“Broadband ARPU will improve sequentially in Q3.”

In context

“Jessica Fischer : Sure. So Craig, I'll start with ARPU. Broadband ARPU will improve sequentially in Q3. The use of more aggressive retention offers, as I said, lessened through 2Q and largely normalized in June. We're still feeling the impact from some of those more aggressive offers in 2Q, and we will over the course of the rest of the year, but the impact isn't building in the same way at this point. And we'll have a tailwind from the rate for the cost pass-through that's hitting in late July and early August. I understand the sensitivity and the rationale for the focus around broadband ARPU. But I remind people, we don't manage the business for product level ARPUs. Our focus is on penetration as well as connectivity ARPU and overall customer relationship ARPU excluding the programmer app allocation, both of which I think will grow in FY '26.”