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Cable ONE, Inc (CABO)
NYSE:CABO
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
5.21Last Year’s EPS
0.46Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but constructive picture: financial and subscriber metrics deteriorated (revenue down ~6% Q4, adjusted EBITDA and free cash flow down YoY, and continued subscriber losses), reflecting competitive headwinds from fixed wireless and fiber overbuilds. Offsetting these negatives, management highlighted operational progress (sequentially improving connects, improved disconnect trends), solid network capacity, strong adoption of in-home products (eero >30% YoY growth; sell-in >80%), a live mobile pilot with planned rollout, business services momentum, disciplined debt paydown ($403M) and ample liquidity (undrawn $1.25B revolver). Management emphasized the foundational investments completed (billing/platform modernization, go-to-market playbooks) and a clear execution focus, while acknowledging ongoing execution risk and near-term margin pressure from investments and competition.Company Guidance
Improving Subscriber Trends and Retention Efforts
Net subscriber trends improved in Q4 (residential data customers declined ~10,700 in Q4 but disconnects improved significantly vs Q3); gross connect activity improved sequentially through the first 3 quarters of 2025 and meaningfully year-over-year in Q4. Management reports January 2026 continued improvement vs prior periods.
Eero In-Home Adoption and Product Upsell
Over one-third of residential broadband customers were benefiting from the advanced in-home capabilities via the eero partnership (growth of >30% YoY); sell-in adoption for eero exceeded 80% in the quarter — supporting satisfaction and reduced churn.
Network Capacity and Usage Trends
Average monthly data usage reached ~835 GB per customer in Q4, with >30% of customers exceeding 1 TB/month. Peak hour downstream/upstream utilization remained at or below 20%, indicating substantial available network capacity to support growth.
Mobile Pilot and Convergence Progress
Launched a mobile pilot in 6 markets (live with a small number of customers); operational readiness validated (billing, provisioning, customer care). Management expects broader footprint launch targeted for late Q1 2026 as a complementary product to improve retention and lifetime value.
Business Services Momentum
Business/wholesale/carrier segments strengthened with increased average monthly installs in the final 3 months of 2025 vs prior year. Launched broker/agent sales channel to expand reach and announced seasoned hire (SVP of Business Services) to accelerate product launches and wallet share expansion.
Prudent Balance Sheet Actions and Liquidity
Paid down $403.4M of debt during 2025 (including $72.4M of repurchases at discounts) and fully repaid $313M revolver balance; year-end cash and equivalents $152.8M and undrawn revolver capacity $1.25B. Approximately 85% of debt is fixed or synthetically fixed.
Free Cash Flow and Capital Discipline
Generated $516.5M of adjusted EBITDA less CapEx (free cash flow) in 2025, with full-year CapEx of $285.3M (down 0.4% YoY) and planned 2026 CapEx expected to be consistent with 2025 levels. Q4 adjusted EBITDA less CapEx was $119.9M.
Strategic M&A and Partnership Activity
Put option exercised to acquire remaining 55% of MBI (2025 revenue $308.9M; ~206k customers; ~674k passings). Estimated purchase price ~$480M with planned integration and expected cost/tax efficiencies. Also rolling equity into combined Point Broadband / Clearwave Fiber platform to remain a meaningful shareholder.
CABO Earnings History
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
CABO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $90.90 | $95.95 | +5.56% |
Nov 06, 2025 | $133.42 | $131.48 | -1.45% |
Jul 31, 2025 | $127.98 | $136.77 | +6.87% |
May 01, 2025 | $261.99 | $152.51 | -41.79% |
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 Cable ONE, Inc (CABO) report earnings?
Cable ONE, Inc (CABO) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Cable ONE, Inc (CABO) earnings time?
Cable ONE, Inc (CABO) earnings time is at Apr 30, 2026, Before Open (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 CABO EPS forecast?
CABO EPS forecast for the fiscal quarter 2026 (Q1) is 5.21.