{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-054436","form_type":"8-K","ticker":"CCOI","cik":"0001158324","company_name":"COGENT COMMUNICATIONS HOLDINGS, INC.","filed_at":"2026-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.013544+00:00","generated_at":"2026-05-14T23:50:11.257917+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Cogent Q1 2026 service revenue $239.2M (-3.2% YoY); adj. EBITDA $70.2M, net loss $(0.83)/share","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-054436","json":"https://secwatch.observer/filing/0001104659-26-054436.json","markdown":"https://secwatch.observer/filing/0001104659-26-054436.md","text":"https://secwatch.observer/filing/0001104659-26-054436.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158324/000110465926054436/0001104659-26-054436-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158324/000110465926054436/tm2613224d3_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:50:11.257917+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0969ddae164a487ace3ce6d516e778876e1ac31f","claim":"COGENT COMMUNICATIONS HOLDINGS, INC. reported the first quarter of 2026 results: revenue $239.2 million, EPS $(0.83).","evidence_excerpt":"Cogent Communications Holdings, Inc. (NASDAQ: CCOI) (“Cogent”) today announced service revenue of $239.2 million for the three months ended March 31, 2026, a decrease of 0.6% from the three months ended December 31, 2025 and a decrease of 3.2% from the three months ended March 31, 2025. Foreign exchange rates positively impacted service revenue growth from the three months ended December 31, 2025 to the three months ended March 31, 2026 by $0.3 million and positively impacted service revenue growth from the three months ended March 31, 2025 to the three months ended March 31, 2026 by $3.4 million. On a constant currency basis, service revenue decreased by 0.7% from the three months ended December 31, 2025 to the three months ended March 31, 2026 and decreased by 4.6% from the three months ended March 31, 2025 to the three months ended March 31, 2026. Page 1 of 19 On-net service is provided to customers located in buildings that are physically connected to Cogent’s network by Cogent fac","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158324/000110465926054436/0001104659-26-054436-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter of 2026"},{"label":"Revenue","value":"$239.2 million"},{"label":"EPS","value":"$(0.83)"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}