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    Greg Williams

    Director and Senior Equity Research Analyst at TD Cowen

    Gregory Williams is a Director and Senior Equity Research Analyst at TD Cowen, specializing in the coverage of the cable, satellite, telecom services, and communications infrastructure sectors. He covers major companies across these segments, with a performance track record that includes a 32.5% success rate and an average return of -1.56%, as measured by market platforms. Williams began his equity research career at JPMorgan and Sidoti & Company, joining TD Cowen in 2012, following five years of corporate finance and strategy experience at AT&T. He holds a BA in economics and computer applications from the University of Notre Dame and is a CFA charterholder.

    Greg Williams's questions to COGENT COMMUNICATIONS HOLDINGS (CCOI) leadership

    Greg Williams's questions to COGENT COMMUNICATIONS HOLDINGS (CCOI) leadership • Q2 2025

    Question

    Greg Williams of TD Cowen questioned the progress of wavelength installations, asking if the target of 400-500 circuits per month by year-end is still achievable, and inquired about the data center sales process, specifically if the $10 million per megawatt asking price is realistic based on current interest.

    Answer

    Dave Schaeffer, Founder & CEO, explained that while billed installations were 147, several hundred more were installed but not yet billed due to customer readiness. He affirmed the capability to ramp to 500/month. Regarding data centers, he confirmed receiving six offers for parts or all of the portfolio but noted caution as bidders have been hesitant to post significant non-refundable deposits, making it premature to adjust the asking price.

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    Greg Williams's questions to Lumen Technologies (LUMN) leadership

    Greg Williams's questions to Lumen Technologies (LUMN) leadership • Q2 2025

    Question

    Greg Williams asked for the reason behind the lowered CapEx guidance and requested details on the 'sell with' and 'sell through' channel partner model, including its economics, scale, and timing.

    Answer

    President & CEO Kate Johnson explained the channel model involves tech partners bundling Lumen's NaaS offerings via APIs, which lowers Lumen's sales costs and expands reach. EVP & CFO Chris Stansbury attributed the lower CapEx guidance to the timing of large PCF builds and some equipment backlogs, stating it does not affect revenue timing.

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    Greg Williams's questions to Frontier Communications Parent (FYBR) leadership

    Greg Williams's questions to Frontier Communications Parent (FYBR) leadership • Q4 2023

    Question

    Inquired about whether the current low fiber churn is sustainable or if there's room for improvement, and asked for clarification on the amount of vendor financing included in the 2024 CapEx guidance.

    Answer

    The company believes it can continue to improve NPS and lower churn further. The 2024 CapEx guidance of $3.0-$3.2 billion includes vendor financing, which is expected to be a few hundred million dollars, with total cash and accrued CapEx being similar for the year.

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