“With respect to our services guide, we are holding our guide for the year.”

In context

“sed. The main driver continues to be our carrier customers continuing to build out their 5G network. So it is largely still amendment driven, although we do see an uptick somewhat in new colocations over prior years, I wouldn't point to that as quite a densification phase yet. There's still a lot of room for the carriers to continue to expand their 5G presence. And while we're not getting specific about individual carriers, we would say that over half of our sites are now upgraded with mid-band 5G, but one carrier is ahead of the other two. And we have one that's over 80%, one that's a little over 60% now and one that's a little bit further behind. So there's a lot of runway there for them to continue to roll out mid-band 5G across the portfolio, and we expect them to continue to do that. With respect to our services guide, we are holding our guide for the year. Now there's always a degree of risk in that services guide because it's near term, but what we're seeing in our application flow and our services by is supportive that full year guide. So we do still feel good about the US activity levels kind of hitting those levels that saw at the beginning of the year. I believe the carrier capital spend projections are right in line with that kind of $34 billion to $36 billion is what they've said publicly. And that's again supportive of a level of development that we think is typical in this phase of a build. So we feel good about the US, and we think we're going to continue to see that up-tick. And we're also seeing usage patterns by the consumer continue to drive demand on those networks, and we're seeing the continued drive of that 20% to 30% up-t”