Cogent Communications' $225M data-center sale boosts liquidity and supports debt reduction, but a 2027 maturity and T-Mobile payment runoff keep execution key.

CCOI trades near a five-year-low sales valuation as margins improve, but leverage, refinancing costs and cash-flow dependence keep risks elevated.

Cogent Communications' 14% weekly rebound follows a narrower Q2 loss and margin gains, but revenue declines, Sprint runoff and debt risks keep the setup mixed.

VZ is tapping its fiber network for AI connectivity, with a $1B+ Google deal and more hyperscaler agreements in the pipeline.

BCE's Q2 earnings and revenue rose as Ziply Fiber, Bell Media and AI services offset weaker product sales and higher investment spending.

LUMN's Q2 loss came in narrower than expected as strategic revenues have risen 14.1% and free cash flow has turned positive despite a 9.3% revenue decline.

LUMN beats Q2 estimates as strategic revenues increase 14%, NaaS adoption accelerates and Alkira strengthens its digital networking shift.

Although the revenue and EPS for Lumen (LUMN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Lumen (LUMN) delivered earnings and revenue surprises of +53.33% and +2.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Telus (TU) delivered earnings and revenue surprises of -25.00% and -2.29%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?