Financial Data and Key Metrics Changes - Revenue growth slowed to 0.9% in Q3 2019, impacted by the absence of political advertising revenue and the prior year's rate event [6][10] - Adjusted EBITDA was flat year-over-year, but grew 0.7% excluding wireless losses, which increased since the launch of Altice Mobile [6][20] - Free cash flow generated in Q3 was $166 million, down year-over-year due to high network effects and temporary working capital outflows [23] Business Line Data and Key Metrics Changes - Residential business grew 0.5% and Business Services grew 3.9%, both slowing from the first half of the year [10] - Broadband revenue increased by 12%, driven by higher data speeds and consumption [10] - The newly combined News and Advertising divisions declined by 4.7% due to a drop in political advertising revenue [10] Market Data and Key Metrics Changes - Unique residential customer relationships grew 0.7% year-over-year, with broadband ads significantly outperforming previous years [10][11] - Altice One penetration reached over 500,000 customers, representing about 15% of the video base, up from 7% in Q3 last year [13] - Average customer speed increased to over 200 megabits per second, with household data usage growing over 20% year-over-year [14] Company Strategy and Development Direction - The company plans to market Altice Fiber more heavily and expects to benefit from new homes built [8] - A simplification of the debt capital structure was completed, with over $5 billion in refinancing activity in Q3 [9][26] - The company aims to unify Suddenlink and Optimum OSS and BSS platforms to enhance operational efficiency and customer experience [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in revenue and free cash flow acceleration in 2020, despite a temporary decline in customer net additions expected in Q4 [12][27] - The company anticipates a normalized promotional environment in 2020, following a significant promotional roll-off in Q4 2019 [32][67] - Management highlighted strong demand for broadband and higher speeds, with expectations for continued market share growth [32][58] Other Important Information - The company completed the migration of Suddenlink to Optimum's OSS/BSS platforms, expecting about $50 million in annual cash flow savings [18] - The mobile service launched with 15,000 lines and generated $3 million in revenue, with expectations for growth as online sales channels open [15][16] - The company has a strong balance sheet with no bond maturities greater than $1.1 billion until 2025 [25] Q&A Session Summary Question: Can you provide more detail on the promotional roll-off? - Management noted that a significant percentage of promotions are rolling off in Q4, leading to expected net losses, but this is a one-time effect [31][32] Question: What is the timing for ramping up online sales for mobile? - Management expects to be ready in the next 2-3 weeks for online handset sales, which should drive higher volumes [35] Question: Can you discuss the economics of wireless? - Management believes they have a very attractive contract and are gross margin positive on their unlimited packages, with expectations for EBITDA positivity as volumes increase [39] Question: What is the status of the Lightpath process? - Management indicated ongoing discussions with several parties but emphasized the need for compelling offers before proceeding [49] Question: How does the $70 for life double play offer manage profitability? - Management explained that the offer excludes price adjustments for equipment and programming costs, allowing for sustainable customer satisfaction and reduced churn [74]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) Altice USA, Inc. ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | |----------------------------|-----------------------------------------------------------|------------------------ ...

Altice USA, Inc. (NYSE:ATUS) Q2 2019 Earnings Conference Call July 31, 2019 4:30 PM ET Company Participants Nick Brown - IR Dexter Goei - CEO Charles Stewart - CFO Conference Call Participants Kannan Venkateshwar - Barclays Philip Cusick - JP Morgan Brett Feldman - Goldman Sachs Craig Moffett - MoffettNathanson James Ratcliffe - Evercore ISI Andrew Beale - Arete Research Doug Mitchelson - Credit Suisse Marci Ryvicker - Wolfe Research Ben Swinburne - Morgan Stanley Jonathan Chaplin - New Street Research John ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) Altice USA, Inc. Large Accelerated Filer ☒ Accelerated filer ☐ Non-accelerated filer ☐ Smaller reporting company ☐ (Do not check if a smaller reporting company) Emerging growth company ☐ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For ...

Altice USA, Inc. (NYSE:ATUS) Q1 2019 Earnings Conference Call May 2, 2019 4:30 PM ET Company Participants Nick Brown - Investor Relations Dexter Goei - CEO Charles Stewart - CFO Conference Call Participants Philip Cusick - JPMorgan Brett Frank - Goldman Sachs Craig Moffett - MoffettNathanson Jason Bazinet - Citi John Hodulik - UBS James Ratcliffe - Evercore Stephan Bisson - Wolfe Research Jonathan Chaplin - New Street Research Mike McCormack - Guggenheim Partners Greg Williams - Cowen & Company Andrew Beale ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number Registrant; State of Incorporation; Address and Telephone Number IRS Employer Identification No. 001-38126 38-3980194 Altice USA, In ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number Registrant; State of Incorporation; Address and Telephone Number IRS Employer Identification No. 001-38126 38-3980194 Altice USA, Inc. De ...

Altice USA (NYSE:ATUS) Q4 2018 Earnings Conference Call February 21, 2019 4:30 PM ET Company Participants Nick Brown - Head of Investor Relations Dexter Goei - Chief Executive Officer Charles Stewart - Chief Financial Officer Conference Call Participants Jason Bazinet - Citi Philip Cusick - JPMorgan Brett Feldman - Goldman Sachs Kannan Venkateshwar - Barclays Craig Moffett - MoffettNathanson Doug Mitchelson - Credit Suisse James Ratcliffe - Evercore ISI Bryan Kraft - Deutsche Bank Ben Swinburne - Morgan Sta ...