Cable One (CABO) Q2 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, August 14, 2026 astatine 10:33 AM CDT 27 min read

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DATE

Thursday, Aug. 6, 2026 astatine 5 p.m. ET

CALL PARTICIPANTS

• Vice President of Investor Relations-Jordan Morkert

• Chief Executive Officer-Jim Holanda

• Chief Financial Officer-Todd Koetje

Full Conference Call Transcript

Operator: Thank you for joining us, and invited to the Cable One 2nd 4th Q2 net release. After today's prepared remarks, we volition big a question and reply session. If you would similar to inquire a question, delight property prima 1 to rise your hand. To retreat your question, property prima 1 again. I volition present manus the league implicit to Jordan Morkert, Vice President of Investor Relations. Jordan, delight spell ahead.

Jordan Morkert: Good afternoon, invited to Cable One 2nd 4th 2026 net call. We're gladsome to person you articulation america arsenic we reappraisal our results. Before we proceed, I would similar to punctual you that today's treatment contains forward-looking statements relating to aboriginal events that impact risks and uncertainties, including statements regarding aboriginal revenue, lawsuit growth, connects, churn rates, and ARPU, the aboriginal competitory operation of our markets, the semipermanent penetration accidental successful our markets, the anticipated benefits of our mobile work offering, caller merchandise rollouts, aboriginal lawsuit retention trends, anticipated outgo savings, and different benefits to beryllium derived from our billing strategy migration and our different investments successful maturation enablement platforms.

Our plans to grow our multi-gig capabilities successful much markets, aboriginal currency travel and superior expenditures, imaginable uses for our currency flow, the MBI transaction, including the acquisition price, MBI's aboriginal indebtedness levels and different related matters, aboriginal taxation savings, our expectations for monetizing our remaining equity investments, and our aboriginal fiscal performance, superior allocation policy, leverage ratios and related targets, and our imaginable financing plans. You tin find factors that could origin Cable One's existent results to disagree materially from the forward-looking statements discussed during today's telephone successful today's net merchandise and successful our SEC filings, including our 2025 yearly study connected Form 10-K and our forthcoming 2nd 4th 2026 quarterly study connected Form 10-Q.

Cable One is nether nary work and expressly disclaims immoderate work but arsenic required by instrumentality to update oregon change its forward-looking statements, whether arsenic a effect of caller information, aboriginal events, oregon otherwise. Today's remarks volition see a treatment of definite fiscal measures that are not presented successful conformity with the U.S. mostly accepted accounting principles, oregon GAAP. When we notation to escaped currency travel during today's call, we mean adjusted EBITDA little superior expenditures arsenic defined successful our net release. Reconciliations of non-GAAP fiscal measures discussed connected this telephone to the astir straight comparable GAAP measures tin beryllium recovered successful our net merchandise oregon connected our website astatine ir.cableone.net.