Cogent Communications Holdings Inc

CCOI: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Shares Look Cheap, but We Remain Cautious as Cogent Scales Its Acquired Sprint Business

Samuel Siampaus

May 9, 2025

Business Strategy and Outlook

Cogent focuses on providing telecom services to enterprises in dense urban areas and carrying internet traffic for its “netcentric” customers who deal with massive amounts of data, such as content delivery firms, media providers, and other ISPs. This narrow focus has served the firm well—it carries nearly one quarter of the world’s internet traffic—but the recent Sprint transaction has created challenges.

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Cogent Communications Holdings Inc

Shares Look Cheap, but We Remain Cautious as Cogent Scales Its Acquired Sprint Business

Business Strategy and Outlook

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