Cable One, Inc. (CABO)

Current Report Filed: 2026-05-08

Cable One completed the Clearwave Fiber Merger on May 4, 2026, rolling over its equity interests into Point Holdings in exchange for approximately $120 million in estimated book value equity interests, representing a significant strategic capital redeployment.
The company's equity stake in Point Holdings is preliminary and subject to change pending independent accounting firm review and finalization of Point Holdings' financial statements, indicating valuation uncertainty that could impact reported results.
The filing emphasizes multiple forward-looking risks including Point Holdings' integration challenges, management distraction from core operations, and the company's ability to realize expected synergies from the merger, which could materially affect future financial performance.

Quarterly Report Filed: 2026-04-30

The filing shows Cable One's Q1 2026 operational metrics across residential (video, data, voice) and business segments, indicating continued diversification beyond traditional video services into higher-margin data and business offerings.
Multiple equity method investments are tracked (MBI, Clearwave, Nextlink, Point Broadband, Visionary Communications), suggesting Cable One is leveraging partnerships and minority stakes to expand capabilities and geographic reach beyond core operations.
Significant intangible assets including customer relationships, trademarks, wireless spectrum licenses, and franchise rights are being amortized, reflecting past acquisition investments and the company's efforts to build competitive advantages in fiber and wireless markets.
The company maintains multiple debt instruments (Term Loans B2-B4, Senior Notes, Convertible Debt, and revolving credit facilities), indicating a leveraged capital structure typical of cable operators funding infrastructure investments and acquisitions.

Current Report Filed: 2026-04-30

Cable One announced Q1 2026 results on April 30, 2026, with the full earnings details provided in the attached press release (Exhibit 99.1), but specific financial metrics are not disclosed in this 8-K filing itself.
The filing is a standard earnings announcement using Form 8-K Item 2.02, indicating routine quarterly results reporting with no material corporate events, leadership changes, or strategic announcements.
Information in this filing is furnished rather than filed, meaning it is not subject to Section 18 liability and will not be incorporated by reference into other SEC filings unless explicitly referenced, limiting its legal weight.

Current Report Filed: 2026-04-02

Kenneth E. Johnson is stepping down from his role as Chief Operating Officer of Cable One, Inc. effective May 1, 2026, and will transition to a senior advisor role until January 2027.
The company's filing indicates that Johnson's departure is not due to any disagreement with the company on operational, policy, or financial matters.
The filing includes forward-looking statements cautioning that actual results may differ from those expressed or implied by the statements, and that various risk factors could impact the company's performance.

Current Report Filed: 2026-03-16

Cable One borrowed $575 million under its revolving credit facility to fully repay its 0.000% convertible senior notes due 2026, reducing its debt obligations.
The company has $675 million in unfunded commitments remaining under the $1.25 billion revolving credit facility, providing financial flexibility.
The repayment of the convertible notes on the final maturity date indicates the company's ability to manage its debt maturities and capital structure.

Insider Trading Filed: 2026-03-03

Todd M. Koetje, the Chief Financial Officer of Cable One, Inc., purchased 998 shares of the company's common stock at a weighted average price of $100.16 per share.
This transaction indicates that the CFO is confident in the company's financial performance and sees value in the stock at current market prices.
The purchase of a significant number of shares by an insider suggests a positive outlook on the company's future prospects.

Annual Report Filed: 2026-02-26

The company's property, plant, and equipment assets, as well as its right-of-use assets, have decreased over the past three years, indicating potential asset impairment or disposal of long-term assets.
Cable One has been making investments in other broadband and telecommunications companies, such as Clearwave Fiber, MetroNet Systems, and Point Broadband Holdings, which could diversify its revenue streams and growth opportunities.
The company's long-term debt has increased, which could impact its financial flexibility and ability to invest in future growth initiatives.

Current Report Filed: 2026-02-26

Cable One, Inc. reported its quarterly and annual financial results for 2025, indicating the company's performance for the year.
The filing does not provide details on the company's financial performance or any notable events, so the significance of this 8-K filing is limited.
Investors would need to review the full earnings release furnished as an exhibit to gain more insights into Cable One's recent operating and financial results.

Insider Trading Filed: 2026-02-04

Insider Todd M. Koetje has acquired 2,198 shares of Cable One, Inc. common stock, indicating his confidence in the company's future performance.
The acquisition of shares was partially offset by the withholding of 156 shares to cover tax obligations, suggesting a net increase in Koetje's direct ownership position.
As the Interim Chief Executive Officer and Chief Financial Officer, Koetje's insider trading activity provides a positive signal to investors about the company's outlook.

Insider Trading Filed: 2026-02-04

The reporting person, Margaret Masoner Detz, acquired 1,422 shares of Cable One, Inc. (CABO) common stock through the vesting of non-derivative performance-based restricted stock units granted in 2023.
The transaction was exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d), indicating it was a non-discretionary grant or vesting event.
Following the reported transaction, the reporting person now holds a direct ownership of 5,503 shares of Cable One, Inc. common stock.

Insider Trading Filed: 2026-02-04