Altice USA 2025 Q3 Earnings Record Net Loss of $1.62 Billion Amid Revenue Decline

Altice USA (ATUS) reported a significant earnings miss in Q3 2025, , both falling short of estimates. , citing operational efficiencies and topline opportunities in the fourth quarter.

Revenue

Altice USA’s total revenue declined by 5.4% year-over-year to $2.11 billion in Q3 2025, driven by a near-10% drop in residential video revenue. While the company added 40,000 fiber customers, expanding its base to 703,000, .

Earnings/Net Income

, . , . This marks a significant deterioration in profitability, .

Price Action

Altice USA’s stock has experienced mixed post-earnings performance. , . The company’s shares have underperformed the broader market, .

Post-Earnings Price Action Review

The strategy of buying Altice USA shares on the date of its quarterly earnings release and holding for 30 days has historically underperformed. Over the past three years, , . The negative average return and volatility suggest the strategy is not profitable, particularly during periods of market turbulence.

CEO Commentary

Chairman and CEO highlighted record gross margin performance and operational efficiencies in Q3, . He acknowledged challenges from "intense competition" and a "low-growth environment," emphasizing strategic initiatives to strengthen broadband performance and enhance shareholder value through disciplined execution.

Guidance

. Strategic priorities include , , and expanding . , .

Additional News

1. Corporate Rebranding: Altice USA announced a name change to Optimum Communications, effective November 7, 2025, with a ticker symbol shift to OPTU by November 19. The rebrand aligns with the company’s consumer-focused Optimum brand and emphasizes .

2. AI Infrastructure Expansion: Lightpath, a subsidiary, , connecting to Virginia’s data center hub and New York/NJ markets. .

3. Streaming Partnership: Optimum partnered with Disney+ and Hulu to offer six months of free access to eligible customers, enhancing its digital media offerings.

Earnings/Net Income

The EPS and net loss figures underscore Altice USA’s deteriorating profitability, . This highlights the company’s struggle to offset competitive pressures and declining subscriber trends, despite operational efficiency gains.

Polished Transitions

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Guidance

The reiterated Adjusted EBITDA target reflects confidence in operational improvements and topline stabilization. However, . Management emphasized disciplined execution to counteract low-growth headwinds.