Optimum Communications (OPTU) Reports Earnings February 14: Key Metrics and Outlook

Optimum Communications (NYSE:OPTU) will report earnings before the market opens on February 14, 2026. Last quarter, the company missed revenue expectations by 1.4% to $2.11 billion, down 5.4% year-on-year, and underperformed on adjusted operating income and EPS. Subscribers totaled 3.87 million, a 4.1% year-on-year decline. Analysts expect revenue to fall 4.5% year-on-year to $2.13 billion this quarter, continuing a contraction from the 2.9% decline in Q4 2025. Over the past 30 days, estimates have remained unchanged, and the company has missed Wall Street revenue guidance five times in the past two years. Peer performance provides context: AT&T revenue rose 3.6% YoY and outperformed by 2.1 percentage points, while Verizon revenue was up 2% and outperformed by 0.7 percentage points. AT&T shares gained 9.3% and Verizon 12.1% on respective earnings calls. In the wireless, cable, and satellite segment, shares have averaged a 1.6% decline over the last month, while OPTU is down 18.6% and trades at $1.61 versus an average analyst price target of $2.16.