Analyst
UBS
Equibles does not estimate personal net worth.
Batya Levi is recorded as Analyst at UBS. Batya Levi has spoken on 8 earnings calls and 3 other investor events across 6 companies, most recently for Lumen Technologies, Inc. on August 4, 2026. Those appearances were for Lumen Technologies, Inc. (LUMN), Sba Communications Corp (SBAC), American Tower Corp (AMT), Crown Castle Inc. (CCI), Warner Music Group Corp. (WMG) and 1 other company. The companies whose calls Batya Levi spoke on are classified in the Communication Services and Real Estate sectors.
“First, on the comments you made on the PCF network, can you talk about the CapEx required to deliver the service? I believe CapEx has been coming lighter than you had originally expected.”
“Could you provide a little bit more color on the application volume that you're seeing in the second half, and if any early indications of the activity that you talked about, higher co-location and the spectrum held by the carriers, if that could show up as an acceleration in the growth rate into next year?”
“So a follow-up on activity levels that you're seeing in the U.S., can you provide maybe a little bit more color on when you expect that activity to inflect? But based on your conversations with the carriers, you mentioned strong application volumes.”
“Looking at your renewal cycle, it looks like you have a big one coming up with one of your tenants in '28.”
“Maybe stepping back, what we're really focused on, this transition of digital revenues ramping and legacy base coming down.”
UBS
Analyst
Source not stated
Telecom Services · Communication Services
Entertainment · Communication Services
