CLAIM #14073 · Charter Communications Inc (CHTR) · 2023Q2 earnings call · Jul 28, 2023 · due Mar 31, 2024
“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”
Chris Winfrey · CEO
In context
“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 convergence and seamless connectivity, branding and platform. It's working well today, but we're going to continue to try things in the marketplace because I think we have a technology and a structure and capability that none of our competitors can really replicate in the marketplace. And I think that product and seamless connectivity will stick, and I think the value is very tied to customers. On video strategy, there hasn't been a fundamental change in our video strategy. We're losing the least amount of video customers of any of our peers or competitors. The reason that we've been able to do that is for two reasons. One is that we have flexibility, and we've tried to use that”
Verify independently
SEC filings for CHTR ↗ · Claim quote is verbatim from the 2023Q2 earnings call.