Cameron McVeigh
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Cameron McVeigh
Cameron McVeigh is recorded as Analyst at Morgan Stanley. Cameron McVeigh has spoken on 18 earnings calls and 4 other investor events across 10 companies, most recently for American Tower Corp on October 27, 2026. Those appearances were for OUTFRONT Media Inc. (OUT), Omnicom Group Inc. (OMC), American Tower Corp (AMT), Equinix Inc (EQIX), Crown Castle Inc. (CCI) and 5 other companies. The companies whose calls Cameron McVeigh spoke on are classified in the Real Estate, Communication Services and Technology sectors.
Cameron McVeigh on recent calls
“First, on the U.S. services, so there was a $15 million headwind EBITDA this year versus the prior outlook. Can you just give any more color on the timing shifts you had mentioned?”
“So Elon yesterday said that he expects AI agents to drive in orders of magnitude growth and bandwidth demand. And I'm curious, as we think of the extent that AI agents are driving higher uplink traffic, how much can the carriers accommodate with their existing equipment and potential software upgrades?”
“First, excluding dispositions organically, how many megawatts were you able to bring on in the quarter?”
“First, excluding dispositions organically, how many megawatts were you able to bring on in the quarter?”
“I was hoping you could comment on the strength and programmatic that we're seeing. Curious how conversations with advertisers are trending, what's been working, and how How much runway you might expect we have on programmatic going forward?”
Affiliation history
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Morgan Stanley
Analyst
Source not stated
Current
Company network
Advertising Agencies · Communication Services
EQIX
REIT - Specialty · Real Estate
CSQR
Information Technology Services · Technology
LAMR
REIT - Specialty · Real Estate