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Cable ONE (XC1) AI Stock Analysis

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DE:XC1

Cable ONE

(Frankfurt:XC1)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
Multi-gig Network UpgradeBroad multi-gig capability strengthens Cable ONE’s core network proposition and can support higher-speed adoption, customer retention, and future product expansion. Management says the rollout is being achieved through disciplined, capital-efficient investment, improving the durability of this infrastructure advantage.
Negative Factors
Broadband Subscriber LossesOngoing broadband subscriber losses directly weaken the company’s recurring revenue base and reduce the scale benefits of its network. Elevated churn also raises the burden on sales and retention spending, making it harder for ARPU improvements or new products to offset volume deterioration.

Cable ONE (XC1) vs. iShares MSCI Germany ETF (EWG)

-100%-75%-50%-25%0%25%DE:XC1-96.25%EWG+9.86%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
EUR 27.63M
Dividend Yield
―
Average Volume (3M)
315
Price to Earnings (P/E)
-0.0
Beta (1Y)
0.58
Revenue Growth
-12.90%
EPS Growth
-101.81%
Country
Germany
Employees
2,592
Sector
Communication Services
Sector Strength
60
Industry
Telecommunications Services

Cable ONE Business Overview & Revenue Model

Company Description

Cable One, Inc., through its various subsidiaries, delivers a full spectrum of data, video, and voice communication services across the United States. For individual households, the company provides internet connectivity, including solutions designed...

Cable ONE Earnings Call Summary

Earnings Call Date:Aug 05, 2026(Q2-2026)|% Change Since:-88.48%|Next Earnings Date:Nov 04, 2026
Earnings Call SentimentNegative

The call communicated meaningful operational initiatives and progress — network multi‑gig readiness, improved acquisition mix (digital and door-to-door), early mobile traction, focused product launches (UCaaS), and active debt reduction — but these positives were outweighed by near-term financial and subscriber challenges: a 17k broadband customer loss, total revenue down ~8.5% year-over-year, a notable decline in adjusted EBITDA and adjusted EBITDA less CapEx, expense ratios that rose as a percent of revenue, and non-cash impairment charges. Management emphasized retention work and disciplined capital allocation as remediation steps, but the near-term trends are materially negative.

Positive Updates

Network and Infrastructure Upgrade
Essentially all of the network is gig-capable today and the vast majority of customers will be served by multi-gig capable infrastructure by year-end, achieved via disciplined, capital-efficient investments rather than a major new capital program.

Negative Updates

Significant Subscriber Losses
Residential broadband lost 17,000 customers in the quarter as elevated churn continued to pressure subscriber results; management identified improving retention as the top operational priority.

Company Guidance

Management reiterated that full‑year CapEx is expected to remain consistent with the prior year (Q2 CapEx was $74.0M, or 42.7% of adjusted EBITDA), reported Q2 adjusted EBITDA of $173.5M (49.7% of revenues) and adjusted EBITDA less CapEx of $99.5M, and said the vast majority of customers will be served by multi‑gig capable infrastructure by year‑end; they flagged Q2 residential broadband net losses of 17,000 customers, residential data revenue down $16.7M (‑7.3% YoY) with sequential ARPU improvement, and reaffirmed a long‑term penetration opportunity meaningfully above current levels (cited ~34%); on the balance sheet they ended Q2 with $166.2M cash, $3.06B gross debt (term loans $1.66B, revolver draws $550M, unsecured notes $503M, convertibles $345M), $700M of undrawn capacity on a $1.25B revolver, reduced debt by ~$63M in the quarter and nearly $130M YTD, reported a 4.2x net leverage (LQA) and said they will pursue leverage reduction, evaluate financing alternatives and potential monetization of equity investments, while continuing disciplined capital allocation and investments in network, in‑home tech/security, AI/automation and a nascent mobile offering (launched in March) to support acquisition and retention.

Cable ONE Risk Analysis

Cable ONE disclosed 37 risk factors in its most recent earnings report. Cable ONE reported the most risks in the "Finance & Corporate" category.

Higher RiskSector Avg.Lower RiskFinance & CorporateTech & InnovationLegal & RegulatoryProductionAbility to SellMacro & Political
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Cable ONE Peers Comparison

Overall Rating

UnderperformOutperform
Sector (60)

Financial Indicators

DE:XC1 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
TDSTDS65Neutral$3.88B8.388.65%29.23%-73.81%―
CHTRCHTR63Neutral$20.35B2.9230.43%―-1.50%4.45%
CMCSACMCSA63Neutral$84.76B7.4912.32%5.58%-0.25%-47.58%
Sector *60Neutral$48.67B4.58-11.27%4.14%2.83%-41.78%
SHENSHEN45Neutral$549.23M-12.50-4.80%1.20%5.54%-10.75%
OPTUOPTU40Underperform$253.65M-0.06127.36%―-4.36%-1695.11%

* Communication Services Sector Average

Performance Comparison

-50%0%50%DE:XC1CHTRCMCSASHENTDSOPTUDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
DE:XC1 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
DE:XC1Cable ONE, Inc4.24-117.76-96.52%
CHTRCharter Communications120.25-97.61-44.80%
CMCSAComcast Corp24.850.572.33%
SHENShenandoah Telecommunications10.39-0.63-5.70%
TDSTelephone & Data Systems Inc.36.01-2.33-6.06%
OPTUOptimum Communications, Inc. Class A0.69-1.38-66.67%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.