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    Greg Williams • TD Cowen

    Greg Williams's questions to Cogent Communications Holdings Inc (CCOI) leadership

    Greg Williams's questions to Cogent Communications Holdings Inc (CCOI) leadership • Q2 2025

    Question

    Greg Williams of TD Cowen questioned the progress of wavelength installations, asking if the target of 400-500 circuits per month by year-end is still achievable, and inquired about the data center sales process, specifically if the $10 million per megawatt asking price is realistic based on current interest.

    Answer

    Dave Schaeffer, Founder & CEO, explained that while billed installations were 147, several hundred more were installed but not yet billed due to customer readiness. He affirmed the capability to ramp to 500/month. Regarding data centers, he confirmed receiving six offers for parts or all of the portfolio but noted caution as bidders have been hesitant to post significant non-refundable deposits, making it premature to adjust the asking price.

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    Greg Williams's questions to Lumen Technologies Inc (LUMN) leadership

    Greg Williams's questions to Lumen Technologies Inc (LUMN) leadership • Q2 2025

    Question

    Greg Williams asked for the reason behind the lowered CapEx guidance and requested details on the 'sell with' and 'sell through' channel partner model, including its economics, scale, and timing.

    Answer

    President & CEO Kate Johnson explained the channel model involves tech partners bundling Lumen's NaaS offerings via APIs, which lowers Lumen's sales costs and expands reach. EVP & CFO Chris Stansbury attributed the lower CapEx guidance to the timing of large PCF builds and some equipment backlogs, stating it does not affect revenue timing.

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