Lightpath Achieves 240% Increase in AI-driven Awards, Reaches $362M in Total Contract Value

Rhea-AI Summary

Lightpath (NYSE:OPTU) reported a surge in AI-related contract awards with $252M in AI-enabling Total Contract Value (TCV) in 2025, a 240% increase versus $110M in 2024, bringing two-year TCV to $362M. The company says its sales pipeline expanded to $6.4B, a 6.4x increase year-over-year, across 10 US data-center markets including NYC, Ashburn, Boston, Miami and Phoenix. Lightpath cites its dense, all-fiber network and rapid deployment capabilities as drivers of sustained hyperscaler, superscaler and neocloud demand.

Positive

• $252M AI TCV awarded in 2025 (+240% vs 2024)
• Two-year AI TCV totals $362M
• $6.4B sales pipeline (6.4x year-over-year increase)
• Operations across 10 major US data-center markets
• All-fiber, integrated metro and long-haul network capability

Negative

• None.

News Market Reaction

+1.06%

5 alerts

+1.06% News Effect

+4.5% Peak Tracked

-9.9% Trough Tracked

+$9M Valuation Impact

$897M Market Cap

0.5x Rel. Volume

On the day this news was published, OPTU gained 1.06%, reflecting a mild positive market reaction. Argus tracked a peak move of +4.5% during that session. Argus tracked a trough of -9.9% from its starting point during tracking. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $9M to the company's valuation, bringing the market cap to $897M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

AI-enabling TCV 2025: $252 million TCV growth: 240% AI-enabling TCV 2024: $110 million +5 more

8 metrics

AI-enabling TCV 2025 $252 million Total Contract Value awarded in 2025 with AI partners

TCV growth 240% Increase in AI-enabling TCV vs. $110M in 2024

AI-enabling TCV 2024 $110 million Total Contract Value awarded in 2024

Total TCV two years $362 million TCV entrusted to Lightpath over past two years

Sales pipeline $6.4 billion Sales pipeline across hyperscaler, superscaler and neocloud projects

Pipeline increase 6.4x Growth in execution-ready sales pipeline from one year ago

Operating markets 10 markets US data center-centric operating markets for deployments

Share price vs 52-week high -11.48% Price of $1.89 vs 52-week high $2.1352 pre-news

Market Reality Check

Price: $1.71 Vol: Volume 2,141,028 is below...

normal vol

$1.71 Last Close

Volume Volume 2,141,028 is below 20-day average 2,744,704 (relative volume 0.78). normal

Technical Trading above 200-day MA at 1.79, with price at 1.89 pre-news.

Peers on Argus

No peers in the provided sector/industry momentum list; the slight -0.53% move i...

No peers in the provided sector/industry momentum list; the slight -0.53% move in OPTU appears stock-specific based on available data.

Historical Context

2 past events · Latest: Dec 16 (Neutral)

Pattern 2 events

Date	Event	Sentiment	Move	Catalyst
Dec 16	Carriage fee dispute	Neutral	-3.3%	Company opposed TEGNA fee hikes seen as egregious and inflationary.
Dec 05	Conference appearance	Neutral	-3.2%	CEO scheduled to present at UBS Global Media and Communications Conference.

Pattern Detected

Limited history shows shares trading down on neutral corporate news, suggesting a tendency for negative reactions around announcements.

Recent Company History

Over the past months, OPTU’s news flow focused on corporate positioning rather than fundamentals. On Dec 5, 2025, the company announced a CEO presentation at the UBS Global Media and Communications Conference, with shares down 3.16% over 24 hours. On Dec 16, 2025, OPTU publicly opposed TEGNA’s requested 30%-50% fee hikes, and the stock fell 3.33%. Against this backdrop, the new AI-related contract value and pipeline update marks a more growth-oriented development.

Market Pulse Summary

This announcement highlights significant AI-related momentum for Lightpath, with $252M in 2025 AI-en...

Analysis

This announcement highlights significant AI-related momentum for Lightpath, with $252M in 2025 AI-enabling TCV, $362M over two years, and a $6.4B execution-ready pipeline across 10 data center-centric markets. For OPTU, this sits against a history of shares weakening after news. Investors may focus on how quickly this TCV converts to revenue, execution across regions, and whether similar AI-focused infrastructure wins recur.

Key Terms

total contract value (tcv), hyperscalers, superscalers, ai workloads, +3 more

7 terms

total contract value (tcv) financial

"announced it was awarded $252 million in AI-enabling Total Contract Value (TCV) in 2025"

Total contract value (TCV) is the full amount of money a customer is expected to pay over the life of a contract, combining one-time charges and all recurring fees or services promised. For investors, TCV shows the size and potential near-term revenue impact of deals—like seeing the sticker price of a multi-year service—while reminding them that actual cash received depends on billing schedules, renewals and customer cancellations.

hyperscalers technical

"with hyperscaler, superscaler and neocloud strategic partners"

Hyperscalers are large technology companies that operate massive computing networks and data centers to provide cloud services, data storage, and online infrastructure at an enormous scale. They are essential to the digital economy because they enable businesses and organizations to handle vast amounts of data and run complex applications efficiently. For investors, hyperscalers represent powerful engines of growth and innovation in the technology sector.

superscalers technical

"with hyperscaler, superscaler and neocloud strategic partners"

Superscalers are very large technology companies that build and operate enormous computing and data center capacity to serve cloud services, artificial intelligence and massive online operations; think of them as the highway systems that let digital traffic flow smoothly. They matter to investors because their spending patterns for servers, chips, real estate and power can drive growth or stress across whole supply chains and influence profitability and demand for many other firms.

ai workloads technical

"AI workloads are driving sustained demand for massive bandwidth, predictable latency"

AI workloads are the computing tasks and data processing needed to build, train, and run artificial intelligence systems—examples include teaching a model from data, running real‑time predictions, or sorting large datasets. They matter to investors because the size and complexity of these tasks drive demand for specialized chips, cloud services, and software: firms that handle AI workloads more efficiently can scale faster, cut costs, and improve profit potential.

latency technical

"AI workloads are driving sustained demand for massive bandwidth, predictable latency"

Latency is the time delay between when information or an instruction is created and when it is received, processed, or acted on by a market system or data feed. For investors, that delay can alter the price you receive, cause missed trading opportunities, or increase execution risk — like sending a text to buy an item and the seller acting a few seconds later after the price has changed.

long-haul technical

"With integrated metro and long-haul capabilities that deliver high-performance connectivity"

Long-haul describes a condition, effect, or operation that continues for an extended period rather than being short-lived. For investors it signals a sustained financial or operational impact—such as prolonged costs, slower recovery, or ongoing demand—that can alter cash flow, valuation and risk expectations; think of it as a marathon rather than a sprint, where outcomes depend on endurance and long-term planning.

data center-to-data center connectivity technical

"secure data center-to-data center connectivity"

A network of high-capacity links that carries data directly between separate data centers, enabling fast, reliable exchange of information, backups and coordinated computing tasks. Like dedicated highways between warehouses, it reduces delays and interruptions and supports growth by handling large traffic bursts. Investors care because stronger data center-to-data center connectivity improves a company’s operational resilience, lowers downtime risk, and can affect costs and competitive advantage in cloud, hosting and digital services.

AI-generated analysis. Not financial advice.

Fiber Infrastructure Provider Executing On $6.4B Sales Pipeline Across 10 US Data Center Centric Markets

NEW YORK, Jan. 15, 2026 /PRNewswire/ -- Lightpath, an all-fiber, infrastructure-based connectivity provider that is revolutionizing how organizations connect to their digital destinations, announced it was awarded $252 million in AI-enabling Total Contract Value (TCV) in 2025 with hyperscaler, superscaler and neocloud strategic partners. This represents a 240% increase over the $110M TCV awarded in 2024, signaling a dynamic inflection point in the market for deploying production-ready AI infrastructure. The TCV comprises significant infrastructure build-outs with accelerated execution speed and delivery certainty across each of Lightpath's 10 major operating markets: the NYC metropolitan area; Long Island, NY; New Jersey; Boston, MA; Miami, FL; Ashburn, VA; Phoenix, AZ; Columbus, OH; Eastern PA and Southern CT.

AI workloads are driving sustained demand for massive bandwidth, predictable latency, and secure data center-to-data center connectivity. As hyperscalers, superscalers and neocloud providers scale their AI infrastructure across multiple regions, they require an exponential increase in fiber infrastructure across new, unique, fully diverse and 100% underground routes with priority on implementation speed, network performance and reliability.

Lightpath is uniquely positioned to meet this demand, backed by scale, proven operational capability, and relentless responsiveness in delivering custom infrastructure solutions for its partners. The company's sales pipeline grew to $6.4 billion across numerous addressable projects with hyperscaler, superscaler and neocloud partners, representing a 6.4x increase from only one year ago and reflecting a conservative, execution-ready view of what Lightpath can realistically deliver to clients.

The awarded deployments span Lightpath's major markets, reinforcing consistent demand and adoption across the company's entire footprint. Lightpath's success is built on its dense, all-fiber network architecture, purpose-built for AI traffic workloads. With integrated metro and long-haul capabilities that deliver high-performance connectivity, Lightpath provides operational and construction expertise aligned with rapid deployment timelines and infrastructure to support long-term, mission-critical AI workloads.

"The $362 million in TCV entrusted to Lightpath over the past two years is a clear result of our focus on execution at scale and our ability to deliver reliable infrastructure ahead of traditional timelines for our strategic partners," said Chris Morley, CEO of Lightpath. "Our commitment is to meet our customers' implementation timeframes, providing long term scalability as their infrastructure demands grow. The dynamic growth we are seeing and forward visibility into future projects across existing and new geographies delivers confidence in the sustained growth of AI-related fiber infrastructure demand for years to come."

"Our all-fiber network and operational expertise are critical differentiators, enabling us to deliver complex, multi-region deployments with the speed and certainty that hyperscalers require to build out the world's most advanced AI infrastructure," said Tim Haverkate, EVP of Major Infrastructure Solutions at Lightpath.

Lightpath views hyperscale, superscale and neocloud infrastructure demand as a durable, long-term growth engine, reinforcing its role as a trusted infrastructure partner for AI deployment at scale.

For more information about Lightpath, visit lightpathfiber.com, and follow Lightpath on LinkedIn.

About Lightpath

Lightpath is revolutionizing how customers connect to their digital destinations by combining our next-generation network with our next-generation customer service. Lightpath's advanced fiber-optic network offers a comprehensive portfolio of custom-engineered connectivity solutions with unparalleled performance, reliability, and security. Our consultative customer service means we work with you to design, deliver, and support the solution for your unique needs, faster and more easily than ever before. For over 30 years, thousands of enterprises, governments, and educators have trusted Lightpath to power their organization's innovation. Lightpath is jointly owned by Optimum Communications (NYSE: OPTU) and Morgan Stanley Infrastructure Partners.

To learn how Lightpath can connect you to your digital destinations, visit lightpathfiber.com.

For media inquiries:
JSA for Lightpath
1-866-695-3629 ext. 4
jsa_lightpath@jsa.net

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SOURCE Lightpath

FAQ

What AI-related contract value did Lightpath (OPTU) win in 2025?

Lightpath reported $252M in AI-enabling Total Contract Value (TCV) awarded in 2025.

How much is Lightpath's (OPTU) current sales pipeline and how fast did it grow?

The company reported a $6.4B sales pipeline, described as a 6.4x increase from one year earlier.

What is Lightpath's (OPTU) two-year Total Contract Value for AI deployments?

Lightpath stated a cumulative $362M in TCV entrusted to the company over the past two years.

Which markets does Lightpath (OPTU) cite for its AI infrastructure deployments?

Lightpath listed 10 major markets including NYC metro, Long Island, New Jersey, Boston, Miami, Ashburn, Phoenix, Columbus, Eastern PA and Southern CT.

What capabilities does Lightpath (OPTU) highlight for supporting AI workloads?

The company emphasizes a dense, all-fiber network with integrated metro and long-haul capabilities for high bandwidth, predictable latency and rapid deployments.