{"filing":{"accession_number":"0001213900-26-063161","cik":"0001702780","ticker":"OPTU","company_name":"Optimum Communications, Inc.","form":"8-K","filing_date":"2026-06-01","report_date":null,"primary_document":"ea0292871-8k_optimum.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1702780/000121390026063161/ea0292871-8k_optimum.htm"},"events":[{"id":7850,"run_id":6887,"accession_number":"0001213900-26-063161","anchor_item_number":"8.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.78,"summary":"Unsub Topco launched a tender offer to purchase up to 120 million Class A shares of Optimum Communications at $2.50/share ($300 million aggregate), funded by proceeds from a private placement transaction, with a potential registered public exchange offer to follow. The transaction represents a material change of control activity involving significant equity restructuring and anticipated debt restructuring discussions with CSC Holdings creditors.","company_name":"Optimum Communications, Inc.","ticker":"OPTU","filing_date":"2026-06-01","form":"8-K","submitted_at":null,"items":[{"id":3221,"accession_number":"0001213900-26-063161","item_number":"3.02","item_title":"Unregistered Sales of Equity Securities","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"Item 3.02 discloses an unregistered sale of equity securities (Preferred Units) by Unsub Topco in reliance on Section 4(a)(2) of the Securities Act, which is a private placement exemption. The filing references a \"Private Placement Transaction\" and \"Private Exchange Transaction\" under Item 1.01, indicating material M\u0026A or capital-raising activity involving dilutive equity issuance.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:44:35.763489+00:00","company_name":"","ticker":null,"filing_date":""},{"id":3222,"accession_number":"0001213900-26-063161","item_number":"7.01","item_title":"Regulation FD Disclosure","event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.72,"reasoning":"The disclosure indicates Optimum Communications anticipates engaging in discussions with CSC Holdings' debt holders regarding \"potential deleveraging transactions,\" which signals material refinancing or debt restructuring activity. While this does not fit neatly into ma_activity (no completed transaction), covenant_breach (no violation stated), or dilutive_issuance (no equity sale disclosed), the prospect of material debt negotiations affecting the company's capital structure and financial position warrants classification as a material event outside the standard taxonomy.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:44:35.763489+00:00","company_name":"","ticker":null,"filing_date":""},{"id":3223,"accession_number":"0001213900-26-063161","item_number":"8.01","item_title":"Other Events","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"The filing discloses a tender offer by Unsub Topco to purchase up to 120 million Class A shares at $2.50/share ($300 million aggregate), funded by proceeds from a Private Placement Transaction, along with a potential registered public exchange offer. While technically structured as a tender offer and exchange offer rather than a traditional M\u0026A transaction, this represents a material change of control activity involving a significant equity restructuring and potential acquisition of a substantial portion of Optimum's shares by an external party (Unsub Topco). The disclosure also references anticipated debt restructuring discussions with CSC Holdings creditors and a potential $4+ billion tax liability, indicating material capital structure changes.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:44:35.763489+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":3221,"accession_number":"0001213900-26-063161","item_number":"3.02","item_title":"Unregistered Sales of Equity Securities","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"Item 3.02 discloses an unregistered sale of equity securities (Preferred Units) by Unsub Topco in reliance on Section 4(a)(2) of the Securities Act, which is a private placement exemption. The filing references a \"Private Placement Transaction\" and \"Private Exchange Transaction\" under Item 1.01, indicating material M\u0026A or capital-raising activity involving dilutive equity issuance.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:44:35.763489+00:00","company_name":"Optimum Communications, Inc.","ticker":"OPTU","filing_date":"2026-06-01"},{"id":3222,"accession_number":"0001213900-26-063161","item_number":"7.01","item_title":"Regulation FD Disclosure","event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.72,"reasoning":"The disclosure indicates Optimum Communications anticipates engaging in discussions with CSC Holdings' debt holders regarding \"potential deleveraging transactions,\" which signals material refinancing or debt restructuring activity. While this does not fit neatly into ma_activity (no completed transaction), covenant_breach (no violation stated), or dilutive_issuance (no equity sale disclosed), the prospect of material debt negotiations affecting the company's capital structure and financial position warrants classification as a material event outside the standard taxonomy.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:44:35.763489+00:00","company_name":"Optimum Communications, Inc.","ticker":"OPTU","filing_date":"2026-06-01"},{"id":3223,"accession_number":"0001213900-26-063161","item_number":"8.01","item_title":"Other Events","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"The filing discloses a tender offer by Unsub Topco to purchase up to 120 million Class A shares at $2.50/share ($300 million aggregate), funded by proceeds from a Private Placement Transaction, along with a potential registered public exchange offer. While technically structured as a tender offer and exchange offer rather than a traditional M\u0026A transaction, this represents a material change of control activity involving a significant equity restructuring and potential acquisition of a substantial portion of Optimum's shares by an external party (Unsub Topco). The disclosure also references anticipated debt restructuring discussions with CSC Holdings creditors and a potential $4+ billion tax liability, indicating material capital structure changes.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:44:35.763489+00:00","company_name":"Optimum Communications, Inc.","ticker":"OPTU","filing_date":"2026-06-01"}]}
