Replay available

Cogent Communications Holdings, Inc. (CCOI) Q4 2025 Earnings Call

Cogent Communications Holdings, Inc. (NASDAQ: CCOI) Q4 2025 earnings conference call, held 2026-02-20. Replay captured from the company's public earnings webcast.

Fri, February 20, 2026 at 8:30 AMendedReplay
Cogent Communications Holdings, Inc. (CCOI) Q4 2025 Earnings Call

Hosted by

Featured presenters

Dave Schaefer

Chairman and Chief Executive Officer, Cogent Communications Holdings

Tad Weed

Chief Financial Officer, Cogent Communications Holdings

Chris Scholl

Analyst, UBS

Anna Gushko

Analyst, Bank of America

Sebastiano Petty

Analyst, JP Morgan

Brandon Nispel

Analyst, KeyBank Capital Markets

Mike Funk

Analyst, Bank of America

David Barden

Analyst, New Street Research

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Replay transcript excerpt

WEBVTT 00:00:01.533 -- 00:00:05.359 Good morning and welcome to the Cogent Communication Holdings fourth quarter and full 00:00:05.359 -- 00:00:10.667 year 2035 earnings conference call. As a reminder, this conference call is being recorded 00:00:10.667 -- 00:00:14.690 and it will be available for replay at www.cogent.com. 00:00:15.874 -- 00:00:19.520 A transcript of this conference call will be posted in Cogent's website when it becomes 00:00:19.520 -- 00:00:24.127 available. Cogent's summary of financial and operational results attached to its press 00:00:24.127 -- 00:00:27.251 release can be downloaded from the Cogent website. 00:00:27.251 -- 00:00:29.154 I would now like to turn the call over to Mr. 00:00:29.154 -- 00:00:33.769 Dave Schaefer. Chairman and Chief Executive Officer of Cogent Communications Holdings. 00:00:33.769 -- 00:00:35.311 Please go ahead. 00:00:35.311 -- 00:00:38.454 Hey, thank you and good morning to everyone. 00:00:38.454 -- 00:00:43.620 Welcome to our fourth quarter 2025 and full year 2025 conference 00:00:43.620 -- 00:00:49.126 call. I'm Dave Schaefer, Cogent's CEO, and with me on today's call 00:00:49.126 -- 00:00:52.910 is Tad Weed, our Chief Financial Officer. 00:00:52.910 -- 00:00:58.739 I'd like to highlight a few key events and significant matters in the quarter. 00:00:58.739 -- 00:01:03.988 I'd like to be able to go through these metrics to help you understand 00:01:03.988 -- 00:01:09.697 better our business. We are continuing to increase our margins. 00:01:09.697 -- 00:01:14.946 Our increase in gross margin and EBITDA margins have been driven by cost 00:01:14.946 -- 00:01:20.796 reductions and a rotation to more profitable on-net products. 00:01:20.796 -- 00:01:23.866 In the third quarter of 2023, 00:01:23.866 -- 00:01:29.332 The f...