CLAIM #14361 · Charter Communications Inc (CHTR) · 2025Q2 earnings call · Jul 25, 2025 · due Dec 31, 2025
“Yes. I think the answer to your first question is, yes, we're seeing higher sales. We're seeing lower churn and better upgrades. So video sales at new Internet acquisition as well as video upgrades to existing Internet. And so it's all of the above, and it's going well. And I expect that to continue to improve here.”
Chris Winfrey · CEO
In context
“le that you can have better revenue and lower cost as a result of making the right investments today, and that's what we've been doing for years. Operator: Our next question will come from Bryan Kraft with Deutsche Bank. Bryan D. Kraft: I just wanted to follow up on the video topic. I was wondering if what you're seeing underlying the improvement is fewer bundled subs dropping video or more new customers taking it or more existing customers adding it? Is there any color you could provide on what specifically is driving the improvement in subscriber trends. And then just related to that, are you starting to see any favorable change in that mix shift toward the lower end and toward the full video packages as a result of the new product construct that you've launched? Christopher L. Winfrey: Yes. I think the answer to your first question is, yes, we're seeing higher sales. We're seeing lower churn and better upgrades. So video sales at new Internet acquisition as well as video upgrades to existing Internet. And so it's all of the above, and it's going well. And I expect that to continue to improve here. In terms of shift, we're at the point where not only are we going to start marketing the benefits of seamless entertainment more broadly, together with the pending launch of our video store. But as part of that has the ability to increasingly upgrade customers who are inside of the skinnier bundles into a more fulsome package. You can think about different ways to do that, of course, traditional e-mail or text or even direct mail. But in addition to that, if you take a look on our guide today, what you'll notice in the Spectrum TV app guide and the guides generally is an ability to upgrade into different packages by using title and guide and using the programmer apps as an insertion of the title and the guide to drive that. Now that can be for existing full expanded base of customers, who”
Verify independently
SEC filings for CHTR ↗ · Claim quote is verbatim from the 2025Q2 earnings call.