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CLAIM #23533 · EXC (EXC) · 2025Q3 earnings call · Nov 4, 2025 · due Jun 30, 2026

And by the spring, it will be PECO's largest customer on their site.

Michael A. Innocenzo · COO

PENDING
graded after results covering Jun 30, 2026 are reported

In context

lvin Butler: I'll start with that general it depends, it depends on size, location, the ramp-up period, but Mike Innocenzo and his CEOs have been involved in this process from day 1, and I'll look to Mike to give any further clarity. Michael Innocenzo: Yes. I mean I would just say -- I would expand on it. It depends. I would say the things that we do to try to shorten that, we understand the speed is really important. First thing we start with is where do we have capacity on the grid. So our first discussion with any data center would be where is existing capacity, where is existing infrastructure. You've seen that in -- so for example, the NorthPoint one in PECO's territory where we've used the site of a former facility and by -- they signed the TSA agreement just a couple of months ago. And by the spring, it will be PECO's largest customer on their site. So where we can use existing infrastructure, existing capacity, we're doing everything we can to connect them. We're working with our customers on the ramp-up time so that we can connect them quickly within a year or 2 or even less than that as an example of NorthPoint with existing facilities and ramp that up and then working with PJM in terms of expediting the process for any of the long-term investments that are needed for updating the grid for some of the larger loads. Calvin Butler: And if I can, David, let me share with you, you've got the back end of what operations takes over. Over 1.5 years ago, we centralized all of our large accounts, our data center accounts to really work with the customers in the strategic planning process. Just last month, we had our 25 largest customers in

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SEC filings for EXC · Claim quote is verbatim from the 2025Q3 earnings call.