Cogeco Inc.·Communication Services

Cogeco Inc. (CGO:CA) Q2 2026 Earnings Call Transcript

Cogeco Communications targets underserved telecom markets in Canada and the U.S., focusing on bundled services for existing wireline customers. CCA:CA's capital-light MVNO strategy supports retention but relies on ongoing, capital-intensive fiber build-outs, with 2026 capex projected at $560M–$600M. Despite shrinking top-line and competitive pressures, CCA:CA maintains a 21-year dividend growth streak, recently raising its payout 7% with a 5.8% yield.

MONTRÉAL, Jan. 26, 2026 /PRNewswire/ - La Caisse (formerly CDPQ) today announced its intention to sell a block of shares of Cogeco Communications (TSX: CCA), representing nearly 11% of the company's issued and outstanding subordinate shares, at a gross price of $67.45 per share. This transaction, linked to La Caisse's periodic portfolio rebalancing, will generate gross proceeds of around $229 million.

Cogeco Inc. (CGO:CA) Q1 2026 Earnings Call Transcript
Cogeco Inc., through its subsidiaries, operates in the communications and media sectors in Canada and the United States. The company operates in two segments, Communications and Other. The Communications segment provides a range of Internet, video, and telephony services through its two-way broadband fiber networks primarily to residential customers, as well as to small and medium sized businesses under the Cogeco Connexion name in Quebec and Ontario; and Atlantic Broadband brand in the United States. The Other segment owns and operates 23 radio stations with complementary radio formats and coverage serving a range of audiences primarily across the province of Québec; and Cogeco News, a news agency. It serves primary service units, Internet, video, and telephony service customers. The company was incorporated in 1957 and is headquartered in Montreal, Canada.
Communication Services
Telecommunications Services
4,141
2012-08-03
0.47