LeadershipThe new CEO appointment removes an overhang and provides an opportunity for margin expansion potential, supporting a positive outlook for CCI.
Shareholder ValueThe anticipated $3B of share repurchases post-close is expected to provide support and enhance value for CCI's shares.
Strategic ChangesCCI's pending sale of its fiber/small-cell business will position it as the only pure-play in the U.S. tower market, suggesting a more focused strategic direction.