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Sep 30, 2021

Cogent Q3 2021 Earnings Report

Cogent's service revenue increased, driven by growth in on-net revenue and total customer connections.

Key Takeaways

Cogent Communications reported a service revenue increase of 4.0% year-over-year and 0.03% sequentially. The company's on-net revenue and total customer connections also increased. The Board approved a dividend increase of $0.025 per share from the third quarter 2021.

Service revenue increased by 4.0% year-over-year to $147.9 million.

On-net revenue increased by 5.7% year-over-year to $111.1 million.

Total customer connections increased by 5.1% year-over-year to 92,991.

The Board approved a regular quarterly dividend of $0.830 per common share.

Total Revenue
$148M
Previous year: $142M
+4.0%
EPS
$0.28
Previous year: -$0.11
-354.5%
On-net customer connections
92.99K
Previous year: 88.51K
+5.1%
Gross Profit
$68.7M
Previous year: $66.2M
+3.8%
Cash and Equivalents
$352M
0
Free Cash Flow
$25.5M
Previous year: $19.7M
+29.3%
Total Assets
$1.01B
Previous year: $1B
+0.8%

Cogent

Cogent

Cogent Revenue by Segment

Forward Guidance

Cogent expects to return the rest of its employees outside of the United States to its offices on a full-time basis in the fourth quarter of 2021. The company is implementing measures to protect its workforce but can provide no assurance that these measures will be sufficient.