Core Insights - Crown Castle has undergone significant changes, including the divestiture of small cells and fiber, a CEO change, and a dividend cut to refocus on its core tower business, which has led to a decline in stock value [1] Company Overview - The company has been the subject of in-depth research, with over 10 years of experience analyzing various sectors, including commodities and technology [1] Investment Focus - The company has shifted its focus towards value investing, particularly in sectors like metals and mining, while also being comfortable with consumer discretionary, REITs, and utilities [1]

Core Insights - Crown Castle has undergone significant changes, including the divestiture of small cells and fiber, a CEO change, and a dividend cut to refocus on its core tower business, which has led to a decline in stock value [1] Company Overview - The company has a long history of research and analysis, with over 10 years of experience in evaluating various sectors, including commodities and technology [1] Investment Focus - The company has shifted its focus towards value investing, particularly in sectors such as metals and mining, consumer discretionary/staples, REITs, and utilities [1]

Key Takeaways CCI's Q3 2025 AFFO per share of $1.12 beat estimates but fell 7% year over year.Net revenues of $1.07B topped forecasts, with services revenue up 11.1%.CCI raised 2025 AFFO guidance to $4.23-$4.35 per share, lifting its midpoint by 2.1%.Crown Castle Inc. (CCI) reported third-quarter 2025 adjusted funds from operations (AFFO) per share of $1.12, which topped the Zacks Consensus Estimate of $1.04 per share. However, the figure declined nearly 7% year over year.Results reflect a rise in services ...

We believe that the fiber-owned small cell transaction remains on track to close in 2026. Second, I believe that the US wireless communications infrastructure industry is entering a period of significant opportunity, supported by solid fundamentals, continued growth, and customer demand. Third, Crown Castle is uniquely positioned to drive attractive risk-adjusted returns during this period, as the only large publicly traded tower operator with an exclusive focus on the US. In September, CTIA, a leading wire ...

For the quarter ended September 2025, Crown Castle (CCI) reported revenue of $1.07 billion, down 35.1% over the same period last year. EPS came in at $1.12, compared to $0.70 in the year-ago quarter.The reported revenue represents a surprise of +1.98% over the Zacks Consensus Estimate of $1.05 billion. With the consensus EPS estimate being $1.04, the EPS surprise was +7.69%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

Crown Castle (CCI) came out with quarterly funds from operations (FFO) of $1.12 per share, beating the Zacks Consensus Estimate of $1.04 per share. This compares to FFO of $1.84 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +7.69%. A quarter ago, it was expected that this operator of wireless communications towers would post FFO of $1 per share when it actually produced FFO of $1.02, delivering a surprise of +2%.Over the last fou ...

Wireless tower operator Crown Castle on Wednesday raised its annual site rental revenue forecast for the second time, helped by steady demand for wireless infrastructure services. ...

Crown Castle (NYSE:CCI) Q3 2025 Earnings Call October 22, 2025 04:30 PM ET Speaker2Jay, and welcome to the Crown Castle Quarter Three 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on a touch-tone phone. To withdraw your question, please press star th ...

October 22, 2025 Third Quarter 2025 Earnings Conference Call The pathway to possible. Cautionary Language PAGE 3 Third Quarter 2025 Earnings Conference Call v Delivered strong third quarter results, highlighted by 5.2% organic growth, excluding the impact of Sprint Cancellations.(1) V Increased full year 2025 Outlook as we continue to find opportunities to operate more efficiently, and demand for our assets remains strong. v We anticipate generating long-term attractive risk- adjusted returns as the only la ...

Supplemental Information Package and Non-GAAP Reconciliations Third Quarter • September 30, 2025 The pathway to possible. CrownCastle.com Crown Castle Inc. Third Quarter 2025 Exhibit 99.2 TABLE OF CONTENTS | | Page | | --- | --- | | Company Overview | | | Company Profile | 3 | | Strategy | 3 | | General Company Information | 4 | | Tower Asset Portfolio Footprint | 4 | | Historical Common Stock Data | 4 | | Executive Management Team | 5 | | Board of Directors | 5 | | Research Coverage | 5 | | Outlook | | | O ...