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if we could remove DISH from like the last 3 years, it still seems like colo and amendment activity is down. Is that right
one of your largest customers just announced their intent to acquire some towers for their own. Sort of how you're thinking about that
it seems to make a lot more sense and be more accretive if you were to actually cut your dividend and buy back stock
is that weighted more first half, second half this year?
why was that? And, really, why is the right number?
could you help us understand how tower leasing bookings were during the quarter? Are they up year-over-year? Are they up quarter-over-quarter?
where do you think something like EBITDA margins can go over the long-term?
What type of core FFO contribution do you expect from the JV portfolio in '25
How different is that minimum commitment relative to what you've been generating from Verizon in terms of new leasing
From a historical standpoint, what period is most comparable to the new bookings you saw this quarter?
did you utilize that at all this quarter? And then on the 63% customer, was that a previous 10% customer
how you're thinking about working capital for the rest of this year. And then other income came in about $50 million above your guide
are there any like onetime costs with the design wins and the upgrade pushouts that fell into this quarter in terms of like onetime costs
it really implies 0% contribution margin. And so I think revenue growth is great, but was hoping you could really help us understand what's on the other side of this
Maybe you could help us understand whether there were any inventory reserves this quarter and if you're expecting any in 1Q, including maybe potential impact from tariffs
the last couple of quarters, you guys gave an organic ARPA growth. And I was hoping you guys could give that organic ARPA growth this quarter