Product Line Growth:
Mobile lines grew by 52,000 in Q1 2026 to roughly 674,000 (its best in six years), while fiber customers rose by 13,000 to about 729,000, up more than 20% year over year. Cross-sell levers like mobile attachment, refreshed video tiers, and a new loyalty program are intended to deepen adoption and strengthen unit economics.
Cost & Operational Efficiency:
Adjusted EBITDA margin expanded year over year (e.g., ~41% in Q4 2025 and ~38% in Q1 2026) supported by expense discipline and operating improvements. Broadband ARPU growth and improved video margins from new tiering point to mix and efficiency gains despite subscriber pressure.
Future-Ready Strategy:
Ongoing fiber-led investment (Q1 2026 capex ~$308M; FY2026 capex guide $1.2–$1.5B) and a simplified go-to-market following the Optimum rebrand aim to stabilize broadband and sustain fiber gains. Added passings and broad gigabit availability support a convergence strategy anchored by growing mobile attachment.
