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Found 18 results in 4ms
Aug 25, 2025

Cogent: Sprint Fiber Longevity & Monetization Challenges

Former VP at Ciena
Partner Interview
Cogent CommunicationsUSSmall CapAT&TCienaCiscoCorningLumen TechnologiesSprintT-MobileVerizon Communications IncZayo Group HoldingsNetwork EffectsPhysical Infra & NetworksCommunication ServicesInformation TechnologyIndustrials
Jul 31, 2025

Cogent Communications: Challenges Monetizing Small-Scale Data Centers

Former Senior Managing Director at JLL
Partner Interview
Cogent CommunicationsUSSmall CapSprintT-MobileEquinixLumen TechnologiesNetwork EffectsPhysical Infra & NetworksCommunication ServicesIndustrialsReal Estate
Jul 22, 2024

Cogent: IP Transit Strategy, Competitive Positioning & Peering

Former Senior Director of Product Management at Lumen
Partner Interview
Cogent CommunicationsUSSmall CapLumen TechnologiesVerizonAT&TZayo Group HoldingsNetwork EffectsPhysical Infra & NetworksCommunication Services
Jul 16, 2024

Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity

Former Strategic Capture - Hyperscaler Division - at Lumen Technologies
Partner Interview
Cogent CommunicationsUSSmall CapLumen TechnologiesVerizonEquinixComcastAT&THurricane ElectricNetwork EffectsPhysical Infra & NetworksCommunication ServicesReal Estate
Jul 10, 2024

Cogent, Lumen & Global ISP Networks: A Customer's Perspective

Former Senior Director of Product Management at Lumen
Partner Interview
Cogent CommunicationsUSSmall CapUnitiVerizonLumen TechnologiesZayo Group HoldingsDeutsche TelekomNetwork EffectsPhysical Infra & NetworksCommunication ServicesReal Estate
Jun 18, 2024

Cogent, Lumen, Level 3: Internet Service Provider - Hyperscaler Relationship Dynamics

Former Strategic Capture - Hyperscaler Division - at Lumen Technologies
Partner Interview
Level 3 CommunicationsCogent CommunicationsLumen TechnologiesZayo Group HoldingsVerizonAT&TDeutsche TelekomLiberty GlobalTMobile USNetwork EffectsPhysical Infra & NetworksCommunication Services
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Weekly update
Jun 5, 2024

Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group

TeslaUSMega CapGartnerTopicusAT&TTechTargetDynatraceInformaHowden JoineryZayo Group HoldingsThe ProgressiveMicrosoftCogent CommunicationsCenturyLinkBosch
May 31, 2024

Cogent: Sprint Wireline Network Acquisition Analysis

Former Strategic Capture - Hyperscaler Division - at Lumen Technologies
Partner Interview
Cogent CommunicationsUSSmall CapLumen TechnologiesZayo Group HoldingsAT&TVerizonCenturyLinkLevel 3 CommunicationsNetwork EffectsPhysical Infra & NetworksCommunication Services
Nov 13, 2023

Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation

Network Acquisition Executive at Hyperscaler
Partner Interview
Cogent CommunicationsUSSmall CapGoogleMicrosoftAmazonNetwork EffectsSwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary
Aug 7, 2023

Cogent Communications: Architecting A Cable Network

Network Architect at Charter Communications
Partner Interview
Cogent CommunicationsUSSmall CapLumen TechnologiesZayo Group HoldingsCharter CommunicationsComcastCable OneNetwork EffectsPhysical Infra & NetworksCommunication Services
Jan 23, 2023

Cogent Communications: Hyperscalers' Dark Fiber Demand

Network Acquisition Executive at Hyperscaler
Partner Interview
Cogent CommunicationsUSSmall CapGoogleAmazonMicrosoftNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
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Weekly update
Nov 23, 2022

Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR

Alimentation Couche-TardCALarge CapFevertree DrinksMaravai LifeSciencesMicrosoftCogent CommunicationsMurphy USAOld Dominion Freight Line
Nov 21, 2022

Cogent Communications, Microsoft, & Dark Fiber Networks

Former Director, Global Network Engineering at Microsoft
Partner Interview
Cogent CommunicationsUSSmall CapTMobile USLumen TechnologiesMicrosoftSwitching CostsNetwork EffectsPhysical Infra & NetworksCommunication ServicesInformation Technology
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Weekly update
Oct 11, 2022

Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications

Costco WholesaleUSMega CapDatabricksSnowflakeGoogleAmazonMicrosoftCogent Communications
Oct 8, 2022

Cogent's Sprint Fiber Deal

Former Manager at Cogent Comunications
Partner Interview
Cogent CommunicationsUSSmall CapNetwork EffectsPhysical Infra & NetworksCommunication Services
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IP Research Analysis
Aug 17, 2022

Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL

In Practise Weekly Update
Universal MusicNLLarge CapBurford CapitalCogent CommunicationsWayfairOld Dominion Freight LineCornered ResourceProcess PowerNetwork EffectsCounter PositioningInsurers & FinancialsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsFinancialsCommunication ServicesConsumer DiscretionaryIndustrials
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Weekly update
Aug 17, 2022

Weekly Update; Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL,

Universal MusicNLLarge CapWayfairBurford CapitalSpotifyOld Dominion Freight LineCogent Communications
Aug 14, 2022

Cogent Communications & Global ISP Competition

Former Director at Cogent Communication
Partner Interview
Cogent CommunicationsUSSmall CapNetwork EffectsPhysical Infra & NetworksCommunication Services

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