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Dec 31, 2025
Altice USA Q4 2025 Earnings Report
Optimum Communications reported its Q4 and FY 2025 earnings, highlighting year-over-year Adjusted EBITDA growth, moderating revenue declines, and improved video trends, despite ongoing broadband subscriber pressure.
Key Takeaways
Optimum Communications reported a total revenue of $2.18 billion in Q4 2025, a 2.3% decrease year-over-year. The company achieved Adjusted EBITDA of $902.2 million, up 7.7% year-over-year, with a margin of 41.3%. Despite broadband subscriber net losses of 62,000, the company saw growth in Broadband ARPU and Residential ARPU, strong mobile line additions, and significant fiber customer growth.
Total revenue for Q4 2025 was $2.18 billion, a 2.3% decrease year-over-year.
Adjusted EBITDA grew by 7.7% year-over-year to $902.2 million, with a margin of 41.3% in Q4 2025.
Broadband ARPU increased by 2.8% to $76.71, and Residential ARPU increased by 0.4% to $134.49 in Q4 2025.
Mobile lines increased by 38,100 net additions in Q4 2025, reaching 622,500 total mobile lines, a 35% increase year-over-year.
Revenue by Segment
Forward Guidance
Optimum Communications' 2026 priorities are focused on simplification to drive business acceleration, including improving broadband trends, maintaining financial discipline, and investing for long-term value creation.
Positive Outlook
- Focus on improving broadband subscriber performance through simplified product offerings and streamlined pricing.
- Implementation of a convergence-led go-to-market strategy to improve customer retention and value.
- Initiatives to strengthen base management and proactive churn reduction.
- Ongoing product margin expansion and operating efficiency supported by automation and AI.
- Continued investment in fiber expansion and targeted network upgrades for long-term competitiveness and service quality.
Challenges Ahead
- Broadband subscriber trends remain under pressure in a highly competitive market.
- The company will need to balance near-term margins and cash flow with long-term growth objectives, particularly with fiber migrations.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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