Company Overview - Cogent's network carries approximately 20% of all Internet traffic, serving 206 markets across North America, Europe, Asia, Latin America, and Australia[9] - The company serves over 87,200 customer connections, with 69% of revenues from Corporate end users and 31% from Service Provider customers[9] - Cogent focuses on selling Dedicated Internet Access and IP Connectivity, operating a network spanning from Helsinki, Finland to Sydney, Australia[12] Network Infrastructure - The network includes over 58,000 route miles of intercity fiber and over 36,000 miles of intracity fiber in 206 metro markets[12] - Cogent's network is interconnected with over 7,040 different networks and connected to 1,054 data center buildings and 1,769 corporate multi-tenant office buildings[12, 15] - The company has agreements with over 250 building owners (REITs) and operates 54 Cogent data centers with over 606,000 square feet[15] Market Dynamics and Pricing - In the corporate market, the most common On-Net product is 1,000 Mbps for $900/month with a multi-year contract, with typical customers using approximately 12% of purchased capacity[22] - In the NetCentric market, the average price per Mbps was $0.58 in Q4 2019 and $0.53 in Q1 2020, with new sales averaging $0.28 and $0.20 respectively[22] Financial Performance - The company's On-Net revenue for Q1 2020 was $103.5 million, representing a 6.5% year-over-year increase[62] - Off-Net revenue for Q1 2020 was $37.3 million, a decrease of 0.4% quarter-over-quarter[62] - Total revenue for Q1 2020 reached $140.9 million, a 5.1% year-over-year increase[62] - Non-GAAP Gross Margin for Q1 2020 was 60.5%, and EBITDA as adjusted was $50.4 million, representing a 35.8% margin[62] Capital Allocation - Cogent purchased $14 billion of original investment for $60 million through strategic acquisitions[39] - The company has been returning capital to shareholders through share buybacks and dividends, with cumulative totals reaching significant levels from 2005 to Q1 2020[67]

LAS VEGAS, June 30, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today announced that its wholly owned indirect subsidiary askROI, Inc. (“askROI”), has surpassed 300,000 cumulative app downloads between the Apple App Store and Google Play. askROI recently announced the launch of its app in both the Apple App Store and Google Play, offering users access to advanced artificial intelligence (“AI”) tools for both person ...

Hyperscale Data Sees Growth Opportunity and Undervalued Asset in Michigan Data Center, which Has the Potential to Expand to 340 MWLAS VEGAS, June 26, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today issued the following letter to its stockholders from its Founder and Executive Chairman, Milton “Todd” Ault III. Dear Stockholders, As the Founder and Executive Chairman of Hyperscale Data, I want to share important up ...

Core Insights - The article discusses the rising demand for data center infrastructure driven by artificial intelligence, highlighting two companies, Applied Digital (APLD) and Equinix (EQIX), which are positioned to benefit from this trend but in different ways [1][2] Group 1: Applied Digital (APLD) - APLD is rapidly emerging as a key player in AI-focused data center infrastructure, building GPU-intensive facilities for AI and machine learning workloads [3] - The company has a strategic advantage in delivering cost-effective, GPU-powered infrastructure in energy-efficient locations, particularly its Ellendale, North Dakota campus [3][4] - APLD's growth is fueled by the increasing need for AI-specific infrastructure that traditional hyperscalers cannot provide quickly or affordably, with a development pipeline of over 400MW [4] - The company is transitioning from speculative growth to potentially recurring revenues through take-or-pay contracts, aided by vertical integration from construction to hosting [4] - APLD faces challenges including being in an early, unprofitable phase with high capital expenditures and negative cash flow, as well as execution risks and increasing competition [5][6] Group 2: Equinix (EQIX) - EQIX is the largest colocation and interconnection data center provider globally, well-positioned to meet the growing demand for AI and digital infrastructure [7] - The company offers a unique value proposition with over 250 data centers across 71 metros, enabling proximity, scalability, and connectivity essential for AI workflows [7][8] - EQIX is investing in next-generation infrastructure for AI, including high-density colocation and NVIDIA-powered private AI clusters, enhancing its ability to support large AI workloads [8] - The REIT structure of EQIX provides financial stability and consistent dividend payouts, appealing to growth and income-oriented investors [8] - Challenges for EQIX include rising energy costs and regulatory scrutiny around energy consumption and sustainability, which could impact its operations [9][11] Group 3: Financial Estimates and Valuation - The Zacks Consensus Estimate for APLD's fiscal 2026 revenues and EPS indicates a year-over-year increase of 2.4% and 73.6%, respectively [13] - For EQIX, the 2025 revenue estimate implies a year-over-year increase of 5.2%, with EPS expected to improve by 8% [14] - APLD is trading at a price to forward 12-month sales multiple of 10.55, while EQIX's multiple is 9.14, both above their respective five-year medians [16] - APLD has a Growth Score of 'B', while EQIX has a Growth Score of 'C' [13][14] Group 4: Investment Profiles - APLD represents a high-growth, high-risk investment targeting fast-moving AI firms with specialized solutions [18] - EQIX offers a stable, interconnected platform trusted by enterprises and cloud giants, with growing capabilities in AI infrastructure [18] - Both companies currently hold a Zacks Rank 2 (Buy), but EQIX appears to be cheaper with a Value score of 'D' compared to APLD's 'F' [19]

Core Insights - Sify Technologies Limited has launched a Pay-per-use model to cater to the increasing demand for AI Cloud Services [1][3] - The company has expanded its portfolio of DGX-Ready Data Centers, now certified for up to 130 KW/rack capacity under NVIDIA's program [2] - The hourly pricing model includes hosting, power, and infrastructure costs, facilitating quicker deployment for GPU Cloud partners [3] Company Developments - Sify's new colocation pricing will be available at its certified data centers in Chennai, Noida, and Navi Mumbai [2] - The CEO of Sify Infinit Spaces Limited emphasized the company's extensive infrastructure and low-latency network connectivity to hyperscale clouds [4] - Sify aims to support the growing AI market in India by removing traditional barriers to AI adoption through its innovative pricing model [4] Industry Context - India is emerging as a key player in the global AI landscape, supported by a deep talent pool and advancing digital infrastructure [4] - Sify's pay-per-use model is positioned to enable global enterprises to leverage India's AI capabilities through scalable infrastructure [4] - The company has a significant presence, with over 10,000 businesses utilizing its services across more than 1,700 cities in India [7]

NASDAQ CCOI INVESTOR PRESENTATION Cautionary Note Regarding Forward-Looking Statements This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which relate to future, not past, events and are subject to risks and uncertainties. The forward-looking statements, which address the Company's expected business and financial performance, among other matters, contain words such as: "will", "expect", "believe", "continue ", "optimistic", "shou ...

Core Scientific (CORZ) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants Jon Charbonneau - VP - Investor RelationsAdam Sullivan - CEO & PresidentMatt Brown - COOJim Nygaard - CFOBrett Knoblauch - Managing DirectorWill Johnston - VP - Equity ResearchBill Papanastasiou - Director - Equity Research Conference Call Participants Joe Flynn - Senior Research AnalystDarren Aftahi - Senior Research Analyst-Internet, Media and Enabling TechnologiesNick Giles - Senior Research AnalystJohn Todaro - Se ...

First Quarter 2025 Earnings Presentation Adam Sullivan, CEO Jim Nygaard, CFO May 7, 2025 Matt Brown, COO FORWARD-LOOKING STATEMENTS This presentation also contains non-GAAP financial measures as defined by the SEC rules, including Adjusted EBITDA and adjusted earnings (loss) per diluted share. The Company believes that these non-GAAP measures of financial results provide useful information to management and investors regarding certain financial and business trends relating to the Company's financial conditi ...

Core Viewpoint - Apollo has agreed to acquire the European colocation business developed and managed by STACK Infrastructure in a carve-out transaction, aiming to leverage its expertise and resources to accelerate growth in the data center sector [1][3]. Company Overview - The Company consists of seven data center assets located in five key European markets: Stockholm, Oslo, Copenhagen, Milan, and Geneva, catering to a diverse range of blue-chip enterprise clients including telecommunications carriers, IT services companies, and financial institutions [2]. Strategic Intent - The CEO of the Company expressed enthusiasm about partnering with Apollo to enhance growth as a standalone entity, emphasizing the potential to capitalize on industry tailwinds and deliver greater value to stakeholders [3]. - Apollo's partner highlighted the strong demand for data center infrastructure, particularly for high-quality, interconnected colocation businesses, viewing this acquisition as a long-term growth opportunity [3]. Operational Focus - STACK EMEA's CEO noted the establishment of a dedicated enterprise colocation business unit to meet the specialized needs of the hyperscale sector while ensuring continued support for former enterprise colocation clients [3]. - The management team and all employees from the EMEA colocation business are expected to transition with the Company, which will undergo rebranding and will no longer use the STACK Infrastructure name [3]. Transaction Details - The acquisition is subject to certain closing conditions, including regulatory approvals, with Latham & Watkins LLP serving as legal counsel to the Apollo Funds [4].

Bit Digital (BTBT) Q4 2024 Earnings Call March 14, 2025 10:00 AM ET Company Participants Cameron Schnier - Head of Investor RelationsSamir Tabar - Chief Executive OfficerEric Huang - Director & CFOMike Grondahl - Head of Equities & Director of ResearchBenjamin Lamson - Head of RevenueBilly Krassakopoulos - CEOGreg Pendy - Director Conference Call Participants Nick Giles - Senior Research AnalystGeorge Sutton - Partner & Senior Research AnalystKevin Dede - Managing Director & Technology AnalystJoe Gomes - Se ...