)
Cable One (CABO) investor relations material
Cable One Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q2 2026 revenue declined 8.4% year-over-year to $348.9M, with a net loss of $1.16B driven by significant non-cash impairments and fair value adjustments.
Adjusted EBITDA fell 14.6% to $173.5M (49.7% margin), reflecting lower revenues and higher asset impairments.
The company focused on customer retention, digital and direct sales, product bundling, and network upgrades, while de-emphasizing video and voice products.
Mobile service launched in March 2026, showing early positive adoption trends.
Cash flows from operating activities decreased 16.6% to $120.9M.
Financial highlights
Residential data revenues dropped 7.3% year-over-year to $212.6M; video revenues fell 20.1% to $38.5M; business data revenues decreased 6.6% to $53.6M.
Adjusted EBITDA less CapEx was $99.5M, down 26.2% year-over-year.
Net loss was $1.16B, compared to $438.0M in Q2 2025, mainly due to $597.7M in non-cash asset impairments and a $444.0M loss on the MBI option.
Capital expenditures were $74M, up 8.2% year-over-year, focused on advanced Wi-Fi and security solutions.
Net profit margin deteriorated to (333.8)% from (114.9)% year-over-year.
Outlook and guidance
Full-year CapEx expected to remain consistent with prior year, with continued discipline in capital allocation and focus on debt reduction.
Management anticipates closing the MBI acquisition by October 1, 2026, with a Put Price of approximately $480M and MBI net indebtedness of about $920M.
Q3 is expected to be seasonally stronger for subscriber trends, with ongoing focus on balancing ARPU and subscriber growth.
Management remains confident in long-term growth, targeting improved customer retention and deeper product penetration.
- All directors and proposals were approved, with management addressing industry challenges.CABO
AGM 2026 - Net income rose on asset sale gains despite a 7.3% revenue drop and lower EBITDA margin.CABO
Q1 2026 - Annual meeting covers director elections, auditor, executive pay, and new incentive plan, all recommended for approval.CABO
Proxy filing - Revenue, EBITDA, and subscribers declined, but cost controls and MBI deal support future growth.CABO
Q4 2025 - 2025 meeting covers director elections, auditor ratification, and executive pay amid strong governance.CABO
Proxy Filing - Net income rose 45.9% despite a 6.4% revenue drop, with business broadband growth and debt reduction.CABO
Q3 2024 - Revenue and net income declined, but business data growth and cost controls support long-term strategy.CABO
Q2 2024 - Revenue and profit fell sharply as dividend suspension frees cash for debt and growth.CABO
Q1 2025 - Revenue and profit declined, but business data and ARPU stabilized as margins and cash flow held steady.CABO
Q4 2024
Next Cable One earnings date
Next Cable One earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)