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Jun 30, 2025
Altice USA Q2 2025 Earnings Report
Altice USA reported its second quarter 2025 results, showing improved broadband subscriber trends, growth in fiber and mobile, and the completion of a $1.0 billion asset-backed loan.
Key Takeaways
Altice USA's second quarter 2025 results demonstrated continued operational and financial momentum, with sequential and year-over-year improvements in broadband subscriber trends and ARPU growth. The company also saw significant expansion in fiber and mobile customer bases, alongside successful execution of efficiency initiatives and a strategic asset-backed loan.
Broadband subscriber net losses improved year-over-year and sequentially, with total broadband subscribers reaching 4.3 million.
Fiber customer base increased by 53% year-over-year to 663,000, and mobile lines grew by 42% year-over-year to 546,000.
Total revenue for Q2 2025 was $2.15 billion, a 4.2% decrease year-over-year, while net income attributable to stockholders was a loss of $96.3 million.
Adjusted EBITDA was $803.8 million with a margin of 37.4%, and free cash flow was $28.4 million, an improvement from a deficit in the prior year.
Revenue by Segment
Forward Guidance
Altice USA is targeting approximately $3.4 billion in Adjusted EBITDA and approximately $1.2 billion in cash capital expenditures for fiscal year 2025, with a focus on fiber new builds and high-impact network investments.
Positive Outlook
- Targeting approximately $3.4 billion of Adjusted EBITDA in FY 2025, indicating expected profitability.
- Targeting 175,000 total new passings in FY 2025, primarily as fiber new builds, expanding network reach.
- Focus on high-impact network investments to enhance network quality and capacity.
- Ongoing efforts to enhance cost efficiency, contributing to improved financial performance.
- Accelerating AI integration across sales, care, network, and product to drive smarter offers and improved customer experience.
Challenges Ahead
- Implemented approximately 5% workforce reduction, which may indicate cost-cutting measures due to financial pressures.
- Mid-split upgrades on DOCSIS 3.1 network are expected to enable multi-gig speeds to a portion of HFC passings only in 2026, indicating a slower rollout for some network enhancements.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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