Cogent Communications Holdings Inc

CCOI: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Cogent Earnings: Revenue Comes Below Expectations on Slow IP-Transit Activity; Reducing Fair Value

Samuel Siampaus

May 9, 2025

Cogent Communications posted a 7% year-over-year revenue decline as the firm continues to comb through the most uneconomic Sprint contracts. Management raised its long-term revenue growth target to 7% at the midpoint, but slowing net-centric and wavelength revenues make the target look ambitious.

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Cogent Communications Holdings Inc

Cogent Earnings: Revenue Comes Below Expectations on Slow IP-Transit Activity; Reducing Fair Value

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