Cable One (CABO) Reports Earnings Tomorrow: What To Expect

Internet, cable TV, and phone provider Cable One (NYSE:CABO) will be reporting earnings this Thursday afternoon. Here’s what to expect.

Cable One missed analysts’ revenue expectations last quarter, reporting revenues of $376 million, down 4.5% year on year. It was a mixed quarter for the company, with a beat of analysts’ EPS estimates but a miss of analysts’ adjusted operating income estimates. It reported 910,400 residential data subscribers, down 5.1% year on year.

This quarter, the market is expecting Cable One’s revenue to decline 4.9% year on year, improving from the 6% decrease it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Cable One has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Cable One’s peers in the consumer discretionary - wireless, cable and satellite segment, some have already reported their Q4 results, giving us a hint as to what we can expect. AT&T delivered year-on-year revenue growth of 3.6%, beating analysts’ expectations by 2.1%, and Verizon reported revenues up 2%, topping estimates by 0.7%. AT&T traded up 9.3% following the results while Verizon was also up 12.1%.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the consumer discretionary - wireless, cable and satellite stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.3% on average over the last month. Cable One is up 19.4% during the same time and is heading into earnings with an average analyst price target of $148 (compared to the current share price of $94.10).

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