Cogent Communications Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
16.5%projected annual EPS growth
Analyst Coverage
11analysts covering
FY Revenue (est.)
$963.8Mnext fiscal year
FY EPS (est.)
-$3.92next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Wavelength Revenue Quarterly13.6MTarget: $500 million by May 2028
IPv4 Address Leasing Revenue Quarterly18MTarget: Full monetization of 37.8 million addresses
On-net Revenue Quarterly135.6MTarget: Continuous sequential growth
Adjusted EBITDA Margin Quarterly2,930.0%Target: Return to 40% over multiple years
Watch Items
- Sprint Integration Cost SavingsTrigger: Achieving at minimum another $20 million of cost savings through Q2 2026Action: Monitor quarterly operating expenses and SG&A reductions
- T-Mobile IP Transit Payments DeclineTrigger: Expiration or reduction of the $25.0 million quarterly IP Transit receiptsAction: Assess impact on adjusted EBITDA and evaluate offsetting core revenue growth
- Data Center Asset DivestituresTrigger: Closing of the 10 data center facilities sale for $225 million and marketing of the remaining 14 facilitiesAction: Track cash proceeds and verify allocation toward debt reduction or refinancing
Research as of 19 Jun 2026