Altice USA's Q2 2025: Unraveling Contradictions in Mobile Growth, Competition, and Market Strategy

Mobile growth strategy and partnership, competition and market share, ARPU stabilization and growth strategies, mobile growth and strategy, and Brooklyn's impact and market strategy are the key contradictions discussed in Altice USA's latest 2025Q2 earnings call.



Improving Broadband Subscriber Trends:
- Altice USA reported broadband subscriber net losses of 35,000 in Q2 2025, showing 16,000 or 31% year-over-year improvement.
- The improvement was driven by strengthening churn reduction programs, localized offers, and network investments, particularly in the East footprint.

Increased Fiber and Mobile Subscriptions:
- The company added 56,000 customers to its fiber network in Q2, reaching 663,000 fiber customers, representing a penetration rate of 22%.
- Mobile line net additions were 38,000, reflecting year-over-year acceleration with a focus on enhancing customer quality and retention strategies.

Operational Efficiency and Cost Management:
- Annualized service call rate decreased by almost 3%, and service visit rate improved by 19% year-over-year in Q2.
- These improvements were driven by AI-powered tools like AI Virtual Assistant and Access Network Automation, which streamline operations and reduce service visit costs.

Revenue and Financial Performance:
- Total revenue declined 4.2% year-over-year but remained flat quarter-over-quarter, primarily due to video cord cutting, which accounted for about 85% of revenue declines.
- However, News and Advertising revenue grew by 12.8%, driven by momentum in ad agency services and incremental political revenue.