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Mike Rollins

Managing Director at Citigroup

Mike Rollins is a Managing Director at Citi Research, specializing in communications services and infrastructure with a focus on wireless, cable, wireline, fiber, data centers, towers, and satellite companies. He leads research coverage on prominent firms such as Verizon (VZ), AT&T (T), T-Mobile US (TMUS), Comcast (CMCSA), Crown Castle (CCI), American Tower (AMT), SBA Communications (SBAC), Charter Communications (CHTR), Lumen Technologies (LUMN), and Echostar (SATS), consistently earning a 62% success rate on his stock ratings with an average return of 11.7% per recommendation over a one-year holding period, ranking him among the top 600 Wall Street analysts out of over 10,000 tracked by TipRanks. Rollins joined Citigroup in 2000 after starting his career at JP Morgan in 1996, where he covered the wireless sector, and has since become a leader in collaborative, thematic research leveraging Citi’s global platform—though details about specific FINRA registrations or securities licenses were not publicly available. His achievements include developing innovative sector demand models (notably for data centers) and consistently outperforming peers in the technology infrastructure and communications space.

Mike Rollins's questions to VERIZON COMMUNICATIONS (VZ) leadership

Question · Q3 2025

Mike Rollins asked for CEO Dan Schulman's perspective on the future of convergence, including desired fiber footprint expansion and the role of fixed wireless. He also sought more context on Verizon's strategy to accentuate growth and deemphasize/exit legacy businesses, asking what proportion of the portfolio is considered strategic versus legacy.

Answer

CEO Dan Schulman expressed strong belief in convergence for revenue synergies and churn reduction, confirming continued investment in both fiber and fixed wireless broadband, including innovative bundling. On portfolio optimization, he stated a focus on broadband and mobility, identified AI infrastructure as a potential opportunity, and noted that some legacy businesses are costing billions in margin, promising more details on divestment/exit plans in January.

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Question · Q3 2025

Mike Rollins of Citigroup asked about CEO Dan Schulman's vision for convergence, including desired fiber footprint expansion and the role of fixed wireless. He also sought more context on Verizon's strategy to deemphasize or exit legacy businesses versus strategic growth areas within its portfolio.

Answer

CEO Dan Schulman expressed strong belief in convergence for revenue synergies and churn reduction, committing to investing in both fiber and fixed wireless broadband expansion. He stated that Verizon would focus on broadband and mobility, exploring AI infrastructure opportunities, and divesting or exiting legacy businesses that are "hemorrhaging margins," with more details to be provided in January.

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