Tony Coniaris and John Sitarz from Harris Associates dive into the world of Charter Communications, exploring its evolution in the cable industry. They discuss the historical development of cable services and how Charter has adapted to challenges like cord-cutting. Insights include the complexities of cable assets, advancements in broadband technology, and competitive dynamics in the market. Notably, they highlight Charter's strategic move towards internet-only services, reflecting on how the company aims to stay relevant and profitable in an ever-changing landscape.
