Optimum Communications, Inc. (OPTU) Q4 2025 Earnings Call Transcript

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Optimum Communications, Inc. (OPTU) Q4 2025 Earnings Call February 12, 2026 8:30 AM EST

Company Participants

Sarah Freedman – Investor Relations Officer
Dennis Mathew – CEO & Chairman
Marc Sirota – Chief Financial Officer

Conference Call Participants

Kutgun Maral – Evercore ISI Institutional Equities, Research Division
Frank Louthan – Raymond James & Associates, Inc., Research Division
Michael Ng – Goldman Sachs Group, Inc., Research Division
Sebastiano Petti – JPMorgan Chase & Co, Research Division
Craig Moffett – MoffettNathanson LLC
Vikash Harlalka – New Street Research LLP
Steven Cahall – Wells Fargo Securities, LLC, Research Division

Presentation

Operator

Greetings. Welcome to Optimum’s Fourth Quarter and Full Year 2025 Results Conference Call. [Operator Instructions] Please note today’s conference is being recorded.

At this time, I’ll turn the conference over to Sarah Freedman, Vice President of Investor Relations. Thank you. Sarah, you may begin.

Sarah Freedman
Investor Relations Officer

Thank you. Welcome to the Optimum Q4 and Full Year 2025 Earnings Call. We are joined today by Optimum’s Chairman and CEO, Dennis Mathew; and CFO, Marc Sirota, who together will take you through the presentation and then be available for questions.

As today’s presentation may contain forward-looking statements, please carefully review the section titled Forward-Looking Statements on Slide 2.

Now turning over to Dennis to begin.

Dennis Mathew
CEO & Chairman

Thank you, Sarah, and good morning, everyone. Before we begin, I want to thank all our teammates across Optimum, particularly our network and frontline teams, for their proactive preparation and disciplined response during the multiple winter storms that affected the majority of our footprint in early 2026.

Our teams worked alongside local, state and federal authorities as well as power companies to mobilize personnel, equipment and critical infrastructure. This focus defined by our One Optimum team culture helped to minimize disruption and keep our network resilient for our customers and communities.

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