Cogent Communications Holdings Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
Hi, everyone. My name is Sebastiano Petty, and I follow the communications sector here at JPMorgan. It is my pleasure to introduce Dave Schaeffer, founder and CEO of Cogent Communications. Dave, thanks for joining us today.
Hey, Sebastiano. Thanks for hosting me. I always thank JPMorgan for a great venue and, importantly, thank investors for taking time out of their busy day.
Questions & Answers
So just to start us off here, looking back, you closed the Sprint Fiber acquisition in 2023. You laid out a multi-year vision, which was to convert data centers, launch waves, migrate more traffic on net, and ultimately emerge as a structurally different company. Now that we're three years in, I mean, what has played out as expected and maybe what has surprised you along the path?
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
