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Cogent's Sprint Wave Network: Sales Execution & Customer Adoption Challenges
May 7, 2026
Partner Interview
Cogent Communications•US•Small CapT-MobileLumen TechnologiesNetwork EffectsPhysical Infra & NetworksCommunication ServicesMay 7, 2026
Cogent: Sprint Fiber Longevity & Monetization Challenges
Aug 25, 2025
Partner Interview
Cogent Communications•US•Small CapVerizonAT&TCienaCiscoCorningLumen TechnologiesSprintT-MobileZayo Group HoldingsNetwork EffectsPhysical Infra & NetworksCommunication ServicesInformation TechnologyIndustrialsAug 25, 2025
Cogent Communications: Challenges Monetizing Small-Scale Data Centers
Jul 31, 2025
Partner Interview
Cogent Communications•US•Small CapSprintT-MobileEquinixLumen TechnologiesNetwork EffectsPhysical Infra & NetworksCommunication ServicesIndustrialsInformation TechnologyReal EstateJul 31, 2025
Cogent: IP Transit Strategy, Competitive Positioning & Peering
Jul 22, 2024
Partner Interview
Cogent Communications•US•Small CapLumen TechnologiesVerizonAT&TZayo Group HoldingsNetwork EffectsPhysical Infra & NetworksCommunication ServicesJul 22, 2024
Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity
Jul 16, 2024
Partner Interview
Cogent Communications•US•Small CapLumen TechnologiesVerizonEquinixComcastAT&THurricane ElectricNetwork EffectsPhysical Infra & NetworksCommunication ServicesReal EstateJul 16, 2024
Cogent, Lumen & Global ISP Networks: A Customer's Perspective
Jul 10, 2024
Partner Interview
Cogent Communications•US•Small CapUnitiVerizonLumen TechnologiesZayo Group HoldingsDeutsche TelekomNetwork EffectsPhysical Infra & NetworksCommunication ServicesReal EstateJul 10, 2024
Cogent, Lumen, Level 3: Internet Service Provider - Hyperscaler Relationship Dynamics
Jun 18, 2024
Partner Interview
Level 3 Communications•USCogent CommunicationsLumen TechnologiesZayo Group HoldingsVerizonAT&TDeutsche TelekomLiberty GlobalTMobile USNetwork EffectsPhysical Infra & NetworksCommunication ServicesJun 18, 2024
Weekly update
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
Jun 5, 2024
Tesla•US•Mega CapGartnerTopicusAT&TTechTargetDynatraceInformaHowden JoineryZayo Group HoldingsThe ProgressiveMicrosoftCogent CommunicationsCenturyLinkBosch
Jun 5, 2024
Cogent: Sprint Wireline Network Acquisition Analysis
May 31, 2024
Partner Interview
Cogent Communications•US•Small CapLumen TechnologiesZayo Group HoldingsAT&TVerizonCenturyLinkLevel 3 CommunicationsNetwork EffectsPhysical Infra & NetworksCommunication ServicesMay 31, 2024
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Nov 13, 2023
Partner Interview
Cogent Communications•US•Small CapGoogleMicrosoftAmazonNetwork EffectsSwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionaryNov 13, 2023
Cogent Communications: Architecting A Cable Network
Aug 7, 2023
Partner Interview
Cogent Communications•US•Small CapLumen TechnologiesZayo Group HoldingsCharter CommunicationsComcastCable OneNetwork EffectsPhysical Infra & NetworksCommunication ServicesAug 7, 2023
Cogent Communications: Hyperscalers' Dark Fiber Demand
Jan 23, 2023
Partner Interview
Cogent Communications•US•Small CapGoogleAmazonMicrosoftNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation TechnologyJan 23, 2023
Weekly update
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Nov 23, 2022
Alimentation Couche-Tard•CA•Large CapFevertree DrinksMaravai LifeSciencesMicrosoftCogent CommunicationsMurphy USAOld Dominion Freight Line
Nov 23, 2022
Cogent Communications, Microsoft, & Dark Fiber Networks
Nov 21, 2022
Partner Interview
Cogent Communications•US•Small CapTMobile USLumen TechnologiesMicrosoftSwitching CostsNetwork EffectsPhysical Infra & NetworksCommunication ServicesInformation TechnologyNov 21, 2022
Weekly update
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Oct 11, 2022
Costco Wholesale•US•Mega CapDatabricksSnowflakeGoogleAmazonMicrosoftCogent Communications
Oct 11, 2022
Cogent's Sprint Fiber Deal
Oct 8, 2022
Partner Interview
Cogent Communications•US•Small CapNetwork EffectsPhysical Infra & NetworksCommunication ServicesOct 8, 2022
IP Research Analysis
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Aug 17, 2022
In Practise Weekly Update
Universal Music•NL•Large CapBurford CapitalCogent CommunicationsWayfairOld Dominion Freight LineCornered ResourceProcess PowerNetwork EffectsCounter PositioningInsurers & FinancialsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsFinancialsCommunication ServicesConsumer DiscretionaryIndustrials
Aug 17, 2022
Weekly update
Weekly Update; Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL,
Aug 17, 2022
Universal Music•NL•Large CapWayfairBurford CapitalSpotifyOld Dominion Freight LineCogent Communications
Aug 17, 2022
Cogent Communications & Global ISP Competition
Aug 14, 2022
Partner Interview
Cogent Communications•US•Small CapNetwork EffectsPhysical Infra & NetworksCommunication ServicesAug 14, 2022
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