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The Sunday Brief: First quarter earnings review—when cable growth slows (Part 2)

May 23, 2022

May greetings from five states. Lots of miles in the last month traveling through amazing parts of the Midwest and South. The opening picture is of the Apple Man at the Fontanelle Orchard in Nebraska. Celebrating their 16th year, they are located a mere 10 miles from downtown Fremont, Nebraska. Just one highlight of many seen this month.

Because of broadband connectivity dynamics, there has been a lot of news over the past six weeks. In the last Brief (here), we focused on Comcast’s comments (“When cable growth slows, blame a lousy economy, then analyze and segment.”). This week, we turn our attention to the other major cable company, Charter Communications, who shares some similarities with Comcast yet has approached slowing growth in a very different manner.

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