Cogent Communications Holdings Inc (NAS:CCOI)

$ 81.58 0.15 (0.18%) Market Cap: 4.00 Bil Enterprise Value: 5.84 Bil PE Ratio: 89.65 PB Ratio: 9.62 GF Score: 90/100

Cogent Communications Holdings Inc at Goldman Sachs Communacopia Conference Transcript

Sep 18, 2019 / 04:25PM GMT

Release Date Price: $55.38 (-0.41%)

Transcript

Brett Joseph Feldman

Goldman Sachs Group Inc., Research Division - Equity Analyst

All right. Welcome. I hope everyone had a chance to get lunch. We're going to begin the afternoon session with Dave Schaeffer, the Chairman and CEO of Cogent Communications. Dave, welcome back to Communacopia.

David Schaeffer

Cogent Communications Holdings, Inc. - Founder, Chairman, CEO & President

Brett, thank you very much for hosting me. I'd like to thank everyone in the audience. And as always, thank Goldman Sachs for a great venue.

Questions & Answers

Brett Joseph Feldman;David

Goldman Sachs Group Inc., Research Division - Equity Analyst

Great. You are a remarkably simple business that provides low-cost connectivity to businesses and data centers. You've started selling some newer services, such as VPLS and SD-WAN. And so really just to get the ball rolling, how would you describe the current demand backdrop for the services you offer? What are the key tailwinds? What are the key headwinds?

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