Ari Klein (BMO Capital Markets)

Focus Areas3 topics

Revenue Growth4Demand2Competitive Dynamics1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

SBACSBA Communications3 quarters

2025 Q3

now that you have the deal with AT&T and Verizon, how are you thinking about the one with T-Mobile, where I guess you don't have one?

How are you thinking about the sustainability of the recent trends there?

2025 Q1

is that something you expect to continue to accelerate and maybe build here for the next couple of years, or does it level-off

2024 Q4

curious to see the level you're expecting in 2025. Do you think that that's going to be the peak?

Revenue GrowthCompetitive DynamicsView in transcript →