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American Tower(AMT) - 2025 Q4 - Earnings Call Transcript
2026-02-24 14:32
American Tower (NYSE:AMT) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Company ParticipantsBatya Levi - Managing DirectorMichael Rollins - Managing DirectorNick Del Deo - Managing DirectorRichard Choe - Vice President of Equity ResearchRodney Smith - EVP, CFO, and TreasurerSpencer Kurn - SVP of Investor RelationsSteven Vondran - President and CEOConference Call ParticipantsBrandon Nispel - Director and Equity Research AnalystBrendan Lynch - Vice President and Equity Research AnalystDavid Barden - Res ...
WENDEL: Wendel supports MTN’s offer to acquire IHS Towers pursuant to which it will receive full liquidity on its 19% stake, representing net proceeds of approximately $535m
Globenewswire· 2026-02-17 14:45
PRESS RELEASE – FEBRUARY 17, 2026 Wendel supports MTN’s offer to acquire IHS Towers pursuant to which it will receive full liquidity on its 19% stake, representing net proceeds of approximately $535m Wendel (Euronext: MF.FP) today announces its support for the offer (the “Offer”) made by an affiliate company of MTN Group to acquire IHS Holding Limited (NYSE: IHS) (“IHS Towers” or the “Company”). The Offer has been approved by the board of directors of IHS Towers. At $8.5 per share, the Offer represents a p ...
IHS Towers Agrees to Sell Latin America Tower Operations to Macquarie Asset Management
Businesswire· 2026-02-17 13:46
Core Viewpoint - IHS Towers has agreed to sell its Latin America tower operations, including approximately 8,860 sites in Brazil and Colombia, to Macquarie Asset Management for an enterprise value of approximately $952 million, marking the company's exit from the Latin American market as part of its strategic initiatives aimed at shareholder value creation [1]. Group 1: Transaction Details - The Latam Tower transaction reflects an enterprise value of approximately $952 million [1]. - The transaction is expected to close later in 2026, subject to certain conditions being met [1]. - J.P. Morgan is acting as the financial advisor to IHS Towers for this transaction [1]. Group 2: Company Background - IHS Towers is one of the largest independent owners, operators, and developers of shared communications infrastructure globally, with over 37,000 towers across seven markets, including Brazil, Colombia, and others [1]. - Macquarie Asset Management manages US$477 billion in assets and aims to invest in wireless and digital infrastructure to support 5G network buildout in Brazil and Colombia [1].
NuRAN Launches its First 3G Site in Cameroon
Accessnewswire· 2026-01-28 12:45
QUEBEC, QC / ACCESS Newswire / January 28, 2026 / NuRAN Wireless Inc. ("NuRAN" or the "Company") (CSE:NUR)(OTC:NRRWF)(FSE:1RN), a leading supplier of mobile and broadband wireless infrastructure solutions, is pleased to announce the launch of its first 3G site in Cameroon, marking an important milestone in the company's network rollout in the country. This deployment supports NuRAN's mission to expand mobile connectivity and improve access to reliable voice and data services in underserved communities. It a ...
Is Dycom's Surge in Engineering Work Hinting at Bigger Builds Ahead?
ZACKS· 2026-01-27 03:10
Core Insights - Dycom Industries, Inc. has increased its engineering engagements related to fiber-to-the-home design, network optimization, and pre-construction planning, indicating potential for larger, higher-margin deployment contracts [1][10] - The federal broadband stimulus programs are pressuring service providers to deploy fiber at scale, positioning Dycom's engineering teams to convert design work into build and project management services, enhancing long-term profitability [2][3] - The Broadband Equity, Access and Deployment (BEAD) program is a significant multi-year catalyst with $29.5 billion expected in state and territory spending aimed at accelerating broadband expansion in underserved rural areas [3] Engineering Work and Market Dynamics - Increased engineering work does not guarantee build awards due to macroeconomic constraints like labor tightness and material cost volatility, but Dycom's improved project controls and productivity are mitigating execution risks [4][10] - The surge in engineering work may indicate a thickening pipeline for Dycom, suggesting larger builds are on the horizon [5] Competitive Landscape - Dycom specializes in telecommunications infrastructure, particularly fiber-to-the-home services, in a highly competitive market with players like MasTec, Inc. and EMCOR Group, Inc. [6] - MasTec offers broad infrastructure services across various sectors, providing scale advantages but diluting its focus on telecom compared to Dycom [7] - EMCOR operates as a mechanical/electrical contractor with a focus on diversified services rather than telecom build-outs, which contrasts with Dycom's specialization [8][9]
Akanda (AKAN) - Prospectus
2026-01-26 22:25
If an emerging growth company that prepares its financial statements in accordance with U.S. GAAP, indicate by check mark if the Registrant has elected not to use the extended transition period for complying with any new or revised financial accounting As filed with the Securities and Exchange Commission on January 26, 2026 Washington, D.C. 20549 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Akanda Corp. c/o Gowling WLG (Canada) LLP 100 King St. W, Suite 1600 Toronto, ON M5X 1G5, Canada Tel: +1 (4 ...
Crown Castle Terminates Agreement With DISH on Payment Default
ZACKS· 2026-01-14 14:30
Core Insights - Crown Castle Inc. (CCI) has terminated its agreement with DISH Wireless due to DISH's default on payment obligations, allowing CCI to recover over $3.5 billion in remaining payments owed [1][7] Group 1: Impact of DISH's Actions - The dispute arises from strategic changes at DISH's parent company, EchoStar, which has discontinued its network business and sold public spectrum licenses to AT&T and SpaceX [2] - DISH claims that actions taken by the Federal Communications Commission (FCC) have eliminated its obligation to make remaining contractual payments [2] Group 2: Long-term Outlook for CCI - While the termination may pressure CCI's near-term revenues, it is not expected to materially impact the company's long-term outlook, as the exit of DISH frees up capacity on CCI's towers for more creditworthy carriers like AT&T, Verizon, and T-Mobile [3][5] - The exponential growth in mobile data usage and the deployment of 5G networks are driving significant investments by carriers, positioning CCI favorably with its portfolio of approximately 40,000 towers in the top 100 trading areas in the U.S. [4] Group 3: Market Performance and Analyst Sentiment - CCI's shares have declined by 11.5% over the past three months, compared to a 1.6% decline in the industry [5] - Despite the recent challenges, analysts are optimistic, with the Zacks Consensus Estimate for CCI's 2025 FFO per share revised upward by 2.1% to $4.30 and for 2026 by 2.3% to $4.96 [6]
Dycom Industries, Inc. (NYSE:DY) Director Sells Shares Amid Company Growth
Financial Modeling Prep· 2026-01-10 04:00
Company Overview - Dycom Industries, Inc. is a significant player in the telecommunications infrastructure industry, focusing on fiber-to-the-home, wireless programs, and maintenance work, competing with companies like MasTec and Quanta Services [1] Financial Performance - The company has experienced a 13% year-over-year increase in contract revenues, reaching $4.09 billion in the first nine months of fiscal 2026 [2][5] - Dycom's adjusted EBITDA margin improved by 140 basis points to 14.1%, indicating enhanced profitability [3][5] - The Days Sales Outstanding (DSO) was reduced by 14 days to 105 days, reflecting improved billing and execution discipline [3] - Dycom's backlog stands at $8.22 billion, providing a solid foundation for future growth [3][5] Market Position - The current stock price of Dycom is $338.81, with a slight decrease of $0.87 or approximately -0.26% [4] - Over the past year, the stock has fluctuated between a high of $366.65 and a low of $131.37 [4] - The company's market capitalization is approximately $9.81 billion, with a trading volume of 182,691 shares on the NYSE [4] Strategic Initiatives - The ongoing rollout of the Enterprise Resource Planning (ERP) system is expected to enhance efficiency and productivity as the company moves into fiscal 2027 [3]
UTStarcom Launches SkyFlux SPN310 to Empower Enterprise and Metro Edge Networks
Globenewswire· 2026-01-08 08:36
Core Viewpoint - UTStarcom has launched the SkyFlux SPN310, a new router that enhances its SkyFlux Converged Packet Transport platform, aimed at improving network performance and flexibility for various applications [1][2]. Group 1: Product Launch - The SkyFlux SPN310 is designed for metro access and enterprise edge applications, providing a compact and cost-effective solution for SME connectivity and broadband aggregation [3]. - The router features a 16Gbps switching capacity, 10GE, GE, and FE interfaces, and a fanless design optimized for indoor applications [5]. Group 2: Technological Advancements - The SkyFlux Converged Packet Transport platform integrates modern networking technologies such as Segment Routing and FlexE, along with a software-defined networking approach [2]. - The platform is optimized for applications including 5G/5G-Advanced mobile traffic midhaul/backhaul, metro aggregation, transport networks, and enterprise networks [2]. Group 3: Strategic Positioning - The release of the SkyFlux SPN310 allows UTStarcom to expand its portfolio and address the needs of the enterprise and metro network edge markets [3]. - A firmware version compatible with the NG-PTN NetRing platform is also being released, enabling the company to offer its latest developments to a broader customer base while managing costs [3]. Group 4: Company Overview - UTStarcom is focused on providing innovative and reliable communication services, with a strong presence in Japan, India, and China [4]. - The company was founded in 1991 and has been listed on the Nasdaq Market since 2000 [4].
Dycom Industries, Inc. (DY) Presents at UBS Global Media and Communications Conference 2025 Transcript
Seeking Alpha· 2025-12-10 04:17
Group 1 - The company experienced significant growth in the past year and is optimistic about future opportunities [2][3] - The company operates across all 50 states, providing both wireline and wireless infrastructure for major telecommunications and cable customers [2] - Recently, the company has expanded its focus into the data center sector, particularly in the power space [2]