Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Madison Rezaei
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 33%2 of 6 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 6 of 6 questions from 4 companies
AMTAmerican Tower2 questions · 2 reporting periods · 1 of 2 challenging
Calendar 2026 Q2
given that scale investors are not giving you a ton of credit for it, really kind of following you as a pure tower read
Show response
Reaffirmed CoreSite as core and pointed to the path to triple capacity, but left the valuation question to analysts rather than outlining a structural action.
Calendar 2026 Q1
how do you think about private and/or sort of consolidated portfolios in the U.S. shifting any competitive dynamics, if at all
Show response
Steve said private ownership hasn't affected competitive dynamics historically. The public-private multiple disconnect reflects private buyers taking a longer-term view past short-term noise.
CCICrown Castle2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
Is that a mark-to-market opportunity? Is it a term extension? Are you sort of thinking about wrapping that into purchase option buyout discussion
Show response
On the 2028 AT&T lease renewal carrying $774 million of annualized rent, management declined specifics, citing long-term arrangements and win-win outcomes.
Calendar 2026 Q1
how should we think about sort of recoveries? Are we thinking this is potentially a primary like onetime cash proceeds?
Show response
CEO described multi-pronged approach: federal lawsuit with amended breach of contract claims, WIA lobbying with FCC/Congress/administration, but cautioned legal outcomes take at least a year. Form of recovery still unknown.
DLRDigital Realty1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
are you signing leases with a wider set of who we would consider hyperscale counterparties
Show response
Power said large-footprint leasing stays with traditional investment-grade hyperscalers, noting top signings over the last 10 quarters came from 6 different top hyperscalers across 6 markets.
EQIXEquinix1 question · 1 reporting period · 1 of 1 challenging
Calendar 2026 Q1
is this a kind of annual spend we should anticipate for the next couple of years
Show response
Katrina noted they are at the top end of the Analyst Day CapEx range and continuing to grow the pipeline. Olivier firmly stated the 25% return target is achieved consistently, supported by demand exceeding supply and differentiated interconnection value.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| AMT American Tower | 2 | —Rate withheld: fewer than 3 questions |
| CCI Crown Castle | 2 | —Rate withheld: fewer than 3 questions |
| DLR Digital Realty | 1 | —Rate withheld: fewer than 3 questions |
| EQIX Equinix | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2026 Q1 | 3 | 33%1 of 3 questions | 3 |
| 2026 Q2 | 3 | 33%1 of 3 questions | 3 |
- 2026 Q13 questions · challenge rate 33% (1 of 3 questions) · 3 companies
- 2026 Q23 questions · challenge rate 33% (1 of 3 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation3
- Competitive Dynamics3
- Credit2
- Pricing1
- Demand1
- M&A1
- Capex Investment1