Chunghwa Telecom vs Charter Communications
Chunghwa Telecom and Charter Communications are compared on this page to show how their business models, financial performance, and market context differ. The content outlines ownership structures, revenue streams, customer bases, and competitive environments in a neutral, accessible manner, without speculation or endorsement. Educational content, not financial advice.
Chunghwa Telecom and Charter Communications are compared on this page to show how their business models, financial performance, and market context differ. The content outlines ownership structures, re...
Why It's Moving
CHT Stock Warning: Why Analysts See Downside Risk
- Revenue guided to NT$241.99–243.68 billion, a 2.5%-3.2% rise, but operating expenses expected to climb 3.5%-3.7%, squeezing operating income growth to -0.8% to +2.3%.
- Capex surges 14.6% to NT$31.91 billion for submarine cables, multi-orbit satellites, and cloud AI data centers, raising concerns over short-term profitability amid heavy infrastructure spend.
- Technical indicators show bearish momentum with a forecasted average price of $38.92 in February 2026 and recent price below key Fibonacci levels, contributing to analyst caution.
CHTR Surges on Rare Subscriber Wins, Signaling Broadband Stabilization Amid Analyst Optimism.
- Added 44,000 pay-TV/video subscribers in the quarter—a rare increase that counters ongoing cord-cutting pressures and boosts investor confidence in Spectrum TV retention.
- Shed fewer broadband customers than expected, easing worries about market share erosion from fiber competitors and pointing to stabilizing internet demand.
- Rapid expansion in Spectrum Mobile lines drives EBITDA growth via efficient network use, positioning Charter for revenue upside despite high debt challenges.
CHT Stock Warning: Why Analysts See Downside Risk
- Revenue guided to NT$241.99–243.68 billion, a 2.5%-3.2% rise, but operating expenses expected to climb 3.5%-3.7%, squeezing operating income growth to -0.8% to +2.3%.
- Capex surges 14.6% to NT$31.91 billion for submarine cables, multi-orbit satellites, and cloud AI data centers, raising concerns over short-term profitability amid heavy infrastructure spend.
- Technical indicators show bearish momentum with a forecasted average price of $38.92 in February 2026 and recent price below key Fibonacci levels, contributing to analyst caution.
CHTR Surges on Rare Subscriber Wins, Signaling Broadband Stabilization Amid Analyst Optimism.
- Added 44,000 pay-TV/video subscribers in the quarter—a rare increase that counters ongoing cord-cutting pressures and boosts investor confidence in Spectrum TV retention.
- Shed fewer broadband customers than expected, easing worries about market share erosion from fiber competitors and pointing to stabilizing internet demand.
- Rapid expansion in Spectrum Mobile lines drives EBITDA growth via efficient network use, positioning Charter for revenue upside despite high debt challenges.
Investment Analysis
Pros
- Chunghwa Telecom is Taiwan's largest integrated telecommunications operator with diverse services including fixed-line, mobile, Internet, and data segments.
- The company reported strong financial performance with revenue growth and profitability metrics such as a 9.99% trailing twelve months ROE in 2025.
- Maintains solid liquidity and financial health with a current ratio of 1.63 and very high interest coverage of 139.28 times.
Considerations
- Valuation metrics like Price/Earnings ratio near 30 and Price/Sales around 4.86 suggest relatively high market expectations relative to peers.
- Revenue and profit growth could be challenged by competitive pressure in Taiwanese telecom markets and regulatory risks inherent to local telecom sectors.
- Stock price has experienced a slight decline recently, about 2.9% down from its high in August 2025, indicating potential volatility or market concerns.
Pros
- Charter Communications holds a strong market position in the U.S. broadband and cable industry with a large market capitalization exceeding $35 billion.
- Company benefits from continued demand for high-speed internet and has multiple avenues for revenue growth through broadband expansion and media services.
- Diversified revenue streams across residential and commercial customers reduce reliance on any single customer segment.
Considerations
- Charter operates in a highly competitive and capital-intensive industry with significant debt levels that can pressure earnings during economic downturns.
- The U.S. telecom regulatory environment and potential technological shifts may introduce risks to their traditional cable and broadband business model.
- Profit margins and growth are sensitive to economic cycles, and inflationary pressures can impact operating costs and consumer spending.
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Chunghwa Telecom (CHT) Next Earnings Date
Chunghwa Telecom (CHT) is scheduled to report its next earnings on February 3, 2026, covering the Q4 2025 period ending December 31, 2025. This date aligns with the company's official IR calendar and consensus estimates from multiple financial data providers. Investors should monitor for the earnings announcement and conference call, typically held shortly after market open.
Charter Communications (CHTR) Next Earnings Date
Charter Communications has already released its Q4 2025 earnings on January 30, 2026, reporting an EPS of $10.34 against consensus estimates of $10.40. The company's next earnings report is expected in late April 2026, projected between April 24-28, 2026, which will cover Q1 2026 results. This timeline follows Charter's typical quarterly earnings announcement schedule, with the specific date to be officially confirmed by the company.
Chunghwa Telecom (CHT) Next Earnings Date
Chunghwa Telecom (CHT) is scheduled to report its next earnings on February 3, 2026, covering the Q4 2025 period ending December 31, 2025. This date aligns with the company's official IR calendar and consensus estimates from multiple financial data providers. Investors should monitor for the earnings announcement and conference call, typically held shortly after market open.
Charter Communications (CHTR) Next Earnings Date
Charter Communications has already released its Q4 2025 earnings on January 30, 2026, reporting an EPS of $10.34 against consensus estimates of $10.40. The company's next earnings report is expected in late April 2026, projected between April 24-28, 2026, which will cover Q1 2026 results. This timeline follows Charter's typical quarterly earnings announcement schedule, with the specific date to be officially confirmed by the company.
Which Baskets Do They Appear In?
Telecom's New Bundle Play
T-Mobile's strong subscriber growth, fueled by premium plans with bundled streaming, signals a major shift in the telecommunications industry. This creates an investment opportunity focused on companies at the forefront of the convergence between connectivity and content.
Published: July 24, 2025
Explore BasketWhich Baskets Do They Appear In?
Telecom's New Bundle Play
T-Mobile's strong subscriber growth, fueled by premium plans with bundled streaming, signals a major shift in the telecommunications industry. This creates an investment opportunity focused on companies at the forefront of the convergence between connectivity and content.
Published: July 24, 2025
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