MoffettNathanson: Worst of Charter's Broadband Losses Are Over

The worst of Charter Communications' loss of broadband subscribers has likely passed, MoffettNathanson's Craig Moffett wrote Thursday. Fixed wireless access growth should slow, and the pace of fiber overbuilds will moderate, he said. Mobile and broadband revenue should accelerate. "To be sure, we don’t expect Charter to reclaim the growth rates it enjoyed post-COVID," he said, adding he expects revenue growth in the low to mid-single digit percentages.