GCI Liberty, Inc. Class A (GLIBA)
NASDAQ:GLIBA
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Earnings Data
Report Date
Aug 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.15Last Year’s EPS
0.88Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of strategic, long-term positives (acquisition of Quintillion, investment in Liberty Latin America, brand evolution, wireless growth and improved consumer margins) alongside notable near-term financial and operational pressures (4% revenue decline, 18% adjusted OIBDA decline, 13% lower free cash flow, data subscriber losses, and elevated CapEx and one-time costs). Management emphasized that recent investments and the Quintillion acquisition should be accretive to free cash flow and strengthen network resilience, but near-term profitability and leverage are under pressure due to higher capital spending and transaction-related funding.Company Guidance
Quintillion Acquisition Announced
Definitive agreement to acquire Quintillion for $310 million in cash (subject to adjustments), reimbursement up to $50 million for pre-closing CapEx and potential earn-out payments; expected to be accretive to free cash flow in the first year after closing and to enhance statewide fiber footprint, resilience and routing diversity.
Strategic Investment in Liberty Latin America
Invested $107 million to acquire Searchlight Capital Partners' equity interest in Liberty Latin America; management is pursuing additional share purchases and views LLA as an undervalued, strategic, cash-flow inflection opportunity (preferred issuance benefits noted).
Brand and Strategic Shift to Liberty Capital
Company intends to change parent name from GCI Liberty to Liberty Capital Corporation (no ticker change) to reflect expanded investment focus beyond Alaska while continuing Alaska operations under the GCI brand.
Wireless Subscriber Growth and Convergence Gains
Consumer wireless lines grew ~2% year-over-year to 200,000; total wireless lines ended the quarter at 207,700 (including 7,700 business lines). Added ~1,000 consumer wireless lines in the quarter (including ~500 postpaid from a 'free for a year' promotion). More than 40% of broadband customers have one or more wireless lines and >60% of postpaid wireless lines are sold as part of a package.
Improved Consumer Gross Margin
Consumer gross margin increased to 72.2% for the quarter, driven by lower consumer direct costs, primarily from decreased video programming costs following the exit from the video business.
Solid Liquidity and Undrawn Capacity
Consolidated cash, cash equivalents and restricted cash of $448 million at quarter end (including cash at GCI). Total principal debt approximately $1.0 billion. GCI credit facility had $377 million of undrawn capacity (net of letters of credit).
CapEx Plan and Peak Year Guidance
Q1 CapEx net of grant proceeds was $55 million. Management expects 2026 CapEx of ~ $290 million (including ~$20 million carryover) and views 2026 as the peak year, with CapEx expected to step down thereafter toward historical range of 15%–20% of revenue.
GLIBA 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
GLIBA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $33.25 | $27.16 | -18.32% |
Feb 11, 2026 | $40.23 | $38.36 | -4.65% |
Nov 05, 2025 | $37.02 | $35.09 | -5.21% |
Aug 07, 2025 | $34.45 | $35.96 | +4.38% |
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 GCI Liberty, Inc. Class A (GLIBA) report earnings?
GCI Liberty, Inc. Class A (GLIBA) is schdueled to report earning on Aug 17, 2026, Before Open (Confirmed).
What is GCI Liberty, Inc. Class A (GLIBA) earnings time?
GCI Liberty, Inc. Class A (GLIBA) earnings time is at Aug 17, 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 GLIBA EPS forecast?
GLIBA EPS forecast for the fiscal quarter 2026 (Q2) is 1.15.