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Optimum Communications
Optimum Communications (OPTU) investor relations material
Optimum Communications Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
2025 was a year of transformation, with a focus on operational efficiency, network quality, and customer experience amid heightened competition and aggressive market promotions.
Full-year 2025 revenue reached $8.6 billion, meeting guidance, while Adjusted EBITDA grew 7.7% year-over-year in Q4 to $902 million, with margin expanding to 41.3%.
Operational improvements included a 19% better field dispatch rate, record-low customer care repeat rates, and an 11-point Net Promoter Score increase.
Strategic cost controls, asset divestitures, and debt refinancing enhanced liquidity and supported margin expansion.
Entering 2026, the company is focused on simplified offerings, streamlined pricing, and convergence-led strategy.
Financial highlights
Q4 2025 revenue: $2.18 billion, down 2.3% year-over-year; full-year revenue: $8.6 billion.
Q4 2025 Adjusted EBITDA: $902 million, up 7.7% year-over-year; full-year Adjusted EBITDA: $3.4 billion (excluding i24 News divestiture).
Q4 2025 net loss: $71.2 million; full-year net loss: $1,833 million.
Q4 2025 free cash flow: $199 million; capital expenditures for 2025: $1.3 billion, with capital intensity at 15.7%.
Broadband ARPU in Q4: $76.71 (+2.8% year-over-year); residential ARPU: $134.49 (+0.4% year-over-year).
Outlook and guidance
2026 priorities include improving broadband trends, simplifying products and pricing, expanding fiber, and investing in technology and automation.
Focus on financial discipline, margin expansion, and operational efficiency through AI and automation.
No specific 2026 EBITDA or free cash flow guidance provided; more details expected in Q1 2026 call.
Explain the FY25 $1.687B impairment charge
How will simplified pricing impact broadband ARPU?
Impact of recent refinancings on debt maturity?
How will fiber migration strategy evolve in 2026?
Lightpath's hyperscaler revenue: recurring or not?
What further OpEx reductions are planned for 2026?
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Next Optimum Communications earnings date
Q1 20267 May, 2026
Optimum Communications
Next Optimum Communications earnings date
Q1 20267 May, 2026
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Frequently asked questions
All-Encompassing Telecommunications
Altice USA, often just referred to as Altice, is a communications and video service provider operating, as its name suggests, in the United States. The company's operations encompass various offerings including high-speed internet, pay television, telephony services, and more. Altice is headquartered in NYC, and its shares are listed on the NYSE.
European Origin
Altice USA's foundation traces back to Europe. The Altice Group, founded by Patrick Drahi in 2001, began its journey in the telecommunications world from the other side of the Atlantic. Altice made its entry into the US market through a series of acquisitions and quickly became established in the country. While the company shares a name with its European counterpart, the two companies act independently of each other.
Diverse Offerings for a Broad Audience
Altice has a diverse range of services available for both individual consumers and businesses. The company's broadband segment supplies enable millions of Americans to stay connected to the web by providing high-speed internet access. A focus on improving and expanding broadband infrastructure has enabled the company to supply more robust connectivity, including fiber-optic networks that provide faster speeds and more reliable connections. Altice also provides telephone services for Americans, providing both domestic and international calling.
Moving into the streaming world
Beyond just internet services, Altice USA has made significant inroads into the pay television segment. Offering hundreds of channels, they ensure that viewers have access to a plethora of entertainment, news, and sports content. Altice has expanded its services to include streaming solutions and digital platforms, ensuring that its audience, whether they prefer traditional TV or the flexibility of streaming, has its preferred option available.
A Highly Competitive Market
Altice USA operates in a highly competitive market together with companies such as T-Mobile, Verizon, AT&T, and several more offering broadband, and telephony services. The company therefore works to keep pace with evolving consumer demands and technological changes, adapting its offerings and strategies to maintain its position in the market.
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