Nick Del Deo

“You know, one other question, you know, think about Waves. Seems like everybody across the connectivity space is, you know, talking about a step up in demand from neoclouds, you know, that really exploded on the scene in the past couple of years.”

“First, it seems like everyone across the industry is highlighting neocloud demand. Kate, you mentioned it earlier in the call. Can you do anything to help give us a better sense of just how much that category of customers is contributing to your deal funnel or your bookings or to your revenue growth?”

“You know, looking out over the next several years, How should we think about the evolution of your asset mix kind of split between, you know, network-dense colo, on-balance sheet, you know, hyperscale or large footprint facilities, and assets held in various off-balance sheet vehicles?”

“Thanks for joining us for the second day of the Moffett-Nathanson Media, Internet, and Communications Conference. I'm Nick Del Deo, and I'm thrilled to be joined by Rod Smith, EVP and CFO of American Tower.”

“First, just another little clarification from Chris on the performance payment in PCF. Is that what drove the sequential step up in public service revenue or was something else going on there?”