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Cogent Communications (CCOI)
NASDAQ:CCOI
US Market
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Cogent Comms (CCOI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 26, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
-0.96
Last Year’s EPS
-0.91
Same Quarter Last Year
Based on 10 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture. While there were significant achievements such as strong growth in wavelength services and EBITDA, there were notable challenges, including a dividend cut, revenue decline, and increased net leverage. The inability to quickly convert installed wavelengths to revenue also poses a challenge. Overall, the call reflects a balance of positive achievements and significant challenges.
Company Guidance
During the Cogent Communications Holdings Third Quarter 2025 Earnings Conference Call, the company provided detailed guidance on its financial strategy and operational metrics. Cogent announced a reduction in its quarterly dividend to $0.02 per share, aimed at bolstering financial flexibility and reducing leverage, with a target net leverage ratio of 4x EBITDA. The company reported a gross debt to adjusted EBITDA ratio of 7.45, down from 7.74, and a net leverage ratio slightly up to 6.65 from 6.61. Cogent's wavelength services revenue reached $10.2 million, marking a 93% year-over-year increase, while IPv4 leasing revenue increased by 14.1% sequentially. The company also highlighted an agreement to sell two data centers for $144 million and aims to monetize all 24 of its data centers. Additionally, Cogent's EBITDA increased to $48.8 million, with a margin improvement to 20.2%, and it anticipates long-term annual revenue growth rates between 6% and 8%. The company remains optimistic about capturing a 25% market share in the North American long-haul wavelength market in the next three years.
Increase in Wavelength Services Revenue
Wavelength services revenue increased by approximately 93% year-over-year and 12% sequentially, with aspirations to capture 25% of the long-haul wavelength market in North America.
EBITDA Growth and Margin Expansion
EBITDA increased sequentially to $48.8 million, with an EBITDA margin increase of 50 basis points to 20.2%. The adjusted EBITDA was $73.8 million, and the adjusted EBITDA margin increased sequentially by 70 basis points to 30.5%.
Increase in IPv4 Leasing Revenue
IPv4 leasing revenue increased by 14.1% sequentially to $17.5 million and by 55.5% year-over-year.
Data Center Monetization
Entered into a nonbinding letter of intent to sell two data centers for $144 million, with plans to monetize all 24 data centers.

Cogent Comms (CCOI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CCOI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 26, 2026
2025 (Q4)
-0.95 / -
-0.91
Nov 06, 2025
2025 (Q3)
-1.10 / -0.87
-1.3334.59% (+0.46)
Aug 07, 2025
2025 (Q2)
-1.00 / -1.21
-0.68-77.94% (-0.53)
May 08, 2025
2025 (Q1)
-1.06 / -1.09
-1.3821.01% (+0.29)
Feb 27, 2025
2024 (Q4)
-1.21 / -0.91
4.17-121.82% (-5.08)
Nov 07, 2024
2024 (Q3)
-1.19 / -1.33
-1.2-10.83% (-0.13)
Aug 08, 2024
2024 (Q2)
-1.26 / -0.68
23.65-102.88% (-24.33)
May 09, 2024
2024 (Q1)
-1.17 / -1.38
0.13-1161.54% (-1.51)
Feb 29, 2024
2023 (Q4)
-1.01 / 4.17
0.0220750.00% (+4.15)
Nov 09, 2023
2023 (Q3)
-1.00 / -1.20
-0.17-605.88% (-1.03)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

CCOI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$38.30$24.95-34.86%
Aug 07, 2025
$42.69$34.38-19.46%
May 08, 2025
$50.63$46.91-7.35%
Feb 27, 2025
$75.14$67.96-9.55%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cogent Communications (CCOI) report earnings?
Cogent Communications (CCOI) is schdueled to report earning on Feb 26, 2026, Before Open (Confirmed).
    What is Cogent Communications (CCOI) earnings time?
    Cogent Communications (CCOI) earnings time is at Feb 26, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is CCOI EPS forecast?
          CCOI EPS forecast for the fiscal quarter 2025 (Q4) is -0.96.
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