Smart People Buy Dumb Pipes
cogent
Smart People
Buy Dumb Pipes
the off-net corporate IP & VPN opportunity
Market Players
Competitors
• Verizon
Lumen Technologies
•
Bell Canada
•
Comcast
•
Spectrum
• AT&T
Location
• 40+ Million Addresses in North America
Customers
• Located in suburbs of major metropolitan cities
• Includes industrial, retail and office customers
• Additional locations for existing customers in MTOBS
Growth Opportunity
• Potential market: over 5 million unique business locations
Favorable trends: Cloud, SaaS, WFH, Virtual Business
(Zoom), IoT
Cogent Advantages
• Price per connection is relatively equivalent
·
Truly dedicated, non-oversubscribed bandwidth
• Connected right to the heart of the internet
Faster installation: Avg. installs 63 days vs 90 days
• Real time monitoring
• Industry leading SLAs
Growing Addressable Market
30,000
Growth in # of Off-Net Buildings Served
25,000 Q1 2015 - Q3 2023
20,000-
15,000
CAGR: 14.6%
27,826
10,000
.
Superior service and install SLAS
4,427
5,000
• 90% of Cogent's Off-Net customers are purchasing On-Net
services
0
Q1 2015
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Acquisition of Sprint Wireline business
Q4 2016
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*Q2 2023
*Q3 2023
5View entire presentation