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Cogent Aims for 25% Market Share Amid Debt Struggles

3/12/2026

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Story summary
  • Cogent Communications shifts from Sprint wireline to high-capacity wavelength services, aiming for 25% of the North American market by 2027.
  • Wavelength revenue rose 73.7% year over year to $12.1 million in Q4 2025.
  • Connections grew 84.6%.
  • Cogent faces $2.4 billion in gross debt and negative operating cash flow of $10.6 million in 2025.
  • The stock has fallen about 66% over the past year.