Dycom Industries, Inc. (NYSE:DY) Q3 2024 Results Conference Call November 21, 2023 9:00 AM ET Company Participants Steven Nielsen - President and CEO Drew DeFerrari - CFO Ryan Urness - General Counsel Conference Call Participants Adam Thalhimer - Thompson Davis Brent Thielman - D.A. Davidson Frank Louthan - Raymond James Alex Waters - Bank of America Alex Rygiel - B. Riley Securities Eric Luebchow - Wells Fargo Avi Jaroslawicz - UBS Alan Mitrani - Sylvan Lake Asset Management Operator Good day, and thank yo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 28, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-10613 DYCOM INDUSTRIES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdictio ...

Financial Performance - Contract revenues reached $1042 billion, a 71% year-over-year increase[5] - Non-GAAP Adjusted EBITDA was $1308 million, representing 126% of contract revenues, compared to 108% in the previous year's quarter[5] - Diluted earnings per common share were $203, compared to $146 in the year-ago quarter[5] - The company maintains strong liquidity of $6859 million[5, 21] Strategic Initiatives - The company acquired Bigham Cable Construction, Inc on August 18, 2023, for $1270 million[5, 21] - A share repurchase program of $150 million was authorized through February 2025[5, 21] Market Dynamics - High-capacity fiber networks are viewed as cost-effective, enabling multiple revenue streams[6] - Fiber network deployment opportunities are increasing in rural America due to federal and state support programs[6, 25] - The industry expects demand to fluctuate among customers, with some increasing deployments into next year and others managing budgets closely[6]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 29, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Florida 59-1277135 (I.R ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 29, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-10613 DYCOM INDUSTRIES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction ...

Dycom Industries, Inc. (NYSE:DY) Q1 2024 Earnings Conference Call May 24, 2023 9:00 AM ET Company Participants Steven Nielsen - President, Chief Executive Officer Drew DeFerrari - Chief Financial Officer Ryan Urness - General Counsel Conference Call Participants Steven Fisher - UBS Adam Thalhimer - Thompson Davis Alex Rygiel - B. Riley Sean Eastman - Keybanc Brent Thielman - D.A. Davidson Christian Schwab - Craig-Hallum Eric Luebchow - Wells Fargo Alan Mitrani - Sylvan Lake Asset Management Operator Good da ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 28, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-10613 DYCOM INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Florida 59-1277135 Palm Beach Garde ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 29, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-10613 DYCOM INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Florida 59-1277135 (State o ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 30, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-10613 DYCOM INDUSTRIES, INC. (Exact name of registrant as specified in its charter) Florida 59-1277135 (State or o ...

Dycom Industries, Inc. (NYSE:DY) Q2 2023 Earnings Conference Call August 24, 2022 9:00 AM ET Company Participants Steven E. Nielsen - President & CEO H. Andrew DeFerrari - SVP & CFO Ryan F. Urness - VP, General Counsel & Corporate Secretary Conference Call Participants Alexander Rygiel - B. Riley Securities Steven Fisher - UBS Investment Bank Sean Eastman - KeyBanc Capital Markets Brent Thielman - D.A. Davidson & Co. Eric Luebchow - Wells Fargo Securities Adam Thalhimer - Thompson, Davis & Company Noelle Di ...