Charter Communications

Internet ARPU can rise through step‑ups, speed tiering, and service add‑ons, and video programmer pass‑throughs still occur. However, FWA and overbuild fiber limit wide price increases without churn consequences. The Disney carriage reset to include DTC apps raises perceived bundle value rather than pure price.

Mobile pricing remains sharp to drive growth and reduce broadband churn. Latent pricing power exists in upgraded, less‑contested territories and maturing rural cohorts, but headroom is mixed in competitive zip codes.