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Charter Communications' CEO Discusses Q1 2012 Results - Earnings Call Transcript

Given the higher level of customer acquisition, we have an excellent opportunity to upgrade the level of service we provide those customers. In evaluating the key levers to drive further growth, my focus in the first 3 months has been on revising our pricing, packaging and selling structure and accelerating our path to an improved product set, particularly our video product.

The goals are to have higher ARPU per connect, lower transaction cost per customer, better retention by improving the value relationship with our customers and increasing operating cash flow across the 12 million homes we pass. Our Internet product is superior across virtually our entire footprint. The company has been smart in using this Internet advantage to gain new customer relationships and will continue to press this competitive advantage.

In the video, we've improved the quality of the product we offer today, and we will accelerate that. For example, Charter's goal is to have 100 HD channels by the end of this year. Today, we're on a path to reach that by midyear. Above and beyond HD channels, we will also employ a number of tactics to achieve higher digital sell-in in HD/DVR takeup. We have the necessary products and network capabilities today to create a compelling digital offer for existing customers and successfully compete for new video relationships by having a better video product than our competitors can replicate.

Our voice product will be more fully featured and priced more favorably than our competitors. And our commercial business is rapidly growing with a strong competitive position and a superior product offering. The company is underpenetrated in the marketplace, both in residential and commercial, and has a significant opportunity for growth. We have a powerful network and capabilities, and we are ramping our strategy and accelerating activities, which we believe will deliver results.

I'll now turn it over to Chris to give more details on the results for the quarter.

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