特许通讯(Charter Communications)今日盘中股价大跌14.09%，引发市场关注。此次股价暴跌主要源于公司公布的第二季度业绩报告不及预期，特别是在关键的宽带用户数量方面表现不佳。
根据公司发布的财报，特许通讯第二季度营收为137.7亿美元，基本符合分析师预期的137.6亿美元。然而，公司第二季度宽带用户流失量远超市场预期。数据显示，特许通讯在4-6月份流失了11.7万名互联网用户，而上一季度仅流失6万名。分析师此前预计公司将流失7.32万名客户，实际流失量几乎是预期的1.6倍。
宽带用户的大量流失反映出特许通讯在面对日益激烈的市场竞争时遇到了挑战。传统电信运营商如AT&T和Verizon正在快速扩建光纤网络，并通过将互联网服务与5G移动套餐捆绑销售的方式，以优惠价格吸引高价值客户，这对特许通讯等有线电视巨头构成了严峻威胁。尽管特许通讯在移动业务方面取得了一定进展，增加了50万条移动线路，但仍未能抵消宽带用户流失带来的负面影响。
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