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Cogent Communications (CCOI) investor relations material
Cogent Communications Wells Fargo's 9th Annual TMT Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo's 9th Annual TMT Summit summary19 Nov, 2025
Capital allocation and leverage strategy
Reduced dividend by 98% to $0.02 per share, freeing $200 million annually for deleveraging.
Temporarily paused share buyback, then reinstated flexibility after share price drop.
Targeting reduction of net leverage from 6.6x to 4.0x.
Committed to using freed capital to accelerate deleveraging.
Buyback program authorization remains at $105 million.
Business performance and growth outlook
Organic business grew at 10.2% CAGR for 17 years, slowed to 5% post-pandemic.
Sprint acquisition led to a 24.2% CAGR decline in acquired revenue, but core business growth accelerated.
Wavelength business now 4% of revenues, growing rapidly, with a 1.5% market share.
Core business expected to grow at mid-single digits, outperforming pessimistic expectations.
Corporate and net-centric segments show resilience, with corporate at 3-4% and net-centric higher.
Wavelength business development
Achieved goal of enabling 800 data centers for waves by end of 2024; now at 1,000+.
Initial revenue from 65 largest data centers below expectations, but business nearly doubled in nine months.
Backlog exists as customers take time to accept installed waves; over 300 waves installed but not yet billing at quarter end.
Five-pillar competitive model: endpoints, install speed, route diversity, price (20% below market), and reliability.
Aims for $500 million run rate by 2028, targeting 25% market share.
Deleveraging timeline to 4.0x net leverage?
How to accelerate wave customer acceptance?
Timeline for data center asset sales?
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Next Cogent Communications earnings date
BofA Securities Leveraged Finance Conference 20252 Dec, 2025
Next Cogent Communications earnings date
BofA Securities Leveraged Finance Conference 20252 Dec, 2025
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Cogent Communications Holdings Inc provides internet access and data transport services, primarily to business customers. The company operates a global network of fiber-optic infrastructure and offers services including colocation, Ethernet, and IP transit. It serves corporate, carrier, and government clients. The company is headquartered in Washington, D.C., and its shares are listed on the NASDAQ.
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