Optimum's Q1 2026: Mobile Surge, Broadband Dip, Cost Discipline

Optimums Q1 2026 earnings show a 4% revenue drop to $2.1 billion, with adjusted EBITDA down 1.3% at $789 million. Broadband subs fell by 56K, but mobile lines surged by 52K, the best quarterly add in six years. Video lost 51K subs, while fiber grew by 13K. Optimum is simplifying pricing and bundling broadband with mobile to boost loyalty and ARPU. Cost discipline led to improved gross and EBITDA margins, with truck rolls and calls down 39% and 23% respectively. Guidance calls for mid-single digit revenue and EBITDA declines, with capex focused on Lightpath growth and network upgrades. Early signs indicate their strategy is stabilizing trends, with mobile momentum and upsell gains building resilience. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/fcef5cebff71255d