Cogent Communications Holdings, Inc. (CCOI) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.13K Followers Follow Cogent Communications Holdings, Inc. ( CCOI ) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 5:25 PM EDT Company Participants David Schaeffer - Founder, Chairman, CEO & President Conference Call Participants Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Michael Ng Goldman Sachs Group, Inc., Research Division Good afternoon, everybody. Welcome to the Cogent Fireside Chat at the Goldman Sachs Communacopia and Technology Conference. It's my wonderful privilege to introduce Dave Schaeffer, who is the Founder and CEO of Cogent. My name is Mike Ng, and I cover telecom here at Goldman. We have about 35 minutes for today's presentation. First and foremost, thank you so much for coming out here to San Francisco and being with us this afternoon. David Schaeffer Founder, Chairman, CEO & President Mike, thanks for hosting me. I'd like to thank Goldman Sachs for a great venue, and I'd like to thank all the investors for taking time late in their busy day to hear what we have to say. Question-and-Answer Session Michael Ng Goldman Sachs Group, Inc., Research Division Wonderful. Well, I'm sure you will not disappoint. So Cogent operates one of the largest internet backbones in the world. Maybe talk a little bit about the current state of the business, your strategic priorities, how the company is positioned to benefit from all of these investments in AI infrastructure that we're hearing about this week during the conference. David Schaeffer Founder, Chairman, CEO & President So first of all, 84% of Cogent's revenues come from selling internet access or internet-based services. For 25 years, we were purely an internet service provider. Recently, we've expanded our business to include optical transport or wavelength services. Let's start with the backdrop for internet traffic growth. And I'm going to bifurcate our market into two segments. I'm going