Press Release: MachTen Reports Financial Results for the Second Quarter and First Half of 2026

Dow Jones
Sep 09

TRAVERSE CITY, Mich., Sept. 09, 2026 (GLOBE NEWSWIRE) -- MachTen, Inc. (OTC: MACT) today announced financial results for the second quarter and six months ended June 30, 2026.

"The second quarter marked an important period of progress for MachTen and our operating companies," said Dan Miller, Chief Executive Officer. "Our fiber construction capabilities continue to strengthen, we are making meaningful progress toward Enhanced A-CAM and ReConnect deployment commitments, and the recently announced agreement to acquire the Educational Access Network will significantly expand our broadband platform capabilities."

"We also formally entered an Operating Services Agreement with UP Fiber, Inc. following its acquisition of wireline assets from AT&T. The agreement is expected to generate service revenue for Michigan Broadband, create opportunities to reduce network transport costs, and expand the availability of bundled services across the region."

Second Quarter 2026 Financial Highlights

 
  ($ thousands, unaudited)   Q2 2026  Q2 2025 
---------------------------  -------  ------- 
  Total Revenue               $4,951   $4,215 
---------------------------  -------  ------- 
  Operating Profit            $1,489   $1,274 
---------------------------  -------  ------- 
  Net Income                    $882     $640 
---------------------------  -------  ------- 
  EBITDA (Non-GAAP)           $2,523   $2,222 
---------------------------  -------  ------- 
 
 
   -- Revenue: $5.0 million for the second quarter of 2026, an increase of 
      17.5% compared to $4.2 million in Q2 2025, driven by the previously 
      disclosed increase in Enhanced A-CAM support. This improvement was 
      partially offset by continued declines in legacy voice and copper-based 
      broadband services. 
 
   -- Operating Profit: $1.5 million in Q2 2026 vs. $1.3 million in Q2 2025, an 
      improvement of 16.9%, as higher regulated revenue more than offset 
      increased depreciation expense associated with continued fiber network 
      investment. 
 
   -- Net Income: $0.9 million for Q2 2026 vs. $0.6 million in Q2 2025, a 37.8% 
      improvement year-over-year. 
 
   -- EBITDA: $2.5 million in Q2 2026 vs. $2.2 million in Q2 2025, an 
      improvement of 13.5%, with an EBITDA margin of 51.0%. See "Non-GAAP 
      Financial Measures." 

First Half 2026 Financial Highlights (Six Months Ended June 30, 2026)

 
  ($ thousands, unaudited)   H1 2026  H1 2025 
---------------------------  -------  ------- 
  Total Revenue               $9,923   $8,353 
---------------------------  -------  ------- 
  Operating Profit            $2,856   $2,418 
---------------------------  -------  ------- 
  Net Income                  $1,630   $1,234 
---------------------------  -------  ------- 
  EBITDA (Non-GAAP)           $5,040   $4,315 
---------------------------  -------  ------- 
 
 
   -- Revenue: $9.9 million for the first half of 2026, an increase of 18.8% 
      compared to $8.4 million in the first half of 2025. The increase was 
      driven primarily by the increase in Enhanced A-CAM support that took 
      effect with payments beginning in February 2026, partially offset by 
      continued declines in legacy voice and DSL services. 
 
   -- Operating Profit: $2.9 million for H1 2026 vs. $2.4 million in H1 2025, 
      an improvement of 18.1%, reflecting higher revenue partially offset by 
      increased depreciation and cost of revenue associated with the ongoing 
      fiber network buildout. 
 
   -- Net Income: $1.6 million for H1 2026 vs. $1.2 million in H1 2025, a 32% 
      improvement year-over-year, as higher operating profit was partially 
      offset by higher interest expense. 
 
   -- EBITDA: $5.0 million for H1 2026 vs. $4.3 million in H1 2025, an 
      improvement of 16.8%, with an EBITDA margin of 50.8%. See "Non-GAAP 
      Financial Measures." 

Strategic & Operational Highlights

   -- Fiber Network Expansion: The Michigan Broadband fiber construction team 
      continued to develop fiber infrastructure, with a focus on ReConnect 
      projects during the seasonally challenging second quarter.  Through June 
      30, nearly 1,000 additional passings have been added to the more than 
      12,000 directly serviceable and 20% take rate. 
 
   -- Enhanced A-CAM: Consistent with updated FCC guidance published in late 
      2025, the Enhanced A-CAM true-up resulted in an increase to Michigan 
      Broadband's annual support to $12.3 million, up from $9.6 million 
      previously. This support is expected to continue through 2038 and is a 
      significant and stable contributor to cash flow. 
 
   -- ReConnect (RC3) Grant Projects: We completed Phase 1 of the Grace Harbor 
      project and 80% of the Watson project, with 75% of project costs 
      reimbursable. 
 
   -- Operating Agreement with UP Fiber: UP Fiber's acquisition of AT&T's 
      wireline assets closed on March 31, 2026. Michigan Broadband is now 
      providing customer service, billing, sales, marketing, and administrative 
      support to UP Fiber's footprint of more than 200,000 passings. Michigan 
      Broadband also benefits from access to UP Fiber's network infrastructure, 
      reducing reliance on third-party transport providers. 
 
   -- BEAD: Upper Peninsula Telephone Company was awarded $35.5 million in BEAD 
      funding, with a grant agreement finalized subsequent to the end of the 
      quarter. This project, in partnership with UP Fiber, will facilitate the 
      construction of a hybrid fiber / 5G fixed wireless network serving 
      approximately 4,500 BEAD-eligible locations, with UP Fiber expected to 
      contribute additional capital to bring 100/20 service to communities that 
      contain more than 300,000 residential and business passings. 
 
   -- Educational Access Network Acquisition: Subsequent to the end of the 
      quarter, Michigan Broadband announced an agreement to acquire 
      substantially all assets of the Educational Access Network ("EAN") for 
      $21 million. The EAN assets include licensed 2.5 GHz Educational 
      Broadband Service spectrum covering portions of 41 counties, Nokia 
      AirScale radio equipment across more than 70 tower sites, and licensed 
      microwave facilities. The EAN currently generates approximately $2.5 
      million in annual revenue from 7,500 subscribers. Michigan Broadband 
      intends to upgrade the network from 4G LTE to 5G and integrate it with 
      its fiber platform, which now spans more than 2,500 miles across northern 
      Michigan. The transaction is subject to customary regulatory approvals 
      and closing conditions. 
 
   -- Network Modernization: Michigan Broadband continued its multi-year 
      project to modernize its voice, data, video, and wireless network 
      infrastructure.  These investments are expected to improve network 
      capacity, reliability and redundancy across Michigan Broadband's service 
      territory. 

Balance Sheet & Liquidity

 
  Balance Sheet Highlights ($ thousands)   6/30/2026  12/31/2025 
-----------------------------------------  ---------  ---------- 
  Cash & Cash Equivalents                     $1,699      $1,827 
-----------------------------------------  ---------  ---------- 
  Total Assets                               $47,371     $46,751 
-----------------------------------------  ---------  ---------- 
  Long-Term Debt                             $18,810     $18,356 
-----------------------------------------  ---------  ---------- 
  Total Shareholders' Equity                 $19,170     $17,540 
-----------------------------------------  ---------  ---------- 
 
 
   -- Debt: MachTen had $18.8 million of gross debt outstanding as of June 30, 
      2026, including a term loan with the National Cooperative Services 
      Corporation (NCSC) and vehicle financing. 
 
   -- Shareholders' Equity: $19.2 million as of June 30, 2026, up from $17.5 
      million at December 31, 2025, reflecting $1.6 million of net income 
      earned in the first half of 2026. 

Non--GAAP Financial Measures

EBITDA is a non-GAAP financial measure commonly used in the telecommunications industry as it eliminates differences in financial, capitalization, and tax structures. We believe EBITDA trends are a valuable indicator of whether our operations produce sufficient operating cash flow to fund working capital needs, service debt, and fund capital expenditures.

We define EBITDA as Operating Profit from Continuing Operations plus depreciation and amortization expense and ad valorem / state of Michigan property taxes. A reconciliation of EBITDA to the most directly comparable GAAP measure is presented below.

 
  EBITDA Reconciliation ($ 
  thousands)                        Q2 2026  Q2 2025  1H 2026  1H 2025 
----------------------------------  -------  -------  -------  ------- 
  Operating Profit                   $1,489   $1,275   $2,856   $2,420 
----------------------------------  -------  -------  -------  ------- 
  Add: Depreciation and 
   Amortization                         890      837    1,892    1,725 
----------------------------------  -------  -------  -------  ------- 
  Add: Property Tax                     144       94      291      166 
----------------------------------  -------  -------  -------  ------- 
  EBITDA (Non-GAAP)                   2,523    2,206    5,040    4,311 
----------------------------------  -------  -------  -------  ------- 
 
 

About MachTen, Inc.

MachTen is a holding company for Michigan Broadband Corporation, Upper Peninsula Telephone Company (UPTC), Michigan Central Broadband Company (MCBC), and Alpha Enterprises Ltd. MachTen's subsidiaries provide broadband internet access and communications services, including voice, video, automation, and managed hosting services. Investors should refer to filings posted at www.machteninc.com for additional information.

Forward--Looking Statements

This press release contains "forward-looking statements," including statements regarding expected build activity, program milestones, projected passings, subscriber growth, capital investments, regulatory developments, and anticipated financial performance. Forward-looking statements are based on current expectations and assumptions and involve risks and uncertainties that could cause actual results to differ materially. Factors that could cause such differences include, among others, changes in economic conditions, regulatory or legal developments, the availability and cost of labor and materials, program timing and eligibility, competitive dynamics, and other risks described in our public disclosures. MachTen undertakes no obligation to update forward-looking statements, except as required by law.

 
 
MachTen, Inc. and Subsidiaries 
Condensed Consolidated Statements of Financial 
Condition 
(in thousands, except per share data) 
 
                                           June 30        June 30 
                                              2026           2025 
                                         (Unaudited)    (Unaudited) 
Assets 
  Cash and cash equivalents              $     1,700    $     1,728 
  Accounts receivable                          1,549          1,033 
  Materials and supplies                       5,359          3,490 
  Other current assets                           612            534 
    Current assets                       $     9,220    $     6,785 
                                            ========       ======== 
 
  Property, plant and equipment, net          37,588         34,384 
  Right-of-use assets, net                       373            544 
  Goodwill                                       100            100 
  Other noncurrent assets                         92             92 
    Total assets                         $    47,373    $    41,905 
                                            ========       ======== 
 
Liabilities and Shareholders' Equity 
Current liabilities: 
  Trade accounts payable                 $     1,490    $     1,424 
  Accrued liabilities                          2,071          1,741 
  Current operating lease liability              115             60 
    Total current liabilities                  3,677          3,226 
 
  Deferred income taxes                        4,474          3,864 
  Long Term Debt (NCSC + Ford)                18,810         17,000 
  Preferred Stock                                803            514 
  Long term operating lease liability            259            572 
  Other noncurrent liabilities                   180            166 
    Total Long-Term Liabilities               24,526         22,116 
 
Shareholders' equity 
  Common Stock                                     3              3 
  Additional paid-in capital                  10,774         10,530 
  Unearned Compensation                         (457)          (317) 
  Retained earnings                            8,850          6,349 
                                            --------       -------- 
    Total shareholders' equity                19,170         16,565 
    Total liabilities and 
     shareholders' equity                $    47,373    $    41,907 
                                            ========       ======== 
 
Basic shares outstanding                       3,271          3,271 
--------------------------------------      --------       -------- 
 
 
MachTen, Inc. and Subsidiaries 
Condensed Consolidated Statements of Operations 
(Unaudited) 
(in thousands, except per share 
data) 
                                             3 Months Ended 
                                    -------------------------------- 
                                     June 30, 2026    June 30, 2025 
                                    ---------------  --------------- 
Operating Revenue: 
  Regulated Revenue                  $       3,899    $       3,176 
  Broadband                                    885              855 
  Video & Other                                168              184 
    Total operating revenue                  4,952            4,215 
 
Operating Costs: 
  Cost of revenue                            1,974            1,454 
  General and administrative                   595              645 
  Depreciation and accretion                   890              841 
    Total costs                              3,459            2,940 
Operating income                             1,493            1,275 
Other Income (Expense): 
  Interest expense                            (271)            (222) 
  Investment income                              6               11 
    Total non-operating income / 
     (loss)                                   (265)            (211) 
Income before provision for income 
 taxes                                       1,228            1,064 
Provision for income taxes                     342              423 
Net income                           $         886    $         641 
                                        ==========       ========== 
 
Earnings per share attributable 
to common 
stockholders: 
  Basic                              $        0.28    $        0.20 
  Diluted                            $        0.27    $        0.20 
 
Weighted average shares 
outstanding: 
  Basic                                      3,209            3,189 
  Diluted                                    3,272            3,272 
 
 

Contact:

Dan Miller

Chief Executive Officer

(914) 921-5193

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