MLB Season on the Brink of Major Changes
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy CHTR?
Source: CNBC
- CBA Expiration: As the current MLB season concludes, the collective bargaining agreement with players will expire, with owners likely pushing for a salary cap, which could lead to a lockout and alter player negotiations significantly.
- Media Rights Shift: One-third of MLB teams secured local TV deals only this week, with nine teams announcing their new MLB-operated channels will be carried by DirecTV, indicating a major shift in the league's media rights landscape.
- Team Valuation Increase: According to CNBC Sport, MLB team valuations rose by 13% from last year, with the average team now valued at $2.95 billion, although profitability remains lower compared to the NFL, NBA, and NHL.
- Potential Impact of New CBA: The upcoming collective bargaining agreement could mark a significant step towards transforming MLB, as the league must ensure that negotiations do not disrupt the current positive momentum in viewership and revenue growth.
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Analyst Views on CHTR
Wall Street analysts forecast CHTR stock price to rise
13 Analyst Rating
5 Buy
6 Hold
2 Sell
Hold
Current: 219.140
Low
165.00
Averages
286.91
High
428.00
Current: 219.140
Low
165.00
Averages
286.91
High
428.00
About CHTR
Charter Communications, Inc. is a broadband connectivity company and cable operator serving more than 57 million homes and businesses in 41 states through its Spectrum brand. Over an advanced communications network, the Company offers a range of residential and business services, including Spectrum Internet, television (TV), Mobile and Voice. For small businesses, Spectrum Business delivers a range of broadband products and services coupled with special features and applications to enhance productivity. For mid-market and large businesses, Spectrum Business provides customized, fiber-based solutions. Spectrum Reach delivers advertising and production for the modern media landscape. The Company also distributes news coverage and sports programming to its customers through Spectrum Networks. The Company offers its customers subscription-based Internet, video, mobile and voice services, with prices and related charges based on the types of service selected.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Spectrum Faces Customer Losses and Workforce Cuts Amid Price Hikes
- Customer Losses Intensify: According to its latest earnings report, Spectrum lost approximately 284,000 cable TV customers and 403,000 internet customers in 2025, with a year-over-year revenue decline of 0.6%, highlighting the severe challenges the company faces amid price hikes and increased competition.
- Risk of Price Increases: In July, Spectrum raised monthly rates by $2 on some older internet plans and by $5 on its Spectrum Select TV packages, a risky move that exacerbated customer losses, particularly against the backdrop of a nationwide cord-cutting trend.
- Layoffs and Restructuring: A WARN notice filed by Charter Communications on March 18 revealed the closure of Spectrum's call center in Appleton, Wisconsin, resulting in 313 job losses, reflecting the difficult personnel adjustments the company is making under pressure from customer attrition.
- AI Investment and Future Layoffs: Charter is significantly investing in artificial intelligence to enhance customer experience and has partnered with Amazon Web Services, with expectations of further layoffs following the completion of its $34.5 billion acquisition of Cox Communications to adapt to market changes and improve operational efficiency.
See More
MLB Season on the Brink of Major Changes
- CBA Expiration: As the current MLB season concludes, the collective bargaining agreement with players will expire, with owners likely pushing for a salary cap, which could lead to a lockout and alter player negotiations significantly.
- Media Rights Shift: One-third of MLB teams secured local TV deals only this week, with nine teams announcing their new MLB-operated channels will be carried by DirecTV, indicating a major shift in the league's media rights landscape.
- Team Valuation Increase: According to CNBC Sport, MLB team valuations rose by 13% from last year, with the average team now valued at $2.95 billion, although profitability remains lower compared to the NFL, NBA, and NHL.
- Potential Impact of New CBA: The upcoming collective bargaining agreement could mark a significant step towards transforming MLB, as the league must ensure that negotiations do not disrupt the current positive momentum in viewership and revenue growth.
See More
MLB Opening Day Signals Potential Major Changes Ahead
- CBA Expiration: With the collective bargaining agreement expiring at the end of this season, MLB faces potential lockout risks as owners, backed by the commissioner, are likely to push for a salary cap, which could escalate tensions within the league and impact player negotiations.
- Media Rights Shift: One-third of MLB teams secured local TV deals only this week, with nine teams announcing new MLB-operated channels on DirecTV, a change that not only resolves previous payment issues but also enhances MLB's bargaining power in future media negotiations.
- Team Valuation Increase: According to CNBC, MLB team valuations rose by 13% year-over-year, with the average team now valued at $2.95 billion; however, the league's profitability remains significantly lower than that of the NFL, NBA, and NHL, indicating potential risks in its business model.
- Strategic Importance of New Agreement: The new collective bargaining agreement could be a pivotal step towards transforming MLB, as the league must ensure that negotiations do not jeopardize the current positive momentum, particularly in light of shorter game times and rising attendance following the implementation of the pitch clock in 2023.
See More
DoubleVerify Partners with Spectrum Reach to Enhance Streaming Transparency
- Partnership Announcement: DoubleVerify has partnered with Spectrum Reach, making it the first participant in DV's Certified Transparent Streaming program, aimed at enhancing transparency and performance in streaming TV advertising to meet advertisers' demands for show-level transparency.
- Data Sharing Initiative: Spectrum Reach will provide key show-level data across its programming, including news and live sports, allowing advertisers to access verified post-bid insights within DV Authentic Streaming TV™ reporting, thereby optimizing future streaming investments.
- Privacy-Focused Transparency: The partnership ensures that transparency is delivered in a privacy-focused manner, utilizing clean room infrastructure that allows publishers to contribute program-level data while maintaining control over sensitive information, thus enhancing advertiser trust.
- Market Impact: By offering trusted program-level transparency, publishers participating in DV's Certified Transparent Streaming program can incentivize ad spending, increase yield, and reduce operational friction, thereby enhancing brand value in a competitive advertising landscape.
See More
Spectrum News Partners with Syracuse University for Journalism Education
- Innovative Collaboration: Spectrum News has partnered with Syracuse University's Newhouse School of Public Communications to provide students with hands-on experiences and professional development opportunities, which is expected to enhance students' reporting skills and strengthen collaboration between media and educational institutions.
- Rich Internship Opportunities: The partnership will offer students internships at newsrooms across the country, facilitating interaction with industry professionals and paving the way for their careers while enhancing their competitiveness in the journalism field.
- Diverse Course Offerings: Starting in the 2026-27 school year, Spectrum News producers will engage in advanced producing classes and a jointly led investigative journalism course, helping students report for real audiences and enhancing their practical skills and innovative thinking.
- Content Showcase Platforms: Student journalism will be showcased across Spectrum News' website, mobile app, and social media, expected to provide unique perspectives to viewers and enhance the diversity and sustainability of local news.
See More
Spectrum News Partners with Syracuse University to Train Next Generation of Journalists
- Partnership Announcement: Spectrum News has partnered with Syracuse University's Newhouse School of Public Communications to provide students with hands-on experiences and professional development opportunities, enhancing their journalism skills while fostering sustainable local news.
- Internship Opportunities: The collaboration will offer students internships at newsrooms nationwide, allowing them to learn and work in real news environments, thereby strengthening their professional skills and preparing them for future careers in journalism.
- Curriculum Innovation: Spectrum News journalists will co-teach advanced producing classes and a jointly led investigative journalism course with Newhouse faculty, set to begin in the 2026-27 academic year, providing students with deeper knowledge and practical experience in news production.
- Kick-off Event: To celebrate the partnership, Spectrum News and the Newhouse School will host a campus kick-off event on March 26-27, featuring a reception for students, a panel discussion on the future of local journalism, and professional development sessions led by Spectrum News journalists, further enhancing student-industry connections.
See More
Spectrum Faces Customer Losses and Workforce Cuts Amid Price Hikes
- Customer Losses Intensify: According to its latest earnings report, Spectrum lost approximately 284,000 cable TV customers and 403,000 internet customers in 2025, with a year-over-year revenue decline of 0.6%, highlighting the severe challenges the company faces amid price hikes and increased competition.
- Risk of Price Increases: In July, Spectrum raised monthly rates by $2 on some older internet plans and by $5 on its Spectrum Select TV packages, a risky move that exacerbated customer losses, particularly against the backdrop of a nationwide cord-cutting trend.
- Layoffs and Restructuring: A WARN notice filed by Charter Communications on March 18 revealed the closure of Spectrum's call center in Appleton, Wisconsin, resulting in 313 job losses, reflecting the difficult personnel adjustments the company is making under pressure from customer attrition.
- AI Investment and Future Layoffs: Charter is significantly investing in artificial intelligence to enhance customer experience and has partnered with Amazon Web Services, with expectations of further layoffs following the completion of its $34.5 billion acquisition of Cox Communications to adapt to market changes and improve operational efficiency.
See More
MLB Season on the Brink of Major Changes
- CBA Expiration: As the current MLB season concludes, the collective bargaining agreement with players will expire, with owners likely pushing for a salary cap, which could lead to a lockout and alter player negotiations significantly.
- Media Rights Shift: One-third of MLB teams secured local TV deals only this week, with nine teams announcing their new MLB-operated channels will be carried by DirecTV, indicating a major shift in the league's media rights landscape.
- Team Valuation Increase: According to CNBC Sport, MLB team valuations rose by 13% from last year, with the average team now valued at $2.95 billion, although profitability remains lower compared to the NFL, NBA, and NHL.
- Potential Impact of New CBA: The upcoming collective bargaining agreement could mark a significant step towards transforming MLB, as the league must ensure that negotiations do not disrupt the current positive momentum in viewership and revenue growth.
See More
MLB Opening Day Signals Potential Major Changes Ahead
- CBA Expiration: With the collective bargaining agreement expiring at the end of this season, MLB faces potential lockout risks as owners, backed by the commissioner, are likely to push for a salary cap, which could escalate tensions within the league and impact player negotiations.
- Media Rights Shift: One-third of MLB teams secured local TV deals only this week, with nine teams announcing new MLB-operated channels on DirecTV, a change that not only resolves previous payment issues but also enhances MLB's bargaining power in future media negotiations.
- Team Valuation Increase: According to CNBC, MLB team valuations rose by 13% year-over-year, with the average team now valued at $2.95 billion; however, the league's profitability remains significantly lower than that of the NFL, NBA, and NHL, indicating potential risks in its business model.
- Strategic Importance of New Agreement: The new collective bargaining agreement could be a pivotal step towards transforming MLB, as the league must ensure that negotiations do not jeopardize the current positive momentum, particularly in light of shorter game times and rising attendance following the implementation of the pitch clock in 2023.
See More
DoubleVerify Partners with Spectrum Reach to Enhance Streaming Transparency
- Partnership Announcement: DoubleVerify has partnered with Spectrum Reach, making it the first participant in DV's Certified Transparent Streaming program, aimed at enhancing transparency and performance in streaming TV advertising to meet advertisers' demands for show-level transparency.
- Data Sharing Initiative: Spectrum Reach will provide key show-level data across its programming, including news and live sports, allowing advertisers to access verified post-bid insights within DV Authentic Streaming TV™ reporting, thereby optimizing future streaming investments.
- Privacy-Focused Transparency: The partnership ensures that transparency is delivered in a privacy-focused manner, utilizing clean room infrastructure that allows publishers to contribute program-level data while maintaining control over sensitive information, thus enhancing advertiser trust.
- Market Impact: By offering trusted program-level transparency, publishers participating in DV's Certified Transparent Streaming program can incentivize ad spending, increase yield, and reduce operational friction, thereby enhancing brand value in a competitive advertising landscape.
See More
Spectrum News Partners with Syracuse University for Journalism Education
- Innovative Collaboration: Spectrum News has partnered with Syracuse University's Newhouse School of Public Communications to provide students with hands-on experiences and professional development opportunities, which is expected to enhance students' reporting skills and strengthen collaboration between media and educational institutions.
- Rich Internship Opportunities: The partnership will offer students internships at newsrooms across the country, facilitating interaction with industry professionals and paving the way for their careers while enhancing their competitiveness in the journalism field.
- Diverse Course Offerings: Starting in the 2026-27 school year, Spectrum News producers will engage in advanced producing classes and a jointly led investigative journalism course, helping students report for real audiences and enhancing their practical skills and innovative thinking.
- Content Showcase Platforms: Student journalism will be showcased across Spectrum News' website, mobile app, and social media, expected to provide unique perspectives to viewers and enhance the diversity and sustainability of local news.
See More
Spectrum News Partners with Syracuse University to Train Next Generation of Journalists
- Partnership Announcement: Spectrum News has partnered with Syracuse University's Newhouse School of Public Communications to provide students with hands-on experiences and professional development opportunities, enhancing their journalism skills while fostering sustainable local news.
- Internship Opportunities: The collaboration will offer students internships at newsrooms nationwide, allowing them to learn and work in real news environments, thereby strengthening their professional skills and preparing them for future careers in journalism.
- Curriculum Innovation: Spectrum News journalists will co-teach advanced producing classes and a jointly led investigative journalism course with Newhouse faculty, set to begin in the 2026-27 academic year, providing students with deeper knowledge and practical experience in news production.
- Kick-off Event: To celebrate the partnership, Spectrum News and the Newhouse School will host a campus kick-off event on March 26-27, featuring a reception for students, a panel discussion on the future of local journalism, and professional development sessions led by Spectrum News journalists, further enhancing student-industry connections.
See More
