Cogent Communications Holdings Inc (NASDAQ: CCOI) shares closed at $17.78, down -32.4% at Thursday’s market close on the NASDAQ, after the company reported fourth-quarter 2025 results below prior-period revenue levels and full-year 2025 declines in key metrics. Intraday, the stock traded down approximately -32% following the release of earnings details. Based on the latest share count and closing price, Cogent’s market capitalization stands near $1.3 billion.
For the three months ended December 31, 2025, Cogent Communications reported the following results compared with the same period in 2024:
Year-over-year change: −$11.6 million (≈ −4.6%)
Year-over-year change: +$0.27 per share (reduced loss)
For the full year ended December 31, 2025, the company reported:
Directional trends show annual revenue contraction compared with 2024.
Cogent’s financial release noted wavelength revenue growth in Q4 2025 — increasing 18.8% sequentially and 73.7% year-over-year — and expanded wavelength customer connections.
The company also reported increased revenue from leasing IPv4 addresses year-over-year and declines in off-net revenue, consistent with the transition in service mix described in the press release.
Cogent approved a quarterly dividend of $0.02 per share for Q1 2026 and paid four quarterly dividends in 2025 totaling $150.1 million, treated largely as return of capital.
The earnings release did not disclose new merger or acquisition transactions during Q4 2025. The company continues to integrate its Sprint acquisition base and expand services such as wavelength and on-net connectivity.
Institutional research summaries noted that revenue results fell short of consensus estimates for the quarter, while EPS metrics exceeded expectations. This mixed delivery contributed to downward stock pressure following the release.
The company did not provide forward revenue or earnings guidance in the press release. Investors are directed to weigh future industry and regulatory developments as presented in the earnings call disclosures.
The post Cogent Communications Shares Drop After Q4 2025 Revenue Miss first appeared on AlphaStreet News.
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