•
Jun 30, 2022

Cogent Q2 2022 Earnings Report

Cogent reported a slight decrease in service revenue but an increase in total customer connections. Net income per share also increased compared to the previous year.

Key Takeaways

Cogent Communications reported a slight decrease in service revenue, but experienced growth in total customer connections. The company's basic net and diluted income per share increased to $0.24.

Service revenue decreased by 0.5% compared to the previous quarter, but increased by 0.4% year-over-year.

On-net revenue was $112.0 million, a decrease of 0.6% from the previous quarter and an increase of 0.8% year-over-year.

Off-net revenue was $36.3 million, a decrease of 0.3% from the previous quarter and a decrease of 1.1% year-over-year.

Total customer connections increased by 0.9% from the previous quarter and 4.3% year-over-year, reaching 95,777.

Total Revenue
$148M
Previous year: $141M
+5.3%
EPS
$0.24
Previous year: -$0.05
-580.0%
On-net customer connections
95.78K
Previous year: 91.87K
+4.3%
Gross Profit
$68.9M
Previous year: $69.6M
-1.0%
Cash and Equivalents
$0
Previous year: $195M
-100.0%
Free Cash Flow
$17.1M
Previous year: $22.5M
-24.0%
Total Assets
$1.01B
Previous year: $1.01B
+0.4%

Cogent

Cogent

Cogent Revenue by Segment

Forward Guidance

Cogent anticipates the COVID-19 pandemic will continue to impact their business. They expect potential slowdowns in new customer orders and difficulties in collecting from customers experiencing financial distress.

Challenges Ahead

  • Potential slowdowns in new customer orders.
  • Difficulties in collecting from customers experiencing financial distress.
  • Increase in customer churn.
  • Difficulties accessing buildings and locations for new service installations.
  • Challenges in procuring, shipping, or installing necessary equipment.