Company Overview - ATN International, Inc. is a leading provider of digital infrastructure and communications services, headquartered in Beverly, Massachusetts [4] - The company operates in the United States and internationally, focusing on rural and remote markets with increasing demand for infrastructure investments [4] - ATN's services include advanced wireless and wireline connectivity, high-speed Internet, data services, fixed and mobile wireless solutions, video and voice services, as well as carrier and enterprise communications services [4] Upcoming Financial Results - ATN will release its second quarter 2025 results on August 7, 2025, after market close [1] - A conference call to discuss the results will be held on August 8, 2025, at 10:00 a.m. ET [1] - The call will be accessible via a live audio webcast, with a replay available shortly after the call [2] Participation Details - Participants must register through a provided link to receive dial-in numbers and a unique PIN for the live call [3] - If participants forget their PIN or lose the registration confirmation, they can re-register to obtain a new PIN [3] Additional Information - An investor presentation will be available as a supplement to the conference call on the company's Investor Relations website [2] - For further information, the company can be contacted through its corporate treasurer or investor relations [6]

Group 1: Acquisition Overview - SPIE has signed an agreement to acquire SD Fiber, enhancing its FttX expertise in Switzerland and southern Germany [1][4] - The acquisition will allow SPIE to expand its service offerings in the fiber optic market, which is crucial for future digital infrastructure [4][5] - Upon completion, SPIE will acquire 96% of SD Fiber, with the remaining 4% retained by the current management team [7] Group 2: Company Profiles - SD Fiber specializes in deploying fiber optic networks, offering turnkey solutions from planning to maintenance [2] - The company is headquartered in Dietikon, Zurich, employs approximately 340 people, and generated revenue of around €70 million in 2024 [3] - SPIE, with 55,000 employees, achieved consolidated revenues of €9.9 billion and EBITA of €712 million in 2024 [8] Group 3: Strategic Importance - The acquisition is seen as a strategic move to strengthen SPIE's presence in the growing fiber optic market and smart metering sector [5][6] - SD Fiber's expertise in smart metering is highlighted as a significant growth area for the future [5]

Core Viewpoint - Dycom Industries, Inc. has shown strong stock performance, significantly outperforming its industry and the broader market over the past three months, with a stock price increase of 38.9% compared to the industry's 11.5% growth [1][5]. Financial Performance - In the first quarter of fiscal 2026, Dycom reported adjusted earnings and contract revenues that exceeded the Zacks Consensus Estimate, with a year-over-year revenue increase of 10.2% driven by strong contributions from AT&T and other customers [2]. - The company's backlog at the end of the fiscal first quarter reached $8.127 billion, up from $7.760 billion at the end of fiscal 2025 and $6.364 billion in the first quarter of fiscal 2025, with $4.685 billion projected to be completed in the next 12 months [11]. Growth Drivers - Dycom is experiencing growth in fiber-to-the-home projects and maintenance contracts, benefiting from customers increasing or reconfirming fiber deployment targets [10]. - The company is expanding its work with hyperscalers by connecting fiber networks and data centers, which opens new markets and enhances its digital infrastructure services [12]. - The service and maintenance segment is a steady source of recurring revenues, with significant new contracts secured during the quarter [14]. Market Position and Valuation - Dycom's stock is currently trading at a premium relative to its industry and historical metrics, with a forward 12-month price-to-earnings (P/E) ratio above the five-year average [17]. - The company's P/E ratio is higher than some industry peers, such as MasTec, EMCOR, and Fluor, which trade at 23.28X, 19X, and 15.67X, respectively [19]. Challenges - Ongoing tariffs and trade tensions pose risks for equipment costs and project margins, with expected increases in costs for offshore-sourced equipment components [20]. - Despite these challenges, Dycom's focus on fiber-to-the-home and hyperscaler initiatives supports long-term growth visibility [21].

Investor Presentation March 2025 Forward-looking statements The statements in this document that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are based on current expectations, estimates and projections about the industry and markets in which we operate as well as management's beliefs and assumptions. Such statements invo ...