Optimum Communications Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Optimum Communications sono diminuiti a un tasso medio annuo di -88.6%, mentre il settore Media ha visto gli utili crescere a un tasso medio annuo di 5.8%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 3.6%.
Informazioni chiave
-88.58%
Tasso di crescita degli utili
-88.14%
Tasso di crescita dell'EPS
| Media Crescita del settore | 13.17% |
| Tasso di crescita dei ricavi | -3.62% |
| Rendimento del capitale proprio | n/a |
| Margine netto | -55.01% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento dell'analisi • Apr 23
OPTU: Slower Subscriber Traction And Competitive Pressures Will Temper Turnaround Potential
Optimum Communications' analyst price target has been reduced from $2.38 to $1.64 as analysts factor in slower subscriber trends, a more competitive broadband market, and recent downgrades across the Street. Analyst Commentary Recent Street research on Optimum Communications has tilted more cautious, with several firms lowering ratings and price targets as they reassess expectations for subscriber trends, execution on the turnaround plan, and the competitive broadband backdrop.
Aggiornamento dell'analisi • Apr 07
OPTU: Longer Turnaround Timeline Will Eventually Unlock Margin Upside Potential
Optimum Communications' analyst price target has been reduced to $1.90. Analysts cite slower subscriber momentum, more competitive broadband conditions, and a longer expected timeline for any operational turnaround as key drivers of the change.Aggiornamento dell'analisi • Mar 24
OPTU: Slower Turnaround In Tougher Broadband Market Will Still Unlock Margin Upside
Analysts have trimmed their price target on Optimum Communications to $1.90 from $2.75, citing slower than expected subscriber gains, tougher broadband competition, and an operational turnaround that may take longer than initially anticipated. Analyst Commentary Recent Street research has turned more cautious on Optimum Communications, with several firms moving to more neutral ratings and trimming price targets.Aggiornamento dell'analisi • Mar 10
OPTU: Extended Turnaround Execution Will Eventually Unlock Undervalued Margin Upside
Analysts have reduced their price target for Optimum Communications by $0.85 to $1.90 as they account for a more competitive broadband market and a slower path for the operational turnaround. Analyst Commentary Recent research reflects a more cautious stance on Optimum Communications, with price targets trimmed as analysts factor in a tougher broadband market and a slower path for the operational turnaround.Aggiornamento dell'analisi • Feb 24
OPTU: Margin Upside Will Depend On Extended Operational Turnaround Execution
Analysts have cut their price target on Optimum Communications to about $2.00 from closer to $4.00, citing slower expected revenue trends, a reduced future P/E multiple, and a longer path to an operational turnaround in a tougher broadband market, even as margin assumptions have improved. Analyst Commentary Recent Street research has turned more cautious on Optimum Communications, with several firms lowering ratings and price targets as they factor in a tougher broadband market and a slower operational turnaround.Aggiornamento dell'analisi • Feb 10
OPTU: Margin Reset And Antitrust Lawsuit Will Shape Prospective Upside
Analysts have trimmed their price target on Optimum Communications to $2.25 from $3.50, citing updated models after the Q3 report that reflect a lower fair value, a slightly reduced discount rate, modestly weaker revenue growth assumptions, improved profit margin expectations, and a lower future P/E multiple. Analyst Commentary Bullish analysts acknowledge the reduced $2.25 price target but view it as a recalibration to updated Q3 information rather than a shift to a negative stance.Aggiornamento dell'analisi • Jan 26
OPTU: Margin Reset And Antitrust Lawsuit Will Shape Future Upside Potential
Analysts have lowered their price target on Optimum Communications to $2.25 from $3.50, citing updated models after the Q3 report that reflect a lower fair value estimate and revised profit margin assumptions. They continue to expect that operational changes could support margin improvement over time.Aggiornamento dell'analisi • Jan 10
OPTU: Operational Changes And Legal Action Will Support Future Margin Expansion
Analysts have trimmed their 12 month price target on Optimum Communications to $2.25 from $3.50, citing updated models after the Q3 report and an expectation that the company’s operational changes could support margin improvements over time. Analyst Commentary Recent research updates show that while the 12 month price target has been reduced to $2.25, some analysts still see room for execution upside if Optimum Communications delivers on its planned operational changes.Aggiornamento dell'analisi • Dec 24
OPTU: Lightpath Reorganization And Fiber Demand Will Drive Future Margin Expansion
Analysts have trimmed their price target on Optimum Communications from approximately $2.40 to about $2.38 per share. This reflects a modest recalibration of fair value as they incorporate updated post Q3 margin assumptions, while still expecting operational changes to support gradual profitability improvements.Aggiornamento dell'analisi • Dec 10
OPTU: Lightpath Reorganization Approval Will Drive Future Margin Expansion Over Time
Optimum Communications' analyst price target has been reduced by analysts to approximately $2.25 from prior levels near $3.50. This reflects tempered expectations, despite confidence that recent operational changes can gradually enhance margins and support long term profitability.Aggiornamento dell'analisi • Nov 26
OPTU: Lightpath Reorganization Approval Will Drive Future Asset Value Recognition
Analysts have lowered their price target for Optimum Communications from approximately $2.72 to $2.40, citing slower expected margin improvement. This adjustment comes despite near-term operational changes and updated post-earnings forecasts.Aggiornamento dell'analisi • Nov 08
ATUS: Lightpath Reorganization Approval Will Drive Future Asset Value Recognition
Analysts have revised their price target for Optimum Communications downward from $2.78 to $2.72. They cite ongoing constraints in profit margins and a higher discount rate, despite generally positive outlooks for subsidiary Lightpath's recent reorganization and growth prospects.Seeking Alpha • Oct 21
Altice USA: Debt Challenges Will Be Difficult To Solve
Summary Altice USA (ATUS) shares have significant underperformed the S&P 500 since my previous Sell rating was published. ATUS continues to lose broadband customers and is expected to see revenue declines in the coming years, despite aggressive network investments. The company's leverage ratio and weighted average cost of debt have increased, making meaningful debt reduction or a non-dilutive restructuring very challenging. I reiterate a Sell rating on ATUS, as it trades at a premium to peers despite its weaker position and limited prospects for turnaround or acquisition. Read the full article on Seeking AlphaArticolo di analisi • Sep 13
Investors Aren't Buying Altice USA, Inc.'s (NYSE:ATUS) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.1x Altice USA, Inc. ( NYSE:ATUS ) is a stock worth...Articolo di analisi • Jul 30
Returns On Capital At Altice USA (NYSE:ATUS) Have Stalled
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • Jul 09
Is It Too Late To Consider Buying Altice USA, Inc. (NYSE:ATUS)?
While Altice USA, Inc. ( NYSE:ATUS ) might not have the largest market cap around , it received a lot of attention from...Articolo di analisi • Jun 14
Benign Growth For Altice USA, Inc. (NYSE:ATUS) Underpins Stock's 27% Plummet
Altice USA, Inc. ( NYSE:ATUS ) shareholders won't be pleased to see that the share price has had a very rough month...Articolo di analisi • May 11
Altice USA, Inc. (NYSE:ATUS) Just Released Its First-Quarter Earnings: Here's What Analysts Think
Investors in Altice USA, Inc. ( NYSE:ATUS ) had a good week, as its shares rose 6.1% to close at US$2.62 following the...Articolo di analisi • Apr 10
Altice USA, Inc.'s (NYSE:ATUS) Revenues Are Not Doing Enough For Some Investors
With a price-to-sales (or "P/S") ratio of 0.1x Altice USA, Inc. ( NYSE:ATUS ) may be sending bullish signals at the...
Nuova analisi • Mar 24
Expanding Fiber Networks And AI Will Build A Bright Future
Altice USA's fiber network expansion and AI-driven efficiency strategies are poised to drive subscriber growth, reduce expenses, and enhance margins.Seeking Alpha • Mar 06
Altice USA: Fiber Broadband Boom Could Push The Stock Price Up
Summary Altice USA reported a 57% increase in FTTH customer relationships in 2024, potentially accelerating future revenue and free cash flow growth. The company launched new video offerings and mobile device protections, which are expected to enhance future free cash flow. The Fiber To The Home market is projected to grow at a 12.6% CAGR, benefiting ATUS's business growth. Despite recent financial challenges, restructuring efforts and market growth suggest ATUS is undervalued and presents a buying opportunity. Read the full article on Seeking AlphaArticolo di analisi • Feb 12
Is There An Opportunity With Altice USA, Inc.'s (NYSE:ATUS) 50% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Altice USA fair value estimate is US$5.79 Altice USA is...Seeking Alpha • Jan 23
4.6 Million Clients Cannot Be Wrong About Altice, Which Trades Cheaply
Summary Altice USA's long-term contracts with 4.6 million customers make future revenue and FCF forecasts straightforward, supporting a positive investment outlook. The company has shown consistent net income and FCF growth, with significant investments in property and equipment enhancing economies of scale. Recent debt reduction and restructuring efforts could positively impact stock valuation, despite challenges from competition and interest rate risks. Given its current market price, ATUS appears undervalued, making it an attractive buy with potential for future growth through acquisitions. Read the full article on Seeking AlphaArticolo di analisi • Jan 22
Altice USA's (NYSE:ATUS) Returns Have Hit A Wall
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Seeking Alpha • Nov 06
Altice USA Q3 Results: Too Much Competition And Concerns About Debt
Summary Altice USA, Inc.'s Q3 earnings report showed a revenue decline of 3.9% y/y, missing estimates, with GAAP EPS at a loss of $-0.09, also missing expectations. The company's significant $25B debt, low free cash flow, and declining key metrics raise concerns about its ability to achieve a successful turnaround. Management's optimistic milestones, including fiber network growth and new TV bundles, may not suffice against fierce competition and the ongoing trend of cord-cutting. Given the enormous debt, competitive pressures, and operational challenges, I remain skeptical about Altice USA's turnaround potential and prefer to stay on the sidelines. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
Altice USA: Heavily Levered Company Facing Heavy Competition
Summary I am neutral on Altice USA due to heavy competition and a poor balance sheet limiting its ability to compete on price. This intense competition could lead to more subscriber losses and a bleak near-term outlook. Despite challenges, potential upside exists if management can turn things around, making a neutral stance prudent. Read the full article on Seeking AlphaArticolo di analisi • Sep 06
Altice USA, Inc.'s (NYSE:ATUS) Share Price Boosted 35% But Its Business Prospects Need A Lift Too
Those holding Altice USA, Inc. ( NYSE:ATUS ) shares would be relieved that the share price has rebounded 35% in the...Seeking Alpha • Jun 03
Altice USA: Significant Downside Risk Driven By Capital Structure And Valuation Framework
Summary Altice USA is likely close to starting a liability management exercise that could harm creditors, who started to organize. We think the valuation framework of public comps and the leverage attached to ATUS make the equity highly expensive. The convexity that is priced in the stock price reflects a high probability of improvement that, we think, is unlikely in the short run. Read the full article on Seeking AlphaArticolo di analisi • May 01
Altice USA, Inc. (NYSE:ATUS) Might Not Be As Mispriced As It Looks After Plunging 26%
The Altice USA, Inc. ( NYSE:ATUS ) share price has fared very poorly over the last month, falling by a substantial 26...Articolo di analisi • Mar 03
Altice USA, Inc.'s (NYSE:ATUS) P/E Is Still On The Mark Following 35% Share Price Bounce
Altice USA, Inc. ( NYSE:ATUS ) shareholders have had their patience rewarded with a 35% share price jump in the last...Seeking Alpha • Feb 27
Altice USA: Recent Refinancing Buys Time But Challenges Remain
Summary Altice USA shares have delivered a total return of -8% since my initial Sell rating was published. The company recently completed a refinancing transaction to pay off debt, but the balance sheet remains highly levered. Q4 2023 results were mixed and showed a decline in broadband customers. The stock recently moved higher on rumors that Charter Communications is exploring a takeover. I believe the stock remains unattractive and I am reiterating my Sell rating. Read the full article on Seeking AlphaArticolo di analisi • Feb 22
Altice USA's (NYSE:ATUS) Soft Earnings Don't Show The Whole Picture
The market for Altice USA, Inc.'s ( NYSE:ATUS ) shares didn't move much after it posted weak earnings recently. We...Articolo di analisi • Feb 16
What Does Altice USA, Inc.'s (NYSE:ATUS) Share Price Indicate?
While Altice USA, Inc. ( NYSE:ATUS ) might not have the largest market cap around , it saw a double-digit share price...Articolo di analisi • Dec 18
The Market Doesn't Like What It Sees From Altice USA, Inc.'s (NYSE:ATUS) Revenues Yet
You may think that with a price-to-sales (or "P/S") ratio of 0.1x Altice USA, Inc. ( NYSE:ATUS ) is a stock worth...Seeking Alpha • Nov 03
Altice USA: Business And Balance Sheet Challenges Set To Persist
Summary Altice USA has significantly underperformed its peers and the S&P 500 since going public. ATUS faces business challenges due to its declining traditional pay-TV business and competition from fixed wireless access players. ATUS has a highly leveraged balance sheet and it is difficult to see how it will be able to refinance its debt given the current interest rate environment. ATUS is currently trading at a valuation which is mostly in line with higher quality peers such as CMCSA and CHTR. I expect ATUS' challenges to continue and I am initiating coverage with a sell rating. Read the full article on Seeking AlphaSeeking Alpha • Aug 23
Altice USA Q2: Broadband Triumphs But Stock Slumps
Summary Altice USA's Q2 2023 earnings show improvement in broadband connections and customer retention. The stock price has experienced a significant decline over time, indicating underlying business challenges. Altice USA's performance and valuation metrics suggest caution for potential investors. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Optimum Communications guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 8,504 | -4,677 | 253 | 0 |
| 31 Dec 25 | 8,590 | -1,869 | 253 | 0 |
| 30 Sep 25 | 8,643 | -1,852 | 257 | 0 |
| 30 Jun 25 | 8,762 | -269 | 265 | 0 |
| 31 Mar 25 | 8,856 | -157 | 265 | 0 |
| 31 Dec 24 | 8,954 | -103 | 264 | 0 |
| 30 Sep 24 | 9,021 | -167 | 275 | 0 |
| 30 Jun 24 | 9,111 | -57 | 271 | 0 |
| 31 Mar 24 | 9,194 | 6 | 270 | 0 |
| 31 Dec 23 | 9,237 | 53 | 254 | 0 |
| 30 Sep 23 | 9,305 | -22 | 215 | 0 |
| 30 Jun 23 | 9,381 | -4 | 236 | 0 |
| 31 Mar 23 | 9,520 | 24 | 257 | 0 |
| 31 Dec 22 | 9,648 | 195 | 300 | 0 |
| 30 Sep 22 | 9,800 | 639 | 385 | 0 |
| 30 Jun 22 | 9,981 | 821 | 348 | 0 |
| 31 Mar 22 | 10,034 | 913 | 283 | 0 |
| 31 Dec 21 | 10,091 | 990 | 275 | 0 |
| 30 Sep 21 | 10,105 | 1,069 | 214 | 0 |
| 30 Jun 21 | 9,964 | 798 | 214 | 0 |
| 31 Mar 21 | 9,923 | 711 | 243 | 0 |
| 31 Dec 20 | 9,895 | 436 | 213 | 0 |
| 30 Sep 20 | 9,834 | 106 | 242 | 0 |
| 30 Jun 20 | 9,838 | 188 | 242 | 0 |
| 31 Mar 20 | 9,815 | 163 | 242 | 0 |
| 31 Dec 19 | 9,761 | 139 | 233 | 0 |
| 30 Sep 19 | 9,741 | 352 | 250 | 0 |
| 30 Jun 19 | 9,720 | 307 | 250 | 0 |
| 31 Mar 19 | 9,633 | 123 | 250 | 0 |
| 31 Dec 18 | 9,567 | 19 | 250 | 0 |
| 30 Sep 18 | 9,471 | 2,048 | 233 | 0 |
| 30 Jun 18 | 9,376 | 1,823 | 233 | 0 |
| 31 Mar 18 | 9,334 | 1,441 | 233 | 0 |
| 31 Dec 17 | 9,307 | 1,493 | 236 | 0 |
| 30 Sep 17 | 9,253 | -986 | 136 | 0 |
| 30 Jun 17 | 9,191 | -966 | 136 | 0 |
| 31 Mar 17 | 7,692 | -768 | 136 | 0 |
| 31 Dec 16 | 6,017 | -832 | 138 | 0 |
| 30 Sep 16 | 5,340 | -562 | 413 | 0 |
| 30 Jun 16 | 4,693 | -365 | 806 | 0 |
| 31 Mar 16 | 5,523 | -8 | 1,195 | 0 |
| 31 Dec 15 | 6,510 | 188 | 1,572 | 0 |
| 30 Sep 15 | 6,512 | 210 | 1,570 | 0 |
| 30 Jun 15 | 6,525 | 258 | 1,555 | 0 |
Guadagni di qualità: OPTU al momento non è redditizia.
Margine di profitto in crescita: OPTU al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: OPTU non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 88.6% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di OPTU nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: OPTU non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Media ( 1.1% ).
Rendimento del capitale proprio
ROE elevato: Le passività di OPTU superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 17:34 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Optimum Communications, Inc. è coperta da 40 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| William Power | Baird |
| James Ratcliffe | Barclays |