Sign in

    Jeff Wlodarczak

    Research Analyst at Pivotal Research Group

    Jeffrey Wlodarczak is Principal and Senior Analyst for Internet, Media, Sports & Communications at Pivotal Research Group, where he specializes in covering leading companies such as Roku, Spotify, Netflix, SiriusXM, and Liberty Media. Known for his high-performing stock calls, Wlodarczak maintains a TipRanks analyst rating of 3.97 stars and has generated standout returns, including a +169.8% rating on Spotify and a 14.4% net profit on Roku. He began his career at Donaldson, Lufkin & Jenrette, held senior analyst roles at CIBC World Markets and Wachovia, and founded Pivotal Research Group in 2010 after fifteen years of top-ranked sector coverage. Recognized by Forbes, the Wall Street Journal, Institutional Investor, StarMine, and Thomson Reuters for stock-picking and earnings forecasting, he also holds FINRA securities industry credentials.

    Jeff Wlodarczak's questions to LTRPA leadership

    Jeff Wlodarczak's questions to LTRPA leadership • Q1 2024

    Question

    Inquired about Charter's strategy regarding its footprint expansion versus share repurchases and its ability to mitigate subscriber and ARPU impact from the end of the ACP program.

    Answer

    The executive responded that Charter is taking a more thoughtful, balanced approach to footprint expansion given market desires for free cash flow. Regarding ACP, he stated that Charter has attractive programs to mitigate subscriber loss and does not anticipate significant declines in average revenue per customer.

    Ask Fintool Equity Research AI