Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Eric Lubchow is recorded as Analyst at Wells Fargo. Eric Lubchow has spoken on 7 earnings calls and 1 other investor event across 8 companies, most recently for Csquare, Inc. on September 30, 2026. Those appearances were for Csquare, Inc. (CSQR), Crown Castle Inc. (CCI), American Tower Corp (AMT), CubeSmart (CUBE), SmartStop Self Storage REIT, Inc. (SMA) and 3 other companies. The companies whose calls Eric Lubchow spoke on are classified in the Technology, Real Estate, Financial Services and Communication Services sectors.
“Just touching back on that, Spencer, a little bit, maybe you could talk about pricing a little more. I don't know if you can quantify what the renewal environment looks like today, But I know that had been really strong last year.”
“Chris, maybe just a higher level question. and there's been a lot of debate and speculation in the industry about SpaceX potentially launching a Starlink mobile service and questions on how they get there, whether it's a terrestrial build, an MVNO, an acquisition.”
“I just wanted to touch on the Coresight business. So one of your peers was talking about doing some early exploration on the mobile edge.”
“I apologize if I missed this earlier, but it seems like your Q3 same store came in largely in line with expectations. Q4, obviously, maybe the expectations are a touch lower.”
Wells Fargo
Analyst
Transcript header (unverified)
CSQR
Information Technology Services · Technology
CUBE
REIT - Industrial · Real Estate
Asset Management · Financial Services
Telecom Services · Communication Services
