-1.75%
18.57%
6.44%
49.47%
13.31%
-81.45%
-89.86%
AI Spotlight on ATUS
Company Description
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.
It also provides voice over Internet protocol telephone services; and mobile services, such as data, talk, and text.In addition, the company offers Ethernet, data transport, IP-based virtual private networks, Internet access, and telephony services; hosted telephony services, managed Wi-Fi, managed desktop and server backup, and collaboration services comprising audio and web conferencing; fiber-to-the-tower services to wireless carriers; data services consisting of wide area networking and dedicated data access, as well as wireless mesh networks; and enterprise class telephone services that include traditional multi-line phone service.Further, it provides business e-mail, hosted private branch exchange, web space storage, and network security monitoring; and international calling and toll free numbers.
Additionally, the company offers audience-based and IP-authenticated cross-screen advertising solutions; and television and digital advertising services, as well as operates news channels under the News 12 Networks, Cheddar, and i24NEWS names.It also provides broadband communications and video services under the Optimum and Suddenlink brands.The company was incorporated in 2015 and is headquartered in Long Island City, New York.
Market Data
| Last Price | 2.81 |
| Change Percentage | -1.75% |
| Open | 2.85 |
| Previous Close | 2.86 |
| Market Cap ( Millions) | 1296 |
| Volume | 2023124 |
| Year High | 3.18 |
| Year Low | 1.52 |
| M A 50 | 2.57 |
| M A 200 | 2.25 |
Financial Ratios
| FCF Yield | 23.19% |
| Dividend Yield | 0.00% |
| ROE | 39.79% |
| Debt / Equity | -5986.34% |
| Net Debt / EBIDTA | 727.17% |
| Price To Book | -3.06 |
| Price Earnings Ratio | -7.77 |
| Price To FCF | 4.31 |
| Price To sales | 0.14 |
| EV / EBITDA | 7.65 |
News
- Jan -23 - 4.6 Million Clients Cannot Be Wrong About Altice, Which Trades Cheaply
- Jan -22 - Will Lightpath's AI Strategy Propel Altice's Stock Growth?
- Jan -21 - Lightpath Launches New Performance Units to Support Surging AI-Related Demand
- Jan -18 - Nexstar and Optimum Partner and Reach Agreement Returning Nexstar Content to Optimum Customers Immediately
- Jan -17 - ATUS' Lightpath Rides on Solid AI-Driven Demand: Stock to Benefit?
- Jan -16 - Lightpath Responding to Nearly $1 Billion of Growing AI-Driven Demand
- Jan -13 - Altice USA to Hold Conference Call to Discuss Q4 and Full Year 2024 Results
- Jan -11 - Altice to spend millions on internet upgrades in settlement with West Virginia
- Jan -11 - MSG says Altice walked away from negotiations as Optimum saga takes another twist
- Jan -07 - New Strong Sell Stocks for January 7th
- Jan -02 - ATUS' Brand Removes MSG Networks From TV Lineup: Will it Affect the Stock?
- Jan -01 - MSG Networks, home of Knicks and Rangers, goes dark for Altice USA's Optimum cable customers
- Nov -22 - Can ATUS Stock Benefit From Expansion of Fiber Footprint?
- Nov -21 - Optimum Reaches 500,000 Customers on 100% Fiber Internet Network
- Nov -21 - Lightpath Announces GRESB Score of 97 and 5-Star Rating
- Nov -06 - Altice USA Q3 Results: Too Much Competition And Concerns About Debt
- Nov -05 - Altice's Q3 Loss Wider Than Expected, Revenues Decline Y/Y
- Nov -05 - Altice USA, Inc. (ATUS) Q3 2024 Earnings Call Transcript
- Nov -05 - Compared to Estimates, Altice USA (ATUS) Q3 Earnings: A Look at Key Metrics
- Nov -04 - Altice USA, Inc. (ATUS) Reports Q3 Loss, Misses Revenue Estimates
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Residential - Broadband
Expected Growth : 7.4 %
What the company do ?
Residential - Broadband from Altice USA, Inc. offers high-speed internet services to homes, providing reliable and fast connectivity for online activities.
Why we expect these perspectives ?
Altice USA's 7.4% residential broadband growth driven by increasing demand for high-speed internet, bundling strategies, and network upgrades. Expanding fiber-optic infrastructure and competitive pricing also contribute to growth. Additionally, the company's focus on customer experience and retention efforts help to reduce churn rates, further supporting growth in this segment.
Segment n°2 -> Residential - Video
Expected Growth : 3.37 %
What the company do ?
Residential - Video from Altice USA, Inc. offers TV services, including live TV, On Demand, and streaming apps, to residential customers in the US.
Why we expect these perspectives ?
Strong demand for high-speed internet and video services, driven by increasing adoption of streaming services and online content, contributes to the 3.37% growth in Residential - Video from Altice USA, Inc. Additionally, investments in network upgrades and expansion of fiber-optic infrastructure support the growth.
Segment n°3 -> Business Services and Wholesale
Expected Growth : 4.83 %
What the company do ?
Business Services and Wholesale from Altice USA, Inc. offers data, voice, and video solutions to businesses and carriers, providing reliable and scalable connectivity.
Why we expect these perspectives ?
Altice USA's Business Services and Wholesale segment growth of 4.83% is driven by increasing demand for high-speed data and fiber-based services from business customers, expansion of fiber network, and growth in wholesale services, particularly in the wireless backhaul space, as well as strategic pricing and customer retention initiatives.
Segment n°4 -> News and Advertising
Expected Growth : 3.83 %
What the company do ?
Altice USA, Inc. offers news and advertising services, providing local news and targeted advertising solutions to businesses, leveraging its Optimum brand and News 12 Networks.
Why we expect these perspectives ?
Altice USA's 3.83% growth in News and Advertising is driven by increasing demand for targeted advertising, expansion of its advanced advertising platform, and growth in political advertising. Additionally, the company's focus on data-driven advertising solutions and its partnerships with major brands have contributed to this growth.
Segment n°5 -> Residential - Telephony
Expected Growth : 2.5 %
What the company do ?
Residential - Telephony from Altice USA, Inc. offers home phone services, including unlimited local and long-distance calling, voicemail, and caller ID.
Why we expect these perspectives ?
Altice USA's 2.5% growth in Residential - Telephony is driven by increasing demand for high-speed internet and bundled services, expansion into new markets, and strategic pricing initiatives. Additionally, investments in network upgrades and customer retention efforts contribute to the growth.
Segment n°6 -> Mobile
Expected Growth : 4.83 %
What the company do ?
Mobile from Altice USA, Inc. is a wireless service offering unlimited data, talk, and text with no annual contracts or surprise fees.
Why we expect these perspectives ?
Altice USA's Mobile segment growth of 4.83% is driven by increasing demand for high-speed data services, expansion of 5G network coverage, and competitive pricing strategies. Additionally, the company's focus on customer retention and acquisition through bundled offerings and loyalty programs contributes to the growth.
Segment n°7 -> Other
Expected Growth : 4.78 %
What the company do ?
Altice USA's 'Other' segment includes revenue from business services, such as wholesale and carrier services, as well as advertising and other miscellaneous revenue streams.
Why we expect these perspectives ?
Altice USA's 4.78% growth in 'Other' segment is driven by increasing demand for its advanced video and data services, expansion of its fiber-optic network, and strategic partnerships. Additionally, the company's focus on cost savings initiatives and operational efficiencies have contributed to its growth.
Altice Usa, Inc. Products
| Product Range | What is it ? |
|---|---|
| Optimum Internet | High-speed internet services for residential and business customers, offering speeds up to 940 Mbps |
| Optimum TV | Cable television services offering a range of channels, on-demand content, and streaming capabilities |
| Optimum Voice | Digital phone services offering crystal-clear voice quality, advanced features, and competitive international rates |
| Business Internet | High-speed internet services designed for businesses, offering dedicated connections and customized solutions |
| Business Phone | Advanced phone systems and services for businesses, offering features like video conferencing and call center solutions |
| Fiber Internet | High-speed, fiber-optic internet services offering fast and reliable connections |
| Cybersecurity Services | Comprehensive cybersecurity solutions for businesses, protecting against threats and data breaches |
Altice USA, Inc.'s Porter Forces
Threat Of Substitutes
Altice USA, Inc. faces moderate threat from substitutes due to the availability of alternative internet and video services from competitors such as Verizon Fios and satellite TV providers.
Bargaining Power Of Customers
Altice USA, Inc. has a large customer base, but individual customers have limited bargaining power due to the lack of alternative high-speed internet and video services in many areas.
Bargaining Power Of Suppliers
Altice USA, Inc. has a diversified supplier base, and no single supplier has significant bargaining power due to the availability of alternative suppliers.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the telecommunications industry, including the need for significant capital investments in infrastructure and regulatory hurdles.
Intensity Of Rivalry
The telecommunications industry is highly competitive, with multiple players competing for market share, leading to a high intensity of rivalry.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 101.72% |
| Debt Cost | 9.73% |
| Equity Weight | -1.72% |
| Equity Cost | 10.88% |
| WACC | 9.72% |
| Leverage | -5925.96% |
Altice USA, Inc. : Quality Control
Altice USA, Inc. passed 1 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| FNGR | FingerMotion, Inc., a mobile data specialist company, provides mobile payment and recharge platform solutions in China. The company offers telecommunication providers' products and services, including data plans, subscription plans, mobile … |
| OOMA | Ooma, Inc. provides communications services and related technologies for businesses and consumers in the United States and Canada. The company's products and services include Ooma Office, a cloud-based multi-user communications … |
| LUMN | Lumen Technologies, Inc., a facilities-based technology and communications company, provides various integrated products and services under the Lumen, Quantum Fiber, and CenturyLink brands to business and residential customers in the … |
| GOGO | Gogo Inc., through its subsidiaries, provides broadband connectivity services to the aviation industry in the United States and internationally. It operates through Commercial Aviation North America (CA-NA), Commercial Aviation Rest … |
| ATEX | Anterix Inc. operates as a wireless communications company. The company focuses on commercializing its spectrum assets to enable the targeted utility and critical infrastructure customers to deploy private broadband networks, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Ooma
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Altice USA
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Lumen
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4
Anterix
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Gogo
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