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Analyst
Simon Flannery
Period: Reporting period mapped to calendar 2024 Q4.
- Questions
- 8on tracked calls
- Challenge rate
- 13%1 of 8 questionsLimited sample
- Companies
- 5questioned at least once
- Reporting periods
- 1with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 8 of 8 questions from 5 companies
AMTAmerican Tower2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2024 Q4
there was a reference, Rod, maybe to more money on U.S. land purchases
Show response
Rod said land buyout budget rising to ~$200M in 2025 from $144M in 2024. Targets best towers with 20-30 year lease extensions or perpetual easements. Returns well above hurdle rates. Land security now in high-70s percent.
are you getting full recognition for the assets that you hold given the predominance of the tower business
Show response
Steve affirmed strategic rationale for CoreSite: tower-data center edge convergence thesis remains. If synergies don't materialize, they'll reassess. Currently seeing AI and multi-cloud demand validating the ecosystem.
CCICrown Castle2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
is it fair to say that the AFFO per share growth should be in that mid-to-high single-digits and that the dividend per share should also be in that sort of trajectory
Show response
CFO confirmed dividend growth will mirror AFFO growth at 75-80% payout but declined to guide beyond 2025's 4.5% tower growth.
is that off the table now? Are you pretty much locked into the U.S, or might you be interested in something in Europe if the right opportunity arose?
Show response
CEO said focus is US but would look at inbound opportunities opportunistically; not spending time seeking European deals.
EQIXEquinix2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
It'd be great to just get a little update since you've announced that project? Where do we stand in terms of identifying markets, build programs
Show response
Keith confirmed Hampton site progress, utility coordination, three additional U.S. sites under consideration, and ~$40M incremental OpEx for xScale expansion embedded in 2025 guide.
I'd love to get your perspective on that development and how you think about inference coming through your numbers in 2025, 2026, and beyond?
Show response
Adaire provided comprehensive view on DeepSeek's impact as net positive for lowering inference costs and driving broader AI adoption, positioning Equinix at the center of demand.
DLRDigital Realty1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
What's the latest situation with getting power to your new developments? Any other items in the supply chain
Show response
Power confirmed supply chain remains tight, especially for power delivery, but DLR's 3.5GW+ land/shell bank and supply chain relationships provide insulation.
SBACSBA Communications1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
Can you just update us on where the deal timelines are? What's the sort of sensitivity is that going to be?
Show response
September 1 is best guess; both parties want to close earlier if regulatory hurdles clear. International churn driven by Brazil Oi consolidation is higher than expected with similar levels in 2026.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| AMT American Tower | 2 | —Rate withheld: fewer than 3 questions |
| CCI Crown Castle | 2 | —Rate withheld: fewer than 3 questions |
| EQIX Equinix | 2 | —Rate withheld: fewer than 3 questions |
| DLR Digital Realty | 1 | —Rate withheld: fewer than 3 questions |
| SBAC SBA Communications | 1 | —Rate withheld: fewer than 3 questions |
- AMTAmerican Tower · 2 questions—rate withheld: under 3 questions
- CCICrown Castle · 2 questions—rate withheld: under 3 questions
- EQIXEquinix · 2 questions—rate withheld: under 3 questions
- DLRDigital Realty · 1 question—rate withheld: under 3 questions
- SBACSBA Communications · 1 question—rate withheld: under 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 8 | 13%1 of 8 questions | 5 |
- 2024 Q48 questions · challenge rate 13% (1 of 8 questions) · 5 companies
Topics
Topics tagged on this analyst’s questions.
- Capex Investment3
- Capital Allocation2
- Cloud & AI2
- Revenue Growth2
- M&A2
- Geographic Expansion2
- Supply Chain1
- Demand1