Core Viewpoint - American Tower reported fourth-quarter revenue exceeding Wall Street estimates, driven by strong leasing activity from telecom carriers and ongoing growth in data-center demand [1] Group 1: Financial Performance - The company posted revenue of $2.74 billion, surpassing analysts' estimates of $2.69 billion [1] - Revenue from the property segment, which includes the core site-leasing business, increased by 7.6% to $2.67 billion in the quarter [1] Group 2: Market Dynamics - U.S. wireless operators are expanding network capacity and coverage, supported by rising 5G rollouts and increasing AI-related workloads [1] - The demand for additional tower space and related infrastructure is underscored by robust data-center demand [1] Group 3: Company Insights - CEO Steven Vondran highlighted that leasing demand across the global tower portfolio and data center business remains strong, driven by sustained growth in mobile data consumption and continued 5G deployment [1] - Major customers include telecom giants such as AT&T, Verizon, and T-Mobile [1]

With global bandwidth demand on the rise and AI-driven cloud expansion reshaping traditional traffic corridors worldwide, Ooredoo’s decision to establish an independent business dedicated to international subsea cable and terrestrial fibre connectivity signals a shift in strategic intent. Rather than simply expanding capacity, the carrier appears to be reorganising its infrastructure to compete more assertively in the wholesale and transit arena, where scale, route diversity, and commercial agility increas ...

LITTLE ROCK, Ark., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Uniti Wholesale today announced accelerated progress on its 2026 expansion plan, including new data center on-ramps, key route upgrades, and the launch of FastWaves™—a pre-deployed optical capacity program designed to cut delivery intervals for 100G and 400G wavelength services to less than three weeks on select routes. These initiatives expand the company’s reach to critical U.S. data centers while pairing faster turn-ups with market-aligned pricing and ...

MTN Group Agrees to Acquire IHS Towers Investor Presentation Leading digital solutions for Africa's progress 01 Transaction Highlights Agenda 02 Strategic Rationale 03 Integration Approach 04 Financial Impact 05 Transaction Timeline 06 Closing Remarks Transaction Highlights | MTN Agrees to Acquire 100% of IHS 3 Meaningful financial uplift, expected to result in net income and free cash flow accretion 1 Cash transaction, excluding LatAm assets | Values IHS ex-LatAm at 5.8x EV/EBITDA(3) 5 Backing of ~46% of v ...

LONDON & NEW YORK--(BUSINESS WIRE)--IHS Holding Limited, (NYSE: IHS) ("IHS Towers†or the "Company†), one of the largest independent owners, operators and developers of shared communications infrastructure in the world by tower count, has today announced that it has entered into a merger agreement (the "Agreement†) to be acquired by MTN Group Limited ("MTN†), a pan- African mobile operator, for $8.50 per ordinary share, in an all-cash transaction that values IHS Towers at an enterprise value of. ...

Core Viewpoint - Wendel supports MTN Group's offer to acquire IHS Towers, which will provide Wendel with full liquidity on its 19% stake, amounting to approximately $535 million, reflecting a strategic shift in Wendel's investment focus [2][3][7]. Company Overview - IHS Towers, founded in 2001, is one of the largest independent owners and operators of shared communications infrastructure globally, focusing on emerging markets with over 37,000 towers across seven countries [5][6]. - Since Wendel's initial investment in 2012, IHS has expanded from about 1,000 towers in one country to over 37,000 towers, achieving $1.8 billion in revenue and EBITDA margins exceeding 55% [6]. Transaction Details - The offer from MTN Group is priced at $8.5 per share, representing a 36% premium over the 52-week volume-weighted average price as of February 4, 2026, and a 21% premium over Wendel's latest reported Net Asset Value [3]. - The transaction is expected to close in 2026, pending shareholder and regulatory approvals [4]. Strategic Implications - Wendel's decision to support the acquisition aligns with its strategy to refocus on direct investments in controlled, unlisted companies in Europe and North America [7]. - The transaction is part of Wendel's active portfolio rotation strategy, which aims to generate approximately €1.65 billion, enhancing its capacity for long-term value creation through investments in private assets [8]. Leadership Commentary - Laurent Mignon, CEO of Wendel, emphasized the strategic sense of the MTN and IHS combination, while Sam Darwish, Chairman and CEO of IHS Towers, highlighted the opportunity for shareholders to realize significant value [7][9].

Core Viewpoint - ATN International, Inc. announced the divestiture of its Tower Portfolio, consisting of 214 towers in the Southwestern U.S., to Everest Infrastructure Partners for up to $297 million in cash, aimed at enhancing financial flexibility and long-term value creation for shareholders [1][3]. Financial Details - The transaction is expected to generate gross proceeds of approximately $250 to $270 million at the initial closing, with an additional $27 to $47 million anticipated from subsequent closings based on operational milestones [3][4]. - Estimated taxes, payments to minority investors, and transaction-related expenses are projected to total approximately 25% to 30% of the gross proceeds [2]. Impact on Financials - Upon full completion of the transaction, the estimated twelve-month impact on consolidated revenue, operating income, and EBITDA is expected to be reductions of approximately $5 to $7 million, $4 to $6 million, and $10 to $13 million, respectively [4][14][15]. Strategic Objectives - The company aims to utilize the proceeds from the transaction to reduce debt, invest in existing operations, and pursue select growth opportunities, reinforcing its commitment to sustainable, long-term value creation [3][4]. Company Background - ATN International, Inc. is a provider of digital infrastructure and communications services, focusing on rural and remote markets, and operates both in the U.S. and internationally [8][9]. - Everest Infrastructure Partners is recognized as one of the largest and fastest-growing wireless tower companies, with significant capital commitments since its inception in 2015 [7].

Core Viewpoint - IHS Holding Limited, a major player in shared communications infrastructure, has acknowledged a cautionary announcement from MTN Group regarding a potential acquisition of additional shares in the company [1] Company Summary - IHS Towers is recognized as one of the largest independent owners, operators, and developers of shared communications infrastructure globally, ranked by tower count [1]

Core Viewpoint - Crown Castle (CCI) is expected to report a significant decline in quarterly earnings and revenues, indicating potential challenges ahead for the company [1]. Earnings Estimates - Wall Street analysts predict quarterly earnings of $1.07 per share, reflecting a decline of 40.6% year-over-year [1]. - The consensus EPS estimate has been adjusted downward by 2.2% over the past 30 days, indicating a reassessment of projections by analysts [2]. Revenue Forecasts - Revenues are forecasted to be $1.05 billion, representing a year-over-year decrease of 36.4% [1]. - Specific revenue segments are projected as follows: - 'Revenues- Services and other' estimated at $50.40 million, a change of -3.1% from the previous year [5]. - 'Revenues- Site rental' expected to reach $1.01 billion, indicating a decline of -36.9% from the prior-year quarter [5]. Gross Margin Predictions - Analysts project 'Services and other- Gross margin' to be $21.43 million, down from $25.00 million year-over-year [5]. - 'Site rental- Gross margin' is expected to be $759.78 million, compared to $1.17 billion reported in the same quarter last year [6]. Cost Estimates - 'Depreciation, amortization and accretion' is estimated at $189.56 million [6]. - 'Costs of operations- Services and other' likely to reach $25.16 million [6]. - 'Costs of operations- Site rental' is projected at $251.32 million [7]. Market Performance - Shares of Crown Castle have decreased by -3.9% over the past month, contrasting with a +1.8% increase in the Zacks S&P 500 composite [7]. - The company holds a Zacks Rank 4 (Sell), suggesting it is expected to underperform the overall market in the near future [7].

Core Viewpoint - Crown Castle Inc. (NYSE:CCI) is currently trading near its 52-week lows, but analysts maintain a bullish outlook with a 12-month price target indicating over 24% upside potential from current levels [1] Group 1: Analyst Ratings and Price Targets - Brandon Nispel from KeyBanc reiterated a Buy rating on Crown Castle with a price target of $115 [2] - Batya Levi from UBS also maintained a Buy rating but adjusted the price target from $127 to $116 [2] - Levi sees a favorable risk/reward profile for tower stocks in 2026, supporting her Buy rating [3] Group 2: Impact of DISH Wireless Default - Nispel reduced the price target from $120 to $115 due to DISH Wireless defaulting on payment applications, which led to the removal of leasing from forecasts [3] - This default is expected to result in a $12 million omission from 2026 leasing forecasts and add $200 million of churn in 2027 estimates [4] Group 3: Company Overview - Crown Castle Inc. owns and operates over 40,000 cell towers and 90,000 route miles of fiber across major U.S. markets [5] - The company leases space and capacity on its communications infrastructure through long-term contracts with wireless carriers and network providers [5]