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Cogent Communications Holdings, Inc. (CCOI) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript
CogentCogent(US:CCOI) Seeking Alphaยท2025-09-04 18:33

Group 1 - The company discussed the performance of its wavelength business, noting that installations in Q2 fell below market expectations [2] - The backlog for installations remains substantial, indicating potential for future growth despite current delivery challenges [2] - Delays in customer acceptance of deliveries were attributed to customers' adjusted expectations regarding delivery timelines [2]