Financial Data and Key Metrics Changes - Total revenue for Q1 2022 increased 14% to $81.1 million from $70.9 million in Q1 2021, driven by strong growth in Ting Fiber Internet Services and Platform Services, up 93% and 973% respectively [32] - Gross profit before network costs increased 28% year-over-year to $31.7 million from $24.7 million, with gross margin before network costs increasing to 39% from 35% [33] - The company reported a net loss of $3 million, or $0.28 per share, compared to net income of $2.1 million, or $0.20 per share, for the same period last year [35] Business Line Data and Key Metrics Changes - Domain Services revenue for Q1 was essentially unchanged year-over-year, with adjusted EBITDA decreasing 5% primarily due to a stronger Canadian dollar impacting operating expenses [12][32] - Platform Services revenue for Q1 2022 was $6.1 million, up from $0.6 million in Q1 2021, with professional services revenue increasing to $0.8 million [18] - Ting Fiber reported 2,300 net subscriber additions, totaling 27,800 subscribers, with total serviceable addresses reaching 98,100 [23] Market Data and Key Metrics Changes - The overall combined renewal rate for Tucows in Q1 remained well above the industry average at 81%, returning to pre-pandemic levels [12] - The wholesale channel revenue for Q1 was up just shy of 1% year-over-year, while the retail channel revenue decreased by 1% [13][14] Company Strategy and Development Direction - The company is focusing on the transition from reporting business segments to separate businesses, which began in Q1 2022, to provide clearer insights into performance [2][7] - Wavelo aims to transform the telecom software market, which is trending north of $100 billion, by addressing customer dissatisfaction in telecom billing [16][20] - Ting Fiber is expanding aggressively, with significant new market announcements and a focus on increasing construction pace and CapEx spend [23][26] Management's Comments on Operating Environment and Future Outlook - Management highlighted the gap between value creation and realization, particularly for Wavelo and Ting, indicating that the market may not yet fully appreciate the potential of these segments [40][41] - The company is optimistic about the long-term growth opportunities in the coax-to-fiber transition in the US, despite the current challenges [40][42] Other Important Information - The company generated $5.4 million in cash from operations in Q1, down from $14.1 million in Q1 2021, primarily due to increased prepaid expenses and timing of accounts receivable collections [38] - Deferred revenue at the end of Q1 was $152 million, up 3% from the previous quarter but down 3% year-over-year [38] Q&A Session Summary Question: What is the outlook for Wavelo's subscriber base? - Management recommended consulting DISH's quarterly earnings reports for insights on subscriber growth, noting DISH's 5G network launch in Las Vegas and plans for broader coverage [19]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32600 TUCOWS INC. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of (I.R.S. Employer Inc ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K FOR ANNUAL AND TRANSITION REPORTS PURSUANT TO SECTIONS 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-32600 Tucows Inc. (Exact Name of Registrant ...

Tucows Inc. (NASDAQ:TCX) Q4 2021 Earnings Conference Call February 10, 2022 6:00 PM ET Company Participants Monica Webb - Senior Director, Market Development, Strategic Partnerships, and IR Elliot Noss - President and CEO Dave Singh - CFO Conference Call Participants Operator Welcome to Tucows' Fourth Quarter 2021 Management Commentary. We have prerecorded prepared remarks regarding the quarter and outlook for the company. A Tucows-generated transcript of these remarks with relevant links is also available ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2021 was $75.9 million, a 2% increase from $74.3 million in Q3 2020, driven by growth in Fiber Internet Services revenue [21][4] - Net income for Q3 2021 was $1.4 million or $0.13 per share, compared to $700,000 or $0.07 per share in Q3 2020 [5][28] - Cash flow from operations was $1.5 million, down from $11.4 million in Q3 2020, primarily due to short-term accounting impacts and supply chain measures [5][29] - Adjusted EBITDA for Q3 2021 was $12.2 million, compared to $13.3 million in Q3 2020 [6][28] Business Line Data and Key Metrics Changes - Domain Services revenue was essentially unchanged year-over-year, with gross margin slightly down to $18.5 million from $18.9 million [23][7] - Mobile Services revenue decreased by 4%, reflecting a 30-day loss of revenue from customers sold to DISH, but MSE revenue increased over 200% year-over-year [21][12] - Fiber Internet Services revenue increased by 42% year-over-year, with gross margin slightly up to just over $3 million [21][25] Market Data and Key Metrics Changes - Total registrations in the Domain Services segment were 3.8 million, down 6% from last year but in line with Q3 2019 [8][10] - Retail channel registrations were just over 370,000, down 4% from last year but up 2% from Q3 2019 [10] - The renewal rate for wholesale domains was 78%, down from around 80% historically, but still above the industry average [8] Company Strategy and Development Direction - The company plans to separate its three businesses further in 2022, allowing for operational efficiency and clearer investor communication [30][32] - The acquisition of Simply Bits is seen as a strategic move to leverage wireless expertise and expand market opportunities in Southern Arizona [17][18] - The company aims to double its serviceable addresses and subscribers in the Ting Internet business next year [16] Management Comments on Operating Environment and Future Outlook - Management noted that the MSE model is expected to become more predictable in 2022, with financial benefits from additional work coming in [14][15] - The company is optimistic about new market opportunities and plans to announce developments in the coming months [19] - Management emphasized the importance of culture and talent attraction as key differentiators for future growth [33] Other Important Information - The company experienced a 38% increase in network expenses due to depreciation on fiber network assets [27] - Deferred revenue at the end of Q3 was $152 million, down 2% from the previous quarter [29] Q&A Session Summary - The company invited written questions from shareholders and analysts, with responses to be posted on November 18 [36]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32600 TUCOWS INC. (Exact Name of Registrant as Specified in Its Charter) Pennsylvania 23-2707366 (State or Other Jurisdic ...

Tucows Inc. (NASDAQ:TCX) Q2 2021 Earnings Conference Call August 5, 2021 5:00 PM ET Company Participants Monica Webb - Head of Market Development & Strategic Partnerships Elliot Noss - President & Chief Executive Officer Dave Singh - Chief Financial Officer Conference Call Participants Monica Webb Welcome to Tucows Second Quarter 2021 Management Commentary. We have pre-recorded prepared remarks regarding the quarter and outlook for the company. A Tucows-generated transcripts of these remarks with relevant l ...

Business Overview - Tucows operates three distinct businesses leveraging central technical, administrative, and support competencies: Domain Services, Mobile Services, and Fiber Internet Services[18] - The company emphasizes consistent and reliable revenue and cash flow generation through high-volume, low-cost subscription services[14] - Tucows has a proven track record of long-term performance, including 19 consecutive years of revenue growth and positive cash flow from operations[23, 25] - As of June 30, 2021, Tucows' annual ROI since going public is 182%[26] Domain Services - Tucows is the second-largest domain name registrar in the world, managing approximately 26 million domains[37, 38] - The company facilitates approximately 15 million domain transactions every month[39] - Tucows has a global footprint in over 150 countries, serving over 36000 reseller customers[43, 41] Mobile Services - Ting Mobile transitioned from MVNO to Mobile Services Enabler (MSE) effective August 1, 2020, with DISH Networks acquiring Ting Mobile customer relationships[49] Fiber Internet Services - Ting Internet provides gigabit speeds over fiber-to-the-premise networks, offering speeds 50x faster than average US download speed and 1000x faster than average US upload speed[54, 55, 56] - The cost to build per serviceable address for Fiber Internet Services ranges from $1000 to $1500, with an expected take rate of 20% in year 1 and 50% in year 5[57, 59, 60] - As of Q2 2021, Ting Internet had 20069 subscribers[63] Financial Highlights (Q2 2021) - Net revenue decreased by 86% to $75093000 for the three months ended June 30, 2021, compared to $82122000 for the same period in 2020[69] - Net income increased by 1051% to $1807000 for the three months ended June 30, 2021, compared to $157000 for the same period in 2020[69]

Table of Contents ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32600 TUCOWS INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of (I.R.S. Employer Inco ...

Tucows Inc. (NASDAQ:TCX) Q1 2021 Earnings Conference Call May 6, 2021 5:05 PM ET Company Participants Monica Webb - Head of Market Development & Strategic Partnerships Elliot Noss - President & Chief Executive Officer Dave Singh - Chief Financial Officer Conference Call Participants Monica Webb Welcome to Tucows First Quarter 2021 Management Commentary. We have pre-recorded prepared remarks regarding the quarter and outlook for the company. A Tucows-generated transcripts of these remarks with relevant links ...