Optimum Communications, Inc. (OPTU) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Greetings. Welcome to Optum's fourth quarter of full year 2025 results conference call. At this time, I'll dispense our listen-only mode. The question and answer session will follow the formal presentation. If anyone today should require operator assistance, please press star zero from your telephone keypad. Please note that today's conference is being recorded. At this time, I'll turn the conference over to Sarah Friedman, Vice President of Investor Relations. Thank you, Sarah. You may begin. Thank you. Welcome to the Optimum Q4 and Full Year 2025 Earnings Call. We are joined today by Optimum's Chairman and CEO, Dennis Mathew, and CFO, Marc Sirota, who together will take you through the presentation and then be available for questions. As today's presentation may contain forward-looking statements, please carefully review the section titled Forward-Looking Statements on slide two. Now turning over to Dennis to begin. Thank you, Sarah, and good morning, everyone. Before we begin, I want to thank all our teammates across Optimum, particularly our network and frontline teams, for their proactive preparation and disciplined response during the multiple winter storms that affected the majority of our footprint in early 2026. Our teams worked alongside local, state, and federal authorities, as well as power companies, to mobilize personnel, equipment, and critical infrastructure. This focus defined by our One Optimum team culture helped to minimize disruption and keep our network resilient for our customers and communities. Let me now turn to our results and the key drivers of our performance. 2025 was a year of meaningful transformation for our business. We sharpened our focus on core priorities, strengthened execution to drive operating efficiencies, enhanced network qu...