Liberty Broadband Corp (LBRDA)
NASDAQ:LBRDA
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Earnings Data
Report Date
Jul 31, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.13Last Year’s EPS
0.94Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:Apr 28, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a balance of strategic progress and operational stability alongside notable near-term financial pressures. Positives include strategic acquisitions and investments (Quintillion acquisition and a $107M stake in Liberty Latin America), wireless subscriber growth, improving consumer gross margins, solid liquidity, and progress on Alaska network build-out and convergence initiatives. Negatives include a 4% decline in revenue, an 18% decline in adjusted OIBDA, a ~13% drop in trailing 12-month free cash flow driven by higher CapEx, continued data subscriber losses (down 3% YoY), incremental operating and public company costs, and materially higher pro forma leverage once recent transactions are included. Overall, the company is pursuing long-term strategic investments while absorbing near-term margin and cash-flow impacts from increased capital spending and transition costs.Company Guidance
Quintillion Acquisition Announced
Definitive agreement to acquire Quintillion for $310 million in cash (subject to adjustments), plus reimbursement up to $50 million for prior capex and potential earn-outs. Transaction expected to be accretive to free cash flow in the first year and will combine subsea and terrestrial fiber routes, enhance network resilience and routing diversity, and strengthen competitiveness versus LEO alternatives. GCI will also provide a $160 million unsecured loan to Quintillion under the acquisition terms.
Strategic Investment in Liberty Latin America (LLA)
GCI Liberty invested approximately $107 million to acquire Searchlight Capital's equity interest in Liberty Latin America and is pursuing additional share purchases. Management positions this as a strategic investment in an undervalued asset with expected free cash flow inflection and also expects to benefit from LLA's planned preferred distribution.
Wireless Subscriber Growth and Convergence Momentum
Consumer wireless lines grew 2% year-over-year to 200,000 consumer lines; total wireless lines ended at 207,700 (including 7,700 business lines). Added 1,000 consumer wireless lines during the quarter, including 500 postpaid (driven by GCI+ promotions). Convergence improving: >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 resulting from decreases in video programming costs after exiting the video business.
Solid Liquidity and Available Capacity
Consolidated cash, cash equivalents and restricted cash totaled $448 million (including $131 million at GCI). GCI's credit facility had $377 million of undrawn capacity net of letters of credit. Consolidated net leverage was 1.6x at quarter end (incorporating parent cash and prior rights offering proceeds).
Progress on Alaska Network Build-Out and Rural Expansion
Management reports nearing completion of the Alaska plan build-out, increasing wireless speeds across communities and continuing focus on delivering 5G service to covered Alaskans and bridging the digital divide via rural expansion.
CapEx Plan and Peak Year Guidance
Q1 capital expenditures net of grant proceeds were $55 million. Full-year 2026 CapEx expected to be approximately $290 million (including $20 million carried from 2025) and is described as a peak year, after which CapEx is expected to step down toward historical range of 15%-20% of revenue.
LBRDA 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
LBRDA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $40.55 | $40.18 | -0.91% |
Feb 11, 2026 | $57.48 | $55.98 | -2.61% |
Nov 05, 2025 | $50.75 | $51.73 | +1.93% |
Aug 07, 2025 | $59.34 | $58.59 | -1.26% |
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 (LBRDA) report earnings?
Liberty Broadband Corp (LBRDA) is schdueled to report earning on Jul 31, 2026, TBA (Confirmed).
What is Liberty Broadband Corp (LBRDA) earnings time?
Liberty Broadband Corp (LBRDA) earnings time is at Jul 31, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is LBRDA EPS forecast?
LBRDA EPS forecast for the fiscal quarter 2026 (Q2) is 2.13.