CluenexGCI Liberty (Series C) GLIBK
GCI Liberty (Series C) 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 C) does
GCI Liberty operates as a telecommunication enterprise, generating revenue primarily through its communications network services delivered to subscribers. The business provides data, video, and voice services to consumers and businesses.
- What it does best
The company secures regional connectivity through isolated Alaskan infrastructure networks, yielding a gross margin of 48.0%. This compares to Comcast's gross margin of 69.4%, showing a heavier cost structure. Geographic isolation creates a natural barrier that protects local subscriber bases from new entrants.
- The main risk
A $360 million debt-funded acquisition of Quintillion increases capital deployment risks, pressuring cash flows if integration fails to deliver expected regional synergies and operational efficiencies.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 13.0% while net margin is deeply negative at -32.5% due to high financing and non-operating costs. The business does not reliably convert higher revenue into net profits as it scales.
The company relies on geographic asset ownership in remote telecommunications, locking in regional subscribers where alternative infrastructure is absent. Its gross margin ranks in the 39th sector percentile, reflecting limited pricing power compared to nationwide peers.
Revenue grew at 3.0%, sitting in the bottom quartile of its sector at the 32nd percentile. Growth remains slow but steady compared to historical annual figures showing modest top-line expansion.
Net debt sits at $636 million with an interest coverage ratio of 3.1x, meaning earnings cover interest payments with a modest cushion. Free cash flow reached $49 million, showing improvement over prior periods, leaving the balance sheet in a stable posture.
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.
1 insider bought $13.6M on the open market.
Our sealed record on GLIBK
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 C) 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: 1 insider bought $13.6M on the open market.
Nov 3, 2026.
See GLIBK today
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Cite this page: Cluenex, “GCI Liberty (Series C) (GLIBK)”, https://cluenex.com/stocks/glibk/, data as of Oct 10, 2026.