CLAIM #14359 · Charter Communications Inc (CHTR) · 2025Q2 earnings call · Jul 25, 2025 · due Dec 31, 2025
“And then in other, there, I would say also still in the low to mid-single digits, though as I've noted before, other because of what's inside of it can be a bit more volatile than some of the other expense items.”
Jessica Fischer · CFO
In context
“s, it really hasn't changed. So cost to serve had a difficult comp inside of last year. If you look across the quarters last year, this is really the only quarter that suffers from that issue. So I think still flat to slightly down in the year-over-year. Marketing and resi sales, there, I also would say still low to mid-single-digit growth for the full year. We should have a much slower year-over-year growth rate in the back half of the year versus the front half. A good portion of that is that the comps are a bit easier in the back half of the year. And we also expect overall sales and marketing expense to subside slightly as we move later in the year because of the mix of our activities. And we think that we'll do that without impacting sort of overall marketing levels or effectiveness. And then in other, there, I would say also still in the low to mid-single digits, though as I've noted before, other because of what's inside of it can be a bit more volatile than some of the other expense items. Christopher L. Winfrey: The one thing I'd just step back on cost to serve when you think longer term, not just in the coming quarters, long term, cost to serve is a huge opportunity and remains the case because the amount of transactions, as I mentioned, is coming down double digits every year. And I think that can accelerate with the benefit of the AI tools that we're putting in front of our agents. It's making the job easier. It's making the handle time go down. It's making repeats go down, which means you've got overall transactions. And you need less labor to handle the transactions because of the lower handle time and the lower number of transactions. And all of that's set to not only continue, but to compound. So I feel really good about the long-term trajectory of cost to serve, bo”
Verify independently
SEC filings for CHTR ↗ · Claim quote is verbatim from the 2025Q2 earnings call.