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I'm curious if you could describe how you're looking at those opportunities today, whether that's similarly or differently than the way you may have looked at this in the past
How should this inform investors after 2026, what the right range of annual AFFO per share expectation should be?
how much of that is just organic from the natural operating leverage in the business? And then how much is represented by the acceleration of the activities
does today's target for 2030 fully encapsulate the activities that you've been describing over the last several months
Do you think that conditions have changed enough and the timing is there where maybe not just giving a view for the next couple of years, but maybe giving new multiyear guidance
How much is EchoStar anticipated to contribute to growth over the next couple of years based on the contractual minimums
I was just curious if you could provide an update on the opportunities to extract an incremental layer of efficiency within the business
can you talk about a little bit more about how that's affecting the second half of the year and is that setting up 2026 to be a better year
how much of that is competitive, whether it's other large tower firms or smaller private firms or build-to-suits
annualized EBITDA and it looks to be above the high-end of the guidance range
can you give us some additional details on what you're seeing in the domestic leasing environment, including the mix of COLO versus amendments
do you still see annual growth in the mid-single-digit range going through 2027
if you were a private company, what could Crown Castle do differently
Have you seen a shift or change in how they're approaching whether it's densification and colo, whether it's the amendment strategy and activity
Just curious for an update on the relationship with EchoStar
can you frame maybe in more detail what are the opportunities to grow further with your existing customers and how that opportunity rates relative to the efficiency gains by divesting the fiber ope...
what you're learning about the size of opportunity in that second leg of maybe how much more incremental efficiency you can generate
Can you frame a little bit in terms of what you're seeing on the colo side of the equation versus the amendment side of the equation?
just curious if there is any creative ways to try to remediate that or try to create an additional comprehensive relationship where you could try to address that and kind of clean it up
can you give us a sense of what the base case assumption is for how much free cash flow that business could contribute or consume for Crown Castle?
if you could share if there's any differences, whether it's in the shaping of that over the course of the year in terms of where it may be coming from?
what are companies should move to everyday value pricing versus that you know, lower, higher promotional stack?
can you size the future opportunity for savings, including if you have any step function opportunities to take cost out
what is Comcast doing to simplify the migration process for customers. And if carriers start to pull back on subsidies
can you give us an update in terms of what you are seeing on both the intake and retention of customers? And then secondly, can you discuss more of the wireless opportunity
you referenced the 2.5% growth in the quarter. As you continue to market the new slate of offers and promotions
curious if you could share some more context around the evolution of ARPU and what you're seeing in terms of customers migrating
Curious if you could give some more details on the competitive landscape and how that influences the pace over which you'd expect to improve
for the mobile gross adds, are you seeing a mix shift in terms of the percent that come from existing broadband customers
how much of the recent losses may be a function of slower industry growth given the maturation of the category
how far down the size level is AI going right now?
I'm curious if you could put some further context around what you're seeing
how are you thinking about the mix going forward?
why you're seeing the EMEA and APAC regions trailing behind the U.S. on AI adoption?
Curious if you could discuss the opportunity to try to compress the time frame to bring new development online
do you see Digital taking share? And if you can expand on the characteristics within each of those
I'm curious if you could provide more color, is that 110 in addition to whatever cloud nodes they typically would have
how much of this is in the company's control versus how much of it is just simply customer optimization of workloads
curious what you're seeing on that front in terms of demand? And are those the types of deployments that you should also see some significant pre-leasing
What are the opportunities to improve MRR churn over time? And has there been some developments on the analytics
In the second half of last year, the discussion picked up around Equinix going after some larger deal sizes as an incremental opportunity
how do you think about that in terms of expanding customers versus expanding customer spend? And then on the second path
at what point can you unplug the radios so that you're no longer meeting the minimum use requirements
I was just curious if you could give us a little bit of a preview or a road map of the range of potential changes
You referenced earlier that wireless ARPU is growing. I'm curious if you could discuss some of the details
can you expand the pace of quarterly customer growth while also reducing the EBITDA burn at the same time?
Just curious if you could talk about the significance of that change in backlog versus maybe other historical first quarters
what you learned about how investors are valuing you in the public market? And what are the ways that SBA is trying to respond
Do you view 2026 as the bottom? And what you're just describing, in terms of factors that contribute to activity, just collectively driving more activity over the next few years?
what have you learned about the opportunities to more readily and flexible basis, pursue additional consolidation of the markets you're in
how does this deal influence your conviction on what you described previously in terms of those mid-single-digit domestic leasing growth opportunities
can you help us with what is the right or fair level that SBA should be able to grow AFFO per share on an annual basis
curious if you could share an update on how the visibility is trending for organic growth as well as the churn dynamics, and specifically in Latin America
is there a corresponding increase in fees for carriers leaving the equipment behind?
if you can give us an update on how you're thinking about your target debt leverage and the priorities for capital?
Can you unpack how AT&T is defining the term open, including how that impacts your go-to-market?
on the account growth sequentially in consumer and mobility. Can you share what's working for you
how is AT&T Inc. responding to the promotional changes from your competitors to sustain your financial performance
can you discuss the macro factors that you may be seeing that can influence postpaid phone growth for AT&T Inc. in 2026
whether or not LEO satellites pose competitive threats to your mobile services
if you have an update on the opportunities to expand the open access program to increase passings beyond the 60 million target
are there additional pressures that you're seeing in the back half of the year relative to first half that we all should be mindful of
Could you just frame the opportunities for AT&T Inc. to continue to improve ARPU for both postpaid phones and the fiber subscribers
do these network enhancements give you an expanded opportunity to take more share of broadband outside of the fifty plus
you added a much larger number of resale subs. I think it was up 13.5% quarter-on-quarter
how AT&T is looking at the mix between volume growth and ARPU opportunity within the '25 guidance
I was just curious if you can share what was happening with the postpaid account churn on a year-over-year basis
I was curious if you can unpack the contributors to the ARPU growth of about 4% year-over-year
in terms of the switcher pool, can you discuss what you're seeing from that? Do you expect it to be higher for longer
How much of that quarterly volume may be benefiting from greater breadth of coverage versus deeper penetration
some of the other strategic questions that you'd like to see T-Mobile answer over the next 12 months
can you share with us how much of the SWA success is coming from the business or SMB segment
discuss the performance of accounts and ARPA with the dense in the quarter as well as what that means for the go-forward outlook
opportunities for Verizon and/or the industry to inject more value
importance of convergence
curious if you could share an update on how Verizon
can you give us an update on how you're seeing postpaid phone industry growth and the volumes you're expecting
Curious if you can provide a bit more context on the upgrade environment in terms of what you saw