Dan sits down with Nick Del Deo, who currently serves as the Managing Director at MoffettNathanson, a leading independent equity research publisher. Dan and Nick’s professional paths first crossed during the Zayo IPO roadshow in 2014, when Nick was a young talented analyst reporting on Dan’s company, Zayo. Nick has grown his career analyzing telecom companies, infrastructure investments, and market trends. Nick’s insights provide a deeper understanding of where the telecom sector is headed. Nick has an extensive background in telecommunications, having worked as a Vice President at Sanford C. Bernstein & Co., LLC, where he covered U.S. telecommunications and cable/satellite sectors. In this episode, Dan and Nick discuss the rise and fall of the telecom industry, the future of digital infrastructure, and touch on the opportunities and challenges facing companies in this space. Bandwidth is available for pre-order, with a February 2025 release date. Head to dan-caruso.com/book for more details.
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