Cogent Infrastructure, LLC v. Sprint LLC

Court of Chancery of Delaware·Decided August 11, 2026·No. 2025-0486-PRW·Published

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

COGENT INFRASTRUCTURE, LLC, ) Formerly known as COGENT ) INFRASTRUCTURE, INC., )

)

Plaintiff, )

)

v. ) C.A. No. 2025-0486-PRW )

SPRINT LLC and SPRINT ) COMMUNICATIONS LLC, )

)

Defendants. )

Submitted: May 26, 2026 Decided: August 11, 2026

Upon Defendant Sprint’s Motion to Dismiss, GRANTED in part, DENIED in part.

MEMORANDUM OPINION AND ORDER

Elisabeth S. Bradley, Esquire, James P. Hughes, Jr., Esquire, Jason W. Rigby, Esquire, Alyssa T. Atkisson McKeever, Esquire, YOUNG CONAWAY STARGATT & TAYLOR, LLP, Wilmington, Delaware, John Patrick Sherry, Esquire (argued), William T. DeVinney, Esquire, JPS LAW PLLC, Vienna, Virginia, Attorneys for Plaintiff Cogent Infrastructure, LLC.

Peter H. Kyle, Esquire, Michael A. Carbonara, Jr., Esquire, DLA PIPER LLP, Wilmington, Delaware, Melanie E. Walker, Esquire (argued), Colin Fitzgerald McGrath, Esquire, DLA PIPER LLP, Los Angeles, California, Attorneys for Defendants Sprint LLC and Sprint Communications LLC.

WALLACE, J.

What began as Cogent Infrastructure, LLC’s acquisition of Sprint’s1 long-haul

fiber network has evolved into a dispute over whether the transaction’s economic

burdens were presented with the same clarity before closing as they were asserted

afterward. Cogent contends that Sprint characterized key fiber-related obligations

in a manner that reduced their apparent cost, only to adopt a different position when

the final purchase price was determined. That disagreement may proceed as a matter

of contract, but Cogent may not elevate the same alleged wrong into a separate claim

for fraud.

I. FACTUAL AND PROCEDURAL BACKGROUND2

In September 2022, Cogent entered into a Membership Interest Purchase

Agreement (“MIPA”) with Sprint to acquire Sprint’s United States long-haul fiber

optic network.3 The network included both fiber owned by Sprint and fiber used

pursuant to third-party contractual arrangements.4 The stated base purchase price

was $1, with the final consideration to be determined through a post-closing

1 The parties refer to Sprint in the singular, rather than distinguishing between Sprint LLC and Sprint Communications LLC. Because the distinction between the two is immaterial to resolving the current dispute, the Court does the same. 2 For the purpose of analyzing this motion to dismiss, the following facts are drawn from the Plaintiff’s Amended Complaint. See Windsor I, LLC v. CW Capital Asset Mgmt. LLC, 238 A.3d 863, 873 (Del. 2020) (“In most cases, when the [ ] Court considers a 12(b)(6) motion, it limits analysis to the ‘universe of facts’ within the complaint and any attached documents.”). 3 Amend. Compl. ¶ 2 (D.I 22).

4 Id.

purchase price adjustment.5 For the purposes of this suit, the most significant

adjustment had to do with leased property.6 Under the MIPA, Sprint agreed to a

price adjustment for 50% of short-term operating lease obligations associated with

the acquired wireless business (the “Short-Term Operating Lease Amount” or

“STOL”).7 Put simply, any leased property came with a substantial discount.

The largest reoccurring liability of the purchased business arose from a

System Use and Service Agreement (“SUSA”) originally entered into in 1991

between a Sprint predecessor and WilTel.8 The SUSA covered approximately 3,592

miles of fiber routes in the eastern United States and required Sprint to make annual

payments exceeding $50 million.9 The agreement governed the operation, servicing,

and maintenance of fiber routes that formed part of an integrated

telecommunications network.10 Between 2002 and 2017, the SUSA was amended

multiple times.11

Thus, the SUSA sat in the background of Cogent and Sprint’s negotiation.

5 Id. Ex. Q, Art. II [hereinafter “MIPA”].

6 Id. ¶¶ 7–8.

7 Id.; MIPA at 12; § 2.3.

8 Amend. Compl. ¶¶ 26, 63, 75; Amend. Compl. Ex. A [hereinafter “SUSA”].

9 Amend. Compl. ¶¶ 26, 75.

10 Id. ¶¶ 34–37.

11 Id. ¶¶ 47, 49, 51, 56, 65, 70.

The parties eventually closed, with Cogent paying a dollar.12 Then it came time for

the purchase price adjustment.

Cogent submitted its purchase price adjustment report under Article II of the

MIPA, itemizing the SUSA under the STOL.13 Sprint disagreed that the discount

applied.14 Sprint argued that the SUSA was a servicing agreement for owned fiber,

meaning it wasn’t a lease and, in turn, wasn’t subject to the STOL.15 Still, Cogent

reasoned that the STOL was applicable.16 According to Cogent, Sprint represented

in the MIPA (and other diligence materials) before closing that the SUSA was an

operating lease obligation subject to the STOL reimbursement, but sought to

recharacterize the SUSA as owned fiber so as to avoid the roughly $24 million

liability it had agreed to bear under the MIPA.17

The dispute was submitted to an independent accounting firm, BDO USA,

P.C.18 Sprint won.19 BDO excluded the SUSA payments from the STOL calculation

and reduced Cogent’s STOL amount by $24,195,122, resulting in a corresponding

12 Id. ¶ 2; MIPA § 2.2.

13 Amend. Compl. ¶ 175; Ex. S.

14 Amend. Compl. ¶¶ 174–01.

15 Id. ¶¶ 174–184. The purchased fiber rights consisted of both owned and leased fiber. Id. ¶ 2.

16 Id. ¶¶ 174–84.

17 Id.

18 Id. ¶¶ 184–01.

19 Id. ¶¶ 174–01; Amend. Compl. Ex. T.

increase to the final purchase price paid by Cogent.20 Cogent didn’t agree with that

outcome.

Following BDO’s determination, Cogent filed this action that included (1) its

claim for a reduction of price for the SUSA and (2) other line items for which it

believes it should be indemnified.21 Those line items include unpaid vendor amounts

and an unpaid price adjustment on a contract between the purchased companies and

Conrail Railroad for a certain right of way.22 After various filings, Cogent amended

its Verified Complaint, and subsequently, Sprint filed a motion to dismiss.23

II. PARTIES’ CONTENTIONS

A. COGENT’S CLAIMS

Cogent brings three claims.24 In Count I (Fraudulent Inducement), Cogent

argues that Sprint knowingly made false representations in MIPA Sections 4.6(b),

4.7(c), and 4.8(a) and the related disclosure schedules by representing that

approximately 3,592 miles of fiber governed by the SUSA were leased pursuant to

an indefeasible right of use, but asserting after closing that the fiber was owned in

20 Amend. Compl. ¶¶ 174–01.

21 See generally Verified Compl. (D.I. 1).

22 Amend. Compl. ¶¶ 212–224.

23 Amend. Compl.; Defs.’ Op. Br. (D.I. 28).

24 See generally Amend. Compl.

order to avoid paying $24,195,122 under the STOL.25 In Count II (Breach of

Contract—Representations and Warranties), Cogent contends the same alleged

misrepresentations constitute a breach of contract and further argues that Sprint’s

failure to disclose $2,345,922.22 in unpaid vendor balances and $2,605,721.10 in

accrued Consumer Price Index increases under a Conrail Railway right-of-way

agreement breached its representations and warranties in Section 4 of the MIPA.26

In Count III (Breach of Contract—Indemnification), Cogent argues that Sprint failed

to indemnify it for these alleged breaches.27

B. SPRINT’S MOTION TO DISMISS

Sprint contends that Cogent’s Amended Complaint is barred and legally

deficient for three reasons.28 First, Sprint says the contract itself bars Cogent’s

claims.29 Under the MIPA, if the calculation of the STOL was contested, then the

correct procedure was to submit the disagreement to an independent accounting firm

for final and binding arbitration.30 It was; Sprint won.31 BDO conclusively

determined that Sprint properly accounted for the SUSA as a service contract in

25 See generally id. ¶¶ 225–237.

26 See generally id. ¶¶ 235–240 (reiterating claims from its Count I fraud claim).

27 See generally id. ¶¶ 241–249.

28 See generally Defs.’ Op. Br.; Reply Br.

29 Defs.’ Op. Br. 14–19; Reply Br. 4–9.

30 Defs.’ Op. Br. 14–19; Reply Br. 4–9; see MIPA § 2.3.

31 Defs.’ Op. Br. 14–19; Reply Br. 4–9; Amend. Compl. Ex. T.

Exhibit B to the MIPA and that such treatment complied with Generally Accepted

Accounting Principles (GAAP).32 Beyond that alone, Sprint further asserts that

MIPA Section 11.3(f) independently bars recovery because the disputed SUSA

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