CLAIM #14300 · Charter Communications Inc (CHTR) · 2024Q4 earnings call · Jan 31, 2025 · due Dec 31, 2025
“And, really, it's one of the key sort of cornerstones to how we can get comfortable with a plan for EBITDA growth inside of 2025, because we have that mobile revenue and, therefore, mobile margin as a driver of growth in the business.”
Jessica Fischer · CFO
In context
“t selling. That's early stages, but I think it's clearly going to have benefits. So, I think the convergence strategy works. The point I was making in the slide that we showed in today's presentation says we have a unique capability to deliver that where nobody else really does across their entire footprint. And so, to the extent that convergence matters, we think it does, we think we're in the best position to do that. Jessica Fischer: And I just want to make sure that we address there as well that not only does mobile benefited the broadband subscriber, but mobile also has financial benefits all on its own. It drives additional margin at the customer level. Chris Winfrey: Correct. Jessica Fischer: By attaching it to more customers, we drive sort of additional margin across the business. And, really, it's one of the key sort of cornerstones to how we can get comfortable with a plan for EBITDA growth inside of 2025, because we have that mobile revenue and, therefore, mobile margin as a driver of growth in the business. Chris Winfrey: It's become significant. And just to add on to that, it's not just -- you mentioned convergence. You could think about convergence as really the wireline and wireless capabilities together, but also with video. And that hasn't been the case, but I was mentioning to Ben, I think video can become an asset again. It doesn't mean that we're going to grow video. I'm not saying that. But I think we can use it as a significant asset that's also unique to us compared to most of our competitors together with mobile to find ways to drive growth to unique set of products and to save customers a lot of money. On the M&A front, I know there's a lot of chatter out there. Our strategy, Craig, is it's really to create value has never been dependent on M&A. In fact, it's really been moving”
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SEC filings for CHTR ↗ · Claim quote is verbatim from the 2024Q4 earnings call.