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Cable One, Inc. (CABO) Q1 2026 Earnings Call Transcript
SA Transcripts · 2026-05-01 · via All Articles on Seeking Alpha

Q1: 2026-04-30 Earnings Summary

EPS of $6.85 misses by $3.38

 | 

Revenue of

$352.96M

(-7.26% Y/Y)

misses by $6.63M

Cable One, Inc. (CABO) Q1 2026 Earnings Call April 30, 2026 5:00 PM EDT

Company Participants

Jordan Morkert
James Holanda - CEO & Director
Todd Koetje - Chief Financial Officer

Conference Call Participants

Sebastiano Petti - JPMorgan Chase & Co, Research Division
Frank Louthan - Raymond James & Associates, Inc., Research Division
Gregory Williams - TD Cowen, Research Division
Brandon Nispel - KeyBanc Capital Markets Inc., Research Division
Samuel McHugh - BNP Paribas, Research Division
Julie Zhu

Presentation

Operator

Hello, everyone. Thank you for joining us, and welcome to Cable One's First Quarter 2026 Earnings Call. [Operator Instructions] I will now hand the conference over to Jordan Morkert, Vice President of Investor Relations. Please go ahead.

Jordan Morkert

Good afternoon, and welcome to Cable One's First Quarter 2026 Earnings Call. We're glad to have you join us as we review our results.

Before we proceed, I'd like to remind you that today's discussion contains forward-looking statements relating to future events that involve risks and uncertainties, including statements regarding future revenue, customer growth, connects, churn rates and ARPU, the future competitive structure of our markets, the anticipated benefits of our mobile service offering, new product rollouts, future customer retention trends, anticipated cost savings and other benefits to be derived from our billing system migration and our other investments in growth enablement platforms, our plans to expand our multi-gig capabilities in more markets, future cash flow and capital expenditures, potential uses for our cash flow, the upcoming MBI transaction, including the purchase price, MBI's future debt levels, integration timing, anticipated cost and tax efficiencies, combined leverage ratios and closing date, the anticipated timing for closing of the merger of Point Broadband with Clearwave Fiber and expected benefits from that transaction, future tax savings and our future financial performance, capital allocation policy, leverage ratios and financing plans.