CLAIM #14438 · Charter Communications Inc (CHTR) · 2025Q4 earnings call · Jan 30, 2026 · due Dec 31, 2026
“So ultimately, what what happens then, you know, to think about it in March, instead of individual costs. So you might have video ARPU continuing to decline”
Jessica Fischer · CFO
How to check this claim
Look at: Video ARPU (average revenue per video subscriber), year-over-year change
It came true if: Video ARPU year-over-year change < 0%
Where: Company quarterly earnings release / investor presentation (video ARPU disclosure)
In context
“nk that we're at a low point there. And so there might be additional mobile ARPU declines in the year over year going forward. But sequentially, I think that we've we've bottomed out on that front. And then, you know, there are multiple headwinds that impact video ARPU. That make that one difficult. You've got programmer streaming app allocation which continues to accelerate. You have some more unfavorable bundled revenue allocation. And you have a higher mix of skinnier video tiers. If you think about that together with programming and programming cost per video sub, I expect that programmer cost per video sub will be up in low single digits when you that program or streaming app allocation. And we did pass through some programmer costs in our video pricing at the beginning of this year. So ultimately, what what happens then, you know, to think about it in March, instead of individual costs. So you might have video ARPU continuing to decline But it's really based on those impacts. Michael Rollins: Very helpful. Thanks. Thanks, Michael. Christopher L. Winfrey: Thanks, Michael. Operator, we'll take our next question, please. Operator: Your next question will come from Steven Cahall with Wells Fargo. Steven Lee Cahall: First, Chris, just going back to fiber. You know, you said you don't expect the fiber overbuilders to reach their ROI goals, and we haven't necessarily seen that pressure translate into a slowdown, especially from the telcos. Don't know if that's due to lower cash taxes or something else, but I was wondering if you could just speak to how you expect you know, the competitive environment to play out when we might actually see a slowdown in that activity that could lessen some of the competitive pressure? And then a”
Verify independently
SEC filings for CHTR ↗ · Claim quote is verbatim from the 2025Q4 earnings call.