Cogent Communications Holdings Inc at TD Cowen Communications Infrastructure Summit Transcript
Good afternoon, everyone. My name is Sam Mayer. I am an associate on the telecom research group here at TD Cowen. I'm very pleased to be here today with Dave Schaeffer, Founder and CEO of Cogent Communications. Dave, thanks so much for joining us today.
Hey, Sam. Thanks for hosting me. As always, I want to thank TD Cowen for a great venue. It gives me an excuse to get to boulder, and I would like to thank the investors who hung around late in the day to hear what we have to say.
Questions & Answers
Yeah, for sure. So on 2Q print, had an EBITDA miss, but partly on one-time severance cost. Wave of softness, but was largely baked into estimates. But noted constructive commentary on potential data center sales, a pending refinancing, CapEx coming down, yet the stock still sold off again. So we're curious to get color
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