secwatch.observer — SEC 8-K summary
======================================

Issuer:     COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI)
CIK:        0001158324
Form:       8-K
Filed at:   2025-08-07T23:59:59+00:00
Accession:  0001104659-25-074979
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cogent Q2 service revenue $246.2M (down 5.5% YoY); net loss per share $(1.21); dividend raised to $1.015
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158324/000110465925074979/0001104659-25-074979-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158324/000110465925074979/tm2522519d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-074979

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer