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    Nick Del Deo

    Research Analyst at MoffettNathanson LLC

    Nick Del Deo is the Managing Director at MoffettNathanson LLC, specializing in equity research on the telecommunications and digital infrastructure sectors. He covers major companies such as Cogent Communications Holdings and SBA Communications, and his performance includes a 33.33% success rate and an average return of -0.78% based on recent analyst ratings. Del Deo began his career as a Vice President at Sanford C. Bernstein & Co., LLC, covering U.S. telecommunications and cable/satellite sectors, before joining MoffettNathanson, where he has advanced to leadership over a decade marked by early standout work on events like the Zayo IPO in 2014. He holds a degree from the University of Pennsylvania and is professionally active in financial analysis, though specific securities licenses and FINRA registrations are not publicly detailed.

    Nick Del Deo's questions to COGENT COMMUNICATIONS HOLDINGS (CCOI) leadership

    Nick Del Deo's questions to COGENT COMMUNICATIONS HOLDINGS (CCOI) leadership • Q2 2025

    Question

    Nick Del Deo of MoffettNathanson LLC asked if the number of provisioned but not yet billed wavelengths increased quarter-over-quarter and questioned what is causing bidders for the data center assets to hesitate in posting firm deposits.

    Answer

    Dave Schaeffer, Founder & CEO, confirmed that the number of installed but unbilled waves increased "meaningfully" quarter-over-quarter, as customers were surprised by the rapid provisioning times. He attributed the data center bidder hesitation to two factors: operators struggling to get capital committed and private equity sponsors wanting to de-risk their investment by seeing end-user contracts for the assets, which currently have no recurring revenue.

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    Nick Del Deo's questions to SBA COMMUNICATIONS (SBAC) leadership

    Nick Del Deo's questions to SBA COMMUNICATIONS (SBAC) leadership • Q2 2025

    Question

    Nick Del Deo of MoffettNathanson LLC asked for feedback from other carriers in Central America regarding access to the newly acquired Millicom towers and inquired about the intended use of proceeds from the Canadian asset sale.

    Answer

    President and CEO Brendan Cavanagh reported that feedback on the Millicom towers has been 'quite positive' and potentially better than expected, as competitors see an opportunity to close network gaps. Regarding the Canadian sale proceeds, he described them as fungible, contributing to a general pool of capital used for the next Millicom closing, debt reduction, or share buybacks, ultimately helping to manage leverage.

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    Nick Del Deo's questions to Lumen Technologies (LUMN) leadership

    Nick Del Deo's questions to Lumen Technologies (LUMN) leadership • Q2 2025

    Question

    Nick Del Deo questioned the EBITDA implications of temporary rate increases in Public Sector Harvest revenue and asked about the cadence of PCF deals, probing whether it was mainly driven by the complexities of new construction.

    Answer

    EVP & CFO Chris Stansbury noted the public sector rate increases were a mix of cost offsets and temporary payments, declining to quantify further. President & CEO Kate Johnson confirmed the PCF deal cadence is dictated by new route construction complexity, stressing a disciplined approach focused on utilizing existing assets rather than speculative builds.

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    Nick Del Deo's questions to EQUINIX (EQIX) leadership

    Nick Del Deo's questions to EQUINIX (EQIX) leadership • Q2 2025

    Question

    Nick Del Deo of MoffettNathanson LLC inquired about the drivers behind the strong interconnection additions in Q2 and the expected trend for this metric in upcoming quarters.

    Answer

    CEO Adair Fox-Martin attributed the 6,200 net interconnection additions to robust demand from cloud and AI expansion activities. She explained that customers are securing their network presence for future workloads, driving pull-through for products like Fabric Cloud Router and Network Edge, and expressed confidence in the continued growth of this franchise.

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    Nick Del Deo's questions to EQUINIX (EQIX) leadership • Q2 2025

    Question

    Nick Del Deo of MoffettNathanson LLC inquired about the drivers behind the significant step-up in interconnection additions in Q2 and the outlook for this metric, given its recent volatility.

    Answer

    CEO Adair Fox-Martin attributed the strong 6,200 net additions to cloud and AI expansion activities, which drove interconnection revenues up 8% year-over-year. She noted that this growth reflects customers securing their network presence for future workloads and highlighted the pull-through from products like Fabric Cloud Router and Network Edge, expressing confidence in the franchise's continued growth.

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    Nick Del Deo's questions to AMERICAN TOWER CORP /MA/ (AMT) leadership

    Nick Del Deo's questions to AMERICAN TOWER CORP /MA/ (AMT) leadership • Q2 2025

    Question

    Nick Del Deo sought clarification on the U.S. customer delay, asking if it was a longer book-to-bill cycle or delayed applications. He also questioned CoreSite's supply chain risk management and asked for the financial contribution from the new DE1 data center.

    Answer

    President & CEO Steven Vondran confirmed the issue is a longer book-to-bill cycle, not a lack of applications, calling it a pure timing issue. He explained CoreSite manages supply chain risk by pre-buying long-lead items. EVP, CFO & Treasurer Rod Smith specified the DE1 acquisition is expected to contribute roughly $10 million in property revenue to the 2025 outlook.

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    Nick Del Deo's questions to DIGITAL REALTY TRUST (DLR) leadership

    Nick Del Deo's questions to DIGITAL REALTY TRUST (DLR) leadership • Q2 2025

    Question

    Nick Del Deo from MoffettNathanson asked about the expected timing for when enterprise AI adoption will begin to significantly compound demand in Tier 1 markets. He also inquired about the potential share of AI inference use cases that will require distributed, low-latency deployments.

    Answer

    CEO Andy Power stated that the timing is still unknown, as current enterprise demand is more focused on digital transformation and becoming 'AI ready.' He believes the trend will mirror the cloud's evolution, where workloads eventually moved to a hybrid model, and that Digital Realty is well-positioned for when this shift occurs with AI.

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    Nick Del Deo's questions to CROWN CASTLE (CCI) leadership

    Nick Del Deo's questions to CROWN CASTLE (CCI) leadership • Q2 2025

    Question

    Nick Del Deo from MoffettNathanson asked for clarification on the sharp projected increase in discretionary CapEx for the second half of the year and whether the $10 million G&A reduction was related to tower-specific or shared overhead.

    Answer

    CFO Sunit Patel and Interim CEO Daniel Schlanger explained that the discretionary CapEx increase is due to backend-loaded spending, including a planned step-up in land purchases and systems investments. They clarified that the G&A savings are a result of general efficiencies across both corporate and tower business levels, continuing the benefits from cost reduction actions taken in the prior year.

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    Nick Del Deo's questions to Frontier Communications Parent (FYBR) leadership

    Nick Del Deo's questions to Frontier Communications Parent (FYBR) leadership • Q4 2023

    Question

    Sought clarification on the 2024 commercial revenue guidance benchmark and asked what level of subsidy revenue is assumed in the company's forecast.

    Answer

    The commercial revenue guidance of +/- 2% is benchmarked against the full-year 2023 results. The 2024 guidance does not assume any material impact from new subsidy programs like BEAD; any funds won from those programs are expected to start flowing in 2025 and beyond.

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