An exciting time in the Cable Business with Cable One Julia Laulis (NYSE: $CABO)

Julia Laulis, Chair of the Board, President & CEO of Cable One, Inc. (NYSE: CABO), joins Yet Another Value Podcast to discuss how the cable industry is positioned right now in 2023, and Cable One's focus moving forward. Cable One will also be at The Markel Corporation's 2023 shareholders meeting in Richmond, VA on May 17, 2023, where Andrew will also be in attendance.

Chapters:
0:00 - Introduction + Episode sponsor: $BYTE
1:44 - Let's talk about the Cable business; why its an exciting and scary time in the space
4:04 - Does fixed wireless pose a risk to Cable One's focus on broadband for small cities, large towns strategy?
6:47 - The fear with fixed wireless
10:13 - Cable One's experience with fixed wireless
12:13 - Data usage
15:16 - What is it that ultimately turns a fixed wireless customer into a parking place for a future cable customer?
17:17 - Reliability of the network
19:07 - MD&O strategy
21:56 - Fiber overbuilding in general
27:49 - Customer ARPU
31:37 - Cable One's pricing
34:44 - Data throughputs
38:14 - Switching to IPTV and how does this improve the economics of the business
42:13 - Julia's thoughts on fiber vs. Docsis 4.0 for Cable One
46:57 - Is Julia starting to the M&A environment picking up?
48:51 - Share buybacks and capital allocation strategy
51:27 - Customer churn and macro perspective on new connects
1:00:16 - Cont'd. on customer low churn

Today's episode is sponsored by: Roundhill IO Digital Infrastructure ETF – BYTE

Investing in the real assets that underpin our digital world has never been easier. We are pleased to bring you this podcast in partnership with Roundhill Investments, the advisor to the Roundhill IO Digital Infrastructure ETF – BYTE - which trades on the New York Stock Exchange under the ticker symbol - “B” “Y” “T” “E”. The fund tracks the BYTE Index, which measures the performance of 40 leading global digital infrastructure businesses, such as towers and mobile communications, fiber and fixed line connectivity, and data centers. For a prospectus and more information, please visit roundhillinvestments.com/etf/byte - read carefully. Investing involves risk, including possible loss of principal. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing in BYTE. Distributor Foreside Fund Services, LLC: https://www.roundhillinvestments.com/etf/byte/