Altice Usa

To provide innovative connectivity solutions by becoming the premier provider of converged services via a 100% fiber network.

Altice Usa SWOT Analysis

Updated: October 2, 2025 • 2025-Q4 Analysis

How to Use This Analysis

This analysis for Altice Usa was created using Alignment.io™ methodology - a proven strategic planning system trusted in over 75,000 strategic planning projects. We've designed it as a helpful companion for your team's strategic process, leveraging leading AI models to analyze publicly available data.

While this represents what AI sees from public data, you know your company's true reality. That's why we recommend using Alignment.io and The System of Alignment™ to conduct your strategic planning—using these AI-generated insights as inspiration and reference points to blend with your team's invaluable knowledge.

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The Altice USA SWOT Analysis reveals a company at a critical inflection point, defined by a race against its own balance sheet. Its primary strength and opportunity lie in an aggressive fiber buildout, which is the only viable path to long-term competitive relevance and growth. This is directly countered by its crippling weakness: a massive $24.4B debt load that magnifies every threat, from intense FWA competition to rising interest rates. The new leadership's focus on operational execution is vital, but success is not guaranteed. The core strategic challenge is a capital allocation trilemma: servicing debt, funding the fiber transition, and improving a historically poor customer experience. The company must flawlessly execute on all fronts, prioritizing fiber penetration and customer retention to generate the cash flow needed to survive and eventually thrive. The path forward is narrow and fraught with financial risk.

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No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To provide innovative connectivity solutions by becoming the premier provider of converged services via a 100% fiber network.

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Strengths

FIBER: Aggressive fiber buildout, reaching 3.1M passings, a key asset.
MOBILE: Consistent Optimum Mobile growth (38k net adds Q1'24) is a gem.
LEADERSHIP: New CEO is laser-focused on operational execution and CX.
SCALE: $9B+ revenue and dense network provide a base for turnaround.
ASSETS: Owns valuable network infrastructure in key US metro markets.

Weaknesses

DEBT: Crushing $24.4B debt load severely limits all strategic options.
CHURN: Continued broadband subscriber loss (-30k Q1'24) is the core issue.
CX: Historically poor customer service perception hurts brand & pricing.
COMPETITION: Intense FWA and fiber overbuilder pressure is eroding base.
HFC: High percentage of network is still older HFC tech vs competitors.

Opportunities

CONVERGENCE: Drive ARPU & loyalty by bundling mobile with fiber internet.
FIBER: Monetize fiber network with higher speeds, ARPU, and lower churn.
PRICING: Simplify rate card and promotions to win back lost subscribers.
SMB: Grow share in the underserved small/medium business connectivity market.
EFFICIENCY: Drive significant cost savings through operational improvements.

Threats

FWA: Low-cost 5G Fixed Wireless from T-Mobile/Verizon is a primary threat.
INTEREST: Higher interest rates make refinancing its massive debt costly.
ECONOMY: Macro pressure may push consumers to lower-cost alternatives.
OVERBUILDERS: New fiber competitors are targeting Altice's best markets.
REGULATION: Potential for stricter government oversight on pricing & fees.

Key Priorities

CX: Halt subscriber churn by radically improving the customer experience.
FIBER: Accelerate fiber penetration and monetization to secure the future.
MOBILE: Scale mobile subscriber base via aggressive convergence strategy.
DEBT: Create a credible, long-term plan to de-lever the balance sheet.

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Altice Usa OKR

Updated: October 2, 2025 • 2025-Q4 Analysis

This Altice USA OKR plan is a masterclass in focus amid crisis. It rightly prioritizes the only four things that matter: stabilizing the customer base, winning the fiber race, scaling the mobile growth engine, and managing the crushing debt. The objectives are sharp and aspirational, providing clear direction. The key results are specific, measurable, and directly attack the core issues identified in the SWOT analysis, such as churn, fiber penetration, and financial leverage. This isn't a plan for moonshots; it's a disciplined, operational blueprint for a complex turnaround. By relentlessly executing this plan, the leadership team can build credibility and steer the company toward a more stable and promising future.

Verizon Comcast Charter Communications T-Mobile AT&T

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To provide innovative connectivity solutions by becoming the premier provider of converged services via a 100% fiber network.

CUSTOMER FIRST

Stop the churn by becoming a brand customers want to stay with.

METRIC: Reduce the monthly residential broadband churn rate from 2.5% to below 2.0% by the end of the year.
NPS: Improve our Transactional NPS score for support interactions by 15 points, from -10 to +5.
SUPPORT: Decrease average handle time in call centers by 20% through better tools and AI-assisted support.
RETENTION: Launch a proactive, data-driven retention program that contacts 50% of high-risk customers.

FIBER FUTURE

Build the future by accelerating our fiber network dominance.

PENETRATION: Increase fiber broadband penetration in areas passed for >12 months from 18% to 25%.
UPGRADE: Migrate 150,000 existing HFC customers to fiber services within our upgraded footprint.
SPEED: Grow the percentage of new customers taking 1 Gig or faster speeds from 40% to 60%.
BUILD: Successfully complete the planned 600,000 new fiber passings for the year on time and on budget.

MOBILE MOMENTUM

Deepen relationships and ARPU by scaling our mobile business.

GROWTH: Achieve 150,000 mobile line net additions for the full year, a 25% increase over the prior year.
CONVERGENCE: Increase the mobile attachment rate for all new broadband customers from 20% to 35%.
LOYALTY: Show that converged fiber+mobile customers have a 50% lower churn rate than broadband-only subs.
AWARENESS: Launch three targeted marketing campaigns to drive awareness of Optimum Mobile's value.

FORTIFY FINANCES

Create stability and flexibility by strengthening our balance sheet.

LEVERAGE: Reduce net debt to Adjusted EBITDA ratio by 0.25x through EBITDA growth and cost discipline.
SAVINGS: Realize an additional $100 million in annualized run-rate cost savings across the organization.
CAPEX: Maintain capital intensity within the guided range while maximizing the fiber build efficiency.
REFINANCE: Successfully execute at least one transaction to extend debt maturities and improve liquidity.

METRICS

Broadband Net Additions: +10k
Net Debt / Adjusted EBITDA: < 6.5x
Fiber Penetration Rate: 25%

VALUES

Customer First
Innovation
Integrity
Community
One Team

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Altice Usa Retrospective

AI-Powered Insights

Claude

Gemini

GPT

Altice USA Q1 2024 Earnings Report & Press Release
Altice USA Investor Relations Website
Public news articles from financial outlets (2023-2024)
Industry analysis reports on Telecom, FWA, and Fiber markets
Customer review sites (e.g., G2, Trustpilot)

Verizon Comcast Charter Communications T-Mobile AT&T

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To provide innovative connectivity solutions by becoming the premier provider of converged services via a 100% fiber network.

Toggle Theme

What Went Well

MOBILE: Continued strong mobile line net additions of 38k in Q1.
FIBER: Progress on fiber buildout, reaching 3.1M passings.
EBITDA: Delivered Adjusted EBITDA slightly ahead of consensus.
COSTS: Management is executing on its cost savings initiatives.
CEO: Clear, consistent messaging from new CEO on turnaround plan.

Not So Well

BROADBAND: Lost another 30k broadband customers, continuing the decline.
REVENUE: Total revenue declined 2.2% YoY, showing persistent pressure.
VIDEO: Continued significant losses in the high-cost video business.
DEBT: No material change to the overwhelming debt load.
ARPU: Residential ARPU remains under pressure from competition.

Learnings

FWA: The threat from Fixed Wireless Access is real and persistent.
CX: Improving customer experience is a long, slow process.
MOBILE: The mobile bundle is a powerful tool for customer acquisition.
FIBER: Fiber is the only path to sustainable long-term broadband growth.
DISCIPLINE: Operational and financial discipline are paramount in this market.

Action Items

MARKETING: Launch targeted campaigns to drive fiber adoption in new areas.
OPERATIONS: Double down on initiatives to improve first-call resolution.
SALES: Enhance training for sales reps on selling the mobile bundle.
FINANCE: Continue exploring all options for debt management and reduction.
PRODUCT: Simplify the product portfolio and pricing to improve clarity.

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Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

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Altice Usa Market

AI-Powered Insights

Claude

Gemini

GPT

Altice USA Q1 2024 Earnings Report & Press Release
Altice USA Investor Relations Website
Public news articles from financial outlets (2023-2024)
Industry analysis reports on Telecom, FWA, and Fiber markets
Customer review sites (e.g., G2, Trustpilot)

Founded: 2015 (via acquisition of Suddenlink)
Market Share: ~5% of U.S. broadband market
Customer Base: 4.8 million total customers across 21 states
Category:
Telecommunications
SIC Code: 4841 Cable and Other Pay Television Services
NAICS Code: 517110 InformationT
Location: Long Island City, NY
Zip Code: 11101 Stockholm, Sweden
Congressional District: NY-7 BROOKLYN
Employees: 11000

Competitors

Verizon Request Analysis

Comcast View Analysis

Charter Communications View Analysis

T-Mobile Request Analysis

AT&T View Analysis

Products & Services

No products or services data available

Distribution Channels

Altice Usa Business Model Analysis

AI-Powered Insights

Claude

Gemini

GPT

Altice USA Q1 2024 Earnings Report & Press Release
Altice USA Investor Relations Website
Public news articles from financial outlets (2023-2024)
Industry analysis reports on Telecom, FWA, and Fiber markets
Customer review sites (e.g., G2, Trustpilot)

Problem

Need for fast, reliable home internet.
High cost of separate mobile/internet.
Poor customer service from incumbents.

Solution

Multi-gigabit fiber-to-the-home.
Converged mobile and internet bundles.
Improved, simplified customer support.

Key Metrics

Broadband Net Additions
Fiber Penetration Rate
Mobile Line Net Additions
Customer Churn Rate

Unique

Aggressive FTTH build in its footprint.
Owner economics on a growing fiber net.
Converged Optimum One (internet+mobile).

Advantage

Owned last-mile network infrastructure.
Increasingly future-proof fiber assets.
Scale in specific geographic regions.

Channels

Online self-service (Optimum.com)
Direct sales teams (D2D, call centers)
Optimum retail store locations

Customer Segments

Residential households in 21 states.
Small and medium-sized businesses.
Enterprise and wholesale customers.

Costs

Network construction (CapEx)
Network maintenance (OpEx)
Customer acquisition and support costs
Debt servicing (interest expense)

Altice Usa Product Market Fit Analysis

Updated: October 2, 2025

Altice USA delivers the future of connectivity through its Optimum brand. It provides symmetrical, multi-gig fiber internet for unparalleled speed and reliability. By converging this powerful broadband with attractively priced mobile services, Optimum offers superior performance and value, empowering both homes and businesses to thrive in the digital world without compromise.

SPEED: Symmetrical multi-gig fiber speeds unlock new possibilities.

RELIABILITY: Our fiber network delivers consistent, dependable service.

VALUE: Converged bundles of internet and mobile save you money.

Before State

Slow, unreliable cable internet speeds
Laggy video streaming and gaming
Poor customer service experiences

After State

Ultra-fast, symmetrical fiber speeds
Seamless 4K streaming and online gaming
Reliable, always-on connectivity

Negative Impacts

Frustration with buffering and outages
Limited work-from-home productivity
Wasted time dealing with support issues

Positive Outcomes

Enhanced digital lifestyle and entertainment
Increased home and business productivity
Peace of mind with dependable service

Key Metrics

Customer Retention Rates - Approx. 97% monthly (2.5% churn)

Net Promoter Score (NPS) - Estimated between -10 and 0

User Growth Rate - Negative broadband growth (-30k in Q1 2024)

Customer Feedback/Reviews - 1.1/5 stars on G2 from 50+ reviews

Repeat Purchase Rates - N/A (subscription model)

Requirements

Access to Altice's FTTH network
Subscription to a multi-gig fiber plan
Professional installation and setup

Why Altice Usa

Accelerate fiber build to more homes
Simplify pricing and service tiers
Invest in proactive customer support tools

Altice Usa Competitive Advantage

Owning the last-mile fiber connection
Ability to offer true multi-gig speeds
Bundling fiber with competitive mobile plans

Proof Points

Reached 3.1 million fiber passings
Offers up to 8 Gig symmetrical speeds
Growing Optimum Mobile by 38k lines/qtr

Altice Usa Market Positioning

AI-Powered Insights

Claude

Gemini

GPT

Altice USA Q1 2024 Earnings Report & Press Release
Altice USA Investor Relations Website
Public news articles from financial outlets (2023-2024)
Industry analysis reports on Telecom, FWA, and Fiber markets
Customer review sites (e.g., G2, Trustpilot)

Strategic pillars derived from our vision-focused SWOT analysis

Aggressively build and penetrate our fiber network.

Deepen relationships via mobile & broadband.

Radically improve customer experience.

De-lever the balance sheet over time.

What You Do

Provides converged broadband, mobile, and video services.

Target Market

Residential and business customers in 21 U.S. states.

Differentiation

Aggressive FTTH (Fiber) network buildout for superior speeds.
Converged offerings bundling high-speed internet with mobile.

Revenue Streams

Broadband subscriptions
Mobile service plans
Video subscriptions
Business services and advertising

Altice Usa Operations and Technology

AI-Powered Insights

Claude

Gemini

GPT

Altice USA Q1 2024 Earnings Report & Press Release
Altice USA Investor Relations Website
Public news articles from financial outlets (2023-2024)
Industry analysis reports on Telecom, FWA, and Fiber markets
Customer review sites (e.g., G2, Trustpilot)

Company Operations

Organizational Structure: Functional structure under a new CEO focused on turnaround.
Supply Chain: Manages fiber optic cable, CPE, and network equipment vendors.
Tech Patents: Holds patents related to cable and fiber network technologies.
Website: https://www.alticeusa.com/

Top Clients

Board Members

Altice Usa Competitive Forces

Threat of New Entry

MODERATE: Building new wired networks is capital-intensive, but well-funded private fiber overbuilders are actively entering markets.

Supplier Power

MODERATE: Key suppliers of network gear (e.g., Corning for fiber) have some power, but Altice is a large buyer, providing leverage.

Buyer Power

HIGH: Low switching costs for customers, with many alternatives (FWA, fiber overbuilders) offering aggressive promotional pricing.

Threat of Substitution

HIGH: FWA is a direct, lower-cost substitute for wired broadband. Mobile hotspots and satellite are also emerging alternatives.

Competitive Rivalry

EXTREME: Intense rivalry from telco fiber (Verizon), cable (Comcast/Charter), and disruptive FWA (T-Mobile/Verizon). High churn.

Analysis of AI Strategy

Updated: October 2, 2025 • 2025-Q4 Analysis

The Altice USA AI SWOT Analysis underscores AI not as a luxury but as a critical tool for survival and efficiency. The company's primary AI strengths are its vast network and customer datasets, which are fertile ground for predictive models. However, these are shackled by significant weaknesses: legacy data silos, a dearth of AI talent, and severe capital constraints that make large-scale AI investment challenging. The most potent opportunities are defensive—using AI to drastically lower the cost of customer service and improve network reliability, which directly addresses core business weaknesses. The key strategic imperative is to pursue targeted, high-ROI AI initiatives that generate immediate operational savings. Focusing AI on predicting churn, optimizing field tech routes, and automating support is the most direct way for AI to contribute to the company's urgent turnaround mission.

Verizon Comcast Charter Communications T-Mobile AT&T

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To provide innovative connectivity solutions by becoming the premier provider of converged services via a 100% fiber network.

Strengths

NETWORK: Vast network performance data for predictive maintenance AI models.
CUSTOMER: Large subscriber base provides data for churn prediction models.
OPERATIONS: Call center and field tech data can train efficiency AI.
SCALE: Infrastructure to deploy AI-driven network management tools widely.

Weaknesses

DATA: Siloed legacy billing and CRM systems hinder unified data analysis.
TALENT: Lack of in-house AI/ML engineering talent vs tech competitors.
INVESTMENT: Severe capital constraints limit investment in new AI platforms.
CULTURE: Not a data-first culture; decisions historically ops-driven.

Opportunities

SUPPORT: Use GenAI chatbots to improve customer service and lower costs.
NETWORK: AI-powered network monitoring to predict and prevent outages.
MARKETING: Hyper-personalize offers to increase upsell and reduce churn.
FIELD: Optimize technician dispatch and routing for massive cost savings.

Threats

COMPETITORS: Telco rivals with larger budgets are investing more heavily in AI.
COST: High cost of developing or licensing enterprise-grade AI solutions.
PRIVACY: Data privacy regulations could limit the use of customer data.
EXECUTION: Failed AI implementations could waste scarce capital and time.

Key Priorities

SUPPORT: Deploy GenAI to deflect support calls & improve customer service.
NETWORK: Implement AI for predictive network maintenance to boost reliability.
CHURN: Leverage ML models to proactively identify and save at-risk customers.
EFFICIENCY: Use AI to optimize field operations and reduce truck rolls.

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Altice Usa Financial Performance

AI-Powered Insights

Claude

Gemini

GPT

Altice USA Q1 2024 Earnings Report & Press Release
Altice USA Investor Relations Website
Public news articles from financial outlets (2023-2024)
Industry analysis reports on Telecom, FWA, and Fiber markets
Customer review sites (e.g., G2, Trustpilot)

Profit: -$39.6M Net Loss (Q1 2024)

Market Cap: $985 Million (as of late 2024)

Stock Performance

Annual Report: Available on Altice USA's investor relations website.

Debt: $24.4 Billion (as of Q1 2024)

ROI Impact: High debt load suppresses ROI and limits capital allocation flexibility.

SWOT Index

Composite strategic assessment with 10-year outlook

/ 100

Challenged Turnaround

ICM Index

STRATEGIC ADVISOR ASSESSMENT

Altice USA is a classic turnaround story. The vision is category-level but achievability is severely hampered by a massive debt load, reflected in a low North Star score. The SWOT is dominated by this financial downside. While the OKRs are well-crafted and strategically sound for a turnaround (hence the 70), they are fundamentally defensive. The low growth multiplier reflects the high probability of failure and limited upside until the balance sheet is repaired. Success is survival and stabilization, not exponential growth.

SWOT Factors

Upside: 66.0 Risk: 92.0

OKR Impact

AI Leverage

Top 3 Strategic Levers

Execute flawlessly on customer experience to halt subscriber churn.

Accelerate fiber penetration to secure a long-term asset base.

Aggressively manage debt and de-lever the balance sheet.

AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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