Optimum Communications, Inc. (OPTU) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Optimum Communications, Inc. reported $2.18 billion in revenue for Q4 2025, a year-over-year decline of 2.3%, with an EPS of -$0.03 compared to -$0.12 a year ago, indicating a slight improvement in earnings despite revenue decline [1] - The revenue exceeded the Zacks Consensus Estimate of $2.15 billion by 1.61%, but the EPS fell short of the consensus estimate of -$0.01, resulting in a 200% EPS surprise [1] Financial Performance - The stock has returned -14.3% over the past month, underperforming the Zacks S&P 500 composite's -0.3% change, and currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance in the near term [3] - Unique Residential Customer Relationships stood at 3.96 million, slightly below the estimated 3.98 million, while SMB Unique Customer Relationships were 369.9 thousand, also below the estimate of 371.6 thousand [4] - Total Residential Customers for Pay TV/Video Subscribers matched estimates at 1.63 million, while Broadband Subscribers were 3.81 million, slightly below the estimate of 3.83 million [4] Revenue Breakdown - Residential revenue from Video was reported at $619.48 million, below the estimate of $634.03 million, reflecting a year-over-year decline of 9.8% [4] - Residential revenue from Broadband was $884.08 million, exceeding the estimate of $861.76 million, but still showing a year-over-year decline of 1.8% [4] - Revenue from Telephony was $60.84 million, slightly below the estimate of $61 million, with a year-over-year decline of 7% [4] - Total Residential revenue was $1.61 billion, slightly above the estimate of $1.6 billion, but down 4.4% year-over-year [4] - Revenue from News and Advertising was $144.76 million, exceeding the estimate of $137.86 million, with an 8.1% year-over-year decline [4] - Other revenue was reported at $23.91 million, above the estimate of $21.57 million, showing an 18.1% year-over-year increase [4] - Residential revenue from Mobile was $47.97 million, exceeding the estimate of $41.3 million, with a significant year-over-year increase of 40.5% [4] - Business services and wholesale revenue was $401.84 million, surpassing the estimate of $383.48 million, reflecting an 8.2% year-over-year increase [4]