Q2 2026 Cogeco Inc and Cogeco Communications Inc Earnings Call Transcript

Apr 10, 2026 / 12:00PM GMT

Release Date Price: €37.8 (-7.80%)

Transcript

Key Points

Positve

Cogeco Communications Inc (CGEAF) reported solid performance in Canada with positive year-on-year growth in adjusted EBITDA.
The company has strong sales and marketing capabilities, which are expected to be sustainable growth drivers.
Cogeco Communications Inc (CGEAF) launched the welo digital challenger brand in Ohio, with plans to expand further, mirroring the success of the oxio brand in Canada.
The company's three-year transformation plan is on track, driving substantial OpEx and CapEx synergies.
Cogeco Communications Inc (CGEAF) is leveraging AI to enhance customer service and operational efficiency, which is expected to provide significant benefits in the future.

Negative

The US business faced a tough quarter with higher competitive pressure than initially expected, impacting revenue and adjusted EBITDA.
The company adjusted its financial guidelines to reflect a more challenging environment in the US, with a revised revenue decline range.
Cogeco Communications Inc (CGEAF) is experiencing pricing pressure in the US market, with competitors offering aggressive promotions.
The US broadband subscriber trends showed a decline, with competitive dynamics affecting both subscriber numbers and ARPU.
The company faces challenges in the US market due to ongoing fiber upgrades by competitors and aggressive short-term customer attraction offers.

Operator

Good day, and welcome to Cogeco Inc., and Cogeco Communications Inc., Q2 2026 earnings conference call. Today's conference is being recorded.

At this time, I would like to turn the conference over to Mr. Patrice Ouimet, Chief Financial Officer of Cogeco Inc., and Cogeco Communications Inc. Please go ahead, Mr. Ouimet.

Patrice Ouimet

Cogeco Inc - Chief Financial Officer

Good morning, and welcome to our second quarter results conference call.

So as usual, before we begin the call, I'd like to remind listeners that today's discussion will include estimates and other forward-looking information. We ask that you review the cautionary language in the press releases and MD&A issued yesterday as well as in our annual reports regarding the various risks, assumptions and uncertainties that could cause our actual results to differ.

With that, I'd like to pass the line to Fred Perron for opening remarks.

Frederic Perron

Cogeco Inc - President, Chief Executive Officer, Director

Merci, Patrice.

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