Q2 2023 Financial Overview & Strategic Plan
SECULAR GROWTH TRENDS
IN TELECOM ARE GLOBAL
Wireless Networks
Growing Global
Tower Count
are Critical
Infrastructure
•
2026E global tower count of
•
~5.3M; +30% over 5 years
US tower count +30% over
last 2 years to 416,000
GENERAC
Network
Hardening Still
Underway
Generac Uniquely
Positioned to
Capture Opportunity
•
•
•
Network reliability & up-time
necessary for a connected world
Power failure = network failure
Energy costs & sustainability
requirements are accelerating
the energy transition
•
•
50% of US sites yet to be
hardened, expected to hit
-75% in 10 years, $2B opportunity
Global opportunity expanding
with tower count growth and
Telecom driven Data Center
Edge expansion
•
Global presence and
relationships with carriers &
tower companies
~60% share of US market
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