Cogent Communications Holdings Inc (NAS:CCOI)
$ 59.59 -2.11 (-3.42%) Market Cap: 2.92 Bil Enterprise Value: 4.77 Bil PE Ratio: 2.36 PB Ratio: 4.75 GF Score: 87/100

Cogent Communications Holdings Inc at Bank of America Merrill Lynch Media, Communications & Entertainment Conference Transcript

Sep 11, 2019 / 11:00PM GMT
Release Date Price: $59.07 (+0.14%)
Michael J. Funk
BofA Merrill Lynch, Research Division - VP

Once again, Michael Funk from Bank of America, data center infrastructure analyst with the bank. I wanted to thank Dave Schaeffer again for coming out to our conference. He has been coming for years. Always very generous with his time and obviously with his thoughts on the sector. And anything else you're curious about, Dave can certainly let you know about that as well.

We're going to jump right into the Q&A here today. Hopefully, most people already know the company and the story relatively well.

Questions & Answers

Michael J. Funk
BofA Merrill Lynch, Research Division - VP

So let's go ahead right into the Q&A. I did want to ask, Dave, because I'm curious now, as I was sitting in the last presentation and it was kind of billed as a 5G presentation, but it was a lot more kind of infrastructure discussion about communications networks and how people are building them today. You first built Cogent, I guess, round numbers 20 odd years ago kind of from the ground up and then a

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