Below-consensus Guidance And Weak Near-term CatalystsGuidance for core cash earnings was below consensus and leasing activity remains uneven, reducing the likelihood of near-term growth acceleration.
DISH Dispute And Revenue RemovalUnresolved dispute with a large customer prompted removal of expected revenue from guidance, creating a short-term revenue shortfall and ongoing investor uncertainty.
International Performance And Latin America ChurnInternational operations, notably in Latin America, show elevated customer churn and softer leasing activity, which depresses revenue and weighs on growth.