Crown Castle Inc. (NYSE:CCI) Morgan Stanley 2023 Technology, Media & Telecom Conference Transcript March 9, 2023 11:00 AM ET Executives Dan Schlanger - Chief Financial Officer Analysts Simon Flannery - Morgan Stanley Simon Flannery All right. Good morning, everybody. Welcome to day four of the TMT Conference and welcome to Dan from CCI. Thanks so much for joining us today, Dan. Dan Schlanger Thanks very much for having me. Question-and-Answer Session Q - Simon Flannery For coming back here. And we thank you ...

Crown Castle Inc. (NYSE:CCI) Raymond James 44th Annual Institutional Investors Conference Transcript March 7, 2023 11:00 AM ET Executives Dan Schlanger - Chief Financial Officer Analysts Ric Prentiss - Raymond James Ric Prentiss No problem. All right. I think it’s still morning, right? It feels like a long day already. But excited. Day two, Raymond James 44th Annual Institutional Investors Conference. My 27th Raymond James Institutional Investor Conference. I’ve seen a lot of people in the room over a lot o ...

财务表现 - 2022年总站点租金收入为628.9亿美元，比2021年增长10%[100] - 2022年塔站点租金收入为43.22亿美元，比2021年增长14%[100] - 2022年光纤站点租金收入为19.67亿美元，比2021年增长3%[100] - 2022年塔站点租金总毛利为34.04亿美元，比2021年增长17%[100] - 2022年光纤站点租金总毛利为13.17亿美元，比2021年增长3%[100] - 2022年塔业务运营利润为35.27亿美元，比2021年增长18%[100] - 2022年光纤业务运营利润为11.3亿美元，比2021年增长2%[100] - 2022年调整后的EBITDA为43.4亿美元，比2021年增长14%[100] 融资活动 - 2021年，公司主要的融资活动包括支付24亿美元的普通股股息[116] - 发行32.5亿美元的优先无抵押票据，净收益用于赎回所有未偿还的5.250%优先票据[116] - 发行7.5亿美元的优先无抵押票据，净收益用于偿还之前未偿还的Tower Revenue Notes，以及一般企业用途[116] - 2016年信贷设施的修正，包括将到期日延长至2026年，根据特定年度可持续性目标降低利率差额和未使用承诺费用百分比[116] 资金需求 - 2023年至2027年及以后的资金需求总计为391.82亿美元，主要涉及债务和其他长期义务的利息支付[120] 会计政策和估计 - 公司的关键会计政策和估计主要涉及租赁会计，包括对地面租赁和光纤资产租赁的处理[126] 收入来源 - 公司90%的总收入来自站点租金收入，根据租户合同的固定、不可取消期限按比例分摊确认收入[127] 公允价值评估 - 公司对于资产和负债的公允价值评估主要采用贴现现金流估值方法和替换成本估算[131] 风险提示 - 公司有大量债务，如果无法偿还或再融资，可能面临重大流动性问题，需要发行股票或出售资产来满足债务支付义务[58] - 未来发行大量普通股或可转换为普通股的证券可能会对公司普通股的市场价格产生不利影响[59] - 公司设有多项反收购措施，可能阻碍收购尝试或降低普通股的市场价值[60] - 公司的章程和法律法规可能使第三方收购公司或公司收购第三方的控制权更加困难[60] - 公司未能遵守法律或法规可能导致罚款甚至失去经营权[63]

Crown Castle Inc. (NYSE:CCI) Q4 2022 Earnings Conference Call January 26, 2023 10:30 AM ET Company Participants Ben Lowe - Senior Vice President Jay Brown - Chief Executive Officer Dan Schlanger - Chief Financial Officer Conference Call Participants Michael Rollins - Citi David Barden - Bank of America Simon Flannery - Morgan Stanley Philip Cusick - JPMorgan Ric Prentiss - Raymond James Brandon Nispel - KeyBanc Capital Markets Greg Williams - Cowen Nick Del Deo - SVB MoffettNathanson Jonathan Atkin - RBC Ca ...

January 26, 2023 Fourth Quarter 2022 Earnings Conference Call Fourth Quarter 2022 Earnings Conference Call The pathway to possible. PAGE 1 Cautionary Language This presentation contains forward-looking statements and information ("Forward-Looking Statements") that are based on our management's current expectations. Statements that are not historical facts are hereby identified as Forward-Looking Statements. In addition, words such as "estimate," "see," "anticipate," "project," "plan," "intend," "believe," " ...

Crown Castle Inc. (NYSE:CCI) Citi’s 2023 Communications, Media & Entertainment Conference January 4, 2023 4:30 PM ET Company Participants Dan Schlanger - CFO Conference Call Participants Michael Rollins - Citigroup Michael Rollins Well, good afternoon. And for those joining via the audio stream welcome back to Citi’s 2023 Communications, Media -- Communication, Media and Entertainment Conference. For those of you who I haven't met, I'm Mike Rollins, I cover Communication Services and Infrastructure for Citi ...

Crown Castle Inc. (NYSE:CCI) Morgan Stanley European Technology, Media & Telecom Conference 2022 Call November 17, 2022 2:55 AM ET Company Participants Ben Lowe - Senior Vice President, Corporate Finance Unidentified Analyst Great. Good morning, everybody. Welcome to Day 2 of the conference. Hope you are having a good conference. It’s my great pleasure to welcome Ben Lowe from Crown Castle. Welcome to Barcelona, Ben. Ben Lowe It’s great to be back. Question-and-Answer Session Q - Unidentified Analyst So bef ...

Crown Castle Inc. (NYSE:CCI) Q3 2022 Earnings Conference Call October 20, 2022 10:30 AM ET Company Participants Ben Lowe - SVP of Corporate Finance Jay Brown - CEO Dan Schlanger - CFO Conference Call Participants Simon Flannery - Morgan Stanley Jon Atkin - RBC Ric Prentiss - Raymond James Michael Rollins - Citi David Barden - Bank of America Merrill Lynch Phil Cusick - JPMorgan Brett Feldman - Goldman Sachs Matt Niknam - Deutsche Bank Nick Del Deo - MoffettNathanson Brandon Nispel - KeyBanc Capital Markets ...

Crown Castle International Corp. (NYSE:CCI) Goldman Sachs 2022 Communacopia + Technology Conference September 15, 2022 12:15 PM ET Company Participants Jay Brown - Chief Executive Officer Conference Call Participants Brett Feldman - Goldman Sachs Brett Feldman All right. Welcome. We're going to get started with our next session this morning. It's my pleasure to welcome to the first-ever Communacopia + Technology Conference, a long-standing participant in the Communacopia Classic Conference, Jay Brown, the C ...

Crown Castle Inc. (NYSE:CCI) 2022 Bank of America Media, Communications & Entertainment Conference September 8, 2022 12:40 PM ET Company Participants Dan Schlanger - CFO Conference Call Participants David Barden - Bank of America David Barden Thanks for coming. Appreciate it. We're kind of kicking off the comm, infrastructure side of the conference here with the Chief Financial Officer of Crown Castle, Dan Schlanger. Dan, thanks for coming again, this year. Sorry, we didn't get the golf sorted out in 2022, ...