Cogent Communications CEO to Present at Three Upcoming Conferences
Rhea-AI Summary
Cogent Communications (NASDAQ: CCOI) announced that CEO Dave Schaeffer will present at three investor conferences in early March 2026: Raymond James on March 2, J.P. Morgan on March 3, and Morgan Stanley on March 4.
Investors can access live audio webcasts at the company's Events page (www.cogentco.com/events); replays will be available for 90 days after each presentation.
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Key Figures
Market Reality Check
Peers on Argus
CCOI fell 29.36% while closely ranked telecom peers showed modest, mixed moves (e.g., LILAK +1.38%, IRDM -0.09%, LILA -0.99%, IDT -0.36%, GOGO 0.00%). No peers appeared in the momentum scanner, pointing to a stock‑specific move rather than a sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 20 | Earnings results | Neutral | -31.3% | Reported Q4 and 2025 results with lower service revenue but higher EBITDA. |
| Jan 29 | Earnings call notice | Neutral | +2.8% | Scheduled Q4 and full-year 2025 earnings call and outlined access details. |
| Nov 20 | Conference presentations | Neutral | -1.8% | Announced CEO presentations at three investor conferences with webcasts. |
| Nov 17 | Share repurchases | Positive | +5.4% | Board authorized resumption of the company’s stock repurchase program. |
| Nov 06 | Earnings results | Neutral | -34.9% | Reported Q3 2025 results with lower revenue but stronger EBITDA and asset sale LOI. |
Recent history shows large negative reactions around earnings-related updates (e.g., -34.86% on Q3 2025 results and -31.28% on Q4/full-year 2025), while buyback news drew a positive response. Routine conference and scheduling announcements have corresponded with relatively smaller moves.
Over the last several months, Cogent has reported declining service revenue but improving profitability, including Q3 2025 service revenue of $241.9M and 2025 service revenue of $975.8M. Earnings releases on Nov 6, 2025 and Feb 20, 2026 both coincided with steep share price declines within 24 hours. In contrast, the stock reacted positively (+5.41%) when the board moved to resume its stock repurchase program on Nov 17, 2025. Prior CEO conference‑presentation news in Nov 2025 had only a modest negative impact.
Market Pulse Summary
This announcement highlights upcoming CEO presentations at three major investor conferences, with live audio webcasts and 90-day replays available via Cogent’s website. In context, investors have recently focused more on declining service revenue, leverage, and large post‑earnings price moves than on conference activity. Monitoring future earnings releases, capital allocation decisions, and any strategic commentary from these conferences could be important for assessing how the story evolves from here.
Key Terms
leveraged finance financial
webcasts technical
AI-generated analysis. Not financial advice.
The Raymond James & Associates' 47th Annual Institutional Investors Conference is being held at the JW Marriott Grande Lakes in
The J.P. Morgan 2026 Global Leveraged Finance Conference is being held at the Loews Miami Beach Hotel in
The 2026 Morgan Stanley Technology, Media & Telecom Conference is being held at The Palace Hotel in
Investors and other interested parties may access live audio webcasts of the conference presentations by going to the "Events" section of Cogent's website at www.cogentco.com/events. Replays of the webcasts will be available for 90 days following the presentations.
About Cogent
Cogent Communications (NASDAQ: CCOI) is a multinational, Tier 1 facilities-based ISP. Cogent specializes in providing businesses with high-speed Internet access, Ethernet transport, and colocation services. Cogent's facilities-based, all-optical IP network backbone provides services in 305 markets globally.
Cogent is headquartered at 2450 N Street, NW,
Information in this release may involve expectations, beliefs, plans, intentions or strategies regarding the future. These forward-looking statements involve risks and uncertainties. All forward-looking statements included in this release are based upon information available to Cogent Communications Holdings, Inc. as of the date of the release, and we assume no obligation to update any such forward-looking statement. The statements in this release are not guarantees of future performance and actual results could differ materially from our current expectations. Numerous factors could cause or contribute to such differences. Some of the factors and risks associated with our business are discussed in Cogent's registration statements filed with the Securities and Exchange Commission and in its other reports filed from time to time with the SEC.
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SOURCE Cogent Communications Holdings, Inc.