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Altice USA (ATUS) investor relations material
Altice USA Bank of America 2025 Media, Communications & Entertainment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America 2025 Media, Communications & Entertainment Conference summary4 Sep, 2025
Strategic vision and transformation
Focused on becoming the connectivity provider of choice, emphasizing cultural transformation and leadership renewal over the past two and a half years.
Stabilized operations, improved network reliability, and won industry awards for service quality.
Transitioning from stabilization to acceleration, leveraging automation and AI to enhance customer and employee experience.
Prioritizing simplicity and ease of doing business to drive sustainable growth.
Financial outlook and operational efficiency
Targeting $3.4 billion in EBITDA for 2025, with most growth expected in Q4.
Achieved cost efficiencies through workforce reductions and transformation investments, with benefits materializing in Q4.
AI and automation are reducing dispatch rates and improving operational metrics.
New go-to-market strategies, including income-constrained and hyper-local approaches, are being scaled.
AI and technology deployment
AI tools like AIVA are improving customer retention, care, and maximizing customer lifetime value.
Enhanced network management through data correlation reduces manual interventions and increases efficiency.
AI-driven coaching tools are boosting sales productivity and ARPU.
Ongoing rollout of AI across marketing, back office, and frontline operations.
What specific drivers will achieve H2 '25 EBITDA ramp?
HFC upgrade cost vs. fiber buildout strategy
Mobile unit economics: How to improve MVNO profitability?
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Next Altice USA earnings date
Q3 20256 Nov, 2025
Next Altice USA earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
All-Encompassing Telecommunications
Altice USA, often just referred to as Altice, is a communications and video service provider operating, as its name suggests, in the United States. The company's operations encompass various offerings including high-speed internet, pay television, telephony services, and more. Altice is headquartered in NYC, and its shares are listed on the NYSE.
European Origin
Altice USA's foundation traces back to Europe. The Altice Group, founded by Patrick Drahi in 2001, began its journey in the telecommunications world from the other side of the Atlantic. Altice made its entry into the US market through a series of acquisitions and quickly became established in the country. While the company shares a name with its European counterpart, the two companies act independently of each other.
Diverse Offerings for a Broad Audience
Altice has a diverse range of services available for both individual consumers and businesses. The company's broadband segment supplies enable millions of Americans to stay connected to the web by providing high-speed internet access. A focus on improving and expanding broadband infrastructure has enabled the company to supply more robust connectivity, including fiber-optic networks that provide faster speeds and more reliable connections. Altice also provides telephone services for Americans, providing both domestic and international calling.
Moving into the streaming world
Beyond just internet services, Altice USA has made significant inroads into the pay television segment. Offering hundreds of channels, they ensure that viewers have access to a plethora of entertainment, news, and sports content. Altice has expanded its services to include streaming solutions and digital platforms, ensuring that its audience, whether they prefer traditional TV or the flexibility of streaming, has its preferred option available.
A Highly Competitive Market
Altice USA operates in a highly competitive market together with companies such as T-Mobile, Verizon, AT&T, and several more offering broadband, and telephony services. The company therefore works to keep pace with evolving consumer demands and technological changes, adapting its offerings and strategies to maintain its position in the market.
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