# Can Cox deal fix Charter's broadband slump?

> Charter Communications faces customer losses despite flat pricing, but a major acquisition could turn things around.
- Title: Can Cox deal fix Charter's broadband slump? · Yahoo Finance
- Summary: Charter Communications faces customer losses despite flat pricing, but a major acquisition could turn things around. Charter is losing internet customers to…
- Keywords: charter communications, chtr, cox acquisition, broadband, customer losses, wireless competition, starlink, arpu, mobile subscribers, synergies, business, finance
- Source: Yahoo Finance — https://finance.yahoo.com/markets/stocks/articles/cox-acquisition-reverse-charter-communications-122123568.html
- Published: 2026-09-16T12:21:23+00:00
- Read time: 1 min
- Topics: charter communications, chtr, cox acquisition, broadband, customer losses, wireless competition, starlink, arpu, mobile subscribers, synergies, business, finance
## Charter's stock plummets on weak results
Charter Communications and its tracking stock Liberty Broadband both fell over 33% after April earnings, with shares down 47% over the past year.
## Flat pricing, but customers still leaving
Charter's average revenue per user is flat because it chose to offer better service at lower prices, yet it continues losing internet customers to competitors.

> the average revenue per user (ARPU) being flat, and the continual loss of internet customers
## Wireless and satellite eating market share
Fixed wireless providers and Starlink's low earth orbit satellite service are pulling customers away, despite being higher cost and more capacity constrained than cable.
## Mobile growth outpaces internet losses
Charter is adding mobile subscribers much faster than it loses internet customers, and over half its residential customers now subscribe to multiple services.
## Cox deal sweetened with more synergies
The pending Cox acquisition now promises 60% higher synergies, offering potential relief from competitive pressures and a path to stabilize the broadband business.

> positives stemming from the pending Cox acquisition, and indeed management increased expected synergies by 60%
## Market may be too pessimistic
Investors appear to have assumed Charter's current troubles will continue forever, but the company's diversified customer base and acquisition strategy suggest otherwise.

> the broader market has extrapolated current conditions to perpetuity
## Key takeaway

Charter is losing internet customers to wireless and satellite competitors while growing mobile subscribers faster, and the pending Cox acquisition offers hope through increased synergies.