CITI'S TAKE Charter 2Q results underwhelmed, with weaker-than-expected broadband trends and a softer 2026 EBITDA outlook. However, Charter is targeting sequential broadband ARPU improvement on the heels of a July price action. When taken with additional cost actions and stronger political advertising, Charter is targeting slight EBITDA growth in the 2H26. Charter also announced an updated capital allocation plan to target net debt leverage at 3.5x EBITDA, while returning capital to shareholders through buyb ...