Joshua Frantz (Goldman Sachs)

Focus Areas4 topics

Revenue Growth2Demand2Competitive Dynamics1Capex Investment1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

CCICrown Castle2 quarters

2025 Q4

Can you help us bridge the 2026 leasing outlook versus what you reported in 2025?

Revenue GrowthCompetitive DynamicsView in transcript →

2025 Q2

Can you give a bit more information on what's driving the higher leasing activity? And if this is related to rural builds or some other project that you're seeing from the carriers?

DemandRevenue GrowthView in transcript →

relative to this point in 5G versus 3G and 4G cycles, how should we think about what's left to deploy?

DemandCapex InvestmentView in transcript →