GCI Liberty, Inc. (GLIBA) Stock

GCI Liberty, Inc. (GLIBA) is a Communication Services stock trading at $26.01 (as of 2026-08-20), with a market capitalization of $1.04B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

GCI Liberty, Inc. operates communications businesses, including services provided through GCI Holdings such as data, wireless, video, voice, and managed offerings. The company also holds interests in Charter Communications and Liberty Broadband.

Understand GCI Liberty, Inc.: how it makes money

GCI Liberty provides Alaska communications services, including data and wireless connectivity and related services sold to business and consumer customers, and it also holds interests in Charter Communications and Liberty Broadband.

The profit engine is recurring communications revenue supported by the size and stability of the subscriber base, which shows up directly in data subscriber counts and churn (losses).

Revenue by segment (latest quarter)
BizData$0.1B
BizWireless$0.0B
ConsData$0.1B
ConsWireless$0.1B
Other$0.1B

Business quality (Weak): The company has clear operational indicators for its data subscriber base and churn, but the segment and revenue category detail provided does not fully explain the full revenue bridge to total revenue, and gross margin is not provided.

Bull case

  • Large data subscriber base supporting recurring revenue: The latest quarter shows 150,500 cable modem and data subscribers.
  • Data is the biggest revenue component: Data revenues (Business Data Revenue and Consumer Data Revenue) total 0.18B, larger than wireless revenues (Business Wireless Revenue and Consumer Wireless Revenue) at 0.06B.

Bear case

  • Churn risk reflected in data subscriber losses: Data Subscribers Lost is 1,200, which can pressure subscriber growth and steady revenue.
  • Wireless contribution appears smaller than data: Business Wireless Revenue is 0.01B and Consumer Wireless Revenue is 0.05B, so wireless is a smaller part of the revenue mix than data.
  • Results can be affected by equity interests: GCI Liberty holds interests in Charter Communications and Liberty Broadband, which can introduce additional variability beyond its core Alaska operations.
Valuation — source: SEC EDGAR (first-party)
Price$26.01
Market Cap$1.04B
Price / Book0.61
Price / Sales1.00
FCF Yield29.9%
DCF Value (model)$82.43
DCF Upside vs Price216.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.05B
Net Margin-29.5%
Revenue Growth (YoY)-3.8%
EPS Growth (YoY)-60.2%
FCF Growth (YoY)-59.3%
Financial Health — source: SEC EDGAR
Altman Z-Score0.15 (distress)
Valuation vs Sector & Industry
Sector P/E (Communication Services)24.4
Industry P/E (Communication)17.9
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($14.59M)
Institutional Holders Tracked10
Company
SectorCommunication Services
IndustryCommunication
CEORonald A. Duncan
Employees84
CountryUS
IPO Date2025-07-11

Related Companies (Business model: Telecom Carrier; 8 closest by market cap; US-domiciled)

  • Roku, Inc. (ROKU)
  • Charter Communications, Inc. (CHTR)
  • Liberty Broadband Corporation (LBRDK)
  • Adeia Inc. (ADEA)
  • AMC Networks Inc. (AMCX)
  • Optimum Communications, Inc. (OPTU)
  • Cable One, Inc. (CABO)
  • The Arena Group Holdings, Inc. (AREN)
GLIBA earnings history · GLIBA institutional & insider holders · GLIBA KPIs & operating metrics · GLIBA financials · GLIBA investor presentations & press releases · GLIBA SEC filings · GLIBA peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.