Shares of internet, cable TV, and phone provider Cable One (NYSE:CABO)
fell 36.7% in the morning session after the company reported weak first quarter 2025 results: Its number of residential data subscribers missed along with its revenue, EPS, and EBITDA. Sales fell nearly 6% from the same quarter last year, dragged by a 4.5% drop in residential data revenue and a nearly 16% plunge in residential video revenue, as Cable One neared the end of its legacy video product phase. Also, management suspended the dividend to conserve over $200 million over the next three years, signaling a pivot toward debt reduction and internal investment over shareholder returns. Overall, this was a nightmare quarter.
Internet, cable TV, and phone provider Cable One (NYSE:CABO) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 5.9% year on year to $380.6 million. Its GAAP profit of $0.46 per share was 94.3% below analysts’ consensus estimates.
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer.
However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on.
But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Comcast (NASDAQ:CMCSA) and the best and worst performers in the wireless, cable and satellite industry.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Cable One (NYSE:CABO) and the rest of the wireless, cable and satellite stocks fared in Q4.
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the wireless, cable and satellite industry, including Verizon (NYSE:VZ) and its peers.
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the wireless, cable and satellite stocks, including Altice (NYSE:ATUS) and its peers.
Cable One has gotten torched over the last six months - since September 2024, its stock price has dropped 32.7% to a new 52-week low of $226.39 per share. This might have investors contemplating their next move.
Most consumer discretionary businesses succeed or fail based on the broader economy. Lately, it seems like demand trends have worked in their favor as the industry has returned 6.2% over the past six months,
similar to the S&P 500.
JP Morgan lowered price forecast for Cable One, Inc. from $420 to $325, while maintaining Neutral rating. Analyst expects competition to constrain broadband growth, with revenue and costs lower in 2025.
Internet, cable TV, and phone provider Cable One (NYSE:CABO) fell short of the market’s revenue expectations in Q4 CY2024, with sales falling 6% year on year to $387.2 million. Its GAAP loss of $18.71 per share was significantly below analysts’ consensus estimates.
Over the last six months, Cable One’s shares have sunk to $294.99, producing a disappointing 17.1% loss - a stark contrast to the S&P 500’s 9% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move.
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the wireless, cable and satellite industry, including Verizon (NYSE:VZ) and its peers.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Lumen Technologies (NYSE:LUMN) and the rest of the wireless, cable and satellite stocks fared in Q3.
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the wireless, cable and satellite industry, including Cable One (NYSE:CABO) and its peers.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Altice (NYSE:ATUS) and the best and worst performers in the wireless, cable and satellite industry.
