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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
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
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
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
I'm curious as to whether it's becoming at all more challenging for CoreSite to kind of keep its place in line
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 high do you think that can go over some reasonable time horizon?
can you share anything about the degree to which the amount you're budgeting for is locked in
Are you able to dimension the number of new builds you're targeting, or at least how it's changed versus recent years
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
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 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?
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
can you help to mention how much of that you think you can eventually get rid of and over what sort of timeframe?
through that lens, how are you thinking about the opportunity to boost the share of cell sites you host?
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
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
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?
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?
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
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
Were you suggesting that the commitments for new leasing activity are relatively linear over the 10 years or something else?
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
Can you share anything about the kind of initial development yields that you're expecting with those builds?
are you seeing any diversification of services work in '25 versus '24, or would you say it's broadly similar?