CLAIM #14262 · Charter Communications Inc (CHTR) · 2024Q3 earnings call · Nov 1, 2024 · due Dec 31, 2025
“So the one piece, I think, that's been easy to see upfront is that, that strategy around sort of pushing value back into the bundle and utilizing that to drive higher customer ARPUs, I do think will be quite effective.”
Jessica Fischer · CFO
In context
“tation in the marketplace, which impacts both customer acquisition as well as retention and the customer life, which has a better financial outcome for our shareholders as well as well as just being a great operator in the local communities we serve. Jessica Fischer: Maybe the one early item that I think is really clear that's worth pointing out though is that the bundled strategy in what was rolled out in the new pricing and packaging is being really successful in doing the things that we hoped that it would do, which collectively should drive higher customer ARPU in terms of getting customers to take higher tiered packages, getting customers to take more products inside of those packages, and also sort of expanding the number of mobile lines that we're seeing sort of taken per customer. So the one piece, I think, that's been easy to see upfront is that, that strategy around sort of pushing value back into the bundle and utilizing that to drive higher customer ARPUs, I do think will be quite effective. Christopher Winfrey: Yes. It's the old strategy that you can lower your product pricing and have higher customer ARPU, both at the time of sale as well as over time, and have longer customer lives and have lower operating costs and, therefore, have better returns by doing the right thing. Jonathan Chaplin: Thanks, guys. Christopher Winfrey: Thank you. Stefan Anninger: Thanks, Jonathan. Operator, we'll take our next question please. Operator: Our next question will come from Craig Moffett with MoffettNathanson. Please go ahead. Craig Moffett: Hi. Thank you. I'm going to try to squeeze in two if I can. First, this is an interesting question that we've been pondering a bit, that you've been building out FTTH networks yourselves in your edge out and expansion areas. How much of your plant tod”
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SEC filings for CHTR ↗ · Claim quote is verbatim from the 2024Q3 earnings call.