company
US cable and broadband provider that sells services under the Spectrum brand, serving tens of millions of customers nationwide.
No evidence-backed relationships are recorded.
Jessica Fischer leaves a Fortune 500 broadband operator losing subscribers for a venture with $5 billion of initial equity and a 500-megawatt target, which is ten million dollars a megawatt before any debt.
Reality
GE Vernova fell about half as much on gaining the same finance chief. The gap traces to what each company could publish: GE Vernova had dates, a retiring incumbent and an advisory overlap, while Rivian had only a search.
Reality
Two Walter-controlled insurers restated related-party holdings from $1.4 billion to more than $17 billion. The correction, not the credit quality, is the number allocators should be reading.
Reality
Charter closed the Cox merger and the Liberty Broadband deal on the same day, leaving buyers of access, fiber and managed services with one fewer name to play against.
Reality
The CPUC approved the $34.5bn merger on August 13, clearing the last major hurdle to a 37-million-subscriber operator. The enforceable conditions attached to it are almost entirely residential.
Reality