Dycom Industries Inc. recently held its Q1 2026 Results Conference Call on May 21, 2025, at 9:00 AM ET, which was attended by key members of the company's management and several analysts from notable financial institutions. The event was hosted by Callie A. Tomasso, Vice President of Investor Relations, with participation from Daniel S. Peyovich, President and CEO, and H. Andrew DeFerrari, Senior Vice President and CFO, among others. During the call, the management discussed important topics such as the impact of customer consolidations, notably following the Charter Cox acquisition after the Verizon and Frontier acquisition. Daniel S. Peyovich addressed inquiries about new business opportunities arising from these consolidations, stating, "Does further customer consolidation drive more business?" He also mentioned two significant incremental awards, highlighting, "One was for middle mile fiber for data centers, and one was for inside of the fence work for a hyperscaler customer." These awards were confirmed to have been granted after the quarter and are included in the revenue guide. The full transcript can be accessed through the link below.
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