Brendan Lynch

Can you give us some color on what that actually looks like in terms of potential coloc and amendment growth and cancellations

There are some press reports out there about DC construction being delayed in North Carolina. Seems there's a kind of growing wave of

Can you describe to what extent you're seeing actual inferencing demand and specifically low latency inferencing demand at CoreSite

How should we think about that long-term growth going forward, we get back into about 4.5%

your view on the new office tower above South Station in Boston and how that might impact leasing dynamics in the market

When you look back at past cycles, how common is it for tenants to start negotiations so early?

can you just talk about when that might be finalized and when the actual development process might be able to begin

How should we think about the steady state contribution, understanding it's going to be lumpy

How is the Pearce acquisition trending versus the $90 million of EBITDA contribution you had originally anticipated for 2026

how that might be at some risk of increased competition from satellite -- from broadband satellite?

How should we think about that as competition that might be a little bit more urban, suburban focused

is there any upside potential from the satellite operators deploying at some terrestrial sites?

Maybe you could just help us frame some of the risks that exist in the industry related to additional spectrum swaps or efficiency gains via technology or spectral efficiency?

Can you talk about any ancillary services that would fall within the realm of tower exposure that you would be willing to or interested in scaling more?

Can you provide any details on what might be planned to get you to the $45 million midpoint

should we expect that more costs are going to be moved over each quarter until the deal closes?

if there's some sort of regulatory hiccup in one or two states, what would that actually mean for the deal?

Can you quantify, even if broadly, how much of the growth you are reporting is stemming from MLAs versus demand that is above and beyond what the carriers have already contracted?

Maybe you could talk a little bit about the timeframe for the $3 billion of repurchases and your thought process around repurchases versus other option

Can you just clarify how we should think about that?

Maybe you could give us some high-level thoughts on the competitive impact to the market from PSA and NSA being combined?

Can you talk about how seller expectations have changed, if at all

How should we think about the transition of those kind of street rates improving and that finally flowing through down to same-store NOI

What is your expectation for that line item going forward in 2026?

Can you just talk about how you might be distributing some of that marketing spending between ChatGPT and Grok and any other AI models

the marketing spend. It was down 12.5% year-over-year at a time when you're increasing occupancy. How should we think about that marketing spend going forward

We're a few months on from the fires in Los Angeles. Can you give us an update on how it's impacting operations and customer behavior?

It looks like vacates were down about 4.4% year-over-year. Maybe talk a little bit about what you're doing differently to improve that retention?

we look at the ECRI opportunity for the coming year, perhaps you have some fertile ground just because of the increase in new customers that you've brought in

your price increases that you typically roll out at the beginning of the year, can you just give us some color on how that process went

I wanted to follow up on RIM organic constant currency storage growth of about 5.2%.

Can you talk about what would get you to the high end versus what might be the low end of what you might be able to capture?

maybe just help us understand the kind of puts and takes there. If I recall correctly, it was announced on the first quarter call

the volume was up quite a bit in the quarter. Can you talk about what triggered that? Did downstream pricing or something else change in the market

If the US were to implement tighter restrictions on exporting IT hardware to China, how do you think that would affect the ALM business?

It looks like turnover costs per square foot are coming down, I think now about 7.3% of lease value, but free rent has ticked up a bit. So how should we think about the evolution of concessions goi...

do you anticipate dynamics continuing to improve, or is there new supply or other challenges that could still emerge?

could you discuss some of the initiatives driving that outcome and how much is in your control

what the primary KPIs you are measuring when you think about the customer experience component of the platform enhancements

just give us an update on what your appetite is to maybe test the waters in some of these international markets

Are you seeing any signs of improvement yet or any reason to be more optimistic that 2026 would be better than 2025 or 2024?

last year, the seasonal peak was very early. Was there any change in that?

any particular markets that you might be targeting, or an urban versus suburban SKU, or any other property characteristics

Can you just walk us through, your thought process on these components, and where you're planning to be more stern versus more flexible?

Can you just kind of walk through some of those details and what the cap rate was that you paid?

can you give any concrete examples of how AI being deployed at a tower site is advantageous relative to in a traditional data center?

The FCC is considering auctioning 180 megahertz in , I think, it's 3.9 to 4.2 gigahertz band. Are there any carriers that would be able to acquire the spectrum and deploy it via software upgrade

To what extent are you seeing this now? And any outlook for the relatively near term would be helpful as well

can you give any details about these assets in particular and why you didn't think you're going to be able to scale more meaningfully in the Canadian market?

Can you talk about the potential for more spectrum auctions over the next couple of years?