Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Q1 2023 Results Conference Call May 4, 2023 8:30 AM ET Company Participants Dave Schaeffer - Chairman and Chief Executive Officer Thad Weed - Chief Financial Officer Conference Call Participants David Barden - Bank of America Walter Piecyk - LightShed Walter Nick Del Deo - MoffettNathanson Michael Collins - Citi Frank Louthan - Raymond James Evan Young - KeyBanc Capital Markets Operator Good morning, and welcome to the Cogent Communications Holdings First Q ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 000-51829 COGENT COMMUNICATIONS HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 46-5706863 (State of Incorporation) (I.R.S. Employer Identification N ...

财务数据和关键指标变化 - 公司本季度收入增长1.3%至1.52亿美元,同比增长3.2% [6] - 公司全年收入增长1.7%至5.996亿美元 [6] - 公司本季度NetCentric业务收入增长2.6%,同比增长9.6% [9] - 公司全年NetCentric业务收入增长11.1%至2.57亿美元 [20] - 公司本季度EBITDA下降0.7百万美元,同比下降0.3百万美元 [25] - 公司全年EBITDA增长1.2%至2.306亿美元 [25] - 公司本季度EBITDA利润率下降100个基点至37.6% [26] - 公司全年EBITDA利润率下降10个基点至38.5% [26] 各条业务线数据和关键指标变化 - 公司NetCentric业务收入占比43.6%,同比增长9.6% [18][20] - 公司NetCentric业务客户连接数增长7% [20] - 公司Corporate业务收入占比56.4%,同比下降1.2% [18] - 公司Corporate业务客户连接数下降1.3% [19] 各个市场数据和关键指标变化 - 公司国际市场收入占比25%,其中欧洲占16%,其他地区占9% [27] - 公司计划在2023年内新增3个国际市场:印度、泰国和马来西亚 [73] - 公司计划在未来一年内新增约100个carrier-neutral数据中心 [34][72] 公司战略和发展方向及行业竞争 - 公司将通过收购Sprint Wireline业务扩大产品组合,增加提供波长服务的能力 [11][34][59] - 公司预计收购后3年内将实现1.8亿美元的网络成本节约 [12] - 公司预计收购后5-7%的年收入增长和每年约100个基点的EBITDA利润率提升 [14] - 公司NetCentric业务受益于视频流媒体等业务的持续增长 [8][34] - 公司Corporate业务受疫情影响恢复缓慢,但预计未来1年内将恢复至疫情前水平 [7][36][40] 管理层对经营环境和未来前景的评论 - 管理层对公司NetCentric业务前景持乐观态度,预计将继续保持较快增长 [8][34] - 管理层对公司Corporate业务前景持谨慎态度,预计恢复至疫情前水平需要1年以上时间 [7][36][40] - 管理层对收购Sprint Wireline业务前景持乐观态度,预计将带来显著的成本和收入协同效应 [11][12][14] 问答环节重要的提问和回答 问题1 **Frank Louthan 提问** 收购Sprint Wireline业务预计何时完成?收购完成后如何在财务报表中体现相关收入和EBITDA? [44][45] **Dave Schaeffer 回答** 预计在2023年第二季度完成收购,收购完成后公司将能够确认绝大部分过渡服务协议产生的7亿美元收入 [45][46] 问题2 **James Breen 提问** 收购Sprint Wireline业务后,该业务的收入规模是否会进一步下降? [49][50] **Dave Schaeffer 回答** 预计在收购完成时该业务的年化收入规模将超过4.5亿美元,未来1-2年内有望实现1-2%的年增长 [50][51] 问题3 **Michael Srour 提问** 公司在收购前就开始销售波长服务,进展如何?未来是否会开始销售暗纤服务? [59][60] **Dave Schaeffer 回答** 公司已经开始通过与T-Mobile的商业转售协议销售波长服务,初步反响良好。公司未来1年内将把波长服务覆盖至200个左右的数据中心,并计划在第三季度报告时提供更多关于暗纤服务销售的信息 [60][61][73]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from to Commission file number 000-51829 COGENT COMMUNICATIONS HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 46-5706863 (State or Oth ...

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Q3 2022 Results Earnings Conference Call November 6, 2022 8:30 AM ET Company Participants Dave Schaeffer - Founder and Chief Executive Officer Tad Weed - Chief Financial Officer Conference Call Participants James Breen - William Blair Frank Louthan - Raymond James Nick Del Deo - MoffettNathanson David Barden - Bank of America Merrill Lynch Brett Feldman - Goldman Sachs George Engroff - Credit Suisse Michael Rollins - Citigroup Global Markets Bora Lee - RBC ...

NASDAQ CCOI INVESTOR PRESENTATION Cautionary Note Regarding Forward-Looking Statements This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which relate to future, not past, events and are subject to risks and uncertainties. The forward-looking statements, which address the Company's expected business and financial performance, among other matters, contain words such as: "will", "expect", "believe", "continue ", "optimistic", "shou ...

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Q2 2022 Earnings Conference Call August 4, 2022 4:30 PM ET Company Participants Dave Schaeffer - Chairman & Chief Executive Officer Tad Weed - Chief Financial Officer Conference Call Participants Gregory Williams - Cowen Nic Del Deo - MoffettNathanson Timothy Horan - Oppenheimer Walter Piecyk - LightShed Partners David Barden - Bank of America Michael Rollins - Citi Operator Welcome to the Cogent Communications Holdings Second Quarter 2022 Earnings Conferen ...

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Q1 2022 Results Conference Call May 5, 2022 8:30 AM ET Company Participants Dave Schaeffer - Chairman & Chief Executive Officer Sean Wallace - Former Chief Financial Officer Tad Weed - Returning Chief Financial Officer Conference Call Participants Phil Cusick - JPMorgan Brett Feldman - Goldman Sachs Walter Piecyk - LightShed James Breen - William Blair Nick Del Deo - MoffettNathanson Brandon Nispel - KeyBanc Capital Markets Tim Horan - Oppenheimer Operator ...

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Q4 2021 Earnings Conference Call February 24, 2022 8:30 AM ET Company Participants Dave Schaeffer - Chairman & Chief Executive Officer Sean Wallace - Chief Financial Officer Conference Call Participants Frank Louthan - Raymond James Phil Cusick - JPMorgan Evan Young - KeyBanc Capital Michael Srour - MoffettNathanson Michael Rollins - Citi Operator Good morning, and welcome to the Cogent Communications Holdings Fourth Quarter 2021 and Full Year 2021 Earnings ...

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Q3 2021 Results Conference Call November 4, 2021 8:30 AM ET Company Participants Dave Schaeffer - Chairman and CEO Sean Wallace - CFO Conference Call Participants George Engroff - Credit Suisse Phil Cusick - JP Morgan Colby Synesael - Cowen Nick Del Deo - MoffettNathanson Walter Piecyk - LightShed Michael Rollins - Citi Evan Young - KeyBanc Capital Markets Operator Good morning, and welcome to the Cogent Communications Holdings Third Quarter 2021 Earnings C ...