Core Insights - Cable One (CABO) reported a revenue of $381.07 million for the quarter ended June 2025, reflecting a year-over-year decline of 3.4% and an EPS of $3.23, down from $8.16 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $380.78 million by 0.08%, while the EPS fell short of the consensus estimate of $8.23 by 60.75% [1] Revenue Breakdown - Residential Video revenue was $48.16 million, below the average estimate of $49.29 million, marking a year-over-year decrease of 15.8% [4] - Other revenues totaled $22.95 million, slightly below the average estimate of $24 million, representing a year-over-year decline of 1.6% [4] - Residential Voice revenue was reported at $6.73 million, compared to the estimated $6.93 million, indicating a year-over-year drop of 17.9% [4] - Residential Data revenue reached $229.34 million, surpassing the average estimate of $226.97 million, with a minimal year-over-year change of -0.5% [4] Stock Performance - Over the past month, Cable One shares have returned -2.6%, contrasting with the Zacks S&P 500 composite's increase of +2.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Telus reported $3.52 billion in revenue for Q1 2025, a year-over-year decline of 3.7% and a surprise of -0.94% compared to the Zacks Consensus Estimate of $3.56 billion [1] - The EPS for the quarter was $0.18, compared to $0.19 a year ago, with a surprise of +20.00% over the consensus estimate of $0.15 [1] Financial Performance - Telus shares returned +5.2% over the past month, while the Zacks S&P 500 composite increased by +9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3] Subscriber Metrics - Mobile Phone Subscribers: 10.14 million, slightly below the average estimate of 10.17 million [4] - Connected Device Subscribers: 3.88 million, exceeding the average estimate of 3.82 million [4] - Internet Subscribers: 2.72 million, below the average estimate of 2.78 million [4] - TV Subscribers: 1.42 million, slightly above the average estimate of 1.4 million [4] - Security Subscribers: 1.14 million, matching the average estimate [4] - Residential Voice Subscribers: 1.02 million, in line with the average estimate [4] Churn and Net Additions - Mobile Phone Churn Rate: 1.1%, consistent with the average estimate [4] - Net Additions for Connected Device: 148 thousand, significantly above the average estimate of 90.6 thousand [4] - Net Additions for Internet: 21 thousand, slightly below the average estimate of 23.54 thousand [4] - Net Additions for TV: 27 thousand, exceeding the average estimate of 15.49 thousand [4] - Net Additions for Security: 15 thousand, below the average estimate of 17.42 thousand [4] - Net Additions for Residential Voice: -13 thousand, worse than the average estimate of -8.12 thousand [4]

Core Insights - Cable One (CABO) reported revenue of $380.6 million for the quarter ended March 2025, a decrease of 5.9% year-over-year, and an EPS of $12.32, up from $8.11 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $390.68 million, resulting in a surprise of -2.58%, while the EPS exceeded the consensus estimate of $12.21 by +0.90% [1] Revenue Breakdown - Residential Video revenue was $50.81 million, below the average estimate of $52.33 million, reflecting a year-over-year decline of -15.8% [4] - Residential Data revenue stood at $225.12 million, slightly below the $230.58 million estimate, marking a -4.5% change year-over-year [4] - Other revenues totaled $23.46 million, compared to the average estimate of $24.13 million, indicating a -1.2% year-over-year change [4] - Business services revenue (Business data + Business other) was $74.18 million, under the estimated $76.33 million, representing a -2.2% change from the previous year [4] - Residential Voice revenue reached $7.04 million, below the $7.32 million estimate, showing a year-over-year decline of -17.7% [4] Stock Performance - Over the past month, Cable One shares have returned -3.2%, compared to a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance relative to the broader market in the near term [3]