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 ...

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 ...

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, 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 ...

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 | --- | --- | --- | --- | |--------------------------------------------------------------------- ...

Financial Data and Key Metrics Changes - Charter Communications reported a customer growth of 3.3% year-over-year, adding 185,000 customer relationships in Q3 2021 [5][18] - Adjusted EBITDA grew by 13.9% year-over-year, with net income attributable to Charter shareholders reaching $1.2 billion, up from $814 million in the previous year [24][26] - Consolidated revenue increased by 9.2% year-over-year, driven by residential revenue growth of 9.4% and SMB revenue growth of 7.5% [21][24] Business Line Data and Key Metrics Changes - Internet customers increased by 265,000 in the quarter, totaling a year-over-year growth of 4.4% [18][19] - Video customers declined by 121,000, and wireline voice customers decreased by 216,000 [18] - Mobile lines grew by 244,000 in the quarter, with a total of 3.2 million mobile lines as of the end of Q3 [18][19] Market Data and Key Metrics Changes - The company serves approximately 32 million of the 54 million homes and businesses it passes, indicating significant growth potential with over 20 million opportunities for new customer relationships [7] - Non-video Internet customers used over 600 gigabytes per month, which is more than 30% higher than pre-pandemic levels [8] Company Strategy and Development Direction - Charter is focused on improving product quality and value, launching new pricing structures for mobile services to enhance customer savings [7][15] - The company is investing in network evolution technologies, including DOCSIS 4.0 and fiber-to-the-home, to deliver faster speeds and lower latency [9][10] - The management emphasizes a capital-efficient approach to network upgrades, allowing for competitive advantages in various markets [29][36] Management's Comments on Operating Environment and Future Outlook - Management noted that the market churn remains historically low, impacting sales opportunities but resulting in higher value for net additions [13][14] - The company expects a return to normal net addition levels as market churn increases, which will drive more sales opportunities [14] - Management remains optimistic about long-term customer growth and market share expansion, despite current challenges [6][17] Other Important Information - Recent management changes include the promotion of Chris Winfrey to COO and Jessica Fischer to CFO, indicating a strong leadership transition [11][12] - Charter repurchased 5.3 million shares totaling about $4 billion, reflecting a commitment to returning value to shareholders [27] Q&A Session Summary Question: Trends on broadband and competition - Management indicated that the competitive environment remains similar to previous years, with no significant changes in market dynamics [30] Question: Residential ARPU trends - Management noted that lower churn benefits ARPU, with longer-tenured customers rolling off promotional packages into higher pricing [40][41] Question: Impact of CBRS trial - The CBRS trial is expected to significantly reduce traffic on the MVNO, with potential offload targets of up to one-third of the marketplace [55] Question: Video and voice losses - The increase in video and voice losses is attributed to lower broadband additions compared to 2020, with no significant change in overall trends [73]

Third Quarter 2021 Results October 29, 2021 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 these forward-lo ...

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, 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 Charter Communications, Inc. (Exact name of registrant as specified in its charter) Del ...

Second Quarter 2021 Results July 30, 2021 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 these forward-look ...

Charter Communications, Inc. (NASDAQ:CHTR) Q2 2021 Results Earnings Conference Call July 30, 2021 8:30 AM ET Company Participants Stefan Anninger - Investor Relations Tom Rutledge - Chairman and Chief Executive Officer Chris Winfrey - Chief Financial Officer Conference Call Participants Craig Moffett - MoffettNathanson Jonathan Chaplin - New Street Michael Rollins - Citi Ben Swinburne - Morgan Stanley Doug Mitchelson - Credit Suisse Phil Cusick - JPMorgan John Hodulik - UBS Steven Cahall - Wells Fargo Jessi ...