CLAIM #14164 · Charter Communications Inc (CHTR) · 2024Q1 earnings call · Apr 26, 2024 · due Dec 31, 2025
“We expect our hybrid DTC-linear model to be fully deployed next year.”
Chris Winfrey · CEO
In context
“ngful driver of EBITDA and cash flow going forward with what is still an untapped ability to drive overall customer relationship growth. Finally, turning to the evolution of our video product. We now offer a unique modern user experience with Xumo, which offers both linear and direct-to-consumer content on one device, combined with packaging and pricing options that offer choice, value and utility across FAST, SVOD, direct-to-consumer apps and linear video services. In January, Disney+ became available to all Spectrum TV Select customers nationwide at no additional cost, with ESPN+ launched to Select Plus customers in March. ViX, a Spanish language DTC product, and regional sports DTC products, will also be available to customers at no extra cost within their respective packages. We expect our hybrid DTC-linear model to be fully deployed next year. And we'll be able to deliver value for our customers and programming partners through fully bundled hybrid services, genre-based packages, selling DTC a la carte and potentially bundled DTC services to our broadband customers. In late January, we launched our Spectrum TV Stream package, a 90-channel non-sports general entertainment package priced at $40 per month. TV Stream provides a compelling content offering at an attractive price from programmers like Paramount, Warner Bros. Discovery, Disney, Fox and A&E. And so while the video business is clearly under pressure, we believe that flexible and attractively priced packaging options across all forms of video, channels really, integrated within a modern user interface in a more frictionless environment can recreate value in the eco”
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SEC filings for CHTR ↗ · Claim quote is verbatim from the 2024Q1 earnings call.