Charter Communications(CHTR)

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Charter Communications(CHTR) - 2022 Q3 - Earnings Call Presentation
2022-10-28 12:54
Third Quarter 2022 Results October 28, 2022 Cautionary Statement Regarding Forward-Looking Statements This quarterly presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, our plans, strategies and prospects, both business and financial. Although we believe that our plans, intentions and expectations as reflected in or suggested by these fo ...
Charter Communications(CHTR) - 2022 Q3 - Quarterly Report
2022-10-27 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________ FORM 10-Q ______________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number: 001-33664 Charter Communications, Inc. (Exact name of registrant as specified in its charter) Del ...
Charter Communications(CHTR) - 2022 Q2 - Earnings Call Transcript
2022-07-29 16:35
Charter Communications Inc (NASDAQ:CHTR) Q2 2022 Earnings Conference Call July 29, 2022 8:30 AM ET Company Participants Stefan Anninger - Head of IR Tom Rutledge - Chairman and CEO Jessica Fischer - CFO Chris Winfrey - COO Conference Call Participants Ben Swinburne - Morgan Stanley Vijay Jayant - Evercore Craig Moffett - MoffettNathanson Doug Mitchelson - Credit Suisse Jonathan Chaplin - New Street Bryan Kraft - Deutsche Bank Phil Cusick - JPMorgan Peter Supino - Wolf Research Kutgun Maral - RBC Capital Mar ...
Charter Communications(CHTR) - 2022 Q2 - Quarterly Report
2022-07-28 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________ FORM 10-Q ______________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number: 001-33664 Charter Communications, Inc. (Exact name of registrant as specified in its charter) Delaware ...
Charter Communications, Inc. (CHTR) Credit Suisse Communications Conference (Transcript)
2022-06-17 02:45
Summary of Charter Communications, Inc. Conference Call Company Overview - **Company**: Charter Communications, Inc. (NASDAQ: CHTR) - **Event**: Credit Suisse Communications Conference - **Date**: June 15, 2022 - **Participants**: Jessica Fischer (CFO), Douglas Mitchelson (Credit Suisse Analyst) Key Points Company Positioning and Growth Strategy - Charter is positioned well with strong customer and financial growth, supported by a well-engineered balance sheet [3][4] - Growth strategies include: - Investment in customer service systems and infrastructure [3] - Expansion of footprint through rail construction initiatives and network upgrades [4] - Focus on mobile services, which present significant growth opportunities [4] Consumer Health and Economic Environment - Charter reported the lowest-ever levels of nonpaid churn, indicating strong consumer health [7] - The company is actively participating in the Affordable Connectivity Program (ACP) to support eligible consumers [7][8] - Despite inflationary pressures, the impact on the P&L has been relatively insubstantial, and the company is not currently raising prices [9][10] Broadband Market Dynamics - Charter views broadband as a continuing growth business, with opportunities to take market share due to superior technology [12] - The company is differentiating itself through video and voice services, as well as mobile offerings [12][13] - Positive net Internet additions are expected in Q2, despite some customer disenrollment from subsidy programs [19][20] Competitive Landscape and Subscriber Growth - The slowdown in subscriber growth is attributed more to market conditions than competition from fixed wireless and fiber [21][23] - Charter believes that fixed wireless competition has a minimal impact on its overall subscriber base [24][25] Mobile Services and Customer Loyalty - Charter has significant room for growth in mobile services, with a current customer base of under 2.5 million out of 54 million passings [31] - The company is working on creating a converged connectivity product to enhance customer experience and reduce churn [33][38] Pricing Strategy - Charter maintains consistent pricing across its footprint, adapting promotions based on competitive pricing [35][36] - The company offers competitive bundled services that provide significant savings to consumers [36] Capital Expenditure and Investment Strategy - Charter is focused on capital efficiency, particularly in network upgrades, and expects to maintain or reduce capital intensity over time [15][59] - The company is committed to rural broadband expansion and sees potential for good returns on investment [44] M&A and Capital Allocation - Charter is open to M&A opportunities that create shareholder value while continuing to invest in business growth [62][63] - The company plans to maintain its leverage targets despite changes in the interest rate environment [65] Video Strategy - Charter's joint venture with Comcast aims to enhance its streaming video platform, allowing for a broader range of consumer offerings [48][50] Additional Insights - Charter is leveraging technology for proactive maintenance to improve customer service and reduce operational costs [55][56] - The company is focused on creating a better customer experience through innovative service delivery methods [56] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting Charter Communications' growth potential and market positioning.
Charter Communications(CHTR) - 2022 Q1 - Earnings Call Transcript
2022-04-29 15:17
Charter Communications, Inc. (NASDAQ:CHTR) Q1 2022 Earnings Conference Call April 29, 2022 8:30 AM ET Company Participants Stefan Anninger - Vice President, Investor Relations Tom Rutledge - Chairman & Chief Executive Officer Jessica Fischer - Chief Financial Officer Chris Winfrey - Chief Operating Officer Conference Call Participants Craig Moffett - Moffett Jonathan Chaplin - New Street Brett Feldman - Goldman Sachs Phil Cusick - JPMorgan Jessica Reif Ehrlich - BofA Securities Doug Mitchelson - Credit Sui ...
Charter Communications(CHTR) - 2022 Q1 - Quarterly Report
2022-04-28 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________ FORM 10-Q ______________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number: 001-33664 Charter Communications, Inc. (Exact name of registrant as specified in its charter) Delawar ...
Charter Communications(CHTR) - 2021 Q4 - Earnings Call Presentation
2022-01-28 19:30
Fourth Quarter and Full Year 2021 Results January 28, 2022 Cautionary Statement Regarding Forward-Looking Statements This quarterly presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Exchange Act, regarding, among other things, our plans, strategies and prospects, both business and financial. Although we believe that our plans, intentions and expectations as reflected in or suggested by t ...
Charter Communications(CHTR) - 2021 Q4 - Earnings Call Transcript
2022-01-28 17:19
Charter Communications, Inc. (NASDAQ:CHTR) Q4 2021 Earnings Conference Call January 28, 2022 8:30 AM ET Company Participants Stefan Anninger – Vice President, Investor Relations Tom Rutledge – Chairman and Chief Executive Officer Jessica Fischer – Chief Financial Officer Chris Winfrey – Chief Operating Officer Conference Call Participants Doug Mitchelson – Credit Suisse Jonathan Chaplin – New Street Research Ben Swinburne – Morgan Stanley Craig Moffett – MoffettNathanson Bryan Kraft – Deutsche Bank Phil Cus ...
Charter Communications(CHTR) - 2021 Q4 - Annual Report
2022-01-27 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________ FORM 10-K ______________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number: 001-33664 | --- | --- | --- | --- | |--------------------------------------------------------------------- ...