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What does it mean if SBA gets taken private? And how important is the multiple that they get taken private at?
some people are walking away from that meeting and the road show that's beginning, and thinking that one of the growth vectors to support a multitrillion dollar valuation is disrupting the terrestr...
it looks like there's a lot of markets that are small enough to be distractions and that money could be put to a higher and better use
how do you kind of get comfort right now looking into 2030 that this kind of evolution of connectivity, towers in the sky, so to speak, isn't an equivalently disruptive
to just make sure that DISH is current. And under what circumstances would you guys contemplate beginning to take a reserve
the threat to the WISP market is a threat to churn as we look forward in the business model
they are asserting that because they have a lease agreement with you that they can take 85% of the haircut
Who owns the shed? What zoning do you require? How political could it be
Could you lay out what you believe based on your conversations with the community of carriers, the base case deployment expectation is
how that could slow down deployments and I'm wondering if you guys have a view on kind of how the next big massive spectrum auction that's gonna happen in the United States could ultimately affect ...
what does that look like, and how do you account for that?
how your conversations with the hyperscalers subsequent to their reporting and their growing their CapEx outlooks. How this all fits together
it would seem a logical thing to start buying back stock. If not, why not? What would be the priority for that capital next?
could you talk about how the approach to the vendor payment situation impacted fourth quarter results in the wireless segment
what do you really think it is worth? Because or do you really believe that it is worth $1.5 trillion put together?
what information can you share to support what apparently is your belief that $212 is an appropriate valuation for the SpaceX company today?
The 1033 is not in the $7 to $10 million, but it's a possibility
there were a couple of questions already about this, which is that there are multiple PE firms circling, wanting to buy SBA, take it private
American Tower made an assumption that the real for 2026 is going to be 5.5 and you guys made an assumption it's going to be 5.2
how does this change the game from a financial standpoint, do you think for your average person to evaluate
what were they going to do with that money? Were they going to use it to invest in handsets and marketing?
in the prepared remarks, you said that you were going to solve for corner cases into 2027 in the fiber to the home business
could you update us on the copper retirement program and some of the advancements
the EchoStar Spectrum acquisition, could you kind of elaborate how that's going to augment the business
What is your or AT&T Inc. Board's succession plan? How would that look? When might it happen
is it fair to say that when you say that you wouldn't trade assets with anybody, that you don't need any more assets
this notion of home games and away games and the benefits the fiber brings to the mobile business
This Reign real estate deal and the $850 million it's contributing
could you elaborate a little bit on your understanding with DT about how long they will cease to contribute their shares into the stock buyback program
I would love to get an update on kind of your learnings there and what that partnership means for you and how that partnership might be different than, say, AT&T and Verizon who have invested in AS...
A year ago, you had Sam and you had Jensen on stage and you were talking about all the amazing stuff that AI was going to do
Obviously, there's still a lot of questions about T-Mobile's exposure to the immigration question
what is it going to do to EBITDA in aggregate, maybe either through the year or on a run rate basis
now we're pulling insurance out of other in 2025, what is other? And is it now more of a pure-play representation