Tucows, Inc. (TCX)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
$11.92-5.02%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
QuarterlyIQ Insights · TCX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Adjusted EBITDA and gross profit grew year over year, and we remain on track for our 2026 guidance,” said David Woroch, President and Chief Executive Officer of Tucows.
Stated in 1 of 1 supplied quarters. Management reported: ““Adjusted EBITDA and gross profit grew year over year, and we remain on track for our 2026 guidance,” said David Woroch, President and Chief Executive Officer of Tucows.” “Adjusted EBITDA¹ for the third quarter of 2026 rose 39.8% to $18.6 million from the third quarter of 2025, and improved 51% sequentially.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Adjusted EBITDA and gross profit grew year over year, and we remain on track for our 2026 guidance,” said David Woroch, President and Chief Executive Officer of Tucows.”
“Our priority throughout this process is our Colorado Springs customers and Ting will continue to provide the same service and support through the transition,” said Dave Woroch, President and CEO of…
Stated in a supplied disclosure. Management reported: ““Our priority throughout this process is our Colorado Springs customers and Ting will continue to provide the same service and support through the transition,” said Dave Woroch, President and CEO of Tucows.” “After quarter end, we agreed to assign Ting’s Colorado Springs lease, which is expected to release Tucows’ parent guaranty in the spring.”
Each of these steps makes the business simpler and more flexible than it was a quarter ago.”
Stated in 1 of 1 supplied quarters. Management reported: ““We also retired the Ting preferred units valued at $149.3 million, and repaid $6 million on our syndicated loan facility.” “After quarter end, we agreed to assign Ting’s Colorado Springs lease, which is expected to release Tucows’ parent guaranty in the spring.”
“Each of these steps makes the business simpler and more flexible than it was a quarter ago.””
Tucows’ related parent guaranty is expected to terminate by the end of April 2027, following closing and satisfaction of certain post-closing obligations.
Focus on keeping gross profit stable even as revenue varies quarter to quarter.
Over the trailing year it converted -0.05x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by M&A activity. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.