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CHARTER COMMUNICATIONS, INC. /MO/ filed this Form 425 on 02/05/2016
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FEBRUARY 04, 2016 / 03:00PM GMT, CHTR - Q4 2015 Charter Communications Inc Earnings Call

James Ratcliffe - Buckingham Research Group - Analyst

Two quick ones, if I could. First of all, on set top boxes, you mentioned bringing in internet video into the fold, as well. Were you talking about OTT services? And given that, how important do you think cross-platform search is, to be able to make such an integration work? And secondly, you mentioned, on video gross adds being up, how much of that do you think is, the pool of gross adds are up or improved? Versus your share of the pool of gross adds are up? And for churn, any color on -- any shifts of where the video disconnects are going? Are they competitive services, or just dropping video entirely? Thanks.

Tom Rutledge - Charter Communications Inc - President and CEO

Okay. There's a lot in that question. Yes, I think cross-platform search would be consumer friendly. Almost all of our customers -- or the vast majority of our customers subscribe to us and over the top services. And we want our customers to be fully satisfied in their video experience, and have that be as seamless an experience as possible. And therefore, given the movement to On Demand programming, and the volume -- the sheer volume of products available, you need to be able to search and find and discover products in a much more efficient way than people have historically stumbled onto television.

And that's why we're building the UI. We're building -- and it's fully capable of doing cross-platform search. There are business issues around that, that we're working through with parties, but it's what customers deserve. With regard to gross adds and the share, where they're coming from, I'm not sure whether they're the economic -- or the macroeconomic situation has changed at all, because growth rates in the country, and for all [NBPDs]. We think that in our -- where we operate, our video share is about 50%.

And so we think that we have a tremendous upside to grow our own business, with the quality of video services that we can build and provide, and with the service infrastructure we've built around that. I do think -- we've talked about the macro issues previously, and the pressures on video, most of which I think are economic. The costs have been high. It does look like costs have moderated a little bit on the margin. And that's partially because over the top is affecting the value of content, in a good way, from our perspective.

And so I'm not -- we'll have to look at the macro trends. But in terms of what our growth opportunities are, our biggest growth opportunity is to take video share from existing providers. Assuming that we have better products and services.

James Ratcliffe - Buckingham Research Group - Analyst

Great. Thank you.

Stefan Anninger - Charter Communications Inc - VP of IR

Thanks, James. That's all we have time for today. Thanks for joining, everyone, and we'll see you next quarter.

Tom Rutledge - Charter Communications Inc - President and CEO

Thank you very much.


Ladies and gentlemen, this concludes today's conference call, and you may now disconnect.


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