“The decrease in Free Cash Flow (Deficit) of $31,220 for the three months ended March 31, 2026 as compared to the three months ended March 31, 2025 was due to a decrease in capital expenditures, offset by lower net cash provided by operating activities.”10-Q · May 7, 2026 ↗
Optimum Communications, Inc.
OPTU
Market read
Optimum Communications, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 21 directly disclosed connections are confirming.
- OPTU's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if OPTU's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 21 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- OPTU's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- Latest annual revenue changed -4.1% year over year.
- Operating margin changed -20.1 percentage points in the latest annual period.
- Net margin changed -20.6 percentage points in the latest annual period.
- Capital investment and capacity has repeated adverse evidence across 4 filings.
- EV/sales is 44% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 9, 2026
0.97Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Although we currently believe amounts available under the CSC Holdings revolving credit facility will be available in accordance with its terms, we can provide no assurance that access to such funds will not be impacted by adverse conditions in the financial…”10-Q · May 7, 2026 ↗
“The decline in the estimated fair value of our indefinite-lived franchise rights was attributable to updated long-term financial projections, that reflected a reduction in estimated future cash flows as a result of the sustained competitive environment and ma…”10-K · Feb 13, 2026 ↗
“The decline in the estimated fair value of our indefinite-lived franchise rights was attributable to updated long-term financial projections, that reflected a reduction in estimated future cash flows as a result of the sustained competitive environment and ma…”10-K · Feb 13, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.1× · EV/sales 3.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 13:45 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for OPTU. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for OPTU. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind OPTU
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
LUMNLumen Technologies, Inc.competitorMay 7, 2026 ▾
“Our competitors include Verizon Communications Inc., AT&T Inc., T-Mobile US, Inc., Charter Communications, Inc., Comcast Corporation, and emerging satellite-based broadband providers, as well as DirecTV, DISH Network (a wholly-owned subsidiary of EchoStar Cor…”
TAT&T Inc.competitorMay 7, 2026 ▾
“Our competitors include Verizon Communications Inc., AT&T Inc., T-Mobile US, Inc., Charter Communications, Inc., Comcast Corporation, and emerging satellite-based broadband providers, as well as DirecTV, DISH Network (a wholly-owned subsidiary of EchoStar Cor…”
Depended on by
VISNVistance Networks, Inc.distributorFeb 26, 2026 ▾
“Major customers and distributors include companies such as Comcast Corporation (Comcast); TD SYNNEX Corporation; Charter Communications, Inc.; WAV, LLC; Rogers Communication Inc.; Optimum Communications, Inc.; and Exclusive Networks USA, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 18 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
OPTU is currently a Leader in the organic co-movement group Telecom Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for OPTU; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.