Cogent Communications (CCOI) reported $241.95 million in revenue for the quarter ended September 2025, representing a year-over-year decline of 5.9%. EPS of -$0.87 for the same period compares to -$1.33 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $245.64 million, representing a surprise of -1.5%. The company delivered an EPS surprise of +24.35%, with the consensus EPS estimate being -$1.15.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Cogent performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Customer Connections - On-net: 87,767 compared to the 88,481 average estimate based on three analysts.
- Customer Connections - Non-Core: 3,244 versus the three-analyst average estimate of 2,903.
- Customer Connections - Wavelengths: 1,750 versus the three-analyst average estimate of 1,836.
- Customer Connections - Total: 118,279 versus the three-analyst average estimate of 118,677.
- Customer Connections - Off-net: 25,518 versus the three-analyst average estimate of 26,113.
- Revenue- Corporate Revenue: $105.2 million versus $108.48 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -9.5% change.
- Revenue- Enterprise: $36.46 million versus $39.48 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -25.7% change.
- Revenue- Net-Centric Revenue: $100.29 million compared to the $97.69 million average estimate based on four analysts. The reported number represents a change of +9.2% year over year.
- Revenue- Wavelength: $10.18 million versus the three-analyst average estimate of $11.48 million. The reported number represents a year-over-year change of +92.5%.
- Revenue- Service revenue- Non-Core revenue: $1.39 million versus $2.26 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -66.4% change.
- Revenue- Service revenue- On-Net revenue: $135.27 million versus the two-analyst average estimate of $130.24 million. The reported number represents a year-over-year change of -0.9%.
- Revenue- Service revenue- Off-Net revenue: $95.11 million versus the two-analyst average estimate of $101.61 million. The reported number represents a year-over-year change of -14.5%.
View all Key Company Metrics for Cogent here>>>
Shares of Cogent have returned -10.1% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Cogent Communications Holdings, Inc. (CCOI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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