Recent 8-K filings for OPTU

• June 1, 2026, 8:16 AM ET other material materiality 0.90 negative item 1.01item 3.02item 7.01item 8.01item 9.01

  Optimum raises $500M via preferred units, starts $300M tender at $2.50 to shield assets from CSC debt

  Unsub Topco privately places $300M Series A Preferred Units at 13% cash / 15% compounding dividend to institutional investors.

• May 7, 2026, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Optimum Q1 net loss of $2.88B includes $2.7B franchise impairment; revenue down 4%

  Net loss attributable to stockholders of $2.88B ($6.10 diluted EPS) vs $75.7M loss in Q1 2025.

• April 2, 2026, 7:59 PM ET leadership materiality 0.60 neutral item 5.02

  EVP, General Counsel Michael Olsen to transition roles, retire Dec 2027; receives $3.575M retention payment

  Effective October 1, 2026 (or earlier upon successor), Olsen steps down as EVP/GC/CRO, becomes Senior Executive Counsel, Capital Transformation.

• March 13, 2026, 7:59 PM ET other material materiality 0.35 neutral item 5.02item 9.01

  Optimum Communications awards $9.375M in deferred cash to execs under 2026 LTIP; switches bonus to quarterly

  DCAs to CEO ($5M), CFO ($1.75M), GC ($1.5M), President ($1.125M); vest 1/3 each Dec 14 of 2026-2028.

• March 9, 2026, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Optimum Communications subsidiary closes $1.657B fiber securitization, refinances existing debt

  Issued $1.527B Class A-2 Notes at 5.597% and $130M Class B Notes at 5.890%.

• February 12, 2026, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Optimum Q4 revenue $2.18B (-2.3% YoY); net loss $71M; Adj EBITDA $902M (+7.7% YoY)

  Q4 net loss attributable to stockholders of $71.2M ($0.15 diluted loss per share) vs $54.1M loss in Q4 2024.

• January 12, 2026, 6:59 PM ET debt materiality 0.75 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Optimum Communications subsidiaries enter $1.1B incremental term loan at 9.0% fixed, due 2028

  Cablevision Litchfield and CSC Optimum (both Optimum subs) borrowed $1.1 billion under an incremental term loan maturing November 25, 2028.

• December 5, 2025, 6:59 PM ET other material materiality 0.40 neutral item 5.02

  Optimum Communications awards special cash bonuses totaling $1.95M to three executives for capital raising contributions

  CEO Dennis Mathew receives $750,000 special bonus; CFO Marc Sirota and General Counsel Michael Olsen each receive $600,000.

• November 25, 2025, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings ×2

  Optimum subsidiaries refinance $2B debt with incremental term loan (SOFR+4.5%) and fixed-rate 9% loan

  CSC Holdings entered $2B incremental term loan B-7 (SOFR+4.50% or ABR+3.50%) maturing Jan 15, 2028.

• November 6, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Altice USA Q3 net loss $1.63B on $1.6B impairment; revenue down 5.4%; plans name change to Optimum

  Net loss of $1,625.9M ($3.47/diluted share) includes $1.6B non-cash franchise rights impairment; YoY loss was $43M.

• August 7, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Altice USA Q2 net loss $96.3M; completes $1B asset-backed loan; broadband losses -35k

  Revenue $2.15B (-4.2% YoY); net loss $96.3M vs profit $15.4M in Q2 2024.

• July 17, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Altice USA subsidiary borrows $1B secured by NYC network receivables at 8.875%

  Cablevision Funding LLC, indirect sub of Altice USA, entered $1,000M secured term loan on July 16, 2025.

• June 13, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Altice USA shareholders elect all nine director nominees, approve charter amendment

  All nine director nominees elected with >4.68 billion votes each; includes Patrick Drahi and Dexter Goei.

• May 8, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Altice USA Q1 revenue down 4.4%, net loss widens to $75.7M; fiber adds +69k, FY25 guide

  Revenue $2.152B (-4.4% YoY); net loss $75.7M (-$0.16 EPS) vs $21.2M loss year ago.

• April 11, 2025, 7:59 PM ET other material materiality 0.80 negative item 8.01

  CSC Holdings debt restructuring negotiations with Akin/PJT ad hoc group conclude without agreement

  CSC Holdings (Altice USA sub) ended debt restructuring talks with ad hoc group of holders; no deal reached.

• February 13, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Altice USA Q4 revenue $2.2B (-2.9% YoY); net loss $54M; fiber customers +58%, mobile lines +43%

  Total revenue $2.2B Q4, $9.0B FY; net loss $54M Q4, $103M FY (vs $53M profit FY 2023).

• February 10, 2025, 6:59 PM ET other materiality 0.30 neutral item 5.02

  Altice USA approves higher compensation for CEO Mathew and CFO Sirota

  CEO Dennis Mathew base salary $1,550,000, target cash incentive $3M, annual LTI target $10M.

• December 20, 2024, 6:59 PM ET other material materiality 0.30 neutral item 5.02

  Altice USA grants CEO Dennis Mathew $5.0M cash performance award tied to FY2027 targets

  Cash performance award of $5.0 million approved by Compensation Committee on Dec 18, 2024.

• December 12, 2024, 6:59 PM ET leadership materiality 0.35 neutral item 5.02

  Altice USA EVP HR Colleen Schmidt resigns Dec 31, 2024; stays as advisor through March 2025

  Colleen Schmidt resigns as EVP, Human Resources effective Dec 31, 2024.

• November 4, 2024, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Altice USA Q3 2024: net loss $43M, revenue -3.9%, fiber adds +47k, capex guide cut to $1.5B

  Revenue $2.23B (-3.9% YoY); net loss attributable to stockholders $43M vs $66.8M profit in Q3 2023.

• August 1, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Altice USA Q2 revenue $2.24B (-3.6%); net income $15.4M vs $78.3M YoY; broadband losses -51k

  Total revenue $2.24B (-3.6% YoY); residential revenue $1.75B (-4.4%); net income $15.4M ($0.03 diluted EPS) vs $78.3M in Q2 2023.

• June 14, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Altice USA shareholders elect all nine director nominees, ratify KPMG

  All nine director nominees elected; Patrick Drahi got 4.70B for, 76.5M against.

• May 2, 2024, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01 ◈ Earnings Releases

  Altice USA Q1 revenue down 1.9% to $2.25B, net loss of $21.2M vs profit year ago

  Revenue $2.25B (-1.9% YoY); net loss attributable to stockholders $21.2M ($0.05/shr) vs $25.9M profit in Q1 2023.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.70 · Most common event earnings

0 positive 11 negative 12 neutral

source · OPTU on sec.gov