The earnings call reflects a mixed performance with some growth in residential broadband revenue and the completion of key strategic initiatives such as the billing system migration and mobile service pilot. However, significant challenges include declining total revenue, residential broadband customer losses, and increased competitive pressures. The overall sentiment is tempered by cautious optimism for long-term growth amid current difficulties.

Company Guidance -

Q3 2025

During Cable One's Second Quarter 2025 Earnings Call, the company provided guidance on several key metrics. Residential broadband revenue saw a sequential increase of 1.9%, driven primarily by a $2.39 rise in ARPU, despite a decline of 13,000 residential data customers. Business data revenue stood at $57.4 million, and consolidated adjusted EBITDA was $203.2 million, maintaining consistency with the previous quarter. The company anticipates broadband revenue for 2025 to remain flat or decrease modestly compared to 2024. Capital expenditures for the quarter were $68.4 million, with free cash flow at $134.8 million, representing 66.4% of adjusted EBITDA. Cable One also highlighted expected annual cost savings from its billing system migration and projected cash tax savings of approximately $40 million in 2025 due to a new federal tax bill. Additionally, the company is piloting a mobile service to complement its wired broadband offerings, aiming to enhance customer retention and lifetime value.

Positive Residential Broadband Revenue Growth

Residential broadband revenue increased on a sequential basis by 1.9% compared to the first quarter, driven primarily by higher ARPU.

Business Data Revenue Stability

Business data revenue was $57.4 million, consistent with Q1 levels, showing stability in this segment.

Completion of Billing System Migration

The final phase of the billing system migration was completed, marking a key milestone in multiyear investment in growth enablement platforms.

New Mobile Service Pilot Program

Agreement signed with a mobile virtual network enabler to pilot mobile service, aiming to complement wired broadband product.

Tech Assist Launch

Launch of Tech Assist, a $10 per month support service for Wi-Fi connected devices, reflecting focus on customer-centric innovation.

Debt Repayment Progress

Over $70 million of debt was paid down during the quarter, adding to a total of well over $0.5 billion repaid over the last 2 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)	7.26 / -	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	―	―
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 7.26.

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