NASDAQ$CCOI

Cogent Communications Holdings Inc · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Cogent's service revenue increased, driven by growth in on-net revenue and a positive impact from foreign exchange, while the company managed the ongoing challenges posed by the COVID-19 pandemic.

Cogent Communications reported a 3.9% year-over-year increase in service revenue, reaching $142.3 million for the quarter ended September 30, 2020. The company experienced growth in on-net revenue and managed the impact of the COVID-19 pandemic, which included a decrease in sales productivity and potential customer delays.

  • Service revenue increased by 3.9% year-over-year, reaching $142.3 million.
  • On-net revenue grew by 5.7% year-over-year, totaling $105.1 million.
  • GAAP gross profit increased by 7.3% year-over-year, amounting to $66.2 million.
  • The Board approved a regular quarterly dividend increase of $0.025 per share.

Headline financials

Total Revenue

$142M

Previous: $137M+3.9%
EPS (adj)

-$0.11

Previous: $0.17-164.7%
Capital Expenditures

-$40.1M

Previous: -$37.1M-8.2%
Free Cash Flow

-$27.3M

Previous: -$7.01M-289.1%
Net Income

$12.8M

Previous: $30.1M-57.3%
Operating Income

$26M

Previous: $25.8M+0.9%
Gross Profit

$87.8M

Previous: $81.7M+7.5%
Cash & Equivalents

$393M

Previous: $396M-0.8%
Total Assets

$1B

Previous: $932M+7.4%

Revenue & EPS history

Cogent · Revenue · Quarterly

$142M

Q3 2020+3.9%vs Q3 2019
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Cogent · $142M total across 3 segments · Q3 2020

  • On-Net
    $105M+5.7%
  • Off-Net
    $37.1M-1.1%
  • Non-Core
    $119K+10.2%

Forward guidance

Cogent's full year 2020 expectations were discussed on the conference call with financial analysts on November 5, 2020.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2020

Historical avgQ3 2020

-2.6%

Avg return

Earnings day

-3.8%

Avg return

5 days after

-5.1%

Avg return

30 days after

41%

26 / 64 earnings

Positive

+19.3%

Q2 2023

Best reaction

-34.8%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-29.4%-28.1%-29.3%
Q4 2025-29.4%-29.7%-31.4%
Q3 2025-34.8%-46.2%-48.8%
Q1 2025-7.3%-3.6%-10.1%
Q4 2024-9.5%-11.0%-23.1%
Q3 2024-1.1%-6.7%-7.7%
Q2 2024+5.9%+6.7%+8.4%
Q1 2024-6.0%-7.7%-13.1%
Q4 2023-2.7%-9.6%-19.1%
Q3 2023-0.8%+2.2%+5.4%
Q2 2023+19.3%+22.3%+15.6%
Q1 2023-9.1%-12.0%-14.3%
Q4 2022-4.4%-1.4%-9.1%
Q3 2022+2.2%+3.0%+9.1%
Q2 2022-8.1%-8.7%-16.7%
Q1 2022-2.4%+3.5%-0.3%
Q4 2021+5.6%+3.4%+1.9%
Q3 2021-2.0%-0.8%-3.5%
Q2 2021+4.6%+2.7%+0.3%
Q1 2021+5.3%+10.2%+9.5%
Q4 2020-3.8%+1.2%+8.4%
Q3 2020-5.6%+2.8%+1.7%
Q2 2020-13.1%-21.1%-22.3%
Q1 2020-7.5%-11.2%-8.5%
Q4 2019-2.6%+8.4%+4.7%
Q3 2019+8.5%+12.9%+7.3%
Q2 2019-8.8%-7.7%-3.1%
Q1 2019+2.3%+2.6%+6.0%
Q4 2018+1.6%-3.2%+3.9%
Q3 2018-3.8%-1.6%-6.7%
Q2 2018-3.8%-4.5%+4.3%
Q1 2018-0.9%+1.1%+4.6%
Q4 2017-1.9%-3.2%-7.3%
Q3 2017-20.4%-14.0%-12.5%
Q2 2017+8.0%+6.4%+15.0%
Q1 2017-7.7%-4.1%-5.1%
Q4 2016+0.2%-2.4%-0.1%
Q3 2016+9.5%+14.4%+2.8%
Q2 2016-13.8%-14.2%-15.4%
Q1 2016+0.7%
Q4 2015+7.0%
Q3 2015+12.2%
Q2 2015-7.4%
Q1 2015-7.8%
Q4 2014-6.5%
Q3 2014+1.4%
Q2 2014-3.7%
Q1 2014-0.5%
Q4 2013-5.7%
Q3 2013+5.1%
Q2 2013+11.4%
Q1 2013+1.8%
Q4 2012+1.6%
Q3 2012-4.9%
Q2 2012+1.8%
Q1 2012-3.6%
Q4 2011+6.6%
Q3 2011+5.2%
Q2 2010-8.7%
Q2 2011-8.7%
Q1 2011+2.2%
Q4 2010-3.3%
Q3 2010+1.8%
Q1 2010+1.5%

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