Key Financial Data
- Q4 Revenue: $2.18 billion (-2.3% year-over)
- Q4 Operating income: $397.6 million (+16.7%)
- Q4 Net income: -$71.2 million (vs. -$54.1 million)
- Q4 Broadband revenue: $884.1 million (-1.8%)
- Q4 Video revenue: $619.5 million (-9.8%)
- Q4 Mobile revenue: $48 million (+40.5%)
- Q4 Broadband ARPU: $76.71 (+2.8%)
- Q4 Broadband additions: -60,700 (vs. -37,700)
- Q4 Video additions: -46,500 (vs. 64,300)
- FY25 Total revenue: $8.59 billion (-4.1%)
- FY25 Broadband revenue: $3.54 billion (-2.8%)
- FY25 Video revenue: $2.59 billion (-10.6%)
- FY25 Operating income: -$112.6 million
- FY25 Net income: -$1.87 billion
- Read more Q4 2025 media earnings coverage
Optimum, the broadband and pay television provider formerly known as Altice USA, followed in the footsteps of some of its peers with larger broadband and video disconnects that chipped away at revenue gains during the fourth quarter (Q4) of the year.
On Thursday, Optimum revealed its fourth quarter revenue dipped 2.3 percent to $2.18 billion, brought on by lower broadband and pay TV revenue that was only partially offset by gains in its wireless phone business and stronger interest in its business-oriented offerings.
During Q4, broadband revenue slipped 1.8 percent to $884.1 million, while video revenue declined 9.8 percent to $619.5 million. The company reported just under 1.63 million residential video subscribers an 3.81 million broadband Internet customers at the end of 2025, reflecting losses of 251,000 video customers and 188,400 broadband subscribers during the year.
Optimum Mobile continued to expand rapidly, with revenue jumping 40.5 percent year over year to $48.0 million. Optimum said it ended the year with more than 622,000 wireless lines served, an increase of 162,000 lines. Those numbers don’t necessarily translate to total customers served, because some subscribers have multiple lines of service.
Dennis Mathew, the Chairman and CEO of Optimum, said the company’s refreshed pay TV packages are starting to resonate with video customers and that Optimum was working to streamline its offerings on the broadband side, particularly in areas where it provides fiber-based services.
“While broadband subscriber trends remain under pressure in a highly competitive market, we enter 2026 with a simpler, more competitive approach, featuring streamlined pricing and packaging and a convergence-led go-to-market strategy intended to support improvements in the broadband performance,” Mathew said in a statement.
Stock Price
In addition to streamlined pricing, Optimum has started beefing up the ancillary perks available to its video and broadband customers. Last November, the company began offering a one-year free trial of the ad-supported tier of Netflix as part of their service, after earlier offering Disney Plus for six months under a similar promotion.
Both subscription perks are powered by Bango, which is working with Optimum to develop a subscription management platform that is expected to resemble similar tools offered by peer companies like Charter and Comcast. The platform will allow Optimum TV and Optimum Internet subscribers to start and stop subscriptions to streaming services, with those plans charged to the same bill as their TV and Internet service.
