)
Visual
test
Optimum Communications
Optimum Communications (OPTU) investor relations material
Optimum Communications UBS Global Media and Communications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Media and Communications Conference 2025 summary9 Dec, 2025
Strategic priorities and transformation
Focused on stabilizing broadband through enhanced base management, AI, and automation, aiming for improved customer communication and operational efficiency in 2026.
Continued investment in network upgrades, including mid-splits and two-gig speeds, and expansion of fiber and hyperscaler footprints.
Emphasis on restoring customer trust, quality, and value, with a disciplined approach to financial and operational management.
Ongoing efforts to optimize capital structure for long-term sustainable growth, including recent financing from JPMorgan.
Proactive evaluation of all options to address upcoming debt maturities and reset the balance sheet.
Competitive landscape and market dynamics
Facing the most intense competition in years, with aggressive promotions and offers from rivals, especially in Q4.
Fewer new customer opportunities due to macroeconomic factors and a shift from DSL to fixed wireless among consumers.
Fixed wireless competition is increasing across all regions, with major players like T-Mobile, AT&T, and Verizon active.
Actively testing new pricing, packaging, and value-added offers to stabilize broadband performance.
Fiber, mobile, and product strategy
Fiber deployment continues, with three million passings and 700,000 customers migrated, mainly in the Northeast.
Financial discipline has moderated CAPEX intensity, but capital constraints limit the pace of fiber expansion.
Mobile product penetration at 7%, with a goal to exceed one million lines, focusing on quality and customer stickiness.
New video packages have reached 13% penetration, offering flexible content options and partnerships with major streaming services.
Emphasis on cross-selling mobile, video, and value-added services to increase customer loyalty and ARPU.
Capital structure's impact on fiber passings growth
Q4 broadband results: competitive offer specifics
Drivers for 2026 mobile product acceleration
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income.
Next Optimum Communications earnings date
Q4 202512 Feb, 2026
Optimum Communications
Next Optimum Communications earnings date
Q4 202512 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage