Andrew - I was wondering if you have any thoughts on the route taking place in cable stocks?
Do you think the cause is primarily macro (combination of market beta + taking an extra markdown because of the extra cost to service the debt at higher rates going forward), or micro (lack of subscriber growth, TMUS fixed wireless product taking …
Andrew - I was wondering if you have any thoughts on the route taking place in cable stocks?
Do you think the cause is primarily macro (combination of market beta + taking an extra markdown because of the extra cost to service the debt at higher rates going forward), or micro (lack of subscriber growth, TMUS fixed wireless product taking share).
Surely it is some combination of the two, but I'm interested to hear your opinion on what the more impactful driver is for Charter at this stage, and what drives the outlook/stock from here.
Andrew - I was wondering if you have any thoughts on the route taking place in cable stocks?
Do you think the cause is primarily macro (combination of market beta + taking an extra markdown because of the extra cost to service the debt at higher rates going forward), or micro (lack of subscriber growth, TMUS fixed wireless product taking share).
Surely it is some combination of the two, but I'm interested to hear your opinion on what the more impactful driver is for Charter at this stage, and what drives the outlook/stock from here.
TIA!