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CLAIM #14072 · Charter Communications Inc (CHTR) · 2023Q2 earnings call · Jul 28, 2023 · due Mar 31, 2024

I don't see any reason to think that we're going to have difficulty managing through those roll-offs.

Chris Winfrey · CEO

PENDING
graded after results covering Mar 31, 2024 are reported

In context

a lot of time on. So I wanted to get your thoughts there. Thank you very much. Chris Winfrey: Sure. Hi Ben, there's actually a lot in there. So on Spectrum One, we started - we launched Spectrum One at the beginning of October last year. And so you'll have the beginning anniversary dates start occurring then. The usage on these is high. And if you think through the comments in Jessica's prepared remarks, these are really good customers. And when you put the Internet WiFi and mobile together, you can't get that product, you can't get that quality and you can't get that pricing anywhere else inside the marketplace. And even if you just take a look at it as mobile stand-alone, at $30, at retail pricing, that's unmatchable. And to have that with the fastest mobile product in the marketplace, I don't see any reason to think that we're going to have difficulty managing through those roll-offs. Now that doesn't mean that you'll have to evaluate and make sure that you're poised to handle and address customer questions, but I think it sticks. We'll also have quietly in the marketplace this time last year, beginning in late July and through August. We did do some testing. So we'll have the opportunity as we go through the course of this quarter to perfect any reactions that we have from customers in small scale along the way. And so I think we're well set up to do that always have. And so I think we're in a good position. Could we have a small amount of turn potentially, but I don't think it's going to be material given the quality and the value that we're providing in and I think we found something that sticks. I don't know that Spectrum One will be permanently our end-state conve

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SEC filings for CHTR · Claim quote is verbatim from the 2023Q2 earnings call.