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Cogeco Inc. SV (TSE:CGO)
TSX:CGO
Earnings Data
Report Date
Apr 15, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.9Last Year’s EPS
2.11Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but constructive picture: material operational progress and strategic initiatives (U.S. subscriber turnaround, strong Canadian subscriber adds, media/digital growth, customer-complaint improvements, ratings outlook upgrades, and a maintained dividend) are offset by tangible near-term financial headwinds (notably a near -10% revenue and EBITDA decline in the U.S., consolidated revenue/EBITDA declines, lower free cash flow, and higher capital intensity). Management emphasized that actions and quantified initiatives will materially improve U.S. trends in the second half of the year and reiterated full-year guidance, but near-term quarters remain pressured.Company Guidance
U.S. Subscriber Turnaround Underway
Management reported materially improved U.S. subscriber trends for a second consecutive quarter, describing the quarter as the best U.S. customer metrics in the past 15 quarters. Ohio recorded its best quarter since acquisition with net Internet additions of +2,600, and the recent quarterly Internet decline in the U.S. narrowed to -1,100 subs (significant improvement vs. prior quarters).
Canadian Internet Subscriber Growth and Profitability
Cogeco Connexion added 8,900 Internet subscribers in Q1 and grew adjusted EBITDA by +2% in constant currency (stable revenue and lower operating expenses from cost-reduction initiatives). The company also added 1,100 homes passed (mainly fiber-to-the-home).
Media and Digital Advertising Strength
Cogeco Media revenue increased by +8.1% year-on-year, driven by growth in digital advertising solutions and continued listener engagement.
Customer Service Improvement
Despite a 17% increase in industry complaints, Cogeco reduced overall customer complaints by -15% year-over-year and billing complaints by -25%, and had no breaches to the Internet code; the commission ranked Cogeco as the best telecommunications company in Canada for complaint reduction.
Ratings Outlook Improvement
Moody's and S&P both improved their outlooks on the company’s debt in recent weeks, while DBRS reaffirmed a stable outlook, reflecting improving financial trend visibility and execution progress.
Dividend Increase and Capital Allocation Discipline
Declared a quarterly dividend of $0.987 per share, up +7% year-over-year. Management reiterated focus on reducing leverage toward a low-3x net debt-to-EBITDA target and noted potential for opportunistic buybacks beyond fiscal 2026 once leverage and free cash flow visibility improve.
Transformation and Product Initiatives
The company reaffirmed its 3-year transformation is on track (year 2 focused increasingly on revenue generation), cited cost reductions and AI/automation efforts, and plans to launch an oxio-like fully digital second brand in the U.S. (in-territory) to drive incremental sales.
TSE:CGO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TSE:CGO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 14, 2026 | C$64.14 | C$65.18 | +1.63% |
Oct 29, 2025 | C$58.53 | C$58.26 | -0.46% |
Jul 15, 2025 | C$64.19 | C$58.54 | -8.80% |
Apr 09, 2025 | C$56.55 | C$51.76 | -8.47% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cogeco Inc. SV (TSE:CGO) report earnings?
Cogeco Inc. SV (TSE:CGO) is schdueled to report earning on Apr 15, 2026, After Close (Confirmed).
What is Cogeco Inc. SV (TSE:CGO) earnings time?
Cogeco Inc. SV (TSE:CGO) earnings time is at Apr 15, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TSE:CGO EPS forecast?
TSE:CGO EPS forecast for the fiscal quarter 2026 (Q2) is 1.9.