Optimum 4Q25 Preview
We have updated our model for management commentary at recent investor conferences. We increased our estimate for broadband subscriber losses and lowered EBITDA for the quarter. Consensus seems to be in the right spot for EBITDA but estimates for subscriber losses need to increase.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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