{"filings":[{"id":667920,"accession_number":"0001104659-26-066279","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2026-05-26T20:15:28+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Cogent sells 10 data centers for $225M to I Squared Capital affiliate","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["$225M cash sale of 10 data center facilities to an affiliate of I Squared Capital.","Facilities located in Phoenix, Anaheim, Burbank, Stockton, Atlanta, Chicago, Elkridge, Kansas City, Nashville, and Houston.","Closing expected on later of June 12, 2026 and HSR waiting period expiration.","Cogent guarantees certain obligations of subsidiary seller under Purchase Agreement.","Transaction includes customary representations, warranties, indemnities, and covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91585,"accession_number":"0001104659-26-054817","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Cogent shareholders approve incentive plan; CEO Schaeffer gets 1M performance shares","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stockholders approved Third Amended 2017 Incentive Award Plan, increasing share pool by 1.5M shares and extending term to 2036.","CEO Dave Schaeffer granted 1,000,000 performance-vesting restricted shares with stock price targets: 200K at $70, 300K at $85, 500K at $100.","Vesting requires continuous service as CEO through Feb 2031; shares forfeited if targets not met by that date.","In a change of control, vesting accelerates using CIC price; pro-rata vesting between tranches if price between $70 and $100.","All five director nominees elected; plan approved 25.5M for, 8.6M against; EY ratified as auditor for FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91584,"accession_number":"0001104659-26-054436","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cogent Q1 2026 service revenue $239.2M (-3.2% YoY); adj. EBITDA $70.2M, net loss $(0.83)/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Service revenue $239.2M, down 0.6% QoQ and 3.2% YoY; constant-currency decline of 4.6% YoY.","Net loss per share $(0.83) vs $(0.64) in Q4 2025 and $(1.09) in Q1 2025.","EBITDA as adjusted $70.2M, margin 29.3% (up from 27.8% YoY but down from 31.9% QoQ).","Wavelength revenue $13.6M, +90.8% YoY; connections +71.2% YoY to 2,263.","Quarterly dividend of $0.02/share declared; payable June 2, 2026 to holders of record May 18."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":239187000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101783,"accession_number":"0001104659-26-017862","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cogent Q4 2025 revenue $240.5M, down 4.7% YoY; EPS -$0.64; adj. EBITDA margin 31.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Service revenue $240.5M in Q4, down 4.7% YoY; full-year 2025 $975.8M vs $1,036.1M in 2024.","Net loss per share $(0.64) for Q4; full-year loss $(3.80).","EBITDA as adjusted $76.7M in Q4, up 14.8% YoY; margin 31.9% vs 26.5%.","Operating cash flow negative $6.0M in Q4 vs positive $14.5M a year ago; full-year negative $10.6M.","Wavelength revenue $12.1M, up 73.7% YoY; board approved $0.02 quarterly dividend for Q1 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":975766000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101782,"accession_number":"0001104659-26-001748","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Cogent extends CEO Schaeffer's term to 2028, sets $1M salary and $1.25M bonus target","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO David Schaeffer’s employment extended through Dec 31, 2028; annual salary set at $1M, target cash bonus $1.25M based on EBITDA growth.","Annual equity grants: 229,657 time-vesting and 321,520 performance-vesting restricted shares for 2026–2028 (total ~$12M per year valued at Dec 2025 avg).","Retention awards to CFO Weed, CLO Chang, CRO Harris: 100,000 restricted shares each, vesting Jan 1, 2029.","Cash bonus formula uses year-over-year EBITDA AGR; zero or negative growth yields no bonus. Performance shares tied to three-year EBITDA CAGR."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118105,"accession_number":"0001104659-25-113284","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cogent Communications allowed to resume stock repurchase program","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Board authorized management to resume the company's common stock buyback program.","Repurchases may occur from time to time based on market and economic conditions.","Program does not obligate Cogent to acquire any specific number of shares.","No guarantee on the amount of shares that may be repurchased.","Press release issued November 17, 2025; ticker CCOI."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118104,"accession_number":"0001104659-25-107367","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cogent Q3 service revenue $241.9M, down 1.7% QoQ; enters LOI to sell two data centers for $144M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Service revenue $241.9M (-1.7% QoQ, -5.9% YoY); on-net revenue up 2.2% to $135.3M.","Wavelength revenue surged 92.5% YoY to $10.2M; IPv4 lease revenue up 55.5% to $17.5M.","GAAP net loss per share improved to $(0.87) from $(1.21) Q2 and $(1.33) Q3 2024; adjusted EBITDA $73.8M (30.5% margin).","Entered non-binding LOI in Oct 2025 to sell two Sprint-acquired data centers for $144M cash.","Board approved $0.02/share quarterly dividend; stock buyback program temporarily paused."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":735242000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134558,"accession_number":"0001104659-25-079272","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["5.02","7.01"],"status":"ready","headline":"Cogent Communications VP of Global Sales & CRO James Bubeck to retire; Mark Andrew Harris named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James Bubeck to retire as VP of Global Sales and Chief Revenue Officer, effective September 2, 2025.","Mark Andrew Harris will succeed Bubeck as VP of Global Sales and Chief Revenue Officer effective upon retirement.","Harris, age 61, joined Cogent in 2023 via Sprint Communications acquisition; with Sprint sales since 2003.","Harris most recently served as VP of European Sales for Cogent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134557,"accession_number":"0001104659-25-074979","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cogent Q2 service revenue $246.2M (down 5.5% YoY); net loss per share $(1.21); dividend raised to $1.015","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Service revenue $246.2M, down 0.3% seq and 5.5% YoY; net loss per share $(1.21) vs $(0.68) YoY.","EBITDA rose 10.8% seq to $48.5M (margin 19.7%); adjusted EBITDA $73.5M, margin 29.8%.","Wavelength revenue surged 149.8% YoY to $9.1M; IPv4 leasing revenue up 40.1% YoY.","Board raised quarterly dividend $0.005 to $1.015/share for Q3 2025, 52nd consecutive increase.","Board increased stock buyback program by $100M through Dec 31, 2026; $7.9M remaining as of July 31."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":493298000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151413,"accession_number":"0001104659-25-060259","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Cogent issues $600M 6.5% senior secured notes due 2032; redeems existing 3.5% notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M aggregate principal of 6.500% senior secured notes due July 1, 2032.","Net proceeds of ~$596.8M used to redeem in full the $500M 3.500% Senior Secured Notes due 2026.","Remainder expected for general corporate purposes and/or dividends to parent company.","Notes are jointly and severally guaranteed by Cogent Group's domestic subsidiaries and the parent on a senior secured basis.","Notes bear semiannual interest starting Jan 1, 2026; redeemable at make-whole prior to July 1, 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151412,"accession_number":"0001104659-25-056008","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Cogent subsidiaries price $600M of 6.5% senior secured notes due 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M aggregate principal of 6.500% senior secured notes due 2032 priced for private placement.","Net proceeds will redeem $500M of outstanding 3.500% senior secured notes due 2026.","Remaining proceeds for general corporate purposes and/or dividends to parent company.","Offering expected to close June 17, 2025, subject to customary conditions.","Notes guaranteed on senior secured basis by material domestic subsidiaries; unsecured by parent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151411,"accession_number":"0001104659-25-055357","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Cogent subsidiaries plan $600M senior secured notes offering; proceeds to redeem $500M 3.5% notes due 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issuers intend to offer $600M aggregate principal of senior secured notes due 2032 in private placement.","Net proceeds to redeem full $500M outstanding 3.500% senior secured notes due 2026; remainder for general corporate purposes or dividends.","For 12 months ended Mar 31, 2025: Consolidated Cash Flow $310.3M (existing indentures) and $452.0M (new indenture); EBITDA adjusted $423.0M.","Pro forma leverage ratios: 6.18x under existing indentures, 4.24x under new indenture as of Mar 31, 2025.","Notes guaranteed on senior secured basis by material domestic subs; company provides senior unsecured guarantee but not subject to covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151410,"accession_number":"0001104659-25-046003","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["5.02","5.07","5.03","9.01"],"status":"ready","headline":"Cogent Communications stockholders approve board size change, incentive plan share increase","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All director nominees elected with strong support; Dave Schaeffer received 40.2M for votes.","Bylaws amended to set board size range from six to eight directors, fixed by the Board.","2017 Incentive Award Plan amended: 1.5M additional shares authorized, term extended to May 7, 2035.","Ernst & Young ratified as independent auditor for fiscal year 2025.","Say-on-pay proposal approved with 35.8M for votes vs. 4.6M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151409,"accession_number":"0001104659-25-045878","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cogent Q1 2025: Service revenue $247M (-2.1% seq); EBITDA up 4.6% to $43.8M; dividend raised to $1.01","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Service revenue $247.0M, down 2.1% QoQ and 7.2% YoY; net loss per share $(1.09).","EBITDA $43.8M (+4.6% seq); margin 17.7%; adjusted EBITDA $68.8M.","Quarterly dividend increased to $1.01/share ($0.005 raise) for Q2 2025, 51st consecutive quarterly increase.","Issued $174.4M of 6.6% IPv4 Securitized Notes April 11; bought 94,856 shares for $5M in April.","IPv4 leasing revenue $14.4M (+42% YoY); wavelength revenue $7.1M (+114% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":247048000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151408,"accession_number":"0001104659-25-034257","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-04-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Cogent subsidiary issues $174.4M of 6.646% IPv4 address revenue notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $174.4M aggregate principal of Series 2025-1 Class A-2 secured notes bearing 6.646% interest with anticipated repayment in April 2030.","Notes are secured by IPv4 address assets and guaranteed by Cogent IPv4 Holdco LLC; parent Cogent Communications is not directly liable.","Base indenture amendments raise leverage ratio cap to 7.25x from 6.10x, allowing additional issuances and asset substitutions.","Interest payable monthly; principal due after ARD unless rapid amortization triggers are activated.","Legal final maturity in April 2055; additional interest of 5% plus spread applies if notes not repaid by April 2030."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151407,"accession_number":"0001104659-25-032266","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-04-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Cogent prices $174.4M IPv4 address securitization notes at 6.646%, 5-year term","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $174.4M secured IPv4 address revenue term notes, Series 2025-1, at 6.646% coupon.","Anticipated repayment term of five years; 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Cogent may terminate on 60 days' notice.","Audit Committee of the Board reviewed and approved the Second Amendment to Lease Agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170289,"accession_number":"0001104659-25-017789","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cogent reports Q4 service revenue $252.3M, net loss $0.91/shr; raises dividend $0.01 to $1.005","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Service revenue $252.3M (down 1.9% QoQ); 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GAAP loss per share $(1.33); dividend hiked to $0.995","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Service revenue $257.2M, down 1.2% sequentially and 6.6% YoY; wavelength revenue rose 45.8% to $5.3M.","GAAP net loss per share $(1.33) vs $(0.68) in Q2; GAAP gross margin fell to 3.8% from 11.6% in Q2.","EBITDA improved 32.2% QoQ to $35.9M; margin 13.9% vs 10.4% in Q2; cash from ops improved to $20.2M.","Board approved Q4 dividend of $0.995/share, up $0.01 QoQ; 49th consecutive quarterly increase, payable Dec 6.","On-net buildings up 167 YoY to 3,424; total customer connections down 8.5% YoY; Com'l Agreement rev $4.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":783813000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203797,"accession_number":"0001104659-24-087003","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cogent Q2 service revenue $260.4M, up 8.6% YoY; net loss $(0.68)/share; dividend raised to $0.985","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Service revenue $260.4M, down 2.2% QoQ but up 8.6% YoY; on-net revenue $140.6M (+10.3% YoY).","GAAP net loss per share $(0.68) for Q2 2024 vs. $(1.38) in Q1 2024 and $23.84 income in Q2 2023.","Adjusted EBITDA $106.2M (40.8% margin) vs. $115.0M (43.2%) in Q1 2024 and $54.1M (22.5%) in Q2 2023.","Dividend increased to $0.985/share for Q3 2024, payable Sept 6 to holders of record Aug 22 — 48th consecutive quarterly increase.","Total customer connections fell 15.0% YoY to 128,782; on-net buildings up 159 YoY to 3,386."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":526613000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220398,"accession_number":"0001104659-24-070425","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Cogent Communications issues $300M of 7.000% senior notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $300M aggregate principal of 7.000% senior notes due June 15, 2027; net proceeds ~$292.3M.","Approximately $110M of net proceeds used to prepay an existing right-of-use agreement at a 12% discount.","Remaining proceeds for general corporate purposes or special/recurring dividends to parent.","Notes are senior unsecured, rank pari passu with existing 7.00% notes, and are guaranteed by parent and subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220397,"accession_number":"0001104659-24-069113","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Cogent prices $300M of 7.000% senior notes due 2027 at 98.50% of face value","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering of $300M aggregate principal amount of 7.000% senior notes due 2027 priced at 98.50% of face value.","Notes are a separate series from existing 7.00% senior notes due 2027; guaranteed by Cogent and material domestic subs.","Expected to close June 11, 2024; proceeds used to prepay ~$125M right-of-use agreement at 12% discount and for general corporate purposes.","Net proceeds from prepayment option cover 33 remaining monthly payments of $4.2M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220396,"accession_number":"0001104659-24-068515","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2024-06-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Cogent subsidiaries to offer $300M of 7.000% senior notes due 2027; proceeds to prepay IRU and for general purposes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$300M aggregate principal of 7.000% senior notes due 2027 offered under Rule 144A and Regulation S.","~$110M of net proceeds to prepay an existing IRU with ~$125M remaining at a 12% discount.","Remainder for general corporate purposes or special/recurring dividends to parent company.","Notes guaranteed by Cogent and material domestic subsidiaries; not fungible with existing 7.00% notes.","No assurance the offering will be consummated; subject to market conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220395,"accession_number":"0001104659-24-059108","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cogent posts Q1 2024 net loss of $1.38/share; service revenue $266.2M; raises quarterly dividend to $0.975/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $(1.38) vs $4.17 in Q4 2023; GAAP gross margin 9.9% vs 10.9% in Q4.","Service revenue $266.2M, down 2.2% sequentially; adjusted EBITDA $115.0M (43.2% margin), up from $110.5M.","Quarterly dividend increased to $0.975/share payable June 7, 2024, 47th consecutive increase.","Net cash provided by operating activities improved to $19.2M from $(48.7)M in Q4; gross leverage ratio improved to 3.57x from 4.07x.","Issued $206M of 7.924% IPV4 Securitized Notes on May 2, 2024; T-Mobile IP Transit agreement contributed $87.5M in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":266168000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220394,"accession_number":"0001104659-24-058652","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Cogent shareholders elect all 9 directors, ratify EY auditor, approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected with FOR votes ranging from 40.4M to 42.6M; broker non-votes of 2.28M shares.","Ratification of Ernst & Young as independent auditor for FY2024 approved: 43.16M FOR, 1.96M AGAINST, 26K abstain.","Advisory vote on named executive officer compensation passed: 40.79M FOR, 1.75M AGAINST, 324K abstain; 2.28M broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1008063403.619334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220393,"accession_number":"0001104659-24-057099","cik":1158324,"company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","ticker":"CCOI","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Cogent Communications closes $206M securitization of IPv4 address revenue notes at 7.924%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $206M aggregate principal of 7.924% secured IPv4 address revenue notes, Series 2024-1 Class A-2, maturing May 2029 (ARD) with legal final May 2054.","Notes are secured by IPv4 address assets (IP addresses, leases, receivables) and guaranteed by Cogent IPv4 Holdco LLC via equity pledge.","Scheduled interest payments monthly; 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