Cogent Communications Holdings Past Earnings Performance

Past criteria checks 4/6

Cogent Communications Holdings has been growing earnings at an average annual rate of 83.7%, while the Telecom industry saw earnings growing at 8.6% annually. Revenues have been growing at an average rate of 7.8% per year. Cogent Communications Holdings's return on equity is 208.9%, and it has net margins of 143%.

Key information

83.7%

Earnings growth rate

83.2%

EPS growth rate

Telecom Industry Growth	6.7%
Revenue growth rate	7.8%
Return on equity	208.9%
Net Margin	143.0%
Next Earnings Update	09 May 2024

Recent past performance updates

Recent updates

Cogent Communications Holdings, Inc.'s (NASDAQ:CCOI) Intrinsic Value Is Potentially 63% Above Its Share Price

Jul 06

Returns On Capital At Cogent Communications Holdings (NASDAQ:CCOI) Have Hit The Brakes

Jun 09

Cogent Communications Holdings, Inc.'s (NASDAQ:CCOI) Intrinsic Value Is Potentially 25% Below Its Share Price

Feb 05

Returns At Cogent Communications Holdings (NASDAQ:CCOI) Are On The Way Up

Dec 13

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Shares Could Be 45% Below Their Intrinsic Value Estimate

Oct 16

Cogent Communications dips as Credit Suisse downgrades on weaker growth prospects

Oct 11

Cogent Communications Holdings (NASDAQ:CCOI) Will Pay A Larger Dividend Than Last Year At $0.905

Aug 09

Cogent Communications GAAP EPS of $0.24 in-line, revenue of $148.45M misses by $2.23M

Aug 04

Investors Will Want Cogent Communications Holdings' (NASDAQ:CCOI) Growth In ROCE To Persist

Jul 29

Cogent Communications: Another Way To Play It, Locking In Option Premium

Jul 18

AT&T Is A Dying Dividend Telecom Stock - Buy Cogent Instead

Jul 06

Is Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Trading At A 44% Discount?

Jun 28

Cogent Communications Holdings: High Yield, Growing Higher

Jun 27

Cogent Communications Holdings' (NASDAQ:CCOI) Upcoming Dividend Will Be Larger Than Last Year's

May 03

Cogent Communications Holdings (NASDAQ:CCOI) Is Doing The Right Things To Multiply Its Share Price

Apr 28

Revenue & Expenses Breakdown
Beta

How Cogent Communications Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NasdaqGS:CCOI Revenue, expenses and earnings (USD Millions)
Date	Revenue	Earnings	G+A Expenses
31 Dec 23	891	1,273	275
30 Sep 23	787	1,074	238
30 Jun 23	672	1,123	212
31 Mar 23	588	10	167
31 Dec 22	584	5	163
30 Sep 22	579	23	159
30 Jun 22	576	44	160
31 Mar 22	574	30	162
31 Dec 21	571	48	162
30 Sep 21	568	23	162
30 Jun 21	563	5	162
31 Mar 21	558	16	160
31 Dec 20	553	6	158
30 Sep 20	549	20	156
30 Jun 20	544	39	152
31 Mar 20	538	38	151
31 Dec 19	531	38	147
30 Sep 19	524	37	144
30 Jun 19	518	32	141
31 Mar 19	513	31	136
31 Dec 18	508	29	134
30 Sep 18	501	15	132
30 Jun 18	494	11	132
31 Mar 18	485	9	130
31 Dec 17	474	6	128
30 Sep 17	465	16	124
30 Jun 17	455	16	122
31 Mar 17	446	16	120
31 Dec 16	438	15	118
30 Sep 16	426	14	117
30 Jun 16	419	13	114
31 Mar 16	410	10	113
31 Dec 15	401	5	113
30 Sep 15	396	2	114
30 Jun 15	388	-1	114
31 Mar 15	384	-1	111
31 Dec 14	380	1	108
30 Sep 14	373	54	103
30 Jun 14	365	56	97
31 Mar 14	356	56	92
31 Dec 13	348	57	87
30 Sep 13	341	4	84
30 Jun 13	333	2	82

Quality Earnings: CCOI has a high level of non-cash earnings.

Growing Profit Margin: CCOI's current net profit margins are higher than last year (0.9%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: CCOI's earnings have grown significantly by 83.7% per year over the past 5 years.

Accelerating Growth: CCOI's earnings growth over the past year (24646.2%) exceeds its 5-year average (83.7% per year).

Earnings vs Industry: CCOI earnings growth over the past year (24646.2%) exceeded the Telecom industry -23.7%.

Return on Equity

High ROE: Whilst CCOI's Return on Equity (208.91%) is outstanding, this metric is skewed due to their high level of debt.

Return on Assets

Return on Capital Employed

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Cogent Communications Holdings Past Earnings Performance

Past criteria checks 4/6

Key information

Recent past performance updates

Cogent Communications Holdings, Inc. to Report Q1, 2024 Results on May 09, 2024

Full year 2023 earnings: EPS exceeds analyst expectations

Cogent Communications Holdings, Inc. to Report Q4, 2023 Results on Feb 29, 2024

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Cogent Communications Holdings, Inc. to Report Q3, 2023 Results on Nov 09, 2023

Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Recent updates

Cogent Communications Holdings, Inc. to Report Q1, 2024 Results on May 09, 2024

Cogent Communications Holdings, Inc., Annual General Meeting, May 08, 2024

Chief Legal Officer & General Counsel notifies of intention to sell stock

Founder recently sold US$640k worth of stock

Consensus EPS estimates fall by 30%

Upcoming dividend of US$0.96 per share

Fourth quarter dividend of US$0.96 announced

Full year 2023 earnings: EPS exceeds analyst expectations

Cogent Communications Holdings, Inc. Approves Regular Quarterly Dividend, Payable on April 9, 2024

Cogent Communications Holdings, Inc. to Report Q4, 2023 Results on Feb 29, 2024

Founder notifies of intention to sell stock

Founder recently sold US$2.6m worth of stock

Independent Director notifies of intention to sell stock

Lead Independent Director recently sold US$695k worth of stock

Upcoming dividend of US$0.95 per share at 5.7% yield

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Cogent Communications Holdings, Inc. Declares Quarter Dividend, Payable on December 8, 2023

Cogent Communications Holdings, Inc. to Report Q3, 2023 Results on Nov 09, 2023

Founder notifies of intention to sell stock

CFO & Treasurer recently sold US$337k worth of stock

Cogent Communications Holdings, Inc. Announces Departure of Greg O’Connor as Vice President and Chief Operating Officer

Upcoming dividend of US$0.94 per share at 5.3% yield

VP of Network Planning & CTO recently sold US$603k worth of stock

New major risk - Revenue and earnings growth

VP of Network Planning & CTO notifies of intention to sell stock

Cogent Communications Holdings, Inc. Approves Regular Third Quarterly Dividend, Payable on September 8, 2023

New major risk - Revenue and earnings growth

Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Consensus EPS estimates increase by 20%

Cogent Communications Holdings, Inc.'s (NASDAQ:CCOI) Intrinsic Value Is Potentially 63% Above Its Share Price

Returns On Capital At Cogent Communications Holdings (NASDAQ:CCOI) Have Hit The Brakes

Insider notifies of intention to sell stock

Independent Director recently sold US$69k worth of stock

Independent Director recently sold US$69k worth of stock

Consensus EPS estimates increase by 19%

Consensus EPS estimates have been upgraded.

CFO & Treasurer recently sold US$650k worth of stock

Upcoming dividend of US$0.94 per share at 5.8% yield

Chief Legal Officer notifies of intention to sell stock

Price target increased by 7.2% to US$69.32

Cogent Communications Holdings, Inc. Approves Regular Quarterly Dividend, Payable on June 2, 2023

Full year 2022 earnings released: EPS: US$0.11 (vs US$1.04 in FY 2021)

Now 21% undervalued

Independent Director recently sold US$61k worth of stock

CFO and Senior VP – Audit & Operations recently sold US$312k worth of stock

Upcoming dividend of US$0.93 per share at 5.7% yield

Full year 2022 earnings released: EPS: US$0.11 (vs US$1.04 in FY 2021)

Cogent Communications Holdings, Inc.'s (NASDAQ:CCOI) Intrinsic Value Is Potentially 25% Below Its Share Price

Chief Legal Officer notifies of intention to sell stock

Cogent Communications Holdings, Inc. to Report Q4, 2022 Results on Feb 23, 2023

Chief Legal Officer notifies of intention to sell stock

Now 20% undervalued

Returns At Cogent Communications Holdings (NASDAQ:CCOI) Are On The Way Up

Now 21% undervalued

Insider notifies of intention to sell stock

Insider recently sold US$278k worth of stock

Consensus forecasts updated

Lead Independent Director recently bought US$549k worth of stock

Consensus forecasts updated

Upcoming dividend of US$0.92 per share

Third quarter 2022 earnings: EPS misses analyst expectations

Cogent Communications Holdings, Inc. Approves Regular Quarterly Dividend Payable on December 2, 2022

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Shares Could Be 45% Below Their Intrinsic Value Estimate

Cogent Communications Holdings, Inc. to Report Q3, 2022 Results on Nov 03, 2022

Cogent Communications dips as Credit Suisse downgrades on weaker growth prospects

CFO and Senior VP – Audit & Operations recently sold US$254k worth of stock

Cogent Communications Holdings: A Speculative Strong Buy For Dividend Investors

Cogent Communications Holdings, Inc. (NasdaqGS:CCOI) entered into a definitive agreement to acquire T-Mobile's Wireline Business from T-Mobile USA, Inc. for $1.

Cogent Communications Holdings, Inc. (NasdaqGS:CCOI) entered into a definitive agreement to acquire T-Mobile's Wireline Business from T-Mobile USA, Inc. for $1.

Revenue & Expenses Breakdown
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