Altice USA Inc Class A

ATUS: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$6.00	Gnvmbm	Yrst

While Altice USA’s Heavy Fiber Investment Plans May Prove Unnecessary, the Stock Remains Cheap

Michael Hodel

Feb 17, 2022

Altice USA continues to flesh out its strategy as it slowly works to rebuild momentum. The firm lost 13,000 net residential customers during the fourth quarter, about half as many as the prior quarter and roughly equal to a year ago. While Altice’s larger cable peers Comcast and Charter are still adding customers, only Altice posted an improving trend to end the year. Changing service plans, new promotional offers, and increased marketing to better compete against Verizon FiOS have helped win business but also dented revenue growth during the quarter.

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