Nick Del Deo

Can you talk about other levers you might pull to expand the pipeline?

if you've been in contact with any satellite providers that might be exploring terrestial deployments

Can you talk about any steps you might be taking to proactively land neo cloud on-ramps or other deployments like that, that may be magnetic for AI workloads

it appears there is this comment that the carriers might be more interested in working with our large public tower company partners to undertake more new construction opportunities

with fixed wireless, are you seeing the carriers invest behind it as the primary motivating factor for work on a site

kind of what's the time frame for the Bay Area land? And how many megawatts do you think it will be able to support

should we think about the 6% is, again, just the product of the ebb and flow of larger deals? Or are you kind of purposefully saving the space

how are you thinking about the relevance of your tower portfolio for potentially supporting some of these much higher frequency bands given their propagation attributes

I'm curious as to whether it's becoming at all more challenging for CoreSite to kind of keep its place in line

is this just a lengthening of the book-to-bill cycle, so they're kind of a plan in signing leases that expected, but it's just dragging it in terms of when they get on air

Anything you can share about the inorganic contribution from the Denver Gas & Electric Building acquisition

can you expand a bit on the sort of services work that you're seeing behind the big increases and the degree to which that revenue is coincident with the leasing revenue

if EchoStar would engage in some sort of transaction involving its spectrum, whether a sale or a lease, do you have any contractual protections

Have you seen the demand patterns change at all such that it is broadened out across your markets

tell us about the magnitude of savings you think American Tower can potentially achieve

How can you come up with 0.2 megawatts as the relevant breakpoint?

How high do you think that can go over some reasonable time horizon?

Are you able to dimension the number of new builds you're targeting, or at least how it's changed versus recent years

can you share anything about the degree to which the amount you're budgeting for is locked in

Just wondering how you think about MLAs and the puts and takes or what you find important

how would you describe the state of the company's systems today relative to those of some of the other firms that you've led

I think in the first half, it was $66 million, which implies a pretty sharp increase in the second half. Is that from planned investments in systems or seasonality?

on the $10 million reduction in G&A that you're expecting, did that primarily relate to tower G&A or shared G&A?

I was wondering if you could update us on like what's underway and in motion versus things that might be on pause either for Sunit or the new CEO to kind of review them

through that lens, how are you thinking about the opportunity to boost the share of cell sites you host?

can you help to mention how much of that you think you can eventually get rid of and over what sort of timeframe?

how should we think about the evolution of your asset mix, kind of split between network dense colo

Do you think there's a meaningful disconnect between public and private data center evaluations?

what's your latest thinking? And what are you hearing from customers regarding when you think that compounding will really start to kick in?

Can you talk about what sort of demand you're seeing from Neo Cloud is more broadly

Should we expect to see the development yields in EMEA and APAC start to move up and narrow that gap some versus the Americas

I was wondering if you could elaborate kind of share with us your high-level capital allocation and operating philosophies

Some of the big cloud service providers that you work with have announced and are developing, you know, products to help customers go the multi-cloud

how strategic do you think these deployments will be relative to some of the more traditional cloud on-ramps?

they've had a bit of a sawtooth pattern over the past couple of years. So I wonder -- I was wondering if you could dig a bit more into what helped this quarter

by when do you feel like you'll be ahead of the ball on this front and unconstrained from an inventory perspective across at least most of your key markets?

Do you think that this source of activity is going to be large enough to be a meaningful incremental driver of the business in coming years

One of your peers has commented that the big carriers might be more interested in working with the larger public tower companies to undertake more new construction opportunities

is it your sense that this is like an initial burst that's happening, the sites have become available that may subside? Or does it strike you something that's more sustainable?

Were you suggesting that the commitments for new leasing activity are relatively linear over the 10 years or something else?

We now have some certainty around what might be happening from a fixed wireless perspective. And I'm wondering if you've done any work to try to mention what that might mean for you guys

Can you share anything about the initial feedback you're getting and the degree to which it aligns with or supportive of the lease-up assumptions

you noted that driving efficiencies through new technologies and systems was a priority for the year. Can you expand on that at all

are you seeing any diversification of services work in '25 versus '24, or would you say it's broadly similar?

Can you share anything about the kind of initial development yields that you're expecting with those builds?