Cogent’s second quarter was marked by a significant negative market reaction, as the company’s revenue results missed Wall Street expectations while reporting a year-over-year sales decline. Management attributed the underperformance primarily to the ongoing process of exiting low-margin, off-net contracts acquired from Sprint, which continued to weigh on the top line. CEO Dave Schaeffer described the current period as a transition, noting that “revenue growth that we are experiencing is almost exclusively on-net services,” and highlighted progress in expanding high-margin offerings like Wavelength and IPv4 leasing. The company’s focus on improving sales force productivity and cost control also contributed to sequential improvements in operating margin.
Altice’s second quarter results were met with a significant negative market reaction, as the company’s GAAP loss per share and adjusted EBITDA came in well below Wall Street expectations. Management attributed the underperformance to ongoing revenue declines, driven largely by video subscriber losses and persistent competition, especially from fiber overbuilders and fixed wireless alternatives. CEO Dennis Mathew acknowledged, “macroeconomic pressures, low move activity and increased competition from fiber and fixed wireless continue to weigh on gross additions.” The company also cited higher operating costs, including investments in technology and transformation initiatives, as contributors to weaker profitability.
Charter’s second quarter was met with a significant negative reaction from the market, as investors responded to a 6.1% adjusted EPS shortfall versus Wall Street expectations and ongoing subscriber losses. Management pointed to persistent competition, non-pay churn, and the continued impact of the discontinued Affordable Connectivity Program as key challenges. CEO Christopher Winfrey acknowledged that while mobile and video customer trends improved, internet subscriber declines and higher bad debt expenses weighed on results. He described the operating environment as highly competitive and admitted, “non-pay is up year-over-year… it has some impact that’s offsetting the benefit that we have from higher sales and lower voluntary churn.”
Telecommunications services provider Telephone and Data Systems (NYSE:TDS) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 4.2% year on year to $1.19 billion. Its GAAP loss of $0.05 per share was significantly below analysts’ consensus estimates.
Wireless telecommunications provider U.S. Cellular (NYSE:USM) announced better-than-expected revenue in Q2 CY2025, but sales fell by 1.2% year on year to $916 million. Its GAAP profit of $0.35 per share was 5.4% above analysts’ consensus estimates.
Today, August 11, 2025, marks a significant day for investors looking beyond the typical S&P 500 giants, as a diverse array of companies across various sectors unveiled their latest quarterly earnings. These reports, ranging from cybersecurity and fintech to mining and life sciences, offer a crucial granular view into
Wireless telecommunications provider U.S. Cellular (NYSE:USM) beat Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 1.2% year on year to $916 million. Its GAAP profit of $0.36 per share was 7.7% above analysts’ consensus estimates.
On August 7, 2025, OpenAI (a private company, but closely partnered with Microsoft Corporation (NASDAQ: MSFT)) launched GPT-5, its highly anticipated next-generation artificial intelligence model, during a global livestream event dubbed "LIVE5TREAM." The announcement, led by CEO Sam Altman, showcased GPT-5 as the "smartest, fastest, most useful model yet," featuring
SoftBank Group reported Q1 net sales of 1.82 trillion yen, with 8% growth in its net sales segment. The company also made profitable investments in OpenAI and other AI projects.
As the regular session of the US market on Tuesday comes to an end, let's delve into the after-hours session and discover the top S&P500 gainers and losers shaping the post-market sentiment.
