Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Simon Flannery is recorded as Analyst at Morgan Stanley. Simon Flannery has spoken on 8 earnings calls across 4 companies, most recently for Sba Communications Corp on February 24, 2025. Those appearances were for Telephone & Data Systems Inc (TDS), Sba Communications Corp (SBAC), Crown Castle Inc. (CCI) and T-Mobile US, Inc. (TMUS). The companies whose calls Simon Flannery spoke on are classified in the Communication Services and Real Estate sectors.
“To Millicom, you talked about a September 1 close. Can you just update us on where the deal timelines are? What's the sort of sensitivity? Is that going to be – do you have a good line of sight to that?”
“You grew your site portfolio about 8% since last February. How are you thinking about the 5% to 10% long-term target? Is that still achievable given the M&A environment, and will it be more driven by build-to-suit?”
“I wonder if we could just talk about the capital structure and the balance sheet. You've talked about the investments you're making. You've talked about the lower cost of debt.”
“I want to talk about M&A, if I could, for a little while. You've been fairly quiet in terms of your activity over the last couple of years here. I know you've talked in the past about interest in developed markets.”
“LT, you were talking about roaming and the impact of the Sprint merger. I think that moved 80% of the traffic onto the T-Mobile network. Is it fair to think that we're kind of crossing here and that you can grow that business as we go forward and perhaps the opportunity with Dish as well?”
Morgan Stanley
Analyst
Source not stated
Telecom Services · Communication Services
TMUS
Telecom Services · Communication Services
