Altice USA(US:ATUS)2025-05-08 11:37Q1 2025 Performance Highlights - Altice USA reported 37,000 broadband subscriber net losses[10] - The company achieved 69,000 fiber net additions, surpassing 600,000 fiber customers[10] - Mobile line net additions reached 49,000, achieving the 500,000 mobile lines milestone[10] - Broadband ARPU grew by 2.4% year-over-year[10] - Gross margin reached 68.8% due to optimized programming agreements[10] Financial Results - Total revenue for Q1 2025 was $2.15 billion, a decrease of 4.4% year-over-year[50] - Adjusted EBITDA for Q1 2025 was $799 million, a decrease of 5.6% year-over-year[50] - Excluding non-carriage impacts, revenue decreased by 3.9% and Adjusted EBITDA decreased by 4.8%[26] - Cash capital expenditures were $356 million, representing 16.5% of revenue[50] 2025 Outlook and Strategy - Altice USA aims to deliver approximately $3.4 billion in Adjusted EBITDA for FY 2025[12, 15, 19] - The company is targeting approximately $1.2 billion in cash capital expenditures in FY 2025[39] - Altice USA estimates a $12 million negative revenue impact and a $7 million negative Adjusted EBITDA impact from the temporary non-carriage of certain programming networks in Q1 2025[27, 53] - The company's fiber network penetration reached 20.3%[34]