Capital AllocationManagement indicates proceeds from the Fiber/SC sale will be used to reduce debt and support a multi-billion share buyback program after closing, reinforcing capital return prospects.
Leasing DemandManagement indicates carrier leasing activity is healthy and that ongoing spectrum deployments and rising data traffic should sustain demand for tower leases.
Operational EfficiencyNew CEO outlines a plan to streamline operations and position the company as a more efficient pure-play U.S. tower operator, supporting margin expansion.