.svg?dpl=dpl_BAS2VyPpKCtrvTFXZ7jh9nsNmbUA){kind=logo}
2,000+
reports
Since 2010
ANZ-focused research
Lite Plan
Most popular$385/mo incl. GST
$3,000/yr ex-GST
Free
Executive summaries, key stats, and the weekly briefing -- free.
Need team access? Team from $1,200/mo ex-GST
Cogent Communications fell 21.6% in May 2026 as the sector navigated major divestments and multi-billion dollar debt expansions.
David Kennedy · Venture InsightsPeriod: 2026-054 min read
Last updated
Nextdc Pro Forma Liquidity
Cogent Asset Sale Proceeds
The digital infrastructure sector saw divergent performance in May 2026, characterized by aggressive capital raising and strategic divestments. Cogent Communications led the downside with a 21.6% decline following a major asset sale, while Nextdc rose 7.0% on the back of a significant $1.8 billion debt expansion and successful equity raise.
1 figure& data tables inside
Charts, tables, and data visualisations
Figure 1. Digital Infrastructure Sector Equity Performance — Top & Bottom Movers, May 2026diagram
Log in to keep reading
4-section deep analysis · 1 figure & charts · stakeholder implications · PDF download
Venture Insights Access Plans
Access in-depth analysis, interactive figures, and stakeholder insights from Australia's leading media and technology research firm.
No credit card required
Read previews on every report and buy individual reports as needed.
$350/mo ex-GST · or $3,300/yr incl. GST ($3,000 ex-GST) — save 2 months
10 full reports/month
$1,200/mo ex-GST · or $11,000/yr incl. GST ($10,000 ex-GST)
Unlimited seats — company-wide access
New here? Sign up free · Compare all plans including Enterprise →