NEW YORK, NY / ACCESS Newswire / January 26, 2026 / Nixxy, Inc. (NASDAQ:NIXX) ("Nixxy" or the "Company"), an AI-driven communications and data infrastructure company, today provided an update operational progress and outlined key priorities for 2026 as the Company continues scaling its communications platform and expanding its infrastructure foundation. Nixxy's strategy is focused on operating at the intersection of carrier-grade communications and AI-enabled routing and automation, delivering performance, ...

Crown Castle Inc. (NYSE:CCI) is one of the Best Depressed Stocks to Buy Right Now. On January 12, JPMorgan reduced the firm’s price objective on the company’s stock to $110 from $115, while keeping a “Neutral” rating, as reported by The Fly. Notably, the firm reduced new leasing estimates for the tower companies ahead of earnings. This was done to exhibit a more conservative approach because of the potential impact from EchoStar. JPMorgan Reduces the Firm’s PT on Crown Castle Inc. (NYSE:CCI) Stock The an ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: China Equity Strategy - **Context**: The call discusses the impact of reemerging US-China trade tensions on the Chinese stock market, particularly in October 2025, highlighting potential volatility in major indexes such as HSI, CSI300, and MSCI China [1][2][3]. Core Insights and Arguments - **Trade Tensions**: Recent announcements of significant new trade restrictions by both China and the US have raised concerns about market volatility [1][2]. - **Sector Vulnerability**: Sectors heavily reliant on US exports, including communications infrastructure, tech hardware, solar equipment, and semiconductors, are identified as particularly vulnerable to these trade tensions [1][3]. - **Defensive Sectors**: In contrast, domestic yield plays are viewed as more defensive and less exposed to trade risks [1][2]. - **Valuation Outlook**: Despite current tensions, the outlook for PRC/HK markets remains constructive over a 12-month horizon due to undemanding valuations [1][7]. Specific Data Points - **Rare Earths Policy**: China's new export controls on rare earth-related items require exporters to obtain licenses, affecting industries such as semiconductors and electric vehicles. China produces nearly 70% of global rare earths and controls over 90% of refining capacity [2][3]. - **US Tariff Impact**: The US has announced a 100% tariff on all products from China, which could escalate if China does not retract its rare earth restrictions [2][3]. - **Profit Exposure**: - Communications infrastructure companies like Innolight and Eoptolink derive 90-95% of their earnings from US exports [3][6]. - Tech hardware firms such as T&S Comm and WUS have 40-85% of their earnings from US exports [3][6]. - Solar equipment companies like Jinko and JA Solar generate 60-70% of their profits from US markets [3][6]. - Semiconductor firms TFME, JCET, and TSHT have 20-70% of their profits from US exports [3][6]. Additional Important Information - **Market Valuations**: Current valuations for major indexes are slightly above historical means, with HSI at a forward PER of 11.3x and PB of 1.3x, CSI300 at 14.6x PER and 1.6x PB, and MSCI China at 12.8x PER and 1.5x PB [7]. - **Target Index Levels**: The HSI Index targets are set at 26,800 by the end of 2025, 27,500 by mid-2026, and 28,800 by the end of 2026 [7]. - **Company Strategies**: Companies are adapting to potential tariff increases by relocating production to countries like Vietnam and Malaysia, and some are passing on tariff costs to consumers [8]. This summary encapsulates the critical insights and data points discussed in the conference call, providing a comprehensive overview of the current state and outlook of the Chinese equity market amidst ongoing trade tensions.

Group 1 - The company held an Analyst Day on June 25, outlining a growth strategy focused on increasing capital expenditures to approximately $1 billion annually for the next five years, totaling $20 billion to $25 billion by 2029 [1] - The company aims for double-digit revenue growth in the coming years, indicating a strong outlook for top-line performance [1] - The underlying business is expected to grow healthily, with projected AFFO growth between 5% to 9% due to refinancing and additional capital raising efforts [2] Group 2 - The company anticipates that dividends will continue to accelerate as part of its financial strategy [2]

Group 1 - The company has updated its guidance for organic tenant billings growth in the U.S. to approximately 4.3% for the year, indicating a stable demand backdrop [2] - The ongoing rollout of 5G deployments by wireless carriers is contributing to this growth, with carriers striving to increase their 5G deployment to the 80% to 90% range [2]

Core Business Strategy - The company has established strategic priorities that remain consistent over the past year, focusing on driving value through organic growth in core portfolios [1] - The emphasis on organic growth will continue into the next year, with a positive outlook on demand dynamics [2] Regional Performance - There is an observed improvement in care activity in the U.S., indicating a recovery in that market [2] - Healthy growth is reported in Africa and Europe, suggesting strong performance in these regions [2] - Latin America is facing challenges, but the existing portfolio of assets is expected to remain the primary growth driver [2]

Company Overview - Crown Castle Inc. owns, operates, and leases approximately 40,000 cell towers and around 90,000 route miles of fiber, supporting small cells and fiber solutions across every major U.S. market [2] - The company's nationwide portfolio of communications infrastructure connects cities and communities to essential data, technology, and wireless service [2] Upcoming Event - Sunit Patel, Crown Castle's Executive Vice President and Chief Financial Officer, is scheduled to present at the Goldman Sachs 2025 Communacopia & Technology Conference on September 11, 2025, at 12:30 p.m. Eastern Time [1] - The presentation will be broadcast live over the Internet and is expected to last approximately 40 minutes [1] - The live audio webcast link and presentation will be available on Crown Castle's website and archived for replay [1]

Financial Data and Key Metrics Changes - The company reported a record revenue of $3.54 billion for Q2 2025, representing a 20% year-over-year growth and a 25% sequential increase from Q1 2025 [24][33] - Adjusted EBITDA for the quarter was $275 million, meeting forecasts, with an adjusted EBITDA margin of 9.9%, up from 9% in the prior year [27][24] - The total backlog at the end of the quarter was $16.45 billion, a 4% increase from Q1 and a 23% increase year-over-year [24][25] Business Line Data and Key Metrics Changes - Non-pipeline business EBITDA increased from $181 million to $257 million, a 42% year-over-year increase, with revenue up 26% [7] - Communications segment revenue grew 42% year-over-year, with adjusted EBITDA growing 55% and a backlog increase to a record $5 billion [12][24] - Power Delivery segment revenues increased by 20% year-over-year, with expectations for continued margin improvement [14][24] - Clean Energy and Infrastructure segment revenue grew 20% year-over-year, with adjusted EBITDA nearly doubling from $47.3 million to $83.3 million [15][24] Market Data and Key Metrics Changes - The company noted a healthy market backdrop for telecom infrastructure, driven by robust capital investments from customers [12] - The Clean Energy and Infrastructure segment saw new awards accelerate to $1.6 billion in Q2, compared to $1.1 billion in Q1 [16] - The pipeline infrastructure segment experienced a revenue decline of 6% year-over-year, attributed to challenging comparisons from the MVP project wind down [18] Company Strategy and Development Direction - The company is increasing its revenue guidance for 2025 to a range of $13.9 billion to $14 billion, reflecting strong demand visibility [9][33] - Investments in headcount and equipment are being made to prepare for anticipated demand in 2026 and beyond, despite short-term impacts on margins [10][11] - The company is focused on operational execution and evolving business processes to ensure consistent outcomes and strong structural profitability [21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business positioning and the ability to fulfill major projects across various markets [23] - The company anticipates further sequential improvements in revenue and margins across segments in the second half of 2025 [8][9] - Management highlighted the importance of customer relationships and framework agreements in securing visibility and outcomes for the business [20] Other Important Information - The company completed $40 million in share repurchases during the quarter and authorized an additional $250 million repurchase program [26] - Cash flow from operations for Q2 was $6 million, with a year-to-date total of $84 million [25] - The company ended the quarter with total liquidity of approximately $2 billion and net leverage of 2.0 times [34] Q&A Session Summary Question: Customer feedback and activity in clean energy - Management indicated that customer plans for 2025 and 2026 remain unaffected by policy uncertainty, with strong bookings in both quarters [37][39] Question: Timing of bookings in power delivery - Management expects to see significant growth in power delivery, with a focus on various project types [41][42] Question: Expectations for tier one customers and legislative impacts - Management believes tier one customers are well-positioned to take advantage of safe harbor projects, with a positive outlook for growth [48][50] Question: Durability and duration of the communications cycle - Management expressed optimism about continued growth in both wireline and wireless sectors, driven by strong demand [75][81] Question: Margin improvement trajectory - Management is bullish on margin improvements across all segments, with a focus on operational execution and productivity [62][63] Question: Capacity building in pipeline infrastructure - Management noted significant investments in capacity and headcount, with expectations for increased productivity in the pipeline segment [102][104]

Group 1 - Uniti Group Inc. announced the pricing of $600 million aggregate principal amount of 8.625% Senior Unsecured Notes due 2032, with an issue price of 100.000% [1] - The net proceeds from the offering will be used to fund the partial redemption of $500 million aggregate principal amount of outstanding 10.50% senior notes due 2028, with the redemption expected to occur on June 24, 2025 [2] - The notes will not be registered under the Securities Act of 1933 and will be offered only to qualified institutional buyers [3] Group 2 - Uniti is an internally managed real estate investment trust engaged in the acquisition and construction of mission-critical communications infrastructure, owning approximately 147,000 fiber route miles and 8.8 million fiber strand miles as of March 31, 2025 [5]

Core Viewpoint - Uniti Group Inc. is initiating an offering of $600 million in senior notes due 2032 to fund the partial redemption of $500 million of its outstanding 10.50% senior notes due 2028, with the redemption scheduled for June 24, 2025 [1][2]. Group 1: Offering Details - The offering of the senior notes is subject to market and other conditions, and will be guaranteed on a senior unsecured basis by the Company and its subsidiaries [1]. - The net proceeds from the notes will be used primarily for the partial redemption of the 2028 secured notes, including related premiums, fees, and expenses [2]. - The redemption of the 2028 secured notes is contingent upon the completion of debt financings totaling at least $550 million [2]. Group 2: Company Overview - Uniti is an internally managed real estate investment trust (REIT) focused on acquiring and constructing critical communications infrastructure, providing fiber and wireless solutions [5]. - As of March 31, 2025, Uniti owns approximately 147,000 fiber route miles and 8.8 million fiber strand miles across the United States [5].