CLAIM #13984 · Charter Communications Inc (CHTR) · 2022Q3 earnings call · Oct 28, 2022 · due Oct 28, 2024
“But it will be followed by a return to more normal levels. And so ultimately, in the medium and long term, I think that the trajectory of EBITDA growth is back closer to pre-pandemic levels. But I acknowledge that, I think that, there could be a little bit of slowness in that growth in the short term.”
Jessica Fischer · CFO
In context
“mers and we pull forward during COVID will mean that we had kind of higher revenue growth followed by what's likely to be somewhat lower revenue growth versus that COVID time period. But I think based on what Tom talked about that then as we sort of execute on the converge connectivity plan and as we see it return to normalcy in the market, we certainly expect that in the medium to long-term, that that will pick up back-up and so that you will have that increasing revenue growth again. Similarly on the expense side, we certainly have seen some impact, and I think we called out some of the impact of inflation in the financials in Q3. But we think that, that sort of once again sort of, is it temporary crunch on growth that is consistent with what people had what we think that people expect. But it will be followed by a return to more normal levels. And so ultimately, in the medium and long term, I think that the trajectory of EBITDA growth is back closer to pre-pandemic levels. But I acknowledge that, I think that, there could be a little bit of slowness in that growth in the short term. Jonathan Chaplin: That’s great. Thanks, Jessica. I appreciate that. Stefan Anninger: Thanks, Jonathan. We will take our next question, please. Operator: Thank you. Our next question will come from Vijay Jayant with Evercore. Your line is now open. Vijay Jayant: Thanks. My congratulations to you both. I had just a couple of questions. One, you've talked about a broadband rate increase. I mean we haven't seen in the market. Any details on what the magnitude of that is? And obviously, ARPU for broadband seems to be a big focus for all of us, given sort of flattish unit growth. So any sense on what that could drive broadband ARPU in 2023? And then just for housekeeping, was there any ACV impact on the broadband net adds for the quarter? Thanks so much. Jessica Fischer: So I'll take the last o”
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SEC filings for CHTR ↗ · Claim quote is verbatim from the 2022Q3 earnings call.