<ul>
<li>3 大型股滞后者即将反弹</li>
</ul>
<p>Optimum Communications NYSE: OPTU 的董事长兼首席执行官 Dennis Mathew 表示，公司正以从稳定转向更具进攻性的姿态迎接 2026 年，同时保持财务纪律并继续投资于长期增长。在与有线分析师 Vikash Harlalka 的 New Street Research 会议上，Mathew 概述了在宽带、定价、网络战略、视频包装、移动、Lightpath 增长和资产负债表管理等方面的优先事项。</p>
<p>获取 <strong>Optimum Communications</strong> 的提醒：</p>
<h2>2026 年优先事项：稳定宽带，保持纪律，投资于增长</h2>
<p>Mathew 描述了他任期的前几年专注于稳定运营、提高质量、加强执行和财务纪律，以及重建文化和领导力。展望 2026 年，他表示 Optimum 的目标是 “采取进攻”，特别关注在竞争激烈的市场中稳定宽带。</p>
<p>他说客户 “想要质量，他们想要价值”，并补充说，在改善产品和网络质量后，公司现在需要进一步关注价值，同时创造长期的利益相关者价值。Mathew 强调，Optimum 不打算追求 “无论代价的增长”，并指出在控制每用户平均收入（ARPU）、运营费用和资本强度方面取得的进展。他还表示，公司去年设定了一个具体的 EBITDA 目标，旨在停止同比下降并 “划定底线”。</p>
<p>在投资方面，Mathew 表示，Optimum 预计资本将同比增加，因为它正在投资于长期增长，包括继续对其混合光纤同轴（HFC）工厂的支出、中间分裂升级、全覆盖的多千兆速度和新建项目。他还强调了 Lightpath 的增长作为增量投资的驱动因素。</p>
<h2>新定价和对用户趋势的初步看法</h2>
<p>Mathew 表示，Optimum 最近在其整个覆盖范围和所有销售渠道推出了新定价。他将这一决定框架为简化运营和提高效率，包括用户获取成本，同时在当地竞争环境中保持竞争力。</p>
<p>他描述了竞争环境的激烈，指出在东部，公司面临着显著的光纤过度建设和固定无线竞争，而西部的光纤过度建设已增加到超过 50%。在这种情况下，他表示，与第四季度相比，早期的用户表现似乎 “平稳”，并预计第一季度的趋势与第四季度结果类似，也将是 “平稳的”。</p>
<p>Mathew 表示，公司正在监测呼叫量、购物者活动、移动和其他增值服务的附加率，以及其销售千兆和多千兆套餐的能力。他还表示，Optimum 在 2025 年结束时计划将一些节省再投资，以便在更高的水平上竞争，但仅在能够追踪回报和管理获取定价及 ARPU 衰退的方式下进行。</p>
<h2>网络战略：新建项目的光纤、纪律性迁移、无同轴关闭计划</h2>
<p>Mathew 表示，Optimum 制定了一个多年的网络计划，他表示之前并不存在。他重申，公司将继续投资于其 HFC 网络，同时在新建项目中倾向于使用光纤。</p>
<p>他说，Optimum 去年交付了超过 175,000 个新的覆盖点，“绝大多数” 是通过光纤在东部和西部建设的，并表示公司预计今年将继续进行光纤丰富的新建投资。</p>
<p>关于光纤迁移，Mathew 表示，Optimum 在第四季度放慢了活动，并希望以财务纪律的方式进行迁移。他表示，在他任期的早期，迁移过程 “甚至没有成功”，迁移需要五到六个小时，并且视频产品存在问题。虽然他说现在产品正常工作，但他描述了一个新的挑战：迁移主要通过保留互动进行，这影响了 ARPU。Mathew 表示，Optimum 正在建立一个在合适的时间迁移客户、提供价值并避免 ARPU 衰退的战略，并补充说，公司计划 “在年底前重新关注光纤迁移”。</p>
<p>当被问及是否会停用同轴工厂时，Mathew 表示没有这样的计划，称 HFC 网络是强大的。他表示，公司正在评估如何在光纤迁移扩展时最有效地利用和变现基础设施。</p>
<h2>视频、移动和 Lightpath：包装变化、无线附加和超大规模胜利</h2>
<p>Mathew 表示，Optimum 已重新设计其视频产品，以更好地与消费者行为的变化对齐，认为传统的 “肥大套餐” 捆绑了客户不想要的内容。他表示，Optimum 与节目合作伙伴合作推出了新套餐——娱乐套餐、额外套餐和全包套餐——旨在满足不同客户的偏好和价格点。他表示，新包装正在帮助视频在销售点和现有用户中的表现，早期的势头持续到第一季度。Mathew 表示，Optimum 的视频用户中有 15% 现在使用新套餐。</p>
<p>在移动方面，Mathew 称机会重大，指出目前只有 8% 的 Optimum 用户拥有移动服务。他表示，公司一直在将移动服务整合到定价、包装、市场推广和零售中。他还描述了对 “高质量” 移动销售的关注，指出几乎 50% 的客户正在转移电话号码，超过 35% 的客户正在购买和融资新设备。Mathew 表示，这些变化在第四季度改善了流失率 700 个基点。</p>
<p>展望未来，他表示 Optimum 正在推出 “日常低价”，使购买新设备变得更加容易，并正在发展其信用策略，他形容该策略历史上较为严格。当被问及 2026 年客户净增加是否会加速时，Mathew 表示公司预计 “每天都会变得更好”，并将继续专注于长期价值。</p>
<p>对于 Lightpath，Mathew 表示该业务在过去几年中宣布了超过 3.6 亿美元的超大规模客户胜利，并实现了 35% 的年增长率。他表示，项目管道依然强劲，团队正在建设基础设施并高效执行。</p>
<h2>资本结构：评估选项并旨在减少债务</h2>
<p>Mathew 表示 Optimum 正在评估资本结构选项，包括针对 Lightpath 的资产支持证券（ABS）发行的相关问题，以及是否可以在 Optimum 使用类似的融资。他表示 “今天没有什么可以宣布”，但强调公司认为 “需要进行有意义的债务减少”，并描述了调整资产负债表的必要性。他还表示，公司正在评估与其在 Lightpath 的股份相关的 “增值选项”，再次指出没有什么可以宣布。</p>
<p>在结束发言中，Mathew 表示环境依然高度竞争，但公司正在 “控制我们能控制的事情”，并在经过三年半的转型后对业务有了更大的掌控。他表示 Optimum 致力于继续为客户提供价值，并为利益相关者提供 “最大价值”。</p>
<h2>关于 Optimum Communications NYSE: OPTU</h2>
<p>Altice USA, Inc 及其子公司在美国、加拿大、波多黎各和美属维尔京群岛提供宽带通信和视频服务。它为大约五百万个住宅和商业客户提供宽带、视频、电话和移动服务。公司的视频服务包括广播电台和有线网络的传输；超越顶端服务；视频点播、高定义频道、数字视频录制和按次付费服务；以及通过移动应用程序的视频编程平台。</p>
<h2>进一步阅读</h2>
<ul>
<li>五只我们认为比 Optimum Communications 更好的股票</li>
</ul>
<p><em>此即时新闻提醒由叙述科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com.</em></p>
<h2>你现在应该投资 1,000 美元在 Optimum Communications 吗？</h2>
<p>在考虑 Optimum Communications 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师正在悄悄建议客户现在购买的股票，以便在更广泛的市场注意到之前……而 Optimum Communications 并不在名单上。</p>
<p>虽然 Optimum Communications 目前在分析师中获得了减持评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票</p>

OPTU

<p>Optimum Communications 首席执行官 Dennis Mathew 宣布了 2026 年的战略转变，重点是增强宽带稳定性、减少债务以及促进 Lightpath 服务的增长。该公司旨在从稳定过渡到进攻性战略，同时保持财务纪律。主要优先事项包括改善网络质量、具有竞争力的定价和管理运营费用。Mathew 强调了为客户创造价值的重要性，并概述了在基础设施和新建设方面增加资本投资的计划，尽管面临着严峻的竞争环境</p>

<ul>
<li>3 Large Cap Laggards Poised to Rally</li>
</ul>
<div class="lb-trans"><ul>
<li>3 大型股滞后者即将反弹</li>
</ul>
</div><p>Optimum Communications NYSE: OPTU Chairman and CEO Dennis Mathew said the company is entering 2026 with an emphasis on shifting from stabilization to a more offensive posture, while maintaining financial discipline and continuing to invest for long-term growth. Speaking at a New Street Research session with cable analyst Vikash Harlalka, Mathew outlined priorities across broadband, pricing, network strategy, video packaging, mobile, Lightpath growth, and balance sheet management.</p>
<div class="lb-trans"><p>Optimum Communications NYSE: OPTU 的董事长兼首席执行官 Dennis Mathew 表示，公司正以从稳定转向更具进攻性的姿态迎接 2026 年，同时保持财务纪律并继续投资于长期增长。在与有线分析师 Vikash Harlalka 的 New Street Research 会议上，Mathew 概述了在宽带、定价、网络战略、视频包装、移动、Lightpath 增长和资产负债表管理等方面的优先事项。</p>
</div><p>Get <strong>Optimum Communications</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Optimum Communications</strong> 的提醒：</p>
</div><h2>2026 priorities: stabilize broadband, stay disciplined, invest for growth</h2>
<div class="lb-trans"><h2>2026 年优先事项：稳定宽带，保持纪律，投资于增长</h2>
</div><p>Mathew described the first several years of his tenure as focused on stabilizing operations, improving quality, strengthening execution and financial discipline, and rebuilding culture and leadership. Heading into 2026, he said Optimum’s goal is to “go on the offensive,” with a particular focus on stabilizing broadband in an intensely competitive market.</p>
<div class="lb-trans"><p>Mathew 描述了他任期的前几年专注于稳定运营、提高质量、加强执行和财务纪律，以及重建文化和领导力。展望 2026 年，他表示 Optimum 的目标是 “采取进攻”，特别关注在竞争激烈的市场中稳定宽带。</p>
</div><p>He said customers “want quality and they want value,” adding that after improving product and network quality, the company now needs to lean further into value while also creating long-term stakeholder value. Mathew emphasized that Optimum does not intend to pursue “growth at any cost,” and pointed to progress in controlling ARPU, operating expenses, and capital intensity. He also said the company had a specific EBITDA goal last year aimed at stopping year-over-year declines and “drawing a line in the sand.”</p>
<div class="lb-trans"><p>他说客户 “想要质量，他们想要价值”，并补充说，在改善产品和网络质量后，公司现在需要进一步关注价值，同时创造长期的利益相关者价值。Mathew 强调，Optimum 不打算追求 “无论代价的增长”，并指出在控制每用户平均收入（ARPU）、运营费用和资本强度方面取得的进展。他还表示，公司去年设定了一个具体的 EBITDA 目标，旨在停止同比下降并 “划定底线”。</p>
</div><p>On investment, Mathew said Optimum expects year-over-year capital to increase as it invests for long-term growth, including continued spending on its hybrid fiber-coax (HFC) plant, mid-split upgrades, multi-gig speeds across the footprint, and new build projects. He also highlighted growth at Lightpath as a driver of incremental investment.</p>
<div class="lb-trans"><p>在投资方面，Mathew 表示，Optimum 预计资本将同比增加，因为它正在投资于长期增长，包括继续对其混合光纤同轴（HFC）工厂的支出、中间分裂升级、全覆盖的多千兆速度和新建项目。他还强调了 Lightpath 的增长作为增量投资的驱动因素。</p>
</div><h2>New pricing and early views on subscriber trends</h2>
<div class="lb-trans"><h2>新定价和对用户趋势的初步看法</h2>
</div><p>Mathew said Optimum recently launched new pricing across its entire footprint and all sales channels. He framed the decision around simplifying operations and improving efficiency, including subscriber acquisition costs, while remaining competitive regardless of the local competitive set.</p>
<div class="lb-trans"><p>Mathew 表示，Optimum 最近在其整个覆盖范围和所有销售渠道推出了新定价。他将这一决定框架为简化运营和提高效率，包括用户获取成本，同时在当地竞争环境中保持竞争力。</p>
</div><p>He described the competitive environment as intense, noting that in the East the company faces significant fiber overbuild and fixed wireless competition, and that fiber overbuild in the West has increased to more than 50%. In that context, he said early subscriber performance appears “flat-ish” compared with the fourth quarter, and he expects first-quarter trends to be similarly “flattish” versus Q4 results.</p>
<div class="lb-trans"><p>他描述了竞争环境的激烈，指出在东部，公司面临着显著的光纤过度建设和固定无线竞争，而西部的光纤过度建设已增加到超过 50%。在这种情况下，他表示，与第四季度相比，早期的用户表现似乎 “平稳”，并预计第一季度的趋势与第四季度结果类似，也将是 “平稳的”。</p>
</div><p>Mathew said the company is monitoring metrics such as call volumes, shopper activity, attachment rates for mobile and other value-added services, and its ability to sell gig and multi-gig tiers. He also said Optimum exited 2025 planning to reinvest some savings to compete at a higher level, but only in ways where it can track returns and manage acquisition pricing and ARPU erosion.</p>
<div class="lb-trans"><p>Mathew 表示，公司正在监测呼叫量、购物者活动、移动和其他增值服务的附加率，以及其销售千兆和多千兆套餐的能力。他还表示，Optimum 在 2025 年结束时计划将一些节省再投资，以便在更高的水平上竞争，但仅在能够追踪回报和管理获取定价及 ARPU 衰退的方式下进行。</p>
</div><h2>Network strategy: fiber for new builds, disciplined migrations, no coax shutdown plan</h2>
<div class="lb-trans"><h2>网络战略：新建项目的光纤、纪律性迁移、无同轴关闭计划</h2>
</div><p>Mathew said Optimum has developed a multi-year network plan, which he said did not exist previously. He reiterated that the company will continue investing in its HFC network while leaning into fiber for new construction.</p>
<div class="lb-trans"><p>Mathew 表示，Optimum 制定了一个多年的网络计划，他表示之前并不存在。他重申，公司将继续投资于其 HFC 网络，同时在新建项目中倾向于使用光纤。</p>
</div><p>He said Optimum delivered more than 175,000 new passings last year, with “the vast majority” built with fiber across both the East and West, and said the company expects to continue fiber-rich new build investment this year.</p>
<div class="lb-trans"><p>他说，Optimum 去年交付了超过 175,000 个新的覆盖点，“绝大多数” 是通过光纤在东部和西部建设的，并表示公司预计今年将继续进行光纤丰富的新建投资。</p>
</div><p>On fiber migrations, Mathew said Optimum slowed activity in the fourth quarter and wants to approach migrations in a financially disciplined way. He said earlier in his tenure the migration process “didn’t even work,” with migrations taking five to six hours and issues with the video product. While he said the product now works, he described a new challenge: migrations were occurring primarily through retention interactions, which he said impacted ARPU. Mathew said Optimum is building a strategy to migrate customers at the right time, deliver value, and avoid ARPU erosion, adding that the company plans to “lean back into fiber migrations towards the end of the year.”</p>
<div class="lb-trans"><p>关于光纤迁移，Mathew 表示，Optimum 在第四季度放慢了活动，并希望以财务纪律的方式进行迁移。他表示，在他任期的早期，迁移过程 “甚至没有成功”，迁移需要五到六个小时，并且视频产品存在问题。虽然他说现在产品正常工作，但他描述了一个新的挑战：迁移主要通过保留互动进行，这影响了 ARPU。Mathew 表示，Optimum 正在建立一个在合适的时间迁移客户、提供价值并避免 ARPU 衰退的战略，并补充说，公司计划 “在年底前重新关注光纤迁移”。</p>
</div><p>Asked about decommissioning the coaxial plant, Mathew said there are no plans to do so, calling the HFC network robust. He said the company is evaluating how to leverage and monetize the infrastructure most effectively as fiber migrations expand.</p>
<div class="lb-trans"><p>当被问及是否会停用同轴工厂时，Mathew 表示没有这样的计划，称 HFC 网络是强大的。他表示，公司正在评估如何在光纤迁移扩展时最有效地利用和变现基础设施。</p>
</div><h2>Video, mobile, and Lightpath: packaging changes, wireless attach, and hyperscaler wins</h2>
<div class="lb-trans"><h2>视频、移动和 Lightpath：包装变化、无线附加和超大规模胜利</h2>
</div><p>Mathew said Optimum has redesigned its video offering to better align with shifting consumer behavior, arguing that traditional “fat packages” bundle content customers do not want. He said Optimum worked with programming partners to introduce new tiers—an entertainment package, an extra package, and an everything package—intended to match different customer preferences and price points. He said the new packaging is helping video performance at the point of sale and within the existing base, and that early momentum has continued into the first quarter. Mathew said 15% of Optimum’s video base is now on the new packages.</p>
<div class="lb-trans"><p>Mathew 表示，Optimum 已重新设计其视频产品，以更好地与消费者行为的变化对齐，认为传统的 “肥大套餐” 捆绑了客户不想要的内容。他表示，Optimum 与节目合作伙伴合作推出了新套餐——娱乐套餐、额外套餐和全包套餐——旨在满足不同客户的偏好和价格点。他表示，新包装正在帮助视频在销售点和现有用户中的表现，早期的势头持续到第一季度。Mathew 表示，Optimum 的视频用户中有 15% 现在使用新套餐。</p>
</div><p>On mobile, Mathew called the opportunity significant, noting that only 8% of Optimum’s base currently has mobile service. He said the company has been integrating mobile into pricing, packaging, go-to-market efforts, and retail. He also described a focus on “high quality” mobile sales, citing that almost 50% of customers are porting phone numbers and more than 35% are buying and financing new devices. Mathew said those changes improved the churn profile by 700 basis points in the fourth quarter.</p>
<div class="lb-trans"><p>在移动方面，Mathew 称机会重大，指出目前只有 8% 的 Optimum 用户拥有移动服务。他表示，公司一直在将移动服务整合到定价、包装、市场推广和零售中。他还描述了对 “高质量” 移动销售的关注，指出几乎 50% 的客户正在转移电话号码，超过 35% 的客户正在购买和融资新设备。Mathew 表示，这些变化在第四季度改善了流失率 700 个基点。</p>
</div><p>Looking ahead, he said Optimum is introducing “everyday low pricing,” making it easier to buy new devices, and evolving its credit strategy, which he described as historically restrictive. When asked whether customer net adds will accelerate in 2026, Mathew said the company expects to “get better every day” and remains focused on long-term value.</p>
<div class="lb-trans"><p>展望未来，他表示 Optimum 正在推出 “日常低价”，使购买新设备变得更加容易，并正在发展其信用策略，他形容该策略历史上较为严格。当被问及 2026 年客户净增加是否会加速时，Mathew 表示公司预计 “每天都会变得更好”，并将继续专注于长期价值。</p>
</div><p>For Lightpath, Mathew said the business has announced more than $360 million of hyperscaler wins over the last couple of years and delivered 35% year-over-year revenue growth. He said the pipeline remains robust and that the team is building infrastructure and executing at a high level.</p>
<div class="lb-trans"><p>对于 Lightpath，Mathew 表示该业务在过去几年中宣布了超过 3.6 亿美元的超大规模客户胜利，并实现了 35% 的年增长率。他表示，项目管道依然强劲，团队正在建设基础设施并高效执行。</p>
</div><h2>Capital structure: evaluating options and aiming for debt reduction</h2>
<div class="lb-trans"><h2>资本结构：评估选项并旨在减少债务</h2>
</div><p>Mathew said Optimum is evaluating capital structure options, including in response to questions about asset-backed securities (ABS) issuance at Lightpath and whether similar financing could be used at Optimum. He said there is “nothing to announce today,” but emphasized that the company believes a “meaningful debt reduction is required” and described a need to rightsize the balance sheet. He also said the company is evaluating “value accretive options” regarding its stake in Lightpath, again noting there is nothing to announce.</p>
<div class="lb-trans"><p>Mathew 表示 Optimum 正在评估资本结构选项，包括针对 Lightpath 的资产支持证券（ABS）发行的相关问题，以及是否可以在 Optimum 使用类似的融资。他表示 “今天没有什么可以宣布”，但强调公司认为 “需要进行有意义的债务减少”，并描述了调整资产负债表的必要性。他还表示，公司正在评估与其在 Lightpath 的股份相关的 “增值选项”，再次指出没有什么可以宣布。</p>
</div><p>In closing remarks, Mathew said the environment remains highly competitive, but that the company is “controlling what we can control” and has greater command of the business after three and a half years of transformation. He said Optimum is committed to continuing to deliver value to customers and “maximum value” for stakeholders.</p>
<div class="lb-trans"><p>在结束发言中，Mathew 表示环境依然高度竞争，但公司正在 “控制我们能控制的事情”，并在经过三年半的转型后对业务有了更大的掌控。他表示 Optimum 致力于继续为客户提供价值，并为利益相关者提供 “最大价值”。</p>
</div><h2>About Optimum Communications NYSE: OPTU</h2>
<div class="lb-trans"><h2>关于 Optimum Communications NYSE: OPTU</h2>
</div><p>Altice USA, Inc, together with its subsidiaries, provides broadband communications and video services in the United States, Canada, Puerto Rico, and the Virgin Islands. It offers broadband, video, telephony, and mobile services to approximately five million residential and business customers. The company's video services include delivery of broadcast stations and cable networks; over the top services; video-on-demand, high-definition channels, digital video recorder, and pay-per-view services; and platforms for video programming through mobile applications.</p>
<div class="lb-trans"><p>Altice USA, Inc 及其子公司在美国、加拿大、波多黎各和美属维尔京群岛提供宽带通信和视频服务。它为大约五百万个住宅和商业客户提供宽带、视频、电话和移动服务。公司的视频服务包括广播电台和有线网络的传输；超越顶端服务；视频点播、高定义频道、数字视频录制和按次付费服务；以及通过移动应用程序的视频编程平台。</p>
</div><h2>Further Reading</h2>
<div class="lb-trans"><h2>进一步阅读</h2>
</div><ul>
<li>Five stocks we like better than Optimum Communications</li>
</ul>
<div class="lb-trans"><ul>
<li>五只我们认为比 Optimum Communications 更好的股票</li>
</ul>
</div><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙述科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com.</em></p>
</div><h2>Should You Invest $1,000 in Optimum Communications Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 Optimum Communications 吗？</h2>
</div><p>Before you consider Optimum Communications, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Optimum Communications 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Optimum Communications wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师正在悄悄建议客户现在购买的股票，以便在更广泛的市场注意到之前……而 Optimum Communications 并不在名单上。</p>
</div><p>While Optimum Communications currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Optimum Communications 目前在分析师中获得了减持评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

Optimum Communications 的首席执行官表示，2026 年的 “进攻性” 计划将以宽带稳定、削减债务和 Lightpath 的增长为目标