| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 22, 2026 | 3/12 | 1 high, 4 medium, 2 low flags | 2 | 0 | Call sheet → |
| Q1'26 | April 22, 2026 | 10/12 | 1 high, 3 medium, 4 low flags | 0 | 0 | Call sheet → |
| Q4'25 | February 4, 2026 | 10/12 | 2 medium, 4 low flags | 4 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Margin expansion of 200+ bps over next few years Reiterated but timeline remains vague 'over next few years' |
| Q2'26 | Delivered | Edge compute trials with multiple partners Confirmed trials active but still no revenue or timeline disclosure |
| Q2'26 | Pending | Pursue DISH payments aggressively Filed $3.5B bankruptcy claim but recovery timeline pushed to 'at least a year' |
| Q2'26 | Pending | 2026 marks low point for organic growth Reiterated but still no 2027 visibility beyond 'MLAs provide visibility' |
| Q2'26 | Pending | $65M annualized cost reduction from restructuring Claimed $15M reduction visible in Q2, but obscured by services weakness |
| Q2'26 | Delivered | Close fiber sale in first half 2026 Closed May 1, ahead of June 30 assumption |
| Q1'26 | Pending | Vigorously pursue DISH legal remedies Amended litigation to include breach of contract and added EchoStar as defendant |
| Q1'26 | Pending | Allocate $1 billion to share repurchases Commitment unchanged, timing dependent on transaction close |
| Q1'26 | Pending | Maintain investment grade rating Plan to pay down $7B debt should preserve rating at 6.0-6.5x leverage |
| Q1'26 | Pending | 3.5% organic growth as the low point Reiterated this quarter, Q1 delivered 3.6% excluding other billings |
| Q1'26 | Pending | Deliver $65 million annualized cost savings Workforce reduction executed, tracking to $55M impact in 2026 + $10M additional in 2027 |
| Q1'26 | Pending | Close fiber/small cell sale in first half 2026 Still on track, received DOJ clearance, handful of state/federal approvals remaining |
| Q4'25 | Delivered | Focus on US tower market exclusively Reaffirmed strategy with no international expansion plans |
| Q4'25 | Pending | Investment in systems and operational improvements Mentioned as ongoing priority but no specific achievements reported |
| Q4'25 | Delivered | Execution on standalone tower capital allocation framework Confirmed $4.25 dividend maintenance and CapEx framework |
| Q4'25 | Delivered | Strong demand for assets with no material changes 5.2% Q3 organic growth delivered, though 2026 guide shows deceleration |
| Q4'25 | Exceeded | Continued efficiency identification and implementation Accelerated $65M cost reduction program beyond original expectations |
| Q4'25 | Pending | Fiber transaction on track to close in 2026 Still tracking to first half 2026 but less definitive language about approvals remaining |
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