The earnings call highlighted significant growth in fiber and mobile segments and capital efficiency improvements, but these were offset by overall revenue decline, broadband subscriber losses, and competitive challenges in the West. The sentiment is balanced with both positive network and revenue achievements and notable challenges.

Company Guidance

During Altice USA's Q4 and full-year 2024 earnings call, the company detailed significant strides in various operational and financial measures. They reported a 22% year-over-year increase in fiber net additions, reaching 57,000 in Q4, and a 40,000 line net addition in mobile, marking the best performance in five years. The company ended 2024 with 4.3 million broadband subscribers and 460,000 mobile lines, although broadband subscriber net losses were 39,000, influenced by factors such as a hurricane in North Carolina. Despite a 3.1% year-over-year revenue decline to $9 billion, Altice USA improved its gross margin to 67.7% and achieved a 23% growth in free cash flow to $149 million, even with a 5.4% decline in adjusted EBITDA to $3.4 billion. The company also highlighted a strategic shift towards new fiber builds and mid-split upgrades, with cash capital expenditures declining by 16% year-over-year to $1.4 billion. Their efforts in optimizing their product portfolio and enhancing customer experience were evident, with residential ARPU stabilizing and video cost inflation per subscriber reduced to approximately 4%. In 2025, Altice plans to continue its transformation journey by focusing on broadband subscriber trends, capital efficiency, network strengthening, and maintaining a sustainable capital structure.

Fiber and Mobile Growth

Q4 marked the best ever quarter for fiber net additions of 57,000, a 22% increase year-over-year. Mobile growth also saw a significant increase with 40,000 line net additions, the best performance in the last five years and a 70% acceleration in mobile line net additions in 2024.

Revenue Achievements in Key Areas

Residential mobile service revenue and LightPath achieved their highest ever revenue in full-year 2024. LightPath revenue grew by 5.5% year-over-year to $414 million.

Capital Efficiency

Capital expenditures decreased by 16% year-over-year to $1.4 billion while maintaining strategic growth objectives. Free cash flow grew by 23% year-over-year to $149 million.

Improved Network Quality

Optimum Fiber was ranked as having the fastest and most reliable Internet speeds in New York and New Jersey, and also ranked the lowest latency and best gaming experience in those areas.

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Altice Usa (ATUS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ATUS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 01, 2025	2025 (Q1)	-0.07 / -	-0.05	―	―	―
Feb 13, 2025	2024 (Q4)	0.04 / -0.12	-0.26	53.85% (+0.14)
Nov 04, 2024	2024 (Q3)	0.04 / -0.09	0.15	-160.00% (-0.24)
Aug 01, 2024	2024 (Q2)	0.06 / 0.03	0.17	-82.35% (-0.14)
May 02, 2024	2024 (Q1)	<0.01 / -0.05	0.06	-183.33% (-0.11)
Feb 14, 2024	2023 (Q4)	0.06 / -0.26	-0.43	39.53% (+0.17)
Nov 01, 2023	2023 (Q3)	0.06 / 0.15	0.19	-21.05% (-0.04)
Aug 02, 2023	2023 (Q2)	0.12 / 0.17	0.23	-26.09% (-0.06)
May 03, 2023	2023 (Q1)	0.04 / 0.06	0.43	-86.05% (-0.37)
Feb 22, 2023	2022 (Q4)	0.20 / -0.43	0.56	-176.79% (-0.99)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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ATUS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 13, 2025	$2.71	$2.73	+0.74%
Nov 04, 2024	$2.59	$2.53	-2.32%
Aug 01, 2024	$2.09	$1.88	-10.05%
May 02, 2024	$2.03	$2.05	+0.99%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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