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    Maryanne Zhao

    Research Analyst at Morgan Stanley

    Maryanne Zhao is an Equity Research Analyst at Morgan Stanley specializing in the coverage of the consumer and retail sectors, including major publicly traded companies within these industries. She has established a successful track record in her sector, contributing to the research team’s consistently high institutional client rankings and providing pivotal insights that support investment decisions, though specific TipRanks rankings and returns metrics are not publicly available. Zhao began her career in equity research and joined Morgan Stanley as an analyst, where she continues to leverage her analytical expertise; information on prior firms is not available. She holds a Series 7 and Series 63 securities license and is registered with FINRA, reflecting her professional credentials and regulatory compliance.

    Maryanne Zhao's questions to Altice USA (ATUS) leadership

    Maryanne Zhao's questions to Altice USA (ATUS) leadership • Q4 2024

    Question

    Maryanne Zhao asked about potential video churn pressure resulting from the MSG network drop and inquired about broadband customer trends observed in the first quarter of the new year.

    Answer

    CEO Dennis Mathew declined to provide Q1 guidance but addressed the MSG situation by framing it as a customer-centric decision, stating that customers shouldn't be forced to pay for content they don't watch. He noted that over half of the one million customers they engaged with had not tuned into the programming. He highlighted the success of new, flexible video packages, which are saving customers money and have helped inflect the video attach rate for new subscribers upward.

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