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CLAIM #14153 · Charter Communications Inc (CHTR) · 2023Q4 earnings call · Feb 2, 2024 · due Dec 31, 2024

But given the investments that we're making, we do expect there to be a material benefit to cash taxes if the legislation were to go through.

Jessica Fischer · CFO

PENDING
graded after results covering Dec 31, 2024 are reported

In context

through the quarter. Early on, we had some carryover from the Disney dispute in the August rate event that we talked about in last quarter's call. We had expected November and December to recover to the levels that we had seen going into that event, and they didn't. But as we exited the quarter, we saw December slightly negative, and January net adds are consistent with what we saw in December. So that environment does continue. On the cash tax side, Jonathan, it's not just bonus, it's also R&D and interest expense deductions that will impact us. But I would say the reforms that are being considered support the economics of our investments in connecting rural America and upgrading the network. And so, we are fully in support of them. I think it's a little premature to adjust our guidance. But given the investments that we're making, we do expect there to be a material benefit to cash taxes if the legislation were to go through. Jonathan Chaplin: Great. Thanks, guys. Stefan Anninger: Thanks, Jonathan. Luke, we'll take our next question, please. Operator: Our next question will come from the line of Craig Moffett with MoffettNathanson. Your line is now open. Craig Moffett: Hi, thank you. A couple of questions. Jessica, thank you for the comments you made about ACP. I'm wondering if you can just try to quantify a little bit more for us the number of ACP subscribers that you have, and if you have insight into how many of those are new subscribers versus previously were paying subscribers. And then, I wonder if you could also just comment about T-Mobile indicated that they expect 100,000 to 150,000 fewer net adds per quarter in fixed wireless. How do you think about that flowing into your footprint? And does that inf

Verify independently

SEC filings for CHTR · Claim quote is verbatim from the 2023Q4 earnings call.