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Liberty Broadband Corp (LBRDA)
NASDAQ:LBRDA
US Market

Liberty Broadband (LBRDA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 01, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
2.1
Last Year’s EPS
1.75
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 11, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted a number of significant financial and operational achievements — record revenue and adjusted OIBDA, materially higher free cash flow, a successful $300 million rights offering, business revenue growth, and clear progress on network upgrades and rural buildouts. Offsetting these positives are pressures from declining data subscribers and consumer revenue (driven by the exit of video and wireless substitution), episodic fiber outages with associated repair costs and slow customer win-back, dependence on promotions for postpaid wireless growth, and a near-term increase in CapEx that will reduce free cash flow in 2026. On balance, the positive results, strong cash position, successful capital raise, and clear strategic roadmap for DOCSIS 4.0/5G deployments and Alaska buildouts outweigh the operational and timing challenges.
Company Guidance
Management guided to a “stable” 2026 while outlining a capital- and liquidity-focused plan: after reporting FY2025 revenue of about $1.0 billion (+3%), record adjusted OIBDA of $403 million (+12%) and Q4 adjusted OIBDA of $90 million (+7%), and generating $146 million of free cash flow (up >70% YoY), the company finished the year with $429 million of consolidated cash (including ~ $300 million net proceeds from a fully subscribed rights offering), ~ $1.0 billion of debt, net leverage of 2.3x (consolidated net leverage 1.6x), and $377 million of undrawn revolver capacity; management expects 2026 CapEx of ~ $290 million (including ~$20 million carryover from 2025) — a peak year after FY25 CapEx (net of grants) of $224 million — with long‑term CapEx returning to ~15–20% of revenue, which will make 2026 free cash flow proportionately lower, while investing in network upgrades (2.5 Gbps where fiber middle mile, 1.8 GHz core and DOCSIS 4.0‑capable HFC to scale toward 5 Gbps), completing Alaska plan build‑outs, pursuing strategic uses of the $300M proceeds, and expecting modest repair costs in the low single‑digit millions; operational metrics cited include 199,000 consumer wireless lines (207,500 total wireless lines including 8,500 business), 151,200 data subscribers (‑3% YoY; -4,500 YTD, -1,200 Q4), consumer gross margin 70.7% (FY) and business gross margin 80.1% (FY), and a provisional ~$120 million BEAD award (subject to NTIA approval).
Record Annual Revenue
Reported total revenue of $1.0 billion for the fiscal year, a 3% increase year-over-year, and flat revenue of $262 million in the fourth quarter versus the prior year quarter.
Record Adjusted OIBDA
Adjusted OIBDA reached a record $403 million for the full year, up 12% year-over-year; fourth-quarter adjusted OIBDA was $90 million, up 7% year-over-year.
Material Free Cash Flow Improvement
Generated $146 million of free cash flow for the full year, increasing by over 70% compared to 2024, driven by record financial growth and positive working capital swings.
Successful Capital Raise
Completed a fully subscribed rights offering, producing approximately $300 million in net proceeds; year-end consolidated cash, cash equivalents, and restricted cash totaled $429 million (inclusive of offering proceeds).
Business Segment Strength
Business revenue grew 7% for the full year and 1% in the fourth quarter; business gross margin increased to 80.1% for the year (78.3% in Q4), supported by a strong upgrade cycle.
Wireless & Convergence Progress
Consumer wireless lines grew ~2% year-over-year to 199,000 consumer lines (207,500 total wireless lines including 8,500 business lines). Postpaid lines peaked at 165,400 and 62% of postpaid lines are sold as part of a bundle (up from 57% at end of 2024).
Network Upgrades & Service Expansion
Progressing DOCSIS 4.0-capable HFC and wireless upgrades: offering 2.5 Gbps where fiber middle mile exists, upgrading Anchorage core (1.8 GHz plant, reduced node sizes) with plans to scale to 5 Gbps and beyond.
Buildout & BEAD Funding Potential
Completed iHUC one net network build-out to deliver 2.5 Gbps to Delta; provisionally awarded approximately $120 million in BEAD funds by the State of Alaska (subject to NTIA approval) to offset capital costs for expansion.
Operational Resilience
Rapid restoration after outages: Dutch Harbor fiber break repaired in under two weeks; Typhoon Helong service to two villages fully restored in under four months; fiber on a third-party network was fully restored during 2025.

Liberty Broadband (LBRDA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

LBRDA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 01, 2026
2026 (Q1)
2.10 / -
1.752
Feb 11, 2026
2025 (Q4)
1.64 / 1.64
1.911-14.08% (-0.27)
Nov 05, 2025
2025 (Q3)
- / -13.34
0.927-1539.05% (-14.27)
Aug 07, 2025
2025 (Q2)
- / 0.94
1.274-26.22% (-0.33)
May 07, 2025
2025 (Q1)
1.12 / 1.75
1.58310.68% (+0.17)
Feb 27, 2025
2024 (Q4)
2.66 / 1.91
1.31245.66% (+0.60)
Nov 07, 2024
2024 (Q3)
1.98 / 0.93
1.031-10.09% (-0.10)
Aug 08, 2024
2024 (Q2)
1.60 / 1.27
1.602-20.47% (-0.33)
May 08, 2024
2024 (Q1)
1.83 / 1.58
0.44259.77% (+1.14)
Feb 16, 2024
2023 (Q4)
2.21 / 1.31
1.12416.73% (+0.19)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

LBRDA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 11, 2026
$57.48$55.98-2.61%
Nov 05, 2025
$50.75$51.73+1.93%
Aug 07, 2025
$59.34$58.59-1.26%
May 07, 2025
$86.46$86.460.00%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Liberty Broadband Corp (LBRDA) report earnings?
Liberty Broadband Corp (LBRDA) is schdueled to report earning on May 01, 2026, TBA (Confirmed).
    What is Liberty Broadband Corp (LBRDA) earnings time?
    Liberty Broadband Corp (LBRDA) earnings time is at May 01, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is LBRDA EPS forecast?
          LBRDA EPS forecast for the fiscal quarter 2026 (Q1) is 2.1.