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
FL
Frank Louthan
Raymond James
3 questions for ATUS
Also covers: AKAM, CABO, CCOI +12 more
JC
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
JS
James Schneider
Goldman Sachs
2 questions for ATUS
Also covers: ACN, AMAT, AMKR +26 more
MR
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
SP
Sebastiano Petti
JPMorgan Chase & Co.
2 questions for ATUS
Also covers: BCE, CABO, CCOI +14 more
BK
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
MZ
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 (ATUS) Discusses 2026 Priorities and Q4 2025 Outlook
ATUS
Guidance Update
New Projects/Investments
Demand Weakening
- Optimum Communications (ATUS) has outlined its 2026 priorities, which include stabilizing broadband, elevating customer experience, investing in the network, and improving its capital structure.
- The company noted that the competitive environment in broadband is the most intense seen in a long time, weighing on Q4 2025 results due to heightened offers and increased fixed wireless competition.
- Optimum anticipates Q4 2025 to mark its first quarter of year-over-year EBITDA growth in 16 quarters, with reported adjusted EBITDA expected between $3.3 billion and $3.4 billion, or approximately $3.4 billion excluding i24NEWS losses.
- The Mobile business reached 7% penetration and over 500,000 lines in Q3, is gross margin positive, and aims to accelerate growth in 2026.
- Lightpath sales surpassed $100 million exiting 2024, with Q3 EBITDA growing 11%, and hyperscaler revenue anticipated in Q4 2025.
Dec 9, 2025, 5:45 PM
Optimum Communications Projects Q4 2025 EBITDA Growth, Outlines 2026 Priorities
ATUS
Guidance Update
Debt Issuance
New Projects/Investments
- Optimum Communications anticipates Q4 2025 will mark its first quarter of year-over-year EBITDA growth in 16 quarters, projecting reported adjusted EBITDA between $3.3 billion and $3.4 billion. Excluding i24NEWS losses, adjusted EBITDA is expected to be approximately $3.4 billion.
- For 2026, key priorities include stabilizing broadband in an intensely competitive market, enhancing customer experience with AI, continuing network investments, and optimizing the capital structure.
- The company is actively exploring options for meaningful debt reduction and a balance sheet reset to manage early 2027 maturities, acknowledging that current capital constraints impact aggressive fiber deployment.
- Growth initiatives include the Mobile product, which has achieved 7% penetration and is targeting over a million lines (from over 500,000 in Q3), and Lightpath, which exited 2024 with over $100 million in sales and saw 11% EBITDA growth in Q3.
Dec 9, 2025, 5:45 PM
Optimum Communications Expects Q4 2025 Year-over-Year EBITDA Growth and Outlines 2026 Priorities
ATUS
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Optimum Communications expects Q4 2025 to be the first quarter in 16 quarters to achieve year-over-year EBITDA growth.
- The company projects full-year adjusted EBITDA for 2025 to be between $3.3 billion and $3.4 billion, or approximately $3.4 billion when excluding i24NEWS losses.
- For 2026, key priorities include stabilizing broadband, enhancing customer experience, investing in the network, and optimizing the capital structure.
- The Q4 2025 competitive landscape is described as the most intense in a long time, with aggressive promotions and increased fixed wireless competition weighing on results.
- Optimum has 3 million fiber passings and 700,000 customers on its fiber plant, while its Mobile product has reached 7% penetration and aims for over 1 million lines.
Dec 9, 2025, 5:45 PM
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
Quarterly earnings call transcripts for ATUS.
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