Analyst
Moffitt Nathanson
Equibles does not estimate personal net worth.
Nick Deldeo is recorded as Analyst at Moffitt Nathanson. Nick Deldeo has spoken on 9 earnings calls across 5 companies, most recently for Equinix Inc on October 28, 2026. Those appearances were for Equinix Inc (EQIX), American Tower Corp (AMT), Lumen Technologies, Inc. (LUMN), Cogent Communications Holdings, Inc. (CCOI) and Sba Communications Corp (SBAC). The companies whose calls Nick Deldeo spoke on are classified in the Real Estate and Communication Services sectors.
“Adair, you seem very excited about Equinix Fabric One and the Inflation Exchange. I was wondering if you could talk a little bit about the degree to which those products stem from Equinix trying to anticipate where the market is heading.”
“Can you talk about the steps you're taking from an operational and risk management perspective to ensure that you can effectively deploy as much CapEx as you're budgeting over the next few years and can adjust if realized demand doesn't match your forecast for some reason?”
“I'm Spencer Kern, Head of Investor Relations for American Tower. Joining me on the call today are Steve Vondren, our President and CEO, and Rod Smith, our Executive Vice President, CFO, and Treasurer.”
“Turning back to CapEx, just to be clear, was all the increase this quarter versus what you've guided to attributable to higher prices? Or were there more units of equipment you purchased or inventory build, anything like that going on?”
“Before we begin, I need to call your attention to our Safe Harbor Statement. It says that some of our comments today may be forward-looking.”
Moffitt Nathanson
Analyst
Transcript header (unverified)
EQIX
REIT - Specialty · Real Estate
Telecom Services · Communication Services
Telecom Services · Communication Services
