The call reflected a mix of strategic advancements and ongoing challenges. While there were successful initiatives like the billing system migration and mobile service pilot launch, the company faced significant issues such as residential customer losses and decreased revenues. Efforts in debt reduction and expected tax savings provide a positive outlook, but competitive pressures and impairment charges remain concerns.

Company Guidance

During the Cable One Second Quarter 2025 Earnings Call, guidance was provided with a focus on several key metrics and strategic initiatives. The company reported a 1.9% sequential increase in residential broadband revenue, driven by a $2.39 increase in average revenue per user (ARPU). Business data revenue reached $57.4 million, with consolidated adjusted EBITDA consistent with the first quarter at $203.2 million. Despite a decline of 13,000 residential data customers due to competitive pressures and elevated churn, sequential month-over-month growth in connect activities was noted, showing potential positive impacts from new go-to-market strategies. The billing system migration, completed in the quarter, is anticipated to result in several million dollars in annual cost savings starting in late 2025, enhancing product launches and customer engagement. Moreover, Cable One has initiated a mobile service pilot program, expecting to strengthen customer relationships and retention while leveraging improvements in wireless economics and network reliability. Financially, the company reported total revenues of $381.1 million and a free cash flow of $134.8 million for the quarter, with expectations to realize approximately $40 million in cash tax savings due to a recent federal tax bill. Capital allocation plans include disciplined debt repayment and potential stock buybacks, supported by robust liquidity and free cash flow generation.

Stable Business Data Revenue Growth

Business services data revenues grew 1.2% year-over-year in Q2 2025, driven by strength in high-value fiber and carrier segments.

Successful Billing System Migration

Completed the final phase of billing system migration, consolidating legacy programs and enabling more flexible pricing and customer experience enhancements.

Mobile Service Pilot Program Launch

Signed an agreement with a mobile virtual network enabler to pilot mobile service in several markets, aiming to enhance customer lifetime value and reduce churn.

Cash Tax Savings

Expected to realize approximately $40 million of cash tax savings in 2025 and $120 million through 2027 due to the recently passed tax bill.

Debt Reduction Efforts

Paid down over $70 million of debt during the quarter, bringing gross debt repayment to over $0.5 billion over the last two years.

Cable ONE (CABO) 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

Daily Earnings Calendar >

CABO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	7.36 / -	7.58	―	―	―
Jul 31, 2025	2025 (Q2)	6.22 / -77.70	8.16	-1052.21% (-85.86)	―
May 01, 2025	2025 (Q1)	8.61 / 0.46	8.11	-94.33% (-7.65)	―
Feb 27, 2025	2024 (Q4)	9.09 / -18.71	19.39	-196.49% (-38.10)	―
Nov 07, 2024	2024 (Q3)	9.09 / 7.58	6.81	11.31% (+0.77)	―
Aug 01, 2024	2024 (Q2)	9.42 / 8.16	9.36	-12.82% (-1.20)	―
May 02, 2024	2024 (Q1)	10.41 / 8.11	9.62	-15.70% (-1.51)	―
Feb 22, 2024	2023 (Q4)	11.71 / 19.39	-13.38	244.92% (+32.77)	―
Nov 02, 2023	2023 (Q3)	12.01 / 6.81	11.53	-40.94% (-4.72)	―
Aug 03, 2023	2023 (Q2)	12.35 / 9.36	11.11	-15.75% (-1.75)	―

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
Jul 31, 2025	$127.98	$136.77	+6.87%
May 01, 2025	$261.99	$152.51	-41.79%
Feb 27, 2025	$266.65	$260.18	-2.43%
Nov 07, 2024	$380.04	$395.76	+4.14%

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 Oct 30, 2025, Before Open (Confirmed).

What is Cable ONE, Inc (CABO) earnings time?

Cable ONE, Inc (CABO) earnings time is at Oct 30, 2025, 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 2025 (Q3) is 7.36.

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