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Mar 31, 2022

Cogent Q1 2022 Earnings Report

Cogent's service revenue increased, driven by growth in on-net revenue and a slight increase in off-net revenue, while managing the impact of foreign exchange rates and excise taxes.

Key Takeaways

Cogent Communications reported a service revenue increase of 1.3% compared to the previous quarter and 1.6% year-over-year, reaching $149.2 million for the three months ended March 31, 2022. The company managed impacts from foreign exchange rates and excise taxes while experiencing growth in on-net revenue.

Service revenue increased by 1.3% from the previous quarter and 1.6% year-over-year, reaching $149.2 million.

On-net revenue increased by 1.7% from the previous quarter and 2.4% year-over-year, totaling $112.6 million.

Off-net revenue increased slightly by 0.2% from the previous quarter but decreased by 0.9% year-over-year, amounting to $36.4 million.

GAAP gross profit increased by 2.0% year-over-year, reaching $69.0 million, with a gross margin of 46.3%.

Total Revenue
$149M
Previous year: $147M
+1.6%
EPS
$0.02
Previous year: $0.41
-95.1%
On-net customer connections
81.63K
Previous year: 90.93K
-10.2%
Off-net customer connections
12.92K
Previous year: 78.39K
-83.5%
Gross Profit
$69M
Previous year: $67.7M
+1.9%
Cash and Equivalents
$0
Previous year: $238M
-100.0%
Free Cash Flow
$31.3M
Previous year: $31.7M
-1.2%
Total Assets
$970M
Previous year: $853M
+13.7%

Cogent

Cogent

Cogent Revenue by Segment

Forward Guidance

Cogent will host a conference call with financial analysts at 8:30 a.m. (ET) on May 5, 2022 to discuss Cogent’s operating results for the first quarter of 2022 and to discuss Cogent’s expectations for full year 2022.