Smart People Buy Dumb Pipes slide image

Smart People Buy Dumb Pipes

the corporate opportunity Market Players Competitors AT&T • Verizon •⚫ Lumen Technologies Bell Canada Cable Operators Location • 1,800+ Class A MTOBS in city core • 100+ cities in North America Cogent Advantages • Price per connection is relatively equivalent • • Superior reliability: ring architecture; fiber; electronics Significant speed advantage: 2.5x to 65.0x Faster installation: Avg. installs 13 - 15 days vs 90 days • Real time monitoring Customers Located in City Core Strong Credits Professional/Financial Services • Industry leading SLAs Growth Opportunity Growing Addressable Market Growth in MTOB SqFt in Millions 987 • Potential market: over 92,000 MTOB tenants 1,000 • Favorable trends: Cloud, SaaS, WFH, Virtual Business (Zoom), IoT Q1 2010 800 597 600 • Superior speed, service, uptime, install SLAs 400 Cogent wins approximately 40% of all On-Net proposals 200 0 cogent Smart People Buy Dumb Pipes Q4 2021 CAGR: 4.4% 4
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