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Cable One Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $7.77 |
| EPS actual | $6.12 |
| EPS Surprise | -21.24% |
| Revenue estimate | 359.588M |
| Revenue actual | 352.957M |
| Revenue Surprise | -1.84% |
| Release date | Feb 26, 2026 |
| EPS estimate | $7.60 |
| EPS actual | -$1.35 |
| EPS Surprise | -117.76% |
| Revenue estimate | 368.027M |
| Revenue actual | 363.739M |
| Revenue Surprise | -1.17% |
| Release date | Nov 06, 2025 |
| EPS estimate | $9.25 |
| EPS actual | $5.17 |
| EPS Surprise | -44.11% |
| Revenue estimate | 368.592M |
| Revenue actual | 376.012M |
| Revenue Surprise | 2.01% |
| Release date | Jul 31, 2025 |
| EPS estimate | $8.23 |
| EPS actual | $3.23 |
| EPS Surprise | -60.75% |
| Revenue estimate | 378.962M |
| Revenue actual | 381.072M |
| Revenue Surprise | 0.557% |
Last 4 Quarters for Cable One
Below you can see how CABO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $127.98 |
| EPS estimate | $8.23 |
| EPS actual | $3.23 |
| EPS surprise | -60.75% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $144.33 |
| Jul 28, 2025 | $142.55 |
| Jul 29, 2025 | $138.57 |
| Jul 30, 2025 | $132.64 |
| Jul 31, 2025 | $127.98 |
| Aug 01, 2025 | $136.77 |
| Aug 04, 2025 | $146.07 |
| Aug 05, 2025 | $151.01 |
| Aug 06, 2025 | $136.58 |
| 4 days before | -11.33% |
| 4 days after | 6.72% |
| On release day | 6.87% |
| Change in period | -5.37% |
| Release date | Nov 06, 2025 |
| Price on release | $133.42 |
| EPS estimate | $9.25 |
| EPS actual | $5.17 |
| EPS surprise | -44.11% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $148.55 |
| Nov 03, 2025 | $146.23 |
| Nov 04, 2025 | $144.02 |
| Nov 05, 2025 | $143.42 |
| Nov 06, 2025 | $133.42 |
| Nov 07, 2025 | $131.48 |
| Nov 10, 2025 | $128.47 |
| Nov 11, 2025 | $118.74 |
| Nov 12, 2025 | $114.17 |
| 4 days before | -10.19% |
| 4 days after | -14.43% |
| On release day | -1.45% |
| Change in period | -23.14% |
| Release date | Feb 26, 2026 |
| Price on release | $90.90 |
| EPS estimate | $7.60 |
| EPS actual | -$1.35 |
| EPS surprise | -117.76% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $105.32 |
| Feb 23, 2026 | $99.91 |
| Feb 24, 2026 | $94.12 |
| Feb 25, 2026 | $90.92 |
| Feb 26, 2026 | $90.90 |
| Feb 27, 2026 | $95.95 |
| Mar 02, 2026 | $101.14 |
| Mar 03, 2026 | $109.09 |
| Mar 04, 2026 | $115.41 |
| 4 days before | -13.69% |
| 4 days after | 26.96% |
| On release day | 5.56% |
| Change in period | 9.58% |
| Release date | Apr 30, 2026 |
| Price on release | $91.49 |
| EPS estimate | $7.77 |
| EPS actual | $6.12 |
| EPS surprise | -21.24% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $103.00 |
| Apr 27, 2026 | $99.79 |
| Apr 28, 2026 | $99.11 |
| Apr 29, 2026 | $90.04 |
| Apr 30, 2026 | $91.49 |
| May 01, 2026 | $75.01 |
| May 04, 2026 | $64.79 |
| May 05, 2026 | $63.30 |
| May 06, 2026 | $55.72 |
| 4 days before | -11.17% |
| 4 days after | -39.10% |
| On release day | -18.01% |
| Change in period | -45.90% |
Cable One Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Financial performance: Q1 2026 revenue was $353M (down from $380.6M Y/Y) driven primarily by lower residential video and data revenues. Adjusted EBITDA was $183.3M (51.9% of revenue). Free cash flow (adjusted EBITDA less CapEx) was ~$115M in Q1 and ~$500M over the past four quarters, supporting balance-sheet flexibility.
- Customers & operations: Residential broadband saw sequential net losses (~12,600) and elevated churn concentrated in more competitive markets (~15% of footprint). However, gross connects improved Y/Y, helped by e-commerce and direct sales expansion and value-conscious segment targeting. ARPU faced near-term pressure from retention promos and go-to-market offers but is expected to remain broadly stable for the year.
- Strategic initiatives & product mix: Management is prioritizing retention and conversion, product simplification, consistent go-to-market execution, stepped promotional roll-offs, speed upgrades, AI-driven tools, a new CRM, and deeper multiproduct penetration (mobile rollout ~2 months in, Whole-Home WiFi, security, TechAssist). Multi-gig capability exists in ~53% of markets and is expected to expand to most markets by year-end.
- Business services & investments: Business services showed improvement late in the quarter following sales and go-to-market investments. Unconsolidated investment portfolio continues to grow and has been partially monetized (CTI Towers, Ziply, Metronet). Point Broadband/Clearwave merger remains on track for Q2 close.
- Balance sheet & M&A: Cable One repaid $575M convertible notes in March via revolver draw and paid down ~$90.6M of debt in the quarter (mostly voluntary). Total debt ~ $3.1B at quarter-end with $165.6M cash and $700M undrawn revolver capacity. Net leverage was ~4x LQA. Management remains focused on disciplined debt reduction and is preparing for the pending MBI acquisition (purchase price locked; assumed/refinanced debt updated).
