Cogent Communications (CCOI) reported $240.52 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 4.7%. EPS of -$0.64 for the same period compares to -$0.91 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $243.01 million, representing a surprise of -1.02%. The company delivered an EPS surprise of +41.28%, with the consensus EPS estimate being -$1.09.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Cogent performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Customer Connections - Wavelength: 2,064 compared to the 2,131 average estimate based on three analysts.
- Customer Connections - Total: 117,643 versus 117,520 estimated by three analysts on average.
- Customer Connections - On-net: 87,944 compared to the 88,787 average estimate based on three analysts.
- Customer Connections - Off-net: 24,656 versus 24,546 estimated by three analysts on average.
- Customer Connections - Non-Core: 2,979 versus 2,805 estimated by three analysts on average.
- Revenue- Corporate Revenue: $102.82 million compared to the $105.72 million average estimate based on four analysts. The reported number represents a change of -9.1% year over year.
- Revenue- Enterprise: $34.35 million versus the four-analyst average estimate of $36.22 million. The reported number represents a year-over-year change of -24.7%.
- Revenue- Net-Centric Revenue: $103.35 million versus $101.3 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.4% change.
- Revenue- Wavelength: $12.1 million versus the three-analyst average estimate of $11.82 million. The reported number represents a year-over-year change of +73.7%.
- Revenue- Service revenue- Non-Core revenue: $1.23 million versus the two-analyst average estimate of $1.31 million. The reported number represents a year-over-year change of -63.5%.
- Revenue- Service revenue- On-Net revenue: $134.28 million compared to the $130.9 million average estimate based on two analysts. The reported number represents a change of +4.3% year over year.
- Revenue- Service revenue- Off-Net revenue: $92.91 million versus the two-analyst average estimate of $98.97 million. The reported number represents a year-over-year change of -17.9%.
View all Key Company Metrics for Cogent here>>>
Shares of Cogent have returned +6.5% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners UpCogent Communications Holdings, Inc. (CCOI) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
