' role for fixed wireless — while committing to 1.2 million new homes passed a year and DOCSIS 4.0 network upgrades.

Jason S. Armstrong, CFO: we are building out 1.2 million homes per year. We've done that. We're on pace to do that this year, did this last year. If you really step back, this is a validation of how we see ultimately the market for broadband, right? And we're in a competitive period right now. Not sure we expect that to change. Fiber will continue to be built out against us. Fixed wireless is going to continue to have sort of a niche it carves out in the valueconscious world. When we build new homes, though, it is against a framework that the competition of the future will involve two wires coming into the vast majority of the territory that we serve in addition to fixed wireless having carved out a more permanent niche in the market. Despite that, we feel very comfortable competing in that sort of environment.

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T-Mobile US (TMUS)

The most aggressive attacker of the cable broadband franchise: T-Mobile's 5G Home Internet and new fiber JVs are framed explicitly as share taken from incumbents like Charter, and its 10-K names Charter as both a wireless and broadband competitor. Spectrum Mobile also competes with T-Mobile for the same wireless subscriber.

Asked about 'the cable story,' T-Mobile's CEO says cable is not a business it wants to own and frames the strategy as attacking incumbents through fiber and fixed wireless — the posture behind the 5G home-internet push that takes share from cable broadband operators such as Charter.

Srinivasan Gopalan, President and CEO: Kannan, it just struck me that your reference to large deals potentially was you asking the question I get asked quite often, which is the cable story. As I've said before, we're not going to go do scale for scale's sake. Specifically, cable is not something we're interested in. We see our strength as attacking incumbents rather than becoming an incumbent. We see a huge opportunity to attack incumbents across fiber and fixed wireless access. That will be our key play.

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T-Mobile's FY2025 10-K Competition section names Charter Communications among its wireless competitors and lists Cable and Fiber broadband providers as competitors to its own fixed-wireless and fiber broadband — putting Charter on both the mobile and broadband sides of T-Mobile's competitive map.

The telecommunications industry remains competitive. We are the second largest provider of wireless communications services in the U.S. as measured by our total postpaid and prepaid customers. Our wireless communications services competitors include other carriers, such as AT&T Inc. (“AT&T”) and Verizon Communications, Inc. (“Verizon”). In addition, our wireless communications services competitors include numerous smaller and regional providers, including Charter Communications, Inc., Comcast Corporation EchoStar Corporation (“EchoStar”), Cox Communications, Inc., and Altice USA, Inc., many of which offer no-contract, postpaid and prepaid service plans. Competitors also include providers who offer similar communication services, such as voice, messaging and data services, using alternative technologies. In addition to our wireless communications services, our broadband services compete against other broadband providers, including Cable, DSL and other Fiber broadband providers, other fixed wireless solutions, including AT&T and Verizon’s fixed wireless products, and satellite internet providers. Competitive factors within the telecommunications industry include promotions, pricing, market saturation, service and product offerings, customer experience, network investment and quality, development and deployment of technologies and changes in the regulatory environment that may affect market entry, pricing practices and network investment. Some of our competitors have shown a willingness to use discounted pricing or offer bundled services as a potential source of differentiation.

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T-Mobile's 10-K risk factors name Charter directly as a cable MVNO wireless competitor and identify traditional cable providers as broadband rivals it is targeting with fixed wireless plus new fiber joint ventures — the two-front collision with Charter's Spectrum Mobile and Spectrum Internet.

We expect to continue to see intense competition in all market segments from traditional Mobile Network Operators (“MNOs”), such as AT&T and Verizon, who have each invested heavily in spectrum, their wireless networks, and services and device promotions. Numerous other regional MNOs and MVNOs offering wireless services may also compete with us in some markets, including cable providers, such as Comcast, Charter, Cox, and Altice, as they continue to diversify their offerings to include wireless services offered under MVNO agreements. As new products and services emerge, we may also face competition from non-traditional competitors outside the wireless communications services industry, including satellite providers offering connectivity services using alternative technologies.

In the market for broadband services, traditional cable providers, AT&T, Verizon, and other players such as satellite and fiber providers, all compete for customers. To complement our fixed wireless service, we have entered into joint venture agreements aimed at establishing a robust fiber wireline network in certain geographic regions that we believe will complement our fixed wireless services in those areas.

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Verizon Communications (VZ)

A coopetitor on two fronts: Charter's Spectrum Mobile is an MVNO on Verizon's wireless network (agreement just renewed), while Verizon's Fios fiber and fixed-wireless broadband — enlarged by the Frontier acquisition — compete head-on with Spectrum Internet for home-broadband subscribers and push the same convergence bundle.

Verizon's CEO confirms a completed long-term wholesale renewal with Comcast and Charter — the network Charter's Spectrum Mobile rides on — calling it 'accretive' and framing it as keeping the cable operators' mobile customers 'on the best network,' underscoring both the coopetition and Verizon's wholesale leverage over Spectrum Mobile.

Daniel Schulman, Chief Executive Officer: I'm also very pleased to announce that we have completed a comprehensive long-term agreement with Comcast and Charter to continue our partnership. We obviously can't reveal any of the details, but each of us agrees the partnership is on very solid footing financially, operationally, and strategically. It is an accretive deal that ensures their customers remain on the best network.

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Verizon positions fiber as a 'key differentiator against competitors who don't have it' — a reference to cable operators like Charter running HFC/coax plant — while claiming continued broadband share gains and a 55% wireless-to-broadband attach rate anchoring the convergence bundle it sells against Spectrum's internet-plus-mobile offer.

Daniel Schulman, Chief Executive Officer: In Q1, we continue to take broadband share. We have absolutely no intention to slow down; in fact, quite the opposite. We have a huge cross-sell opportunity. Only 20% of our base has broadband. […] There's no question we think that fiber is a key differentiator against competitors who don't have it. And I'd also point out that our attachment rate of wireless when a customer has broadband is, I think, best in the industry at 55% right now.

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Verizon's FY2025 10-K names Charter Communications as a wholesale reseller riding Verizon's wireless network, then lists cable companies among the head-to-head competitors for its fiber and fixed-wireless broadband — capturing both sides of the coopetition in Verizon's own words.

We also compete for retail activations with resellers that buy bulk wholesale service from wireless service providers, including Verizon, and resell it to their customers. Resellers include cable companies, such as Comcast Corporation and Charter Communications, Inc., and others. Several major cable operators also offer bundles with wireless services through strategic relationships.

With respect to fiber, FWA and our other broadband services, we compete against cable companies, wireless service providers, domestic and foreign telecommunications providers, satellite television companies, low Earth orbit satellite companies, internet service providers, OTT providers, other internet portal providers and other companies that offer network services and managed enterprise solutions.

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AT&T (T)

AT&T's fiber-and-fixed-wireless build plus its OneConnect convergence bundle attack the same converged broadband-and-mobile customer Charter targets. Management repeatedly names Charter, framing cable as priced higher with an inferior product, and quantifies fiber's footprint expansion and share gains.

Naming Comcast and Charter, AT&T's CEO argues fiber 'sits under their pricing umbrella,' giving AT&T more ARPU freedom, and that cable — priced higher with what he calls an inferior product — is the party having to readjust to the market. A pointed pricing-and-product attack on Charter's broadband ARPU, in AT&T's own framing.

Peter Supino, Analyst (Wolfe Research), question; John Stankey, Chairman and CEO, answer: Comcast and Charter are behaving differently in terms of the way they price existing customer broadband rates. And so I'm wondering how you're thinking about the price of fiber for your existing subs, your retail rate outlook? And then a question about FWA growth. Looking out two years, it looks like your DSL base will be gone if we just extrapolate recent decline rates. And I wonder in that scenario, should we expect FWA sales to hold up? And if so, should we worry about a supply-demand problem in high-capacity broadband as that DSL demand goes away and three powerful carriers continue to try to grow DSL? Thank you.

## John Stankey (CEO):

Look, I've said it before, I think we're in a distinctly different place in cable. One is we currently sit under their pricing umbrella. We're not at their levels. So we have a lot more degrees of freedom in how we manage our ARPUs and our various offers in the market than they have. So it's one thing, understand why they're having to make the changes they're making; they're priced higher and their products are inferior. And so they're the ones that are having to readjust to the market, not us. We've got the better product, we're priced lower. And that's why this is a problem for them.

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AT&T quantifies the scale of its converged build into cable territory: 31 million fiber passings heading to 60 million by 2030, Internet Air fixed wireless across 47 states, best broadband net adds in eight years, and convergence attach of 41% of fiber households and over half of Internet Air households taking AT&T wireless — the fiber-plus-mobile bundle competing for Charter's broadband and mobile customers.

John Stankey, Chairman and CEO: At the end of the third quarter, we passed more than 31 million total locations with fiber, and we expect to reach more than 60 million customer locations by 2030. We also offer our fixed wireless service, AT&T Internet Air, in parts of 47 states, and we continue to expand availability into new areas as we open and modernize our mobile network. You can see the durable impact of these investments in our third quarter results, which include over 550,000 new subscribers to our most advanced broadband services, AT&T Fiber, and Internet Air. This resulted in our highest total broadband net adds in more than eight years. Let me say that again. We achieved our highest total broadband net adds in eight years. This includes a major milestone by reaching over 10 million premium AT&T Fiber subscribers, more than doubling our fiber customer base in less than five years and nearly tripling our quarterly fiber revenues over that same period, and the train keeps rolling. We offer fast and reliable connectivity for 5G and fiber at attractive price points, and more people are choosing AT&T Inc. for both wireless and home internet services. Today, more than 41% of AT&T Fiber households also choose AT&T Inc. for wireless. The pace of this convergence trend within our customer base continues to grow. These customers remain our most valuable, with the lowest churn profile and highest lifetime values. Our success with convergence also extends to fixed wireless. More than half of our Internet Air subscribers also choose AT&T Inc. for their wireless service.

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Altice USA (ATUS)

Charter's closest small-cap cable peer, running the same HFC broadband-plus-Optimum-Mobile-MVNO model and facing the identical FWA-and-fiber squeeze. Its filings name Charter directly as a national overbuilder pushing fiber into Optimum's footprint, making the collision explicit rather than merely structural.

In its FY2025 10-K, Altice USA singles out Charter and Comcast as large national operators 'deploying significant fiber and network overbuilds' inside Optimum's markets — evidence, from a weaker cable peer's seat, that Charter's fiber overbuild and rural line-extension strategy is an offensive threat, not just a same-industry parallel.

In addition to smaller and regional overbuilders, which use an existing telecommunications operator's network to provide their services, as well as newer fiber providers such as Tachus and T-Fiber, large national providers such as Comcast and Charter are currently deploying significant fiber and network overbuilds in portions of our footprint, increasing the intensity of competition in certain markets.

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Altice USA's CEO ties Q3 2025 broadband weakness to a September spike in fixed-wireless activity plus aggressive fiber-overbuilder promotions and marketing — the same twin FWA-and-fiber pressure and promotional arms race Charter cites for its own broadband subscriber losses, told from a smaller, more exposed operator.

Dennis Mathew, Chairman and CEO: Our results in the third quarter reflect shifting dynamics. The first part of the quarter was relatively stable, both against fixed wireless and fiber overbuilders. However, in September, competitive intensity significantly accelerated with aggressive offers paired with heightened marketing spend from our competitors, as well as elevated fixed wireless activity, which impacted our results. In the face of this, we remain disciplined by prioritizing financial stability and protecting margins over chasing lower-value gross additions. At the same time, we recognize that we must be bolder in our go-to-market and base management strategies to stabilize broadband performance.

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Cable ONE (CABO)

A smaller, rural/exurban US cable broadband operator facing the same fiber-overbuild and fixed-wireless pressure as Charter, but earlier and more acutely given its low-density footprint. Its disclosures on overbuild penetration, the ARPU-versus-value-tier trade-off, and the long-run wired-versus-wireless share split map directly onto Charter's own broadband durability debate.

Cable ONE discloses that just under 60% of its footprint is now overbuilt by wired 100 Mbps-plus competitors, with 5G fixed wireless an added threat, and concedes it is loosening its long-standing high-value-customer discipline to chase 'value-conscious' subscribers — a move it admits will pressure broadband ARPU and margins. The same value-tier-versus-ARPU tension Charter navigates, framed here as defensive.

As of December 31, 2025, a little less than 60% of our footprint has been overbuilt by wired competitors offering highspeed data services with speeds of 100 Mbps or higher. Further overbuilding could cause more of our customers to purchase data and video services from our competitors instead of from us. We also face competition from various providers of wireless internet offerings, including cell phone internet providers that have deployed high-speed “5G” wireless networks where they have higher capacity spectrum and public locations or commercial establishments offering Wi-Fi at no cost. We also face increasing competition from wireless telephone companies for residential voice services, as our customers continue to replace our residential voice services with wireless voice services. In addition, new entrants with significant financial resources may compete on a larger scale with our video and data services, and as more wireless voice service providers offer unlimited data options, some customers may choose to forgo our data services altogether. […] Historically, we have focused on retaining customers who are likely to produce higher relative value over the life of their service relationship with us, are less attracted to discounting, require less support and churn less. However, in response to increasing competition in our markets, we are also seeking to supplement our growth by targeting a broader scope of incremental customers, including those who are more value-conscious, through more targeted pricing and product offerings. While these efforts are intended to grow our customer base, they may adversely impact the ARPU and profit margins of our residential data services and lead to increased average churn rates for our residential data customers.

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Competitors

Comcast Corporation (CMCSA)

T-Mobile US (TMUS)

Verizon Communications (VZ)

AT&T (T)

Altice USA (ATUS)

Cable ONE (CABO)

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