Optimum Reports Q4 Revenue of $2.18B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 12 2026
0mins
Should l Buy OPTU?
Reports Q4 revenue $2.18B, consensus $2.13B. Dennis Mathew, Optimum Chairman and Chief Executive Officer, said: "In full year 2025, we achieved the goals we shared in the beginning of the year across revenue, Broadband ARPU, direct costs, operating expense, Adjusted EBITDA excluding i24 News, and capital spend, reflecting our disciplined execution at Optimum. During the quarter, we achieved year over year Adjusted EBITDA growth, driven by moderating revenue declines, higher gross margins, and disciplined expense management. We saw continued momentum across key segments, including Residential and Broadband ARPU growth, improved video trends, as well as momentum in Lightpath and Mobile. While broadband subscriber trends remain under pressure in a highly competitive market, we enter 2026 with a simpler, more competitive approach, featuring streamlined pricing and packaging and a convergence-led go-to-market strategy intended to support improvements in the broadband performance. Looking ahead, this focus on simplification extends across our operations and customer experience, positioning us to execute more efficiently, support performance over time, and support long-term shareholder value."
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Analyst Views on OPTU
Wall Street analysts forecast OPTU stock price to rise
7 Analyst Rating
4 Buy
2 Hold
1 Sell
Moderate Buy
Current: 1.480
Low
1.75
Averages
2.33
High
2.75
Current: 1.480
Low
1.75
Averages
2.33
High
2.75
About OPTU
Optimum Communications, Inc., formerly Altice USA, Inc., is a broadband communications and video services provider in the United States, delivering broadband, video, mobile, proprietary content and advertising services to residential and business customers across approximately 21 states through its Optimum brand. The Company operates Optimum Media, an advanced advertising and data business, which provides audience-based, multiscreen advertising solutions to local, regional and national businesses and advertising clients. Its footprint extends across various states (primarily in the New York metropolitan area and various markets in the south-central United States) through a fiber-rich hybrid-fiber coaxial (HFC) broadband network and a fiber-to-the-home (FTTH) network. The Company also operates News 12, which is focused on delivering hyperlocal news content, covering communities throughout Long Island, the Bronx, Brooklyn, Westchester, Hudson Valley, Connecticut and New Jersey.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Service Accessibility: The contract allows state and local agencies across all 50 states to access Lightpath services through Cooperative Purchasing, ensuring reliable connectivity solutions are available as these agencies modernize their operations.
- Network Advantages: Lightpath's network spans over 12,100 route miles, connecting more than 185 data centers and over 17,500 lit locations, offering up to 800 Gbps of bandwidth, which ensures government agencies have the flexibility and scalability to meet future demands.
- Strategic Implications: This contract represents a significant expansion for Lightpath in the public sector, reinforcing its position as a long-term partner and supporting the infrastructure needs of government entities as they modernize critical operations.
See More
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- Award Announcement: The LIGHTPATH initiative has been awarded multiple contracts.
- Contract Details: These contracts are scheduled for various awards, indicating a significant investment in the project.
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- Rating Overview: Optimum Communications (OPTU) currently holds an average rating of hold, indicating a cautious market sentiment regarding its future performance, which may influence investor decisions.
- Price Target Analysis: The company's average price target is set at $1.76, suggesting analysts have a relatively conservative outlook on its future stock price, potentially limiting short-term price appreciation.
- Market Reaction: Given the hold rating, investors may adopt a wait-and-see approach towards OPTU's stock, which could affect its liquidity and overall market performance.
- Subscription Limitations: Accessing more detailed market analysis requires a Silver or Gold subscription, which may restrict ordinary investors' ability to obtain comprehensive information.
See More
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- Revenue Trends: Optimum Communications reported approximately $2.2 billion in total revenue for Q4 2025, reflecting a 2.3% year-over-year decline, although connectivity and other revenues increased by 2%, indicating a structural adjustment in the company's revenue amidst intense competition.
- Adjusted EBITDA Growth: Adjusted EBITDA reached $902 million, up 7.7% year-over-year, marking the first quarter of year-over-year EBITDA growth in 16 quarters, demonstrating significant progress in cost control and operational efficiency.
- Subscriber Dynamics: Despite losing 62,000 net broadband subscribers in Q4, Optimum ended 2025 with 4.2 million broadband subscribers, showcasing strong performance with 35% growth in mobile lines and 33% growth in fiber customer accounts.
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See More
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- Revenue Details: The company's Q4 revenue reached $2.18 billion, a 0.9% year-over-year decline, although it beat market expectations by $50 million, the ongoing revenue drop poses challenges for future growth.
- Market Reaction: Given the earnings miss, Altice USA's stock price may face downward pressure, prompting investors to monitor the company's strategic adjustments to navigate competitive market dynamics.
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