CABOHIGH SIGNALFINANCIAL10-K

CABO experienced a dramatic financial deterioration with net income swinging from $14.5M profit to a $356.5M loss despite 278% revenue growth, indicating severe operational inefficiencies or major write-downs.

The massive loss combined with declining operating cash flow and reduced dividend payments suggests significant operational challenges or one-time charges that are severely impacting profitability despite strong revenue growth. The 20% decline in stockholders' equity and 255% increase in current liabilities indicates potential liquidity pressures and balance sheet deterioration that investors should closely monitor.

Comparing 2026-02-26 vs 2025-02-28View on EDGAR →
FINANCIAL ANALYSIS

CABO's financials show a concerning disconnect between strong revenue growth (278% to $960M) and profitability, with the company swinging from a $14.5M profit to a $356.5M loss and operating income turning negative. The balance sheet deteriorated significantly with stockholders' equity falling 20% to $1.4B while current liabilities surged 255% to $759M, suggesting potential liquidity constraints. Management's 75% cut in dividend payments and declining operating cash flow reinforce the severity of the company's financial challenges despite the substantial revenue increase.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-2561.7%
$14.5M-$356.5M

Net income declined 2561.7% — review whether driven by operations, interest costs, or non-recurring items.

Revenue
P&L
+278.2%
$253.8M$960.0M

Strong top-line growth of 278.2% — accelerating demand or successful expansion into new markets.

Current Liabilities
Balance Sheet
+255%
$213.9M$759.3M

Current liabilities surged 255% — significant near-term obligations; verify ability to meet short-term debt.

Operating Income
P&L
-146.9%
$441.9M-$207.4M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Dividends Paid
Cash Flow
-74.6%
$67.9M$17.2M

Dividends cut 74.6% — significant signal of cash flow stress or capital reallocation priorities.

Interest Expense
P&L
+23.6%
$137.7M$170.1M

Interest costs rose 23.6% — monitor debt levels and coverage ratio in rising rate environment.

Total Deposits
Balance Sheet
-20.5%
$6.0M$4.8M

Deposit base contracted 20.5% — monitor funding costs and liquidity position carefully.

Stockholders Equity
Balance Sheet
-20.2%
$1.8B$1.4B

Equity decreased 20.2% — buybacks or losses reducing book value, monitor solvency ratios.

Accounts Receivable
Balance Sheet
+16.7%
$41.9M$49.0M

Receivables grew 16.7% — monitor days sales outstanding for collection efficiency.

Operating Cash Flow
Cash Flow
-15.2%
$664.1M$563.3M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-02-28
ADDED
There were 5,672,182 shares of the registrant s common stock outstanding as of February 20, 2026.
Through Sparklight , the brand our customers know and trust, we are transforming the future of connectivity with a commitment to innovation, reliability and customer experience.
We serve our customers with technologically advanced fiber-based infrastructure that provides for delivery of a full suite of data, video and voice products.
As of December 31, 2025, approximately 75% of our customers were located in seven states: Arizona, Idaho, Mississippi, Missouri, Oklahoma, South Carolina and Texas.
We provided services to approximately 1.0 million residential and business customers out of approximately 2.9 million passings as of December 31, 2025.
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REMOVED
There were 5,627,529 shares of the registrant s common stock outstanding as of February 21, 2025.
We strive to deliver an effortless experience by offering solutions that make our customers lives easier, and by relating to them personally as our neighbors and local business partners.
Through Sparklight and the associated Cable One family of brands, we are transforming the future of connectivity with a commitment to innovation, reliability and customer experience.
As of December 31, 2024, approximately 74% of our customers were located in seven states: Arizona, Idaho, Mississippi, Missouri, Oklahoma, South Carolina and Texas.
We provided services to approximately 1.1 million residential and business customers out of approximately 2.8 million passings (which we previously referred to as homes passed) as of December 31, 2024.
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