Aug 09, 2021 / 06:05PM GMT
Tim Horan - Oppenheimer, Inc. - Analyst
Hi everybody. Tim Horan, the Cloud and Communications Analyst here at Oppenheimer. It is my pleasure to have Rob Schwartz, who you all know, the President and CEO of Anterix.
I've had a thesis that basically communications was going to get a lot more horizontally segmented for 22 years and move over the cloud. And Rob has extended that now to spectrum from not just towers and neutral data centers and fiber, an exciting new area. I ultimately thought this was what was going to happen to the industry.
I actually think there's enormous, enormous opportunity to extend this type of business model to become, thankfully, an order or two orders of magnitude larger than what Rob has done here, but I think it's a phenomenal first step that they've made for the industry. But that's just my personal opinion.
With that, I thought I'd just start out with Rob and I think you're on mute now, Rob, just so you know that.
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Tim Horan - Oppenheimer, Inc. - AnalystMaybe you can talk
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