Optimum Communications, Inc. reported a significant achievement in Q4 2025 with the first year-over-year adjusted EBITDA growth in 16 quarters, driven by reduced operating expenses and strategic workforce optimization. They prioritized sustainable pricing over aggressive subscriber acquisition, leading to broadband ARPU growth and improved video profitability. The company focused on operational efficiency, leveraged AI partnerships, and divested noncore assets to simplify operations. Moving forward, they plan to accelerate fiber migrations, leverage mobile convergence, and evaluate network upgrades while maintaining financial discipline. Additionally, they executed debt refinancings and identified competitive challenges.

Growth in Q4 was attributed to a disciplined product mix, with a majority of new customers opting for higher-tier services. Management highlighted improved control over ARPU erosion and promo rolls through new analytical tools. LightPath revenue saw significant growth, especially from large hyperscale customers and AI-driven demand. The company plans to increase the pace of migrations in the second half of 2026 after addressing technical defects. They reported a decline in programming costs and are focusing on data-driven negotiations for tiering flexibility.

Read more at Yahoo Finance: Optimum Communications, Inc. Q4 2025 Earnings Call Summary