Cogent(US:CCOI) ZACKS·2025-05-07 14:21Core Insights - Cogent Communications (CCOI) is expected to report a quarterly loss of $1.05 per share, marking an 18.6% increase in losses compared to the same period last year [1] - Analysts forecast revenues of $250.18 million, reflecting a 6% year-over-year decline [1] - The consensus EPS estimate has been adjusted downward by 2.7% over the past 30 days, indicating a reassessment of projections by analysts [1][2] Revenue Projections - Corporate Revenue is projected to reach $111.50 million, indicating a year-over-year decrease of 10.7% [4] - Revenue from Enterprise is estimated at $44.93 million, suggesting an 8.9% decline year over year [4] - Net-Centric Revenue is expected to be $93.76 million, showing a slight increase of 1.9% year over year [4] Customer Connections - Revenue from Wavelength is predicted at $8.03 million, representing a significant increase of 141.5% from the previous year [5] - Customer Connections - On-net are expected to total 87,842, slightly up from 87,574 year over year [5] - Customer Connections - Non-Core are projected to be 5,576, down from 10,037 in the same quarter last year [6] Additional Metrics - Customer Connections - Off-net are expected to reach 30,698, down from 34,579 year over year [6] - Total Customer Connections are estimated at 124,494, compared to 132,883 in the same quarter last year [7] - ARPU - Off-Net is projected at $1,519.07, up from $1,106 year over year [7] On-Net Metrics - Total On-Net buildings are expected to reach 3,481, compared to 3,321 in the same quarter last year [8] - ARPU - On-Net is estimated at $546.31, slightly up from $525 year over year [8] - Net Adds - Total On-Net Buildings are projected to be 28, down from 44 year over year [8] Stock Performance - Over the past month, Cogent shares have returned +8.6%, compared to the S&P 500 composite's +10.6% [9] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the overall market [9]