Overview
Alaska connectivity provider's Q4 revenue was flat at $262 mln
Adjusted OIBDA for Q4 grew 7% to $90 mln
Company completed $300 mln rights offering in December 2025
Outlook
Company plans to use rights offering proceeds for strategic acquisitions and investments
GCI Liberty aims to complete FCC Alaska Plan build-out by end of 2026
Company expects continued network expansion in rural Alaska markets
Result Drivers
BUSINESS REVENUE GROWTH - GCI Business revenue grew 7% for the year due to service upgrades with existing healthcare and education customers
CONSUMER REVENUE DECLINE - GCI Consumer revenue fell 2% due to exit from video business and data subscriber losses, partially offset by wireless growth
IMPAIRMENT CHARGE - Operating loss driven by $525 mln non-cash impairment charge related to intangible assets and goodwill
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$262 mln
Q4 Adjusted OIBDA
$90 mln
Q4 Adjusted OIBDA Margin
34.40%
Q4 Operating Income
$32 mln
Q4 Operating Income Margin
12.20%
Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the integrated telecommunications services peer group is "buy"
Wall Street's median 12-month price target for GCI Liberty Inc is $68.00, about 69% above its February 10 closing price of $40.23
Press Release: ID:nBw2TrYcca
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)