The earnings call reflected a company making progress in its strategic goals, notably in fiber and mobile growth, churn reduction, and operational efficiencies. However, these positives are countered by significant revenue decline, broadband subscriber losses, negative free cash flow, and unresolved debt negotiations, resulting in a mixed outlook.

Company Guidance

During the Altice USA Q1 2025 earnings call, the company provided detailed guidance on its strategic initiatives aimed at stabilizing performance and driving growth. Altice USA expects to deliver approximately $3.4 billion in adjusted EBITDA for the full year 2025, with revenue projected between $8.6 billion and $8.7 billion. The company reported a sequential improvement in broadband subscriber net losses to 37,000, with fiber net additions reaching an all-time high of 69,000, leading to over 600,000 fiber customers and 20% penetration of its fiber network. Mobile growth continued with 49,000 mobile line net additions, surpassing 500,000 total mobile lines. The company's strategic goals include enhancing marketing effectiveness, optimizing programming agreements, and expanding digital tools to improve customer experience. Additionally, Altice USA is pursuing operational efficiencies, with a capital expenditure forecast of approximately $1.2 billion for 2025, while maintaining a focus on high-return projects and network investments. The company also highlighted progress in reducing churn, which reached the lowest levels in three years, and improvement in annualized broadband churn by 90 basis points year-over-year in Q1.

All-Time High Fiber Performance

Achieved 69,000 fiber net additions, ending the quarter with over 600,000 fiber customers, reaching 20% penetration of the fiber network.

Mobile Growth and Milestone

Accelerated mobile growth with 49,000 mobile line net additions and surpassed the milestone of 500,000 mobile lines.

Churn Reduction

Quarterly churn reached the lowest levels in 3 years, with annualized broadband churn improving by 90 basis points year-over-year in Q1.

Operational Efficiency Initiatives

Reduced service calls by over 1 million and truck rolls by 280,000 in the last 12 months through AI and automation.

Improvements in Customer Experience

Recognized by the global Stevie Awards for excellence in customer service and customer service transformation.

Optimized Programming Agreements

Successfully navigated programming negotiations with minimal disruption, retaining 99.8% of impacted customers.

Altice Usa (ATUS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ATUS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2025	2025 (Q2)	-0.02 / -	0.03	―	―	―
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)
May 03, 2023	2023 (Q1)	0.04 / 0.06	0.43	-86.05% (-0.37)

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
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%
Aug 01, 2024	$2.09	$1.88	-10.05%

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.