Earnings summaries and quarterly performance for ATUS.
Executive leadership at ATUS.
Board of directors at ATUS.
Research analysts who have asked questions during ATUS earnings calls.
Craig Moffett
MoffettNathanson
4 questions for ATUS
Also covers: CABO, CHTR, CMCSA +3 more
Frank Louthan
Raymond James
3 questions for ATUS
Also covers: AKAM, CABO, CCOI +12 more
Jonathan Chaplin
New Street Research
3 questions for ATUS
Also covers: ATEX, CCI, CHTR +6 more
Kutgun Maral
Evercore ISI
3 questions for ATUS
Also covers: CHTR, CMCSA, DIS +11 more
James Schneider
Goldman Sachs
2 questions for ATUS
Also covers: ACN, AMAT, AMKR +25 more
Michael Rollins
Citigroup
2 questions for ATUS
Also covers: AMT, CCI, CCOI +16 more
Samuel McHugh
BNP Paribas
2 questions for ATUS
Also covers: CABO, FYBR, LUMN +3 more
Sebastiano Petti
JPMorgan Chase & Co.
2 questions for ATUS
Also covers: BCE, CABO, CCOI +14 more
Bryan Kraft
Deutsche Bank AG
1 question for ATUS
Also covers: ASTS, CHTR, DIS +8 more
Jessica Reif Cohen
Bank of America Merrill Lynch
1 question for ATUS
Also covers: CMCSA, FOXA, IHRT +4 more
Joshua Frantz
Goldman Sachs
1 question for ATUS
Also covers: CCI
Maryanne Zhao
Morgan Stanley
1 question for ATUS
Robert Palmisano
Raymond James
1 question for ATUS
Also covers: AKAM, FYBR, RXT +3 more
Steven Cahall
Wells Fargo & Company
1 question for ATUS
Also covers: AMCX, CABO, CHTR +17 more
Vikash Harlalka
New Street Research
1 question for ATUS
Also covers: TDS, USM
Recent press releases and 8-K filings for ATUS.
Optimum Communications, Inc. Amends Credit Agreement and Establishes ABS Loan Agreement
ATUS
Debt Issuance
New Projects/Investments
- Optimum Communications, Inc., through its entities Neptune Finco Corp. and CSC Optimum Holdings, LLC, updated its Credit Agreement with a Fourteenth Amendment on November 25, 2025, which was originally established on October 9, 2015.
- Key debt covenants include a Consolidated Net Leverage Ratio limit of 5.5 to 1.0 for general indebtedness.
- Indebtedness under Credit Facilities is further limited, requiring the Consolidated Net Senior Secured Leverage Ratio to be no greater than 4.0 to 1.0, with a maximum aggregate principal amount of $7.35 billion (subject to reductions).
- An ABS Loan Agreement was established on July 16, 2025, for Cablevision Funding LLC, featuring an Applicable Rate of 9.00%.
- The company is subject to reporting requirements, including annual reports within 120 days of fiscal year-end (starting December 31, 2026) and quarterly reports within 60 days of quarter-end (starting March 31, 2019), detailing significant transactions.
Nov 25, 2025, 6:39 PM
Altice USA Reports Q3 2025 Results with Revenue Below Expectations and Significant Net Loss
ATUS
Earnings
Demand Weakening
New Projects/Investments
- Altice USA reported Q3 2025 revenue of approximately $2.11 billion and a net loss of $1.63 billion, resulting in a basic and diluted loss per share from continuing operations of $3.47 for the quarter.
- Despite the losses, the company achieved a record gross margin of 69.7% and saw 38% year-over-year mobile revenue growth, alongside a 2.4% improvement in operating expenses.
- The company faced a loss of 58,000 broadband subscribers and its stock has underperformed the S&P 500, losing approximately 10.8% year-to-date.
- Altice USA is investing in AI-grade fiber infrastructure, having reached over 700,000 fiber customers, and its Lightpath division plans to build 130 route miles of new fiber in Eastern Pennsylvania.
Nov 7, 2025, 12:42 AM
Altice USA Rebrands to Optimum Communications Amid Q3 Broadband Losses
ATUS
Earnings
Demand Weakening
New Projects/Investments
- Altice USA is rebranding to Optimum Communications starting November 7, 2025, aligning its corporate identity with its services and changing its stock ticker from ATUS to OPTU on November 19, 2025.
- This rebrand coincides with disappointing Q3 2025 financial results, which included a loss of 58,000 broadband subscribers and a 5.4% year-over-year revenue decline to $2.11 billion.
- The company reported capital expenditures of $326 million in Q3 2025, which was higher than expected, amidst intense competition from fixed wireless and fiber providers.
- The strategic name change aims to differentiate the company from the European Altice Group, while operational leadership and ownership will remain unchanged.
Nov 7, 2025, 12:39 AM
Altice USA Reports Q3 2025 Financial Results and Reiterates FY 2025 Adjusted EBITDA Outlook
ATUS
Earnings
Guidance Update
Demand Weakening
- Altice USA reported total revenue of $2.11 billion for Q3 2025, a 5.4% decrease year-over-year, while Adjusted EBITDA was $831 million, down 3.6% year-over-year but showing 3.3% quarter-over-quarter growth and an Adjusted EBITDA Margin of 39.4%.
- The company reiterated its FY 2025 Adjusted EBITDA outlook of ~$3.4 billion and updated its FY 2025 Cash Capital Outlook to ~$1.3 billion.
- Altice USA achieved an all-time high Gross Margin of 69.7% in Q3 2025, but reported Free Cash Flow of ($178) million for the quarter.
- Key operational growth areas included Mobile service revenue, which grew 38% year-over-year, and Lightpath revenue, which increased 5.6% year-over-year. Fiber customer penetration reached 23% with 40,000 net adds in Q3 2025.
Nov 6, 2025, 1:30 PM
Altice USA Reaffirms Full-Year 2025 Outlook, Reports Q3 2025 Financials, and Announces Name Change
ATUS
Earnings
Guidance Update
Demand Weakening
- Altice USA (ATUS) reported Q3 2025 total revenue of $2.1 billion, a 5.4% year-over-year decline, and Adjusted EBITDA of $831 million, down 3.6% year-over-year. The company reaffirmed its full-year 2025 outlook for approximately $3.4 billion in Adjusted EBITDA and $8.6 billion in revenue, targeting year-over-year Adjusted EBITDA growth in Q4 2025.
- The company recorded a non-cash impairment charge of approximately $1.6 billion in Q3 2025 related to indefinite-lived cable franchise rights, reflecting evolving competitive and macroeconomic pressures.
- In Q3 2025, Altice USA lost 58,000 broadband subscribers due to significantly accelerated competitive intensity and aggressive offers in September. Conversely, it added 38,000 mobile lines and ended the quarter with over 700,000 fiber customers.
- Gross margin reached an all-time high of 69.7% , reflecting operational investments and a mix shift away from video. The company announced it will change its corporate name to Optimum Communications on November 7, with the ticker symbol changing to OPTU on November 19.
Nov 6, 2025, 1:30 PM
Altice USA Reports Q3 2025 Results and Announces Name Change
ATUS
Earnings
Guidance Update
Debt Issuance
- Altice USA reported total revenue of $2.11 billion (-5.4% year over year) and Adjusted EBITDA of $830.7 million (-3.6% year over year) for Q3 2025. The company recorded a net loss attributable to stockholders of ($1,625.9) million, which included a $1.6 billion non-cash impairment charge related to cable franchise rights.
- The company experienced broadband primary service unit net losses of -58k in Q3 2025, compared to -50k in Q3 2024. Despite this, it grew its fiber customer base to 703k (a 46% increase year over year) and mobile lines to 584k (a 39% increase year over year).
- Altice USA reiterated its full-year 2025 Adjusted EBITDA outlook of approximately $3.4 billion.
- The company plans to change its corporate name to Optimum Communications, Inc., effective November 7, 2025, with its NYSE ticker symbol changing from "ATUS" to "OPTU" on November 19, 2025.
Nov 6, 2025, 12:40 PM
Altice USA Reports Third Quarter 2025 Results and Announces Corporate Name Change
ATUS
Earnings
Guidance Update
Demand Weakening
- Altice USA reported Q3 2025 total revenue of $2.11 billion, a 5.4% year-over-year decrease, and a net loss of ($1,625.9) million (or ($3.47) per share) primarily due to a $1.6 billion non-cash impairment charge. Despite this, Adjusted EBITDA was $830.7 million with a 39.4% margin, and the company reaffirmed its full-year 2025 Adjusted EBITDA outlook of approximately $3.4 billion.
- The company experienced net losses of -58k in Total Broadband Primary Service Units (PSUs) in Q3 2025, bringing ending total broadband subscribers to 4.2 million. In contrast, fiber customers increased by 46% year-over-year to 703k, and mobile lines saw 38k net additions, reaching 584k.
- Consolidated net debt stood at $25,340 million as of September 30, 2025, resulting in a 7.8x L2QA net leverage. The company also updated its projection for cash capital expenditures to approximately $1.3 billion for FY 2025.
- Altice USA plans to change its corporate name to Optimum Communications, Inc., effective November 7, 2025, and will begin trading under the new NYSE ticker symbol "OPTU" on November 19, 2025.
Nov 6, 2025, 12:00 PM
Lightpath Expands AI Digital Infrastructure to Eastern Pennsylvania
ATUS
New Projects/Investments
Product Launch
- Lightpath, jointly owned by Altice USA (NYSE: ATUS) and Morgan Stanley Infrastructure Partners, announced it will construct 130-route miles of new AI-grade fiber infrastructure in Eastern Pennsylvania.
- This project will connect the region's rapidly developing hyperscale data center ecosystem to Ashburn, Virginia, and New York City/New Jersey, with completion scheduled for mid-2026.
- Eastern Pennsylvania is Lightpath's third new AI infrastructure region announced in 2025, following entrances into the Phoenix market in February and the Columbus market in April.
Aug 27, 2025, 12:30 PM
Quarterly earnings call transcripts for ATUS.
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