Cogent Communications Holdings, Inc. (CCOI) Presents at Bank of America Leveraged Finance Conference Transcript
Explore Cogent's (CCOI) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
CCOI's Q3 loss narrows on lower operating costs despite weaker revenues from enterprise and corporate customers.
Cogent Communications Holdings, Inc. ( CCOI ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants David Schaeffer - Founder, Chairman, CEO & President Thaddeus Weed - VP, CFO & Treasurer Conference Call Participants Gregory Williams - TD Cowen, Research Division Frank Louthan - Raymond James & Associates, Inc., Research Division Walter Piecyk - LightShed Partners, LLC Christopher Schoell - UBS Investment Bank, Research Division Nicholas Del Deo - MoffettNathanson LLC Michael Rollins - Citigroup Inc., Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Operator Good morning, and welcome to the Cogent Communications Holdings Third Quarter 2025 Earnings Conference Call. As a reminder, this conference call is being recorded, and it will be available for replay at www.cogentco.com.
Although the revenue and EPS for Cogent (CCOI) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Cogent Communications (CCOI) came out with a quarterly loss of $0.87 per share versus the Zacks Consensus Estimate of a loss of $1.15. This compares to a loss of $1.33 per share a year ago.
Wall Street left these 8.5% to 16.6% yields for dead. But their next dividend raises may show that these patients have a pulse—and send these prices higher before year-end.
Cogent Communications is reiterated as a buy, with AI-driven wavelength demand and operational improvements supporting a strong upside case. CCOI's unique network, rapid provisioning, and cost advantages position it to capture a significant share of the $2 billion AI wavelength market opportunity. Revenue and margin inflection points are emerging as integration risks fade, with deleveraging supported by hidden assets and organic growth.
Cogent Communications Holdings, Inc. (NASDAQ:CCOI ) Bank of America 2025 Media, Communications & Entertainment Conference September 4, 2025 11:20 AM EDT Company Participants David Schaeffer - Founder, Chairman, CEO & President Conference Call Participants Michael Funk - BofA Securities, Research Division Presentation Michael Funk VP in Equity Research So once again, everyone, thank you for coming out and special thanks to Dave Schaeffer. Dave, great to see you again.
Cogent Communications Holdings, Inc. (NASDAQ:CCOI ) Q2 2025 Earnings Conference Call August 7, 2025 8:30 AM ET Company Participants David Schaeffer - Founder, Chairman, CEO & President Thaddeus G. Weed - VP, CFO & Treasurer Conference Call Participants Christopher Joseph Schoell - UBS Investment Bank, Research Division Frank Garrett Louthan - Raymond James & Associates, Inc., Research Division Gregory Bradford Williams - TD Cowen, Research Division Michael Ian Rollins - Citigroup Inc., Research Division Michael J.
The headline numbers for Cogent (CCOI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cogent Communications (CCOI) came out with a quarterly loss of $1.21 per share versus the Zacks Consensus Estimate of a loss of $0.93. This compares to a loss of $0.75 per share a year ago.