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Liberty Broadband Corporation

LBRDK

Communication Services · 36.09 +0.2% today

Isolated · not yet confirmedMarket checked 19 Aug, 16:00 GMT-4

Market read

Liberty Broadband Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company+0.2% todayVolume comparison unavailable
Market group0 of 6 activeTelecom Services · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • Depreciation and amortization expense rose vs. prior year ($21M three months, $51M six months) primarily due to more recent capital expenditures.

Invalidation: The isolated read changes if LBRDK's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Communication Services · Telecom Services

No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Depreciation and amortization expense rose vs. prior year ($21M three months, $51M six months) primarily due to more recent capital expenditures.

Company research

Understand the business, not just the ticker

As of Sep 9, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations314
Usable filing statements93
Verified relationships11
Evidence supporting the case
  • Net margin changed +15.4 percentage points in the latest annual period.
Evidence challenging the case
  • Operating cash flow was only 0.12x net income in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Aug 21, 2026

36.02
6m-32.8%12m-41.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2020-12-31$51.0M+240.0%$2.17+0.1%
2021-12-31$988.0M+1837.3%$3.93+1.6%
2022-12-31$975.0M-1.3%$7.96-15.1%
2023-12-31$981.0M+0.6%$4.68-7.0%
2024-12-31$1.0B+3.6%$6.08-2.7%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 3 filings
The decreases in other expenses, net were primarily driven by decreased interest expense due to a decrease in weighted average interest rates and debt, partly offset by increased losses on equity investments, net and losses on extinguishment of debt.
10-Q · Nov 5, 2025
Capital investment and capacitypositive · 3 filings
Depreciation and amortization expense increased $21 million and $51 million during the three and six months ended June 30, 2026, respectively, as compared to the corresponding periods in the prior year, primarily as a result of more recent capital expenditure…
10-Q · Jul 29, 2026
Restructuring and cost reductionsnegative · 3 filings
Charter’s other operating expenses, net, also decreased for the six months period due to the absence of a $90 million impairment on non-strategic assets during the six months ended June 30, 2025, as well as lower merger and acquisition costs in both the three…
10-Q · Jul 29, 2026
Input and raw-material costsnegative · 2 filings
Customer operations also decreased during the three and nine months ended September 30, 2025, as compared to the corresponding periods in the prior year, due to lower labor costs, partly offset by higher bad debt expense.
10-Q · Nov 5, 2025

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

36.09+0.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 19 Aug, 16:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for LBRDK. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for LBRDK. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind LBRDK

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ROKURoku, Inc.distributorFeb 5, 2026

Customers are increasingly accessing their subscription video content through Charter’s highly rated Spectrum TV app via mobile devices and connected Internet Protocol (“IP”) devices, such as Xumo, Apple TV, Roku, Vizio, LG and Samsung TV.

TMUST-Mobile US, Inc.partnerFeb 5, 2026

In addition, in July 2025, Charter entered into a multi-year agreement with T-Mobile US, Inc.

VZVerizon Communications Inc.partnerFeb 5, 2026

The Spectrum Mobile service is offered to customers subscribing to Charter’s Internet service and uses the customers’ private WiFi, its Spectrum Mobile network (comprised of 49 million out-of-home WiFi access points across its footprint combined with out-of-h…

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

LBRDK is currently a Early Follower in the organic co-movement group Telecom Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.