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Dycom Industries, Inc. (DY) UBS Global Media and Communications Conference 2025 December 9, 2025 3:45 PM EST
Company Participants
Daniel Peyovich – CEO, President & Director
Conference Call Participants
John Hodulik – UBS Investment Bank, Research Division
Presentation
John Hodulik
UBS Investment Bank, Research Division
Okay. Good afternoon, everyone. I’m John Hodulik from UBS Equity Research. And I’m very pleased to introduce our next speaker, Dan Peyovich, the President and Chief Executive Officer of Dycom Industries. Dan, thanks for being here.
Daniel Peyovich
CEO, President & Director
Thanks for having me. A quick note, I might make forward-looking statements today. You could please reference our website for our safe harbor statement. Great. With that, I’m to talk, John. Thanks for having me.
Question-and-Answer Session
John Hodulik
UBS Investment Bank, Research Division
Fantastic. As we do every time this year, I think the best way to start off is maybe talk a little bit about the sort of key highlights from the year and what the priorities are for the company as we look out into 2026.
Daniel Peyovich
CEO, President & Director
It’s been a big significant growth year for us. And for folks that aren’t entirely familiar with our story. We’re across all 50 states. We do both wireline and wireless infrastructure for the major telecommunications and cable customers and most recently, have expanded more into the data center side from a power space.
So it’s an exciting time. There’s a lot of opportunity coming through. And we’ve been very pleased with the work that we’ve done across the business, and I’m sure we’ll get into more details as we go today, John.
John Hodulik
UBS Investment Bank, Research Division
Great. As we were talking about in the before we came in, our estimates show that fiber-to-the-home construction in the United
