MAAT INDEX

CLAIM #14503 · Charter Communications Inc (CHTR) · 2026Q2 earnings call · Jul 24, 2026 · due Jul 24, 2027

So that was kind of what should be a onetime push down as we modified the product capability in a good way. And then we'll expect to be moving back up as the continued WiFi offload and continued CBRS deployment takes place over time.

Chris Winfrey · CEO

PENDING
graded after results covering Jul 24, 2027 are reported

How to check this claim

Look at: Mobile/broadband ARPU trend attributed to WiFi offload and CBRS deployment, as discussed in management commentary

It came true if: Management reports ARPU (or the relevant product ARPU metric) trending back upward sequentially or year-over-year following the cited onetime decline

Where: Company quarterly earnings call management commentary and investor materials (Charter Communications)

In context

Christopher Winfrey : Maybe I'll just tag on to that a little bit. The pressure that we had inside of Q1, which carried through Q2 really was a bet at the time that you can get a substantial lift through putting in that retention. And it had some impact, but not enough to really merit what we did. So we pulled back. I own that. It took a bit to pull back. And when we did it, it had a cascading impact to carry forward on the ARPU through the retention. So that was the driver inside of Q2. And as Jessica mentioned, you're going to have lift coming from that going away and in addition to that, the rate increase pass-through. The other thing, when you take a look at a full year perspective, leaving aside Cox integration, leaving aside what Jessica said about managing for total customer relationship ARPU, which is a full suite of products that we include. We have Nick Jeffery coming on board on September 1. And the last thing I want to do when he's coming on board, with really a stated focus from our perspective of enhancing our go-to-market capabilities and our Net Promoter Score, and really hopefully being a big catalyst for those 2 categories and returning us to growth is some [ tail to ] hamstring, the ability of the company to go do some things to accelerate our growth. And so I don't think it's wise for us to focus on product ARPU generally. We've always said that. But particularly in this environment, we're focused on creating shareholder value, and I don't think it makes sense to kind of hamstring us that way. The second question you asked, Craig, was around wireless. I hadn't seen that Comcast has reported up at 90%. We've been at 88%, and we're kind of moving -- we were kind of moving up to 89% through exactly the same reasons, which was the continued offload that we have through WiFi, through seamless authentication, not only in our footprint, but in Comcast and also in the Cox footprint as well across the 3 major cable operators. And in addition to that, the continued rollout of CBRS. What we did inside the quarter is we effectively moved the type of speed pass-through for our products to make sure that we had better service above certain caps that were in place. And so as a result, which ended up with a bit more 5G usage than we've had before because of the product changes we made to improve the customer experience, the customer service. So that actually pushed us back down to 87%, which is where we've been previously, not because there was less offload, but because there was actually more 5G traffic usage, which was a positive thing from a consumer perspective. So that was kind of what should be a onetime push down as we modified the product capability in a good way. And then we'll expect to be moving back up as the continued WiFi offload and continued CBRS deployment takes place over time. So slightly different for that reason, but on the same trajectory would be my estimate.

Verify independently

SEC filings for CHTR · Claim quote is verbatim from the 2026Q2 earnings call.