WOW! Appoints New CEO Frank van der Post, Initiating Transformation Post-Private Acquisition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 07 2026
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Should l Buy DBRG?
Source: PRnewswire
- Leadership Restructuring: Following its take-private acquisition, WOW! appointed Frank van der Post as CEO, aiming to enhance customer experience and accelerate growth through a new leadership team, ensuring a smooth transition in the context of digital infrastructure investments.
- Expansion Investment Plans: DigitalBridge and Crestview plan to expand and upgrade WOW!'s networks, adopting new technologies to deliver fast and reliable internet services, ensuring a high-quality customer experience in a competitive market.
- Broad Market Coverage: WOW! serves nearly 2 million residential and business customers across 20 markets, primarily in the Midwest and Southeast, demonstrating its strong competitive position in the U.S. broadband market.
- Excellence in Human Resources: WOW! has been recognized as a Best & Brightest Company to Work For for eight consecutive years, showcasing its outstanding employee management and corporate culture, which further enhances its reputation and attractiveness in the industry.
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Analyst Views on DBRG
Wall Street analysts forecast DBRG stock price to rise
9 Analyst Rating
2 Buy
6 Hold
1 Sell
Hold
Current: 15.370
Low
16.00
Averages
16.00
High
16.00
Current: 15.370
Low
16.00
Averages
16.00
High
16.00
About DBRG
DigitalBridge Group, Inc. is a global investment manager in digital infrastructure, deploying and managing capital across the digital ecosystem, including data centers, cell towers, fiber networks, small cells, and edge infrastructure. Its investment management platform is anchored by its value-added funds within the DigitalBridge Partners (DBP) infrastructure equity series. Its investment offerings also include core equity, credit and liquid securities. The DBP series of funds focuses on value-added digital infrastructure, investing in and building businesses across the digital infrastructure sector. Core Equity invests in digital infrastructure businesses and assets with long-duration cash flow profiles, primarily in more developed geographies, through its Strategic Assets Fund (SAF). DigitalBridge Credit is a private credit strategy that delivers credit solutions to corporate borrowers in the digital infrastructure sector globally through credit financing products.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Impact on AUM: This sale resulted in a $19.48 million decrease in the fund's quarter-end position value, reducing its reported assets under management (AUM) from 6.0% to 5.1%, reflecting a diminished confidence in Norwegian Cruise Line's prospects.
- Industry Context: Despite the cruise industry performing well with full ships, Northern Right's sale suggests a cautious outlook on Norwegian Cruise Line's future growth potential, particularly when compared to larger competitors like Carnival and Royal Caribbean.
- Competitive Landscape: Norwegian Cruise Line, which accumulated $14.6 billion in debt during the pandemic, continues to turn a profit despite high debt service costs, yet struggles to effectively compete against upscale rivals like Viking Cruises, which have redefined the industry with a focus on premium experiences.
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- Stake Change: Northern Right Capital Management disclosed in an SEC filing on February 17, 2026, that it sold its entire holding of 790,760 shares in Norwegian Cruise Line Holdings, with an estimated transaction value of $19.48 million, indicating a complete exit from the investment.
- Asset Allocation Shift: This sale reduced Norwegian Cruise Line's stake from 6.0% to 0%, while Northern Right's other major holdings include NASDAQ:NWSA ($31.24 million, 8.2% of AUM) and NASDAQ:SATS ($28.07 million, 7.4% of AUM), reflecting a significant shift in its investment strategy.
- Market Performance Analysis: As of February 17, 2026, Norwegian Cruise Line's stock price stood at $24.10, down 8.64% over the past year, underperforming the S&P 500 by 17.80 percentage points, highlighting challenges faced by the company in a competitive cruise market.
- Industry Outlook Consideration: Despite the cruise industry performing well with full ships, Northern Right's exit may indicate a cautious stance on Norwegian's future growth potential, particularly given its substantial $14.6 billion debt load, even as the company remains profitable.
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- Transaction Terms Limitation: The sale of DigitalBridge Group, Inc. (NYSE:DBRG) to SoftBank Group Corp. for $16 per share in cash may contain terms that limit superior competing offers, affecting potential shareholder returns.
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- Share Reduction Details: Portolan Capital disclosed in an SEC filing that it sold 4,643,280 shares of DigitalBridge Group in Q4 2025, with an estimated transaction value of $55.79 million, indicating a potential decrease in confidence in the company.
- Holding Percentage Shift: Following this sale, Portolan's stake in DigitalBridge dropped from 3.5% to 0.68%, reflecting a strategic shift in its investment approach within the digital infrastructure sector, which may influence future investment decisions.
- Market Performance Analysis: As of February 17, 2026, DigitalBridge shares were priced at $15.41, representing a 49% increase over the past year, significantly outperforming the S&P 500's 16% gain, indicating strong ongoing demand for its digital infrastructure services.
- Acquisition Context Impact: SoftBank's agreement to acquire DigitalBridge for approximately $4 billion at $16 per share in late 2025 highlights the growing importance of data centers and fiber networks in modern AI systems, although the recent share reduction may affect short-term investor sentiment.
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- Stock Market Movement: Stock futures were rising on Wednesday, indicating positive investor sentiment.
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