CluenexGCI Liberty (Series A) GLIBA
GCI Liberty (Series A) scores weak on business quality (4.0 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What GCI Liberty (Series A) does
GCI Liberty operates as a telecommunications provider, generating revenue by delivering broadband, video, and voice services primarily to residential and business customers in Alaska.
- What it does best
GCI Liberty defends its regional connectivity territory in Alaska with hard-to-replicate physical infrastructure, yielding a gross margin of 48.0% that outpaces peers like AT&T's 59.7% less often due to scale, but benefits from isolated local monopoly economics.
- The main risk
Isolated geographic exposure and heavy capital intensity threaten cash flows if regional subscriber growth stalls, risking the sustainability of heavy network investments like the $360 million Quintillion acquisition.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 13.0% while net margin is -32.5% due to high financing costs, leaving the business vulnerable as profitability compresses under heavy capital needs.
The company holds a localized physical infrastructure moat locking in Alaskan consumers, backed by an operating margin ranking in the 48th percentile of its sector.
Revenue grew at 3.0% to reach $1.04 billion, showing modest top-line progress that trails sector norms while remaining positive compared to historical baselines.
Total debt sits at $1.05 billion against $416 million in cash, leaving net debt at $636 million. Free cash flow reached $49 million, showing a softer balance sheet overall.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on GLIBA
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
GCI Liberty (Series A) scores weak on the Cluenex quality check (4.0 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 3, 2026.
See GLIBA today
- Today's verdict on GLIBA, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “GCI Liberty (Series A) (GLIBA)”, https://cluenex.com/stocks/gliba/, data as of Oct 10, 2026.