Dycom Industries, Inc. (DY) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript

Company Overview - Dycom is a premier digital infrastructure services provider operating in all 50 states across the U.S. [1] - The company specializes in wireline and wireless telecommunications construction, serving large carriers such as AT&T, Lumen, and Verizon, as well as cable customers [1] - Dycom is also involved in hyperscaler and long-haul builds, which are increasingly relevant due to the AI evolution [1] Service and Maintenance - A significant portion of Dycom's work involves service and maintenance, which is a continuous effort that occurs year-over-year [2]