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    Mike Funk • Bank of America

    Mike Funk's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership

    Mike Funk's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership • Q1 2025

    Question

    Matthew Bullock, on for Mike Funk, asked how macroeconomic uncertainty could impact implementation cycles and adoption momentum for CCCS's emerging solutions.

    Answer

    CEO Githesh Ramamurthy stated that strong demand for emerging solutions continues and that implementation cycles are not currently being affected, citing a recent fast OEM rollout. He clarified that the cautious guidance reflects prudence regarding the broader macro environment, not a currently observed impact on sales or implementation velocity.

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    Mike Funk's questions to Equinix Inc (EQIX) leadership

    Mike Funk's questions to Equinix Inc (EQIX) leadership • Q1 2025

    Question

    Mike Funk asked about the read-through from Microsoft's strong Azure growth on the demand Equinix is seeing for AI inferencing.

    Answer

    CEO and President Adaire Fox-Martin stated that Equinix continues to win significant AI opportunities, with 50% of the top 25 deals in Q1 being AI-related. She noted that while service providers are chasing capacity, enterprises are focused on targeted use cases. She highlighted Equinix's value proposition for inference, including its flexible data strategy, privacy-first approach, low-latency networks, and partner ecosystem, which supports demand for both centralized 'AI factories' and distributed edge inferencing.

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    Mike Funk's questions to American Tower Corp (AMT) leadership

    Mike Funk's questions to American Tower Corp (AMT) leadership • Q1 2025

    Question

    Mike Funk sought more color on which markets are most vulnerable to uncertainty, leading to the cautious guidance, and asked to what extent services revenue is dependent on a single carrier's RAN upgrade versus being more broad-based.

    Answer

    CEO Steven Vondran identified emerging markets as more susceptible to global macro shocks and FX volatility, while stating the U.S. outlook is firm. CFO Rod Smith added that uncertainties around inflation, interest rates, and FX make it prudent to not raise core guidance. Vondran clarified that the overall services business is broad-based across customers and activities, not dependent on a single project.

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    Mike Funk's questions to SBA Communications Corp (SBAC) leadership

    Mike Funk's questions to SBA Communications Corp (SBAC) leadership • Q1 2025

    Question

    An analyst on behalf of Mike Funk asked what SBA attributes the increase in new leasing activity to and requested a split by carrier. The analyst also asked for quantification of the potential benefit from higher CPI rates on international escalators.

    Answer

    President and CEO Brendan Cavanagh attributed the leasing increase to a variety of factors including increased subscriber activity, bandwidth-intensive products like FWA, and specific regulatory requirements for T-Mobile. He declined to provide a carrier-specific breakdown. On CPI, he noted that elevated rates, particularly in Brazil, could potentially add '$1 million or $2 million' to the full-year outlook if they persist, but guidance has not yet been raised for this.

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