The earnings call presented a mix of positive and negative aspects. There were significant improvements in operational efficiencies, broadband, and mobile segments, along with innovative financing strategies. However, overall revenue declined mainly due to video subscriber losses and increased operational expenses.

Company Guidance

During the Altice USA Second Quarter 2025 Earnings Results Conference Call, the company provided several metrics and guidance on its current and future performance. Altice USA is targeting approximately $3.4 billion in adjusted EBITDA for the full year 2025. The company reported broadband subscriber net losses of 35,000 for the second quarter, a year-over-year improvement of 16,000 or 31%. Broadband ARPU increased by 0.9% year-over-year, reaching $74.77. Additionally, the company expanded its fiber customer base to 663,000, achieving a penetration rate of 22% across its fiber network. Mobile line net additions were approximately 38,000 in the second quarter, with a year-over-year churn improvement of nearly 600 basis points. The company also highlighted an inaugural $1 billion asset-backed loan with Goldman Sachs and TPG Angelo Gordon, aimed at unlocking significant asset value and improving pricing relative to recent high-yield issuances. Despite a 4.2% year-over-year decline in total revenue, Altice USA reaffirmed its guidance, expecting improvements in adjusted EBITDA and revenue trends in the second half of 2025.

Broadband Subscriber Improvement

Broadband subscriber net losses improved by 31% year-over-year. Additionally, broadband ARPU grew by 0.9% year-over-year.

Operational Efficiency Gains

Annualized service call rate decreased by almost 3%, and service visit rate improved by almost 19% year-over-year. AI tools are being used to automate detection and repair of service issues.

Fiber Network Expansion

Added approximately 56,000 customers to the fiber network in Q2 2025, with a penetration rate of 22%.

Mobile Line Growth

Mobile line net additions reached approximately 38,000 in Q2, with a churn improvement of nearly 600 basis points year-over-year.

Innovative Financing

Secured a $1 billion asset-backed loan, the first of its kind in the industry, with improved pricing reflecting market recognition of the strength of HFC asset-backed cash flows.

Altice Usa (ATUS) Earnings, Revenues Date & History

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ATUS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	-0.01 / -	-0.09	―	―	―
Jul 16, 2025	2025 (Q2)	-0.02 / -0.21	0.03	-800.00% (-0.24)	―	―
May 08, 2025	2025 (Q1)	-0.07 / -0.16	-0.05	-220.00% (-0.11)
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)

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

ATUS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 16, 2025	$2.68	$2.67	-0.37%
May 08, 2025	$2.65	$2.77	+4.53%
Feb 13, 2025	$2.71	$2.73	+0.74%
Nov 04, 2024	$2.59	$2.53	-2.32%

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.