Mike Funk

Just wondering if you can give us kind of the range of potential outcomes among the renewals there

Typically, that was a leading indicator for domestic deployments. So I would love to hear your thoughts on how that potentially factors in deployments in 2026

Can you dig in a bit more on what you're seeing in Europe and expectations for that region

just wondering if anything in your experience in the past, it could inform our view on the timing and what might move that forward

some more color, if you could, on the markets that are more vulnerable that are leading you to hold back on increasing guidance

Can you help us frame how much of the service revenue growth was due to one carrier upgrading or doing their RAN upgrade versus more traditional service revenue

Any early conversations with AT&T about deploying some of the spectrum or requiring from deals office expected to close relatively soon

you update us on the process and expected timing around the different approaches you're pursuing?

we've heard carriers talk about less densification due to spectrum that they're acquiring. And just wondering if that's filtered through to your conversations with them

Where would you say we are in that process today? If you had to put it in innings?

how should we think about programmatic versus opportunistic buybacks?

Where are the most questions on overlapping costs left to evaluate and deciding the final breakdown of expense between the divested and then the core tower business?

what is your capacity and interest to go shorter duration on contract

can you address the 2026 expirations and how you're thinking about the capacity to increase the re-leasing spreads

why would re-leasing spreads move lower from the current level?

kind of the magnitude of how much higher you can take pricing. Then you mentioned a minute ago that 3% to 5% projected range

does any of that change your thought or outlook on level of AFFO or the shape of AFFO growth that you laid out at Analyst Day?

Is there a read-through from what Microsoft reported -- any commentary you can make on the demand that you are seeing from customers inferencing?

just wondering if you could give us some more background on the negotiations with Verizon, just maybe when they began

your conversations with the carriers have discussed incremental tower or wireless net builds as well?

what do you attribute the increase in new leasing activity from the carriers based on your conversations with them?

looking at your national advertising right now, the converged offering, very little differentiation provided between fiber and in fixed wireless. So just wondering how you're thinking about maybe m...

You mentioned you expect handset amortization to basically be flat year over year, I think, in 2026, just curious what that says about your view of wireless competition in the marketplace

based on the K shape economy that we're in, have those drivers changed? And how does it inform your comments about device subsidy

curious about the save budget as part of that micro segmenting and churn reduction effort

Do you still expect your postpaid phone net adds to be 10% to 15% of the net new?

strategies or tools you think best for reducing churn

postpaid phone subscriber acquisition cost