Eric Lubko
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
About Eric Lubko
Eric Lubko is recorded as Analyst at Wells Fargo. Eric Lubko has spoken on 8 earnings calls across 3 companies, most recently for Equinix Inc on October 28, 2026. Those appearances were for Iron Mountain Inc (IRM), Equinix Inc (EQIX) and T-Mobile US, Inc. (TMUS). The companies whose calls Eric Lubko spoke on are classified in the Real Estate and Communication Services sectors.
Eric Lubko on recent calls
“So, I know it's only been one quarter since you updated the long-term guidance range, but just thinking through the strong bookings that you had in the third quarter, and it sounds like you're off to a very good start in Q4, the ramping capacity deliveries, but then just coupling that with changing interest rates up a…”
“Maybe you could talk a little bit about what the pipeline looks like beyond July for the rest of the year. You've already exceeded the 100 megawatt target that you laid out at the beginning of the year.”
“I'm curious, Bill, in your comments around the new federal opportunities in your pipeline, you seem to really highlight this quarter. Maybe you could give some quantification about how these new awards could impact either near-term or longer-term outlook, whether it's in digital solutions or in your records business.”
“Can we maybe touch a little bit on the data center pipeline? Obviously, it's encouraging to hear you talk about a 100-megawatt-plus opportunity ahead of you.”
“Adair, maybe you could touch a little bit on kind of the bookings momentum that you talked about that came through in Q4, and it sounds like you're off to a really good start in Q1.”
Affiliation history
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Wells Fargo
Analyst
Transcript header (unverified)
Current
Company network
Equinix Inc
EQIX
REIT - Specialty · Real Estate
2 appearances
Latest appearance 2026-10-28
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T-Mobile US, Inc.
TMUS
Telecom Services · Communication Services
1 appearance
Latest appearance 2026-02-11
View calls and events