reports
Crown Castle Files Investor Presentation Highlighting Clear Strategic ...
Crown Castle Files Investor Presentation Highlighting Clear Strategic Plan and Refreshed, Experienced Board to Drive Shareholder Value Creation The Company’s Board, alongside newly appointed CEO Steven Moskowitz, is taking action to improve performance, unlock value within the fiber and small cell business, and create a stronger and more valuable Crown Castle Ted Miller’s demands to take de facto control of the Company, along with three of his friends and family, put shareholders’ investment in Crown Castle at risk Shareholders urged to vote the WHITE proxy card or voting instruction form...
- Soomit Datta
AMX (Buy, TP: $24, +25%) Why a seemingly (quite) healthy Telco just f...
WOM Chile filed for Chapter 11 last month (April 1), followed a couple of weeks later by a local filing for WOM Colombia. Two filings in one month. Colombia’s relatively modest financing difficulties were likely sealed by the Chilean filing and we review events in Chile to work out how a seemingly successful scaled wireless operator (close to 25% market share of service revenue, 37% EBITDA margins) ended up here.
- Soomit Datta
AMX(Buy, TP: $24, +24%) Televisa (Neutral, $3.5, +11%) Megacable (Neut...
The market continued to eek out broadband growth in Q1, with Megacable leading the charge. We applaud management’s execution here and the double digit revenue and EBITDA growth, though this now seems embedded in expectations; we think it’s time to close out Megacable stock gains (30% YTD), trading on a 5.5% EFCF yield for 2025. Our target remains MXN55, though we have taken out the probability of cable-cable deal synergies, offset by upgrades following Q1s.
Crown Castle Highlights Actions its Board Has Implemented to Successfu...
Crown Castle Highlights Actions its Board Has Implemented to Successfully Strengthen Foundation and Position Company for Long-Term Value Creation Urges Shareholders to Vote “FOR” ONLY Crown Castle’s 12 Qualified and Experienced Director Nominees on the WHITE Proxy Card Ted Miller’s Self-Serving Campaign Risks Derailing Important Work Underway and Is Not Aligned with Interests of Shareholders HOUSTON, April 25, 2024 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (“Crown Castle” or the “Company”) today sent a letter to shareholders in connection with its upcoming 2024 Annual Meeting of...
Crown Castle Issues Statement Regarding Ted Miller's Latest Attempt to...
Crown Castle Issues Statement Regarding Ted Miller's Latest Attempt to Disrupt the Company's Momentum HOUSTON, April 19, 2024 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (“Crown Castle” or the “Company”) today issued the following statement: Consistent with the Boots Group’s approach throughout its campaign, Ted Miller has again pursued a litigation strategy that is attempting to interfere with Crown Castle’s critical strategic and operational initiatives. In his most recent motion, Ted Miller is seeking to prevent the Company from expanding the size of its Board, which the Board...
Crown Castle Reports First Quarter 2024 Results and Maintains Outlook ...
Crown Castle Reports First Quarter 2024 Results and Maintains Outlook for Full Year 2024 HOUSTON, April 17, 2024 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") today reported results for the first quarter ended March 31, 2024 and maintained its full year 2024 outlook, as reflected in the table below. (dollars in millions, except per share amounts)Current Full Year 2024 Outlook(a)Full Year 2023 ActualChange% ChangeSite rental revenues$6,370$6,532$(162)(2)%Net income (loss)$1,253$1,502$(249)(17)%Net income (loss) per share—diluted$2.88$3.46$(0.58)(17)%Adjusted EBITDA(b)$...
- Soomit Datta
AMX (Buy, TP: $24, +40%) AMX - Q1 24: Accelerating revenue and EBITDA...
AMX reported strong Q1 numbers after close, coming in ~2% ahead of consensus revenue and EBITDA. Growth accelerated (to 5% y/y from 3.7% in Q4) coming from Mexico and Brazil, and both fixed and wireless. Brazil EBITDA also saw strong support on the cost side. Capex was down y/y in Q1, in keeping with the FY 24 guide (~$7 billion, down from $8.8 billion in 2023); we expect mid-term capex to be provided at the upcoming May 7th Investor Day, and see potential for consensus estimates to come down he...
EQS-News: A1 Group: Ergebnis Q1 2024
EQS-News: Telekom Austria AG / Schlagwort(e): Quartalsergebnis/Quartalsergebnis A1 Group: Ergebnis Q1 2024 16.04.2024 / 19:05 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Telekom Austria: Die A1 Group verlautbart das Ergebnis für Q1 2024. Relevante Unterlagen zu den Ergebnissen finden Sie unter folgendem Link: Weitere Informationen finden Sie auf der Website: Highlights Q1 2024 Q1 2024: Die Gesamtumsätze stiegen um 0,7%, getrieben vor allem durch das Wachstum der Erlöse aus Dienstleistungen (+3,1% yoy) in lokaler Währung in...
EQS-News: A1 Group: Results Q1 2024
EQS-News: Telekom Austria AG / Key word(s): Quarter Results/Quarter Results A1 Group: Results Q1 2024 16.04.2024 / 19:05 CET/CEST The issuer is solely responsible for the content of this announcement. Telekom Austria: A1 Group announces results for Q1 2024. Relevant documentation on the results can be found at the following link: For more information, visit the website: Highlights Q1 2024 Q1 2024: Total revenues rose by 0.7%, driven by service revenue growth (+3.1% yoy) in local currency in all markets except Slovenia, offsetting strong decline in equipment revenu...
Crown Castle Highlights Actions Underway to Create Stronger and More V...
Crown Castle Highlights Actions Underway to Create Stronger and More Valuable Company Files Definitive Proxy Materials and Mails Letter to Shareholders Urges Shareholders to Vote “FOR” Only Crown Castle’s 13 Qualified and Experienced Nominees on the WHITE Proxy Card Ted Miller is Seeking De Facto Control of the Company by Installing Himself as Executive Chair and Appointing His Family and Friends to the Board HOUSTON, April 11, 2024 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (“Crown Castle” or the “Company”) today announced that it has filed definitive proxy materials with the S...
Crown Castle Appoints Tower Industry Veteran Steven J. Moskowitz as Pr...
Crown Castle Appoints Tower Industry Veteran Steven J. Moskowitz as President and Chief Executive Officer Moskowitz Brings 25+ Years of Tower Industry Experience and Proven Track Record of Value Creation HOUSTON, April 10, 2024 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (“Crown Castle” or the “Company”) today announced that its Board of Directors has appointed Steven J. Moskowitz as President and Chief Executive Officer, effective April 11, 2024. Mr. Moskowitz will also join the Board on that date. "We are excited to welcome Steven as Crown Castle’s next leader. His appointmen...
Crown Castle Announces First Quarter 2024 Earnings Conference Call Det...
Crown Castle Announces First Quarter 2024 Earnings Conference Call Details HOUSTON, April 03, 2024 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") plans to release its first quarter 2024 results on Wednesday, April 17, 2024, after the market closes. In conjunction with the release, Crown Castle has scheduled a conference call for Wednesday, April 17, 2024, at 5:00 p.m. eastern time. A listen only live audio webcast of the conference call, along with any supplemental materials, can be accessed on the Crown Castle website at . Participants may join the conference call...
- Chris Hoare
Thai Telcos Q4 23 review: Turning the corner as ARPU grew after more ...
Thai operators witnessed a notable uptick in growth as industry mobile ARPU reverted to growth after more than three years. EBITDA also bounced higher led by TRUE, setting the stage for 9-11% growth in FY24. Guided capex also suggests moderating capex intensity which is key driver of ROIC upside. The outlook is turning more optimistic than before, validated by our recent visit of the two telcos.
Crown Castle Issues Open Letter to Shareholders
Crown Castle Issues Open Letter to Shareholders Files Preliminary Proxy Statement; Recommends Shareholders Vote FOR Crown Castle’s Director Nominees Addresses Statements by Ted Miller HOUSTON, March 25, 2024 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (“Crown Castle” or the “Company”) today filed its preliminary proxy materials with the Securities and Exchange Commission (“SEC”) in connection with its 2024 Annual Meeting of Stockholders to be held on May 22, 2024. In connection with the filing, the Company announced that the Board has nominated 12 directors to stand for election ...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q23
We publish today our comprehensive quarterly bible: 212 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
AVGO APPLE INC.
SOH1 BROADCOM INC.
BESI SOITEC
IFX UBER TECHNOLOGIES INC.
UBER ERICSSON
ERIC.B ERICSSON LM-B SHS
ERIC-B GRABTAXI HOLDINGS PTE LTD
ERICB EU WOLFSPEED INC
0967655D GRAB HLDGS LTD
WOLF ARM HOLDINGS PLC
GRAB ARMEYSKI HLDG AD
Crown Castle Comments on Self-Serving, Unfounded Litigation Brought by...
Crown Castle Comments on Self-Serving, Unfounded Litigation Brought by Ted Miller Attempted Legal Maneuvers Seek To Interfere with CEO Search and Fiber Review HOUSTON, March 05, 2024 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (“Crown Castle” or the “Company”) today commented on the self-serving litigation brought by Ted Miller and Boots Capital Management. The lawsuit brought by Mr. Miller is without merit and underscores that his activism campaign against Crown Castle is focused on his own self interests. These interests include, among other things, the appointment to the Board...
Telekom Austria AG: 1 director
A director at Telekom Austria AG bought 11,000 shares at 7.927EUR and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...
Crown Castle Declares Quarterly Common Stock Dividend
Crown Castle Declares Quarterly Common Stock Dividend HOUSTON, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") announced today that its Board of Directors has declared a quarterly cash dividend of $1.565 per common share. The quarterly dividend is payable on March 28, 2024 to common stockholders of record at the close of business on March 15, 2024. Future dividends are subject to the approval of Crown Castle's Board of Directors. ABOUT CROWN CASTLE Crown Castle owns, operates and leases more than 40,000 cell towers and approximately 90,000 route miles of...
- Soomit Datta
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