Side-by-side comparison of AI visibility scores, market position, and capabilities
NY metro cable provider with $9B revenue; Optimum and Suddenlink brands under heavy debt pressure as Altice USA navigates fiber upgrade and restructuring amid subscriber losses.
Optimum (Altice USA) is a cable internet, television, and phone service provider operating primarily in the New York metropolitan area, New Jersey, Connecticut, and parts of the northeastern and southern United States under the Optimum and Suddenlink brands. Altice USA, the parent company, is listed on NYSE and is a subsidiary of international telecom conglomerate Altice Europe, controlled by Patrick Drahi. Altice USA generates approximately $9 billion in annual revenue serving approximately 4.5 million residential and business customers.
Vodafone (LON: VOD), ~300M customers across Europe and Africa with ~$40B FY2025 revenue; divesting Italian and Spanish units to streamline the portfolio toward higher-margin markets.
Vodafone Group Plc is a British multinational telecommunications company headquartered in Newbury, England, serving approximately 300 million mobile customers and 30 million broadband customers worldwide. In FY2025 the group reported revenue of approximately $40.2 billion following a series of strategic disposals including the sale of its Italian and Spanish businesses to focus on higher-margin markets.\n\nVodafone operates networks in 15 European and African countries, with a significant presence across sub-Saharan Africa through its Vodacom subsidiary and M-Pesa mobile-money platform. The 2025 merger of Vodafone UK and Three UK created the country's largest mobile operator by subscriber count, enabling accelerated 5G network investment and capex efficiencies.\n\nThe company is pivoting toward B2B growth, pursuing AI-driven managed services, cybersecurity, and cloud offerings targeting enterprises and public-sector clients. Under CEO Margherita Della Valle, Vodafone has also targeted €1 billion in annual cost savings by 2026 to restore shareholder returns and close its valuation gap with European peers.
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