Charter Communications, Inc. (CHTR) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 20, 2026 8:00 AM EDT
Company Participants
Jessica Fischer – Chief Financial Officer
Conference Call Participants
Sebastiano Petti – JPMorgan Chase & Co, Research Division
Presentation
Sebastiano Petti
JPMorgan Chase & Co, Research Division
Good morning, everyone. I’m Sebastiano Petti, and I cover the cable, telecom and satellite space for JPMorgan. I want to introduce Jessica Fischer, CFO of Charter Communications. Jessica, thanks for joining us today.
Jessica Fischer
Chief Financial Officer
Happy to be here. Thanks.
Question-and-Answer Session
Sebastiano Petti
JPMorgan Chase & Co, Research Division
Great. Just to start, maybe we can zoom out a bit. You have the Cox integration ahead of you, a subsidized rural build and a network evolution project nearing completion and also a competitive environment that continues to evolve. But free cash flow, a free cash flow inflection on the horizon. Can you walk us through where you are and where you and the management team are spending most of your time today and what you see as the key priorities for the next 12 to 18 months?
Jessica Fischer
Chief Financial Officer
Sure. So our top priority continues to be to grow the connectivity business. And we’re doing that through customer focus through things like improving our customer service, making the customer commitment, improving NPS scores through a focus on our messaging around utility and value inside the marketplace and through product differentiation and things like our mobile product, on Invincible WiFi, the seamless entertainment where customers receive access to programmer streaming apps with their video product and really pulling all of those things together to continue to create growth in connectivity services.
The second piece was on your list, thinking about our investment initiatives. So the 2 most
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