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CLAIM #14296 · Charter Communications Inc (CHTR) · 2024Q4 earnings call · Jan 31, 2025 · due Dec 31, 2025

The peak cell phone Internet impact, we seem to have gotten there, and there will be a declining pace of fiber overbuilt.

Chris Winfrey · CEO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

ut what's happening inside of your offers and inside the business that's creating this kind of mix shift and how we might think about that as we move forward? Thanks so much. Chris Winfrey: Sure. Look, Ben, from a outlook perspective, we're really confident about the mid-term, our ability to grow Internet. And -- but we're also sensitive to the fact that there's -- you're on the cusp in particular periods of time between net loss versus net gain. And so, I'm not going to comment on short-term small impacts to gross adds or disconnects and have a big impact. But we won't have the ACP losses this year, and so that's a huge benefit. And it's still competitive in terms of fiber and cellphone Internet overlap, but that gives it a little better visibility, as I mentioned, than we had last year. The peak cell phone Internet impact, we seem to have gotten there, and there will be a declining pace of fiber overbuilt. So, you then add on to that in terms of growth rate over time, rule passings, the fact that data consumption continues to increase, investments we've made in network evolution to outpace the capabilities of our competitors, and then using in a more effective way than we already are the wireless convergence, and then what's coming, seamless entertainment. I ask people just step back and think about it from a consumer perspective. We have faster connectivity of unique set of products. Those products are available everywhere we sell, which is the point I was making with the slide that we showed today. And we save customers hundreds and thousands of dollars with Internet when similarly combined with mobile. So, I like where we sit, and I expect our seamless connectivity product and its value

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SEC filings for CHTR · Claim quote is verbatim from the 2024Q4 earnings call.