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    Joshua Frantz

    CFA and Analyst at Goldman Sachs

    Joshua Frantz is a CFA and Analyst at Goldman Sachs & Co. LLC, specializing in equity research in the sustainability and utilities sectors, with a recent focus on global data center infrastructure and clean energy investments. He covers companies involved in major utilities, data center development, and associated energy infrastructure, frequently contributing to top-tier Goldman Sachs research analyzing financial returns and sector growth dynamics. Frantz began his analyst career at Balyasny Asset Management LP before joining Goldman Sachs, where he has established a track record of rigorous financial analysis and sector forecasting, as reflected in the firm’s published reports. He holds the Chartered Financial Analyst (CFA) designation and fulfills regulatory requirements pertinent to U.S. equity research analysts.

    Joshua Frantz's questions to Altice USA (ATUS) leadership

    Joshua Frantz's questions to Altice USA (ATUS) leadership • Q2 2025

    Question

    Joshua Frantz from Goldman Sachs asked how Altice USA's competitive strategy differs against large, well-capitalized rivals versus smaller fiber overbuilders. He also questioned if the company would increase marketing spend to boost subscriber trends, potentially impacting profitability goals.

    Answer

    CEO & Chairman Dennis Mathew explained that their hyper-local strategies are improving win-share against all competitor types, citing a 13% connect lift in targeted areas. He noted they are willing to invest where needed but are doing so surgically, balancing ARPU and volume. Mathew added that a new marketing team and the use of AI are driving greater efficiency and effectiveness in marketing spend.

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    Joshua Frantz's questions to CROWN CASTLE (CCI) leadership

    Joshua Frantz's questions to CROWN CASTLE (CCI) leadership • Q2 2025

    Question

    Joshua Frantz of Goldman Sachs inquired about the specific drivers behind the increased leasing activity and sought perspective on the 5G deployment cycle's length compared to previous 3G and 4G cycles.

    Answer

    Interim President and CEO Daniel Schlanger explained that the higher leasing activity is broad-based across all customers and the company's footprint, driven by carriers needing to augment network capacity to handle subscriber growth and increased churn. He added that the 5G cycle is expected to be as long as, or potentially longer than, the 10-12 year 4G cycle due to the compounding growth in data traffic.

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