8/1/2024

speaker
Todd
CEO

some of the competitive dynamics and the tactical strategies that, you know, we'll continue to evaluate, but the vast majority of them that were employed in late 23 and early 24, the stabilization comment is related to sequential ARPU.

speaker
Unknown Analyst
Independent Analyst

And then if I could ask a quick follow-up on the broadband subscribers, I think maybe last quarter or perhaps fourth quarter, but I think you had talked about, you know, the year-on-year improvement in, you know, in net ads. kind of continuing to accelerate as you kind of, you know, you're blocking and tackling or your go-to-market strategy was tweaked a little bit in order to kind of, towards initiatives that would accelerate subscriber growth. Is the expectation at this point that you can, that that can continue, that the pace of change or the pace of improvements in underlying broadband subscriber growth can continue while ARPU stabilizes? Thank you.

speaker
Julie Lawless
CFO

I'll jump in there and talk. Feel free to tag along. Yeah, I mean, I think when you look at the second quarter as sort of an example, despite the headwinds from the expiration of ACP, we still had a quarter that was dramatically better than last year, same period. And our connects have been improving on a year-over-year basis. This is the third quarter that that's happened. And our churn is also at all-time lows. So I think we are learning, we are calibrating, we are leveraging, we are taking those learnings and putting them to use. So our focus is absolutely, as we've talked about in the past, on a phase growth plan. And the first phase of that is really driving growth, unit growth specifically.

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