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NYSE · Telecommunications

ALTICE USA INC OPTU

Optimum Communications, Inc., together with its subsidiaries, provides broadband communications and video services under the Optimum brand in the United States, Canada, Puerto Rico, and the Virgin Islands. It provides broadband, video, telephony, and mobile services to residential and business customers. The company’s video services include delivery of broadcast stations and cable networks; over the top services; video-on-demand, high-definition channels, digital video recorder, and pay-per-view services; and video programming services.

Sources StockAnalysis company profile stockanalysis.com
Cable & Other Pay Television Services

Company profile

Business mix

  • It provides broadband, video, telephony, and mobile services to residential and business customers.
  • It also provides voice over Internet protocol telephone services; local, regional, and long-distance calling services; and mobile services, such as data, talk, and text.
  • In addition, the company offers Ethernet, data transport, IP-based virtual private networks, Internet access, and telephony services.
  • Further, it provides hosted private branch exchange, technical support, network solutions, security and network access and equipment for SMB customers, and international calling and toll-free numbers services.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF -16.87% Buyback -1.71%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oaktree Capital Management Howard Marks 0.2% $9.5M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $220,363 Estimated from net reduced shares
Net share change / base shares -2.3% -169,510 / 7,500,000
Oaktree Capital Management Howard Marks 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-13
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.3% 13F value change -$2.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,500,000 Last 4 periods -169,510 (-2.3%) Total shares 7,330,490 Value $9.5M

Recent mentions

No public mentions.