Cable One, Inc. (CABO) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Before we proceed, I would 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 broadband revenue, customer growth, connects and churn rates, new product rollouts, anticipated cost savings and other benefits to be derived from our billing system migration and our other investments in growth enablement platforms, anticipated benefits from our mobile service pilot program, future cash flow, ARPU and capital expenditures, future levels of competition, potential stock buybacks, our ability and sources of capital to fund the retirement of our 0% convertible notes in 2026, the estimated MBI put call purchase price, MBI's future debt levels, the anticipated after-tax proceeds from the expected monetization of certain investments, expected cash tax savings to be realized as a result of the recently passed federal tax bill, our CEO succession process and our future financial performance, capital allocation policy, leverage ratios and financing plans. You can find factors that could cause Cable 1's actual results to differ materially from the forward-looking statements discussed during today's call and today's earnings release and our SEC filings, including our annual report on Form 10K and our forthcoming second quarter 2025 quarterly report on Form 10Q. Cable 1 is under no obligation and expressly disclaims any obligation except is required by law to update or alter its forward-looking statements whether as a result of new information, future events or otherwise. Additionally, today's remarks will include a With U.S. generally accepted accounting principles or GAP. When we refer to free cash flow during today's call, we mean adjusted EBITDA less cap...