Here are 1-3 brief analogies for Optimum Communications (operating as a brand of Altice USA, symbol: ATUS):

• A regional Comcast (Xfinity) or Charter Communications (Spectrum).
• The Cox Communications of the Northeast and select other US regions, offering internet, TV, and phone.

• Internet Services: Provides high-speed broadband internet access to residential and business customers, often featuring fiber optic options.
• TV Services: Offers cable television packages including live channels, sports, movies, on-demand content, and cloud DVR features.
• Phone Services: Delivers Voice over Internet Protocol (VoIP) based home and business phone services with unlimited calling options.
• Mobile Services: Operates as a mobile virtual network operator (MVNO), offering cellular phone plans that utilize another major carrier's network.
• Business Solutions: Provides a range of tailored services for businesses, including dedicated internet lines, advanced phone systems, and managed IT services.

The public company Optimum Communications with the symbol OPTU does not appear to be an identifiable, active public company on major stock exchanges. The symbol OPTU is not associated with a well-known public entity fitting that description.

However, if you are referring to the "Optimum" brand of telecommunications services, these are primarily offered by Altice USA, Inc. (symbol: ATUS). Altice USA provides broadband internet, video (cable TV), and voice (phone) services in the United States.

Altice USA (Optimum brand) sells primarily to individuals and small businesses. Its major customer categories include:

• Residential Households: This is the largest customer segment, consisting of individual consumers and families who subscribe to Optimum's internet, television, and/or phone services for personal and home use.
• Small and Medium-Sized Businesses (SMBs): This category includes various local businesses, retail stores, professional offices, and other enterprises that rely on Optimum's business-grade internet, voice, and sometimes video services to support their operations, employee connectivity, and client interactions.

Dennis Mathew, Chairman and Chief Executive Officer

Mr. Mathew was appointed Chairman and Chief Executive Officer of Optimum in October 2022. He is a telecommunications industry veteran who spent 17 years in senior corporate and operational leadership positions at Comcast, where he led the company's largest regions. His focus at Comcast was on all aspects of the residential and commercial businesses for the entire Comcast portfolio of products and services. Before joining Comcast, Mr. Mathew held positions focused on technology risk assessment with PricewaterhouseCoopers and Andersen/Protiviti. He is also a philanthropist and entrepreneur, co-founding and serving as chairman of Bloom India, a nonprofit providing high-quality education to the underprivileged in India. Additionally, he founded ConnectEd, an organization dedicated to providing digital education to children in India. Mr. Mathew currently serves on the boards of C-SPAN, The Paley Center for Media, and the Partnership for New York City.

Marc Sirota, Chief Financial Officer

Mr. Sirota was appointed Chief Financial Officer in March 2023.

Michael Olsen, General Counsel & Chief Corporate Responsibility Officer

Mr. Olsen was appointed General Counsel in April 2019.

Maria Bruzzese, Chief Accounting Officer and Senior Vice President

Ms. Bruzzese was appointed Chief Accounting Officer and Senior Vice President in June 2016.

Michael Parker, President, Consumer Services

Mr. Parker joined Optimum from Comcast, where he served for over 20 years in various leadership roles, including Regional Senior Vice President of the company's Beltway Region. During his time at Comcast, he guided the company into new market segments and geographies and was responsible for strategic and operational planning across multiple regions.

Here are the key risks to Optimum Communications (symbol: OPTU):

1. High Debt Burden and Financial Challenges: Optimum Communications, formerly Altice USA, carries a significant debt burden, reported to be over $26 billion. This substantial debt impacts the company's financial flexibility and has necessitated refinancing efforts to manage its obligations.
2. Intense Competition and Subscriber Losses: The company faces intense competition from rivals such as Verizon Fios, particularly in major markets like New York. This competitive pressure, coupled with the expansion of fiber-to-the-home (FTTH) and fixed wireless access (FWA) services, has led to broadband subscriber losses and put downward pressure on revenue and EBITDA.
3. Antitrust Lawsuit Against Creditors: Optimum has filed an antitrust lawsuit against several lenders, alleging they illegally colluded to block its access to credit markets. This lawsuit introduces legal and financial uncertainty, potentially hindering its debt restructuring efforts and increasing the risk of bankruptcy.

The addressable markets for Optimum Communications' (symbol: OPTU) main products and services in the United States are as follows:

• Broadband Internet: The U.S. Internet Service Providers (ISP) market was valued at approximately USD 139.8 billion in 2023. This market is driven by the demand for high-speed internet, the growth of smart devices, and increasing digitalization. The number of broadband subscribers in the U.S. was 121 million in 2022, projected to increase to 128 million by 2024.
• Cable Television: The U.S. broadcasting and cable TV market generated revenue of approximately USD 125.33 billion in 2024 and is expected to reach about USD 142.63 billion by 2030. In 2025, there were approximately 66.1 million cable subscribers in the U.S.
• Mobile (MVNO): The United States Mobile Virtual Network Operator (MVNO) market size is estimated at USD 43.82 billion in 2025 and is projected to reach USD 60.87 billion by 2030. Another estimate placed the U.S. MVNO market size at approximately USD 16.80 billion in 2024, with a projection to reach around USD 26.59 billion by 2034.

Expected Drivers of Future Revenue Growth for Optimum Communications (OPTU)

Optimum Communications (formerly Altice USA, symbol ATUS, rebranded effective November 7, 2025) is focusing on several key areas to drive future revenue growth over the next 2-3 years. These strategies involve expanding its network capabilities, growing its subscriber base in specific segments, and optimizing pricing and customer experience:

1. Fiber Network Expansion and Increased Fiber Penetration: Optimum is heavily investing in the expansion of its fiber-to-the-home (FTTH) network, aiming to accelerate the growth of its fiber subscriber base. The company targets over 1 million fiber customers by the end of 2026. This growth is driven by both new fiber deployments and migrating existing customers to the fiber network, which enhances service offerings and competitive positioning.
2. Mobile Service Subscriber Growth: The company has demonstrated strong performance in its mobile segment, with significant year-over-year growth in mobile line additions. Optimum aims to reach 1 million mobile lines by the end of 2027, indicating a clear focus on this area as a significant revenue driver.
3. Growth in Business Services, particularly Lightpath: Optimum's enterprise fiber business, Lightpath, is identified as a key growth area. Analysts highlight strong and increasing demand for Lightpath's high-quality fiber assets, propelled by trends in artificial intelligence (AI) and escalating data traffic, which is expected to support consistent revenue growth.
4. Improvements in Broadband Average Revenue Per User (ARPU) and Subscriber Trends: While facing competitive pressures in its core broadband business, Optimum is committed to evolving its go-to-market and base management strategies to improve its broadband revenue trajectory. The company anticipates a slight year-over-year increase in full-year broadband ARPU, supported by additional rate benefits and efforts to enhance customer experience and operational efficiency.

Share Repurchases

• Altice USA, which will change its ticker to OPTU in November 2025, aimed for approximately $5.0 billion in share repurchases for the full year 2020, having already repurchased $2.5 billion year-to-date by November 2020.
• In December 2020, Altice USA completed a tender offer, repurchasing approximately $2.33 billion of its Class A common stock.
• For fiscal year 2021, Altice USA anticipated $1.5 billion in share repurchases.

Outbound Investments

• In November 2020, Altice USA decided to withdraw its $8.4 billion bid to acquire the Canadian telecom company Cogeco after facing multiple rejections.

Capital Expenditures

• Altice USA's cash capital expenditures were $1.07 billion in fiscal year 2020, primarily directed towards the expansion of 1 Gigabit broadband service using DOCSIS 3.1 and fiber technologies.
• For fiscal year 2024, capital expenditures amounted to $1.4 billion.
• Projections for fiscal year 2025 indicate approximately $1.3 billion in cash capital expenditures, with a focus on new fiber builds and hybrid-fiber-coaxial (HFC) upgrades to enable multi-gigabit speeds.