Jonathan Atkin
Analyst
RBC Capital Markets
Equibles does not estimate personal net worth.
About Jonathan Atkin
Jonathan Atkin is recorded as Analyst at RBC Capital Markets. Jonathan Atkin has spoken on 11 earnings calls across 7 companies, most recently for Sba Communications Corp on August 3, 2026. Those appearances were for Iron Mountain Inc (IRM), Sba Communications Corp (SBAC), Digital Realty Trust, Inc. (DLR), GDS-SW, Lumen Technologies, Inc. (LUMN) and 2 other companies. The companies whose calls Jonathan Atkin spoke on are classified in the Real Estate, Technology, Communication Services and Financial Services sectors.
Jonathan Atkin on recent calls
“One, in LATAM, one of the Brazilian carriers talked about expense controls when it comes to things like tower rent. And I wondered if you could give us an update on what you're doing and how your contracts are structured to maybe prevent exposure to that, if there is anything adverse to be aware of.”
“Yeah, related to that, and then leading into my question, but just as you think about customer credit and doing business with LLMs and a broader array of neoclabs, are you, in principle, open to it, or are you looking for a look-through into who the underlying customer is?”
“So I was wondering if there was any kind of an update on India and WebWorks and how that's kind of going. And then I wanted to also ask about just the ALM growth path.”
“So you referenced a lot of your orders and current interests being AI oriented.”
“Yes, I wonder if you could maybe just talk about M&A landscape as it pertains to, I suppose, both ALM as well as data centers.”
Affiliation history
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RBC Capital Markets
Analyst
Source not stated
Current
Company network
GDS-SW
Information Technology Services · Technology
Telecom Services · Communication Services
Asset Management · Financial Services
Recent activity
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Earnings call
GDS Holdings Limited Reports Fourth Quarter and Full Year 2025 Results
GDS-SW
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