Recent 8-K filings for CCOI

• May 26, 2026, 4:15 PM ET M&A materiality 0.75 positive item 1.01item 8.01item 9.01

  Cogent sells 10 data centers for $225M to I Squared Capital affiliate

  $225M cash sale of 10 data center facilities to an affiliate of I Squared Capital.

• May 4, 2026, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases

  Cogent Q1 2026 service revenue $239.2M (-3.2% YoY); adj. EBITDA $70.2M, net loss $(0.83)/share

  Service revenue $239.2M, down 0.6% QoQ and 3.2% YoY; constant-currency decline of 4.6% YoY.

• February 20, 2026, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Cogent Q4 2025 revenue $240.5M, down 4.7% YoY; EPS -$0.64; adj. EBITDA margin 31.9%

  Service revenue $240.5M in Q4, down 4.7% YoY; full-year 2025 $975.8M vs $1,036.1M in 2024.

• January 7, 2026, 6:59 PM ET leadership materiality 0.65 neutral item 5.02item 9.01

  Cogent extends CEO Schaeffer's term to 2028, sets $1M salary and $1.25M bonus target

  CEO David Schaeffer’s employment extended through Dec 31, 2028; annual salary set at $1M, target cash bonus $1.25M based on EBITDA growth.

• November 6, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Cogent Q3 service revenue $241.9M, down 1.7% QoQ; enters LOI to sell two data centers for $144M

  Service revenue $241.9M (-1.7% QoQ, -5.9% YoY); on-net revenue up 2.2% to $135.3M.

• August 7, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  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.

• June 17, 2025, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01

  Cogent issues $600M 6.5% senior secured notes due 2032; redeems existing 3.5% notes

  Issued $600M aggregate principal of 6.500% senior secured notes due July 1, 2032.

• June 3, 2025, 7:59 PM ET debt materiality 0.65 neutral item 7.01

  Cogent subsidiaries price $600M of 6.5% senior secured notes due 2032

  $600M aggregate principal of 6.500% senior secured notes due 2032 priced for private placement.

• June 2, 2025, 7:59 PM ET debt materiality 0.60 neutral item 7.01item 9.01

  Cogent subsidiaries plan $600M senior secured notes offering; proceeds to redeem $500M 3.5% notes due 2026

  Issuers intend to offer $600M aggregate principal of senior secured notes due 2032 in private placement.

• February 27, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Cogent reports Q4 service revenue $252.3M, net loss $0.91/shr; raises dividend $0.01 to $1.005

  Service revenue $252.3M (down 1.9% QoQ); full year $1.036B (up 10.1% YoY).

• January 15, 2025, 6:59 PM ET other material materiality 0.65 neutral item 5.02item 9.01

  Cogent Communications extends CEO Schaeffer's contract to 2027; new cash and equity comp

  CEO David Schaeffer's employment term extended to December 31, 2027 via Amendment No. 10.

• November 7, 2024, 6:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  Cogent Q3 revenue $257.2M (-1.2% QoQ); GAAP loss per share $(1.33); dividend hiked to $0.995

  Service revenue $257.2M, down 1.2% sequentially and 6.6% YoY; wavelength revenue rose 45.8% to $5.3M.

• August 8, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Cogent Q2 service revenue $260.4M, up 8.6% YoY; net loss $(0.68)/share; dividend raised to $0.985

  Service revenue $260.4M, down 2.2% QoQ but up 8.6% YoY; on-net revenue $140.6M (+10.3% YoY).

• June 11, 2024, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01

  Cogent Communications issues $300M of 7.000% senior notes due 2027

  Issued $300M aggregate principal of 7.000% senior notes due June 15, 2027; net proceeds ~$292.3M.

• June 6, 2024, 7:59 PM ET debt materiality 0.60 neutral item 7.01

  Cogent prices $300M of 7.000% senior notes due 2027 at 98.50% of face value

  Offering of $300M aggregate principal amount of 7.000% senior notes due 2027 priced at 98.50% of face value.

• June 5, 2024, 7:59 PM ET debt materiality 0.60 neutral item 7.01item 9.01

  Cogent subsidiaries to offer $300M of 7.000% senior notes due 2027; proceeds to prepay IRU and for general purposes

  $300M aggregate principal of 7.000% senior notes due 2027 offered under Rule 144A and Regulation S.

• May 9, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Cogent posts Q1 2024 net loss of $1.38/share; service revenue $266.2M; raises quarterly dividend to $0.975/share

  Diluted EPS $(1.38) vs $4.17 in Q4 2023; GAAP gross margin 9.9% vs 10.9% in Q4.

• May 6, 2024, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Material Agreements ×4◈ Debt Financings

  Cogent Communications closes $206M securitization of IPv4 address revenue notes at 7.924%

  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.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.75 · Median 0.65 · Most common event earnings

2 positive 3 negative 22 neutral

source · CCOI on sec.gov