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    Robert Palmisano • Raymond James

    Robert Palmisano's questions to Rackspace Technology Inc (RXT) leadership

    Robert Palmisano's questions to Rackspace Technology Inc (RXT) leadership • Q1 2025

    Question

    Robert Palmisano questioned if the trend of large customers paying CapEx upfront for lower long-term OpEx is continuing. He also asked for an update on whether regulated industries are still providing a significant uplift to the Private Cloud business.

    Answer

    CEO Amar Maletira confirmed that interest from large customers in making upfront CapEx payments continues, which is a win-win for Rackspace. He also detailed internal initiatives to improve CapEx efficiency, such as the 'Under Cloud' platform and multi-tenant 'Flex' environments. Amar Maletira affirmed that the strategic focus on regulated industries is succeeding, citing a significant new deal in the European energy sector and continued strong traction in healthcare, BFSI, and sovereign verticals.

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    Robert Palmisano's questions to Akamai Technologies Inc (AKAM) leadership

    Robert Palmisano's questions to Akamai Technologies Inc (AKAM) leadership • Q1 2025

    Question

    Robert Palmisano, on for Frank Louthan, asked about the progress of the ongoing sales force transformation, specifically the shift to 'hunters' versus 'farmers', and inquired about the primary drivers for future margin improvement.

    Answer

    CEO Dr. Tom Leighton estimated the sales transformation is about one-third complete, with good progress in shifting focus to new customer acquisition and incentivizing longer-term contracts. CFO Ed McGowan identified three main drivers for margin expansion: scaling the compute business, the growing mix of higher-margin security products, and a return to stability or growth in the delivery business.

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    Robert Palmisano's questions to Altice USA Inc (ATUS) leadership

    Robert Palmisano's questions to Altice USA Inc (ATUS) leadership • Q1 2025

    Question

    Speaking for Frank Louthan, Robert Palmisano asked for more details on the new lower-end product, including its launch timing and expected ramp-up. He also requested an update on the take-rate statistics for the company's wireless insurance product.

    Answer

    Executive Dennis Mathew stated that the new lower-end product was recently expanded to 500,000 homes in a phased rollout, with more performance data expected in the next quarter. He also revealed that the mobile device protection product, launched just six months prior, has already achieved a 10% penetration rate within the mobile subscriber base, demonstrating strong early adoption.

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    Robert Palmisano's questions to Uniti Group Inc (UNIT) leadership

    Robert Palmisano's questions to Uniti Group Inc (UNIT) leadership • Q1 2025

    Question

    Robert Palmisano, on for Frank Louthan, requested a breakdown of the quarter's strong bookings, specifically asking for the percentage related to AI and how the financial returns on these AI-driven builds compare to historical projects.

    Answer

    CEO Kenneth Gunderman stated that hyperscaler-related deals constitute about 15-20% of bookings, a consistent range recently, but noted this figure understates total activity due to the accounting treatment of large Greenfield builds. He emphasized that all customer segments are growing, including fiber-to-the-home providers and wireless carriers. Regarding returns, Gunderman explained that hyperscaler deals are tracking ahead of their traditional anchor/lease-up model, already approaching blended yields of 20%.

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    Robert Palmisano's questions to Verizon Communications Inc (VZ) leadership

    Robert Palmisano's questions to Verizon Communications Inc (VZ) leadership • Q4 2024

    Question

    Speaking for Frank Louthan, Robert Palmisano asked about the opportunity to expand Fios within the legacy footprint, whether the build pace would accelerate, and the company's view on the attractiveness of the BEAD program.

    Answer

    CEO Hans Vestberg announced that the Fios build-out is accelerating by 50% to 650,000 new locations open for sale in 2025. He cited favorable economics and strong demand as key drivers. Regarding the BEAD program, he stated that Verizon will participate where it makes financial sense from a return on investment perspective.

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    Robert Palmisano's questions to Shenandoah Telecommunications Co (SHEN) leadership

    Robert Palmisano's questions to Shenandoah Telecommunications Co (SHEN) leadership • Q3 2024

    Question

    Robert Palmisano inquired about the competitive landscape, asking if Shentel has observed increased activity from Verizon or others, and questioned the company's strategy regarding bidding on BEAD program funding.

    Answer

    Edward McKay, Executive Vice President and Chief Operating Officer, responded that Shentel has not seen any significant new fiber build activity from Verizon in its markets. Regarding the BEAD program, he stated that while there are some modest opportunities in their incumbent telephone footprint, they are not as substantial as the grants already secured through the American Rescue Plan Act.

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    Robert Palmisano's questions to Frontier Communications Parent Inc (FYBR) leadership

    Robert Palmisano's questions to Frontier Communications Parent Inc (FYBR) leadership • Q1 2024

    Question

    Robert Palmisano, on for Frank Louthan, asked for quantification of Frontier's ACP subscriber exposure, an update on fixed wireless access (FWA) competition, and whether there have been any recent changes to the construction outlook.

    Answer

    CFO Scott Beasley stated that ACP exposure is relatively low at about 4% of the customer base and the construction outlook remains stable. CEO Nick Jeffery asserted that FWA serves a different market segment and has not impacted Frontier's fiber footprint, also questioning the long-term sustainability of the FWA business model due to network capacity constraints.

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