Liberty Broadband (LBRDK) 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

―

Last Year’s EPS

1.75

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 11, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlights a strong financial year with record revenue and adjusted OIBDA, meaningfully higher free cash flow, successful capital raise (~$300M rights offering), wireless subscriber momentum and clear network upgrade plans (DOCSIS 4.0, 2.5–5 Gbps targets). Offsets include a decline in data subscribers (–3%), consumer revenue pressure from video exit and data losses (–2%), near-term CapEx peaking in 2026 (~$290M) that will depress free cash flow next year, operational disruptions from fiber breaks and weather, and uncertainty around final BEAD funding timing. Overall, the positives (record profitability, cash generation, strategic funding and technology roadmap) outweigh the operational and timing risks.

Company Guidance

Management guided that 2026 should be a stable year with a peak CapEx of approximately $290 million (including ~$20 million carryover from 2025) before stepping down toward historical CapEx of 15–20% of revenue, which will drive proportionately lower free cash flow versus 2025’s $146 million (up >70% YoY); 2025 results referenced on the call included $1.0 billion of revenue (up 3%), record adjusted OIBDA of $403 million (up 12%) and Q4 adjusted OIBDA of $90 million (up 7%), consumer gross margin of 70.7% for the year (69.7% in Q4) and business gross margin of 80.1% for the year (78.3% in Q4). At year-end the company had consolidated cash, cash equivalents and restricted cash of $429 million (inclusive of ~ $300 million net proceeds from a fully subscribed rights offering), total principal debt of ~ $1.0 billion, net leverage per the credit agreement of 2.3x (consolidated net leverage 1.6x), and $377 million of undrawn credit capacity net of letters of credit. Operational priorities and guidance include completing Alaska plan build-outs in 2026, significant network investment (2.5 Gbps service where fiber middle mile exists, Anchorage core upgrades to a 1.8 GHz plant, and scaled DOCSIS 4.0‑capable HFC rollouts to 5 Gbps+), continued rural wireless build and convergence initiatives, expected repair costs from recent fiber breaks in the low single‑digit millions with Dearing service restored in summer, a provisional BEAD award of ~ $120 million (subject to NTIA timing/approval), and subscriber metrics to note: 199,000 consumer wireless lines (207,500 total wireless including 8,500 business), consumer wireless growth of 2% YoY with 3,500 consumer net adds (6,700 postpaid adds) and a peak postpaid base of 165,400, bundling at ~62% of postpaid lines (up from 57%) and ~40% of broadband customers having one or more wireless lines, while data subs declined 3% to 151,200 (down 4,500 Y/Y and 1,200 in Q4).

Record Revenue and Adjusted OIBDA

Reported record full-year revenue of $1.0 billion (up 3% YoY) and record adjusted OIBDA of $403 million (up 12% YoY). Fourth-quarter revenue was $262 million (flat YoY) and adjusted OIBDA was $90 million (up 7% YoY).

Strong Free Cash Flow and Liquid Balance Sheet

Generated $146 million in free cash flow for the year (up over 70% YoY). Consolidated cash, cash equivalents and restricted cash totaled $429 million (inclusive of ~ $300 million net proceeds from a fully subscribed rights offering).

Rights Offering Completed to Bolster Flexibility

Completed a fully subscribed rights offering yielding ~ $300 million in net proceeds to be used for general corporate purposes and potential strategic acquisitions/investments.

Wireless Subscriber Momentum and Convergence Gains

Consumer wireless lines grew ~2% YoY to 199,000 lines; total wireless lines ended at 207,500 (including 8,500 business lines). Peak postpaid reached ~165,400 lines. Bundling increased: ~62% of postpaid lines sold as part of a bundle (up from 57% in 2024); ~40% of broadband customers have one or more wireless lines.

Business Segment Growth and High Margins

Business revenue grew 7% for the year (1% in Q4). Business gross margin improved to 80.1% for the year (78.3% in Q4), driven by revenue growth and lower direct costs.

Network Investment and Technology Roadmap

Advancing DOCSIS 4.0-capable HFC upgrades, offering 2.5 Gbps where fiber middle mile exists, upgrading Anchorage core to a 1.8 GHz plant, and planning broader rollouts to reach 5 Gbps and beyond to improve speeds and reliability.

Completed Key Buildouts and Rural Expansion Progress

Completed the iHUC one-net fiber build that brings 2.5 Gbps service to Delta area; remain on track to complete Alaska plan build-out commitments in 2026 and extend the Alaska plan with the new Alaska Connect fund to 2034.

Provisional BEAD Award Could Offset CapEx

Provisionally awarded approximately $120 million in BEAD funds by the State of Alaska (subject to NTIA approval), which could offset capital costs for expansion into unserved locations.

Liberty Broadband (LBRDK) 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

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LBRDK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 01, 2026	2026 (Q1)	- / -	1.752	―	―	―
Feb 11, 2026	2025 (Q4)	- / -22.11	1.911	-1257.09% (-24.02)	―
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	1.583	10.68% (+0.17)	―
Feb 27, 2025	2024 (Q4)	2.66 / 1.91	1.312	45.66% (+0.60)	―
Nov 07, 2024	2024 (Q3)	1.98 / 0.93	1.031	-10.09% (-0.10)	―
Aug 08, 2024	2024 (Q2)	1.73 / 1.27	1.602	-20.47% (-0.33)	―
May 08, 2024	2024 (Q1)	2.10 / 1.58	0.44	259.77% (+1.14)	―
Feb 16, 2024	2023 (Q4)	2.14 / 1.31	1.115	17.67% (+0.20)	―

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

LBRDK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 11, 2026	$57.65	$56.14	-2.62%
Nov 05, 2025	$50.89	$51.89	+1.97%
Aug 07, 2025	$59.57	$58.82	-1.26%
May 07, 2025	$87.56	$87.46	-0.12%

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 (LBRDK) report earnings?

Liberty Broadband Corp (LBRDK) is schdueled to report earning on May 01, 2026, TBA (Confirmed).

What is Liberty Broadband Corp (LBRDK) earnings time?

Liberty Broadband Corp (LBRDK) earnings time is at May 01, 2026, TBA (Confirmed).

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