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Bora Lee

Vice President of Equity Research specializing in Communications Infrastructure at RBC Capital Markets

Bora Lee is a Vice President of Equity Research specializing in Communications Infrastructure at RBC Capital Markets. He covers specific companies such as Cogent Communications and has analyzed a total of seven stocks since 2019, maintaining a 48% success rate with an average return of -1.0% per rating. Lee began his career at LAI Partners LLC before joining RBC Capital Markets in 2018, where he has built experience across the US and Spanish markets. His credentials include substantial buy- and hold-side research responsibilities and FINRA registration as part of his role at RBC Capital Markets.

Bora Lee's questions to Uniti Group (UNIT) leadership

Bora Lee's questions to Uniti Group (UNIT) leadership • Q4 2024

Question

Bora Lee asked how evolving hyperscaler needs have impacted Uniti's fiber build strategy regarding strand counts and geography. She also requested an update on wireless bookings for 2024 and the outlook for 2025.

Answer

CEO Kenneth Gunderman responded that hyperscaler demand has dramatically increased required fiber capacity, with strand counts growing from 12 to over 464, necessitating upgrades to ILA facilities. He noted that build geography remains disciplined and focused on strategic routes with lease-up potential. Regarding wireless, Gunderman stated that 2024 bookings were flat year-over-year, better than the initial 'down' forecast, and that an anticipated pickup is now occurring in early 2025, leading to an expectation of higher wireless bookings for the full year.

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