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the Spectrum deal between EchoStar DISH and AT&T seems to be going very slowly. It feels to us like there's some issues in Washington
you mentioned 700 new builds in Europe, 85% of your CapEx has been developed areas. What's -- because obviously, 9%, I think, inorganic growth in Europe
Can you provide us the amount owed? Like Crown Castle mentioned that they're owed $3.5 billion when they terminated the agreement
How should we think about M&A out there, what you're seeing across the global landscape? And maybe address also kind of the disparity between public and private multiples
Can you remind us again your exposure to UScellular? And then also, interestingly, T-Mobile on their earnings call talked about a charge where they were going to be reducing some cell sites
are you guys open to like doing a negotiation with DISH to kind of get an NPV value
How should we think about the M&A environment out there for external growth, stock buyback and where are we at as far as private versus public multiples
Update us a little bit about what you're seeing in direct-to-device and what you think it might mean U.S. versus international
Can you frame for us what that USM exposure you think might be and the timing for that? And then obviously, more speculative, just maybe an update on DISH
Leverage now hit 5.0x. We're getting closer to that coming below 5.0x. Update us as far as thoughts on stock buyback
Can you break out for us what either in the applications or new revenue 1Q saw as far as colocation amendment kind of the split between those
what kind of yields are you getting on the over $600 million on the data centers
anything changing on that dynamic as far as more portfolios coming out
we had noticed at the FCC website that there's an application maybe to split the fiber small cell transaction into domestic and international to maybe try and get a May 1 closing
is there any reason systemically or fundamentally on why over a medium or long term, your growth rates should vary from the peer group
Any update on the status of working with DISH? Why terminate the agreement and what do you get out of terminating the agreement?
you mentioned a handful of state and federal level approvals left. Any lessons learned from, like, Frontier Verizon through California
is there any change to the purchase price of $8.5 billion for the fiber small cell transaction
How should we think about how much was in the 24 actual and the 25 guidance that was kinda related to DISH activity
are you willing and open to saying, well, let's look at maybe an NPV basis Let's look at what you owe me
Are we still waiting for the deal to close, or how should we think about when do we get more granularity
is the Board actively searching for a new CEO? Are they waiting for the deal to close?
Is there anything with the FCC? And of course, we've been watching T-Mobile U.S. Cellular; Paramount, Skydance. A lot of this DEI discussions
Where are we at right now? What are you guys hitting and what kind of cycle times are you achieving that's helping results?
What appealed to you or what kind of triggered your thoughts of let's move from a Board role to a CFO role?
walk us through maybe what the pacing for new lease activity should look like in '25 and kind of how we from the outside should think about the ability or desire maybe at some point to say we can n...
Walk us through kind of where you're at in the process, it was only announced shortly ago, but what are the difficulties of getting this deal over the finish line?
were you thinking at all of keeping small cells or even a stake of small cells because there is some excitement about densification
Have you gotten any confirmation from the rating agencies that they do view that as investment grade zone
is it one transaction with two parties? Is it separate transactions? And how should we think about kind of the long poles
looking for an update on capital expenditure investment program. What are you most excited about?
Give us some concrete examples of what you hope to achieve going across film, television, streaming, live experiences, publishing, consumer products
the different types of combinations and the pros and cons of how you think about your desire or interest in participating in some of those
is this a decision that you then are going it alone? Or is there a potential for more partners?
Do you envision this as a replacement for terrestrial wireless, a complement to terrestrial wireless?
How do you view that market? The uniqueness that you bring to the table with the Spectrum?
it sounds like a lot of cross-selling then. From the video side to the Boost side
Is there a number out there as far as what you wanna hit the year-end 26 extended deadlines?
can you help us understand what are the advantages and disadvantages of being a public company versus a private company
How should we think about leverage level, buyback, M&A opportunities and how you're kind of balancing those use of your flexibility?
how do you stack up the priorities or criteria or the factors of price versus ability to close versus financing?
Can you update us as far as how much T-Mobile USM churn might be when you're thinking it might affect you guys?
Did you guys file a lawsuit? Have you terminated the contract? And just how do you see kind of the time line or how this might play out?
are your contracts paid like on first of the month type thing. So just currently they were paid for October, currently they are paid through November?
where are you at as far as the T-Mobile USM churn? How much is it? And could you accelerate it?
that's a grand total of $20 million thereafter, right? That's not like $20 million a year
what new spectrum could be found auctioned and put into the system that would drive more spectrum deployments instead of having to split sites?
when you think about AI, you touched on in your opening remarks, when and how will AI affect towers?
Where do you think leverage needs to be investment-grade? You guys don't have a lot of final purchase options.
can you walk us through a little bit about how you see that playing out domestically and internationally
you mentioned moved up from $0.22 to $0.30 versus like Disney doing $1. Can you lay out some of the items
what are the bigger drivers as you would rank them, subscriber growth, ARPU growth, cost cutting
Help us understand the pacing to kind of get to that number and stay at that number