DigitalBridge Group, Inc. (NYSE:DBRG) Goldman Sachs Communacopia + Technology Conference 2025 September 11, 2025 1:50 PM EDT
Company Participants
Marc Ganzi – CEO & Director
Conference Call Participants
Joshua Frantz – Goldman Sachs Group, Inc., Research Division
Presentation
Joshua Frantz
Research Analyst
Good morning, everyone, and welcome to Day 4 the Goldman Sachs Communacopia and Technology Conference. I have the privilege of introducing Marc Ganzi, CEO of DigitalBridge.
My name is Josh Frantz, and I cover telecom and communications infrastructure here at Goldman. Thanks for being here this morning.
Marc Ganzi
CEO & Director
Thank you, Josh. Good to be here.
Question-and-Answer Session
Joshua Frantz
Goldman Sachs Group, Inc., Research Division
Marc, you’ve been in this industry as long as anyone and your portfolio companies touch basically the whole set of infrastructure globally and so, I would imagine you have a pretty good view of what’s happening on the ground. And we’ll go into each of the different subsegments in a bit. But from your vantage point and looking out for 10 years. How do you see the whole stack of infrastructure evolving? What do Fiber networks look like? What do wireless and tower networks look like? And how does AI change how the data center market looks?
Marc Ganzi
CEO & Director
Well, I think, look, the ecosystem has never been more challenged. I think we have 57 companies around the world that go out and compete for business every day. And this will be far and away the biggest year in terms of CapEx deployment across our ecosystem. And as the year has gone on, those numbers have crept up, Josh, as we’ve gotten more bookings more orders for towers, more orders for redundant dark fiber routes. And then we’ll get to data centers. We’ll save the best for last.
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