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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Dycom Industries (DY) investor relations material
Dycom Industries UBS Global Media and Communications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Media and Communications Conference 2025 summary9 Dec, 2025
Key business highlights and strategic priorities
Achieved significant growth, expanding into all 50 states and entering the data center power space.
Fiber-to-the-home construction remains a primary growth driver, with continued ramp expected through at least 2026.
Revenue growth is tied to distance covered and complexity, not just homes passed, with more buried and rural work increasing costs.
Serves a broad customer base, from major carriers to small cooperatives, with broadband seen as a utility driving strong penetration.
Capital allocation prioritizes organic growth, with M&A (e.g., Power Solutions) supporting expansion in data center infrastructure.
Industry trends and market outlook
Fiber deployment is expected to reach 80% of U.S. homes (100–125 million) over the next 7+ years, with a slower fade into the 2030s.
BEAD program and other federal initiatives are set to accelerate rural builds, with $18B in addressable market and funding ramping in 2026.
Cable companies are decelerating CapEx but still require significant upgrades (e.g., DOCSIS 4.0), providing ongoing service and maintenance opportunities.
Long-haul and middle-mile fiber, driven by data center and AI demand, represent a $20B+ market over the next five years.
Data center expansion into secondary markets increases infrastructure opportunities beyond AI-driven growth.
Operational challenges and opportunities
Skilled labor remains a critical bottleneck, with industry-wide strain expected as BEAD and hyperscaler projects ramp simultaneously.
Labor costs have stabilized, and margin expansion is driven by efficiency improvements rather than price increases.
Permitting is a persistent bottleneck, with federal and state policy changes aiming to improve clarity and consistency.
Complexity in projects and consolidation among customers favor large, experienced contractors.
Integration of Power Solutions enhances capabilities in data center electrical work, deepening relationships with hyperscalers.
Revenue per FTTH passing: key drivers
Skilled labor outlook for 2027-2028
Power Solutions: data center strategy and synergies
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Next Dycom Industries earnings date
Q4 202625 Feb, 2026
Next Dycom Industries earnings date
Q4 202625 Feb, 2026
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Frequently asked questions
Dycom Industries, Inc. provides specialty contracting services in the United States through its two business segments, Utility Construction and Maintenance, which is engaged primarily in fiber optic and general construction and maintenance services; and Telecom Infrastructure, which is engaged in the design, installation, and construction of communication towers. The company also provides other related services to its customers to facilitate the completion of projects. The company offers its services to energy, chemical manufacturing, petrochemical distribution, water and wastewater treatment facilities, electric utilities, telecommunications equipment distributors and manufacturers, construction companies, as well as other commercial and governmental entities. The company is based in Palm Beach Gardens, Florida.
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