NASDAQ$CCOI

Cogent Communications Holdings Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Cogent's service revenue increased slightly, driven by growth in both on-net and off-net services, but net loss per share was reported.

Cogent Communications reported a slight increase in service revenue for Q3 2022, with growth in both on-net and off-net services. However, the company reported a net loss per share.

  • Service revenue increased by 1.0% from the previous quarter and 1.4% year-over-year.
  • On-net revenue increased by 1.1% from the previous quarter and 1.9% year-over-year.
  • Off-net revenue increased by 0.9% from the previous quarter but decreased by 0.1% year-over-year.
  • Basic net and diluted loss per share was $(0.17).

Headline financials

Total Revenue

$150M

Previous: $148M+1.4%
EPS (adj)

-$0.17

Previous: $0.28-160.7%
Capital Expenditures

-$59.4M

Previous: -$54.6M-8.7%
Free Cash Flow

-$55.1M

Previous: -$24.9M-120.9%
Net Income

$4.29M

Previous: $29.7M-85.5%
Operating Income

$28.1M

Previous: $28.6M-1.6%
Gross Profit

$92.8M

Previous: $91.3M+1.6%
Cash & Equivalents

$269M

Previous: $352M-23.6%
Total Assets

$1.02B

Previous: $1.01B+1.2%

Revenue & EPS history

Cogent · Revenue · Quarterly

$150M

Q3 2022+1.4%vs Q3 2021
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

Cogent · $150M total across 2 segments · Q3 2022

  • On-Net
    $113M+1.9%
  • Off-Net
    $36.6M-0.3%

Forward guidance

Cogent will host a conference call with financial analysts at 8:30 a.m. (ET) on November 3, 2022 to discuss Cogent’s operating results for the third quarter of 2022 and to discuss Cogent’s expectations for full year 2022.

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 2022

Historical avgQ3 2022

-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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