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Optimum Communications Inc Class A (OPTU)
NYSE:OPTU
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.09Last Year’s EPS
-0.16Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call portrayed a company that executed disciplined cost and capital management to restore profitability and improve margins (notable adjusted EBITDA growth, gross margin expansion, free cash flow, ARPU improvements, and LightPath momentum). However, these operational gains were achieved against persistent top-line pressures: overall revenue declined, broadband and video subscriber bases contracted, competitive intensity remained high, and leverage remains elevated. Management framed many actions as intentional trade-offs to prioritize margin and cash generation while positioning for future growth, particularly via fiber and LightPath. The balance between clear operational progress and significant subscriber/revenue and balance-sheet headwinds yields a mixed but constructive outlook.Company Guidance
Adjusted EBITDA Growth and Margin Expansion
Adjusted EBITDA rose to $902,000,000 in Q4, up 7.7% year over year; adjusted EBITDA margin expanded 380 basis points to 41.3% (highest in 16 quarters) and surpassed the 40% milestone.
Gross Margin Improvement
Gross margin reached ~69.5% in Q4, up 180 basis points year over year, reflecting mix shift toward higher-margin products (broadband and new video tiers) and disciplined programming cost management.
Broadband and Residential ARPU Gains
Broadband ARPU grew 2.8% year over year to $76.71 (highest quarterly broadband ARPU in 14 quarters); residential ARPU increased 0.4% year over year to $134.49, with connectivity and other products offsetting video declines.
Cost Reductions and Operational Efficiency
Operating expenses declined by nearly $60,000,000 year over year in Q4, driven in part by a >6% reduction in headcount, vendor rationalization, and strategic workforce optimization; field dispatch rate improved 19% YoY and seven-day customer-care repeat rate reached record lows.
Free Cash Flow and Capital Intensity Improvement
Free cash flow for the quarter was approximately $200,000,000; Q4 cash capital stepped down 28% YoY to achieve ~13% capital intensity. Full-year cash capital was roughly $1,300,000,000 with total capital intensity <16% (~14% excluding LightPath).
Fiber Footprint and Passings Expansion
Company reported over 3,000,000 fiber passings overall, added 177,000 new passings in 2025, and delivered 134,000 new fiber passings for the full year; fiber customer accounts reached 716,000, up 33% YoY.
LightPath Growth and Strategic Transaction
LightPath revenue reached $468,000,000 for full-year 2025 (13% YoY growth) with adjusted EBITDA up 17% YoY; LightPath reported $362,000,000 of AI-driven contract value (as disclosed) and priced an inaugural $1,700,000,000 ABS expected to close to repay existing LightPath debt.
Mobile Momentum and Improved Churn
Total mobile lines reached 623,000, up 35% YoY; Q4 added 38,000 mobile lines and annualized mobile churn improved by over 700 basis points, while mobile revenue grew over 40% in the quarter.
Video Profitability and Product Innovation
Despite decline in video revenue, company reported the lowest quarterly video net losses in >5 years (Q4 net loss of 49,000) and video profitability higher in absolute dollars vs 2022; video gross margins improved materially (management cited >750 bps improvement vs 2022) and programming costs fell 16% in the quarter (15% for the full year) aided by introduction of higher-margin, skinnier video tiers.
Customer Experience and Network Recognition
Net Promoter Score improved by 11 points year to date; Ookla Speedtest awarded Optimum Fiber #1 rankings in the Tri-State for speed, reliability and consistency, reinforcing network performance claims.
Optimum Communications Inc Class A (OPTU) Earnings, Revenues Date & History
OPTU Earnings History
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
OPTU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $1.62 | $1.68 | +3.70% |
Nov 06, 2025 | $2.15 | $2.07 | -3.72% |
Jul 16, 2025 | $2.68 | $2.67 | -0.37% |
May 08, 2025 | $2.65 | $2.77 | +4.53% |
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.
FAQ
When does Optimum Communications Inc Class A (OPTU) report earnings?
Optimum Communications Inc Class A (OPTU) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Optimum Communications Inc Class A (OPTU) earnings time?
Optimum Communications Inc Class A (OPTU) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OPTU EPS forecast?
OPTU EPS forecast for the fiscal quarter 2026 (Q1) is -0.09.