Analyst
TD Cowen
Equibles does not estimate personal net worth.
Vince Valentini is recorded as Analyst at TD Cowen. Vince Valentini has spoken on 4 earnings calls across 2 companies, most recently for Rogers Communications Inc on October 23, 2026. Those appearances were for Rogers Communications Inc (RCI) and Thomson Reuters Corp (TRI). The companies whose calls Vince Valentini spoke on are classified in the Communication Services and Industrials sectors.
“First of my two questions is on the equipment margin. So it seems to be getting bigger. It looked like about 12% positive EBITDA margin on your equipment revenue this quarter, and it was about 5.5% in Q3 last year.”
“Just to clarify a couple of things that you've said already. CapEx for the back half of the year, to get to the midpoint of your guidance, you'd have to drop from $695 million that you just spent in Q2 to an average of $549 million per quarter.”
“You obviously are going to call out areas of the business where you're doing well, where there seems to be a lot of them. Is there anything that's worrying you these days?”
“Sticking on that topic with my first question, do you hope that you can announce, not close, because it takes a while for approvals, but announce a transaction with third-party investors sometime this calendar year?”
TD Cowen
Analyst
Transcript header (unverified)
Telecom Services · Communication Services
Specialty Business Services · Industrials
