Sign in

    Shipra Pandey

    Research Analyst at Bank of America

    Shipra Pandey is an Analyst at Bank of America Securities, specializing in equity research with a focus on the telecommunications sector. She primarily covers Frontier Communications Parent Inc., participating in earnings calls and providing equity analysis for the company. Rated as a 3.25-star Wall Street Analyst by TipRanks, she covers a concentrated set of stocks and has a growing performance track record. Details regarding her professional credentials, FINRA registrations, and broader career timeline remain limited based on currently available public information.

    Shipra Pandey's questions to Frontier Communications Parent (FYBR) leadership

    Shipra Pandey's questions to Frontier Communications Parent (FYBR) leadership • Q2 2024

    Question

    Shipra Pandey asked for an update on the timing of the Analyst Day and strategic review, potential uses of capital from any resulting transactions, and how the company is thinking about the structure of potential joint ventures.

    Answer

    CEO Nick Jeffery reiterated that the investor update is linked to the ongoing strategic review and that conclusions will be shared once finalized. While not commenting on speculation, he noted that recent industry JVs validate the value of fiber. CFO Scott Beasley outlined the company's capital structure objectives: reducing the cost of capital, increasing flexibility, and maintaining appropriate leverage, citing the recent fiber securitization as a successful example of executing this strategy.

    Ask Fintool Equity Research AI

    Shipra Pandey's questions to Frontier Communications Parent (FYBR) leadership • Q1 2024

    Question

    Shipra Pandey asked for a big-picture view on the future structure of the broadband industry, specifically addressing the necessity of wireless convergence and the role of third-party fiber overbuilders.

    Answer

    President and CEO Nick Jeffery acknowledged that the U.S. is a converging market but stated Frontier, as an "attacker," does not currently need a mobile bundle, as its customer acquisition and churn metrics remain strong. He noted that Frontier sees very little overbuilder activity in its markets and is not planning to open its own network, though it might consider using adjacent open access networks if the returns are attractive.

    Ask Fintool Equity Research AI