SBA Communications (SBAC) reported earnings 30 days ago. What's next for the stock?
SBA Communications Corporation (SBAC) Presents at Bank of America Leveraged Finance Conference Transcript
SBAC posts solid Q3 revenue growth and beats AFFO estimates, driven by strong site-leasing and development activity.
SBA Communications (SBAC) came out with quarterly funds from operations (FFO) of $3.3 per share, beating the Zacks Consensus Estimate of $3.19 per share. This compares to FFO of $3.32 per share a year ago.
SBA Communications Corporation ( SBAC ) Q3 2025 Earnings Call November 3, 2025 5:00 PM EST Company Participants Mark DeRussy - Vice President of Finance Brendan Cavanagh - CEO, President & Director Marc Montagner - Executive VP & CFO Conference Call Participants Batya Levi - UBS Investment Bank, Research Division Ric Prentiss - Raymond James & Associates, Inc., Research Division Nicholas Del Deo - MoffettNathanson LLC Eric Luebchow - Wells Fargo Securities, LLC, Research Division Benjamin Swinburne - Morgan Stanley, Research Division Michael Rollins - Citigroup Inc., Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Aryeh Klein - BMO Capital Markets Equity Research Michael Funk - BofA Securities, Research Division Brandon Nispel - KeyBanc Capital Markets Inc., Research Division David Barden - New Street Research LLP Jonathan Atkin - RBC Capital Markets, Research Division Brendan Lynch - Barclays Bank PLC, Research Division Presentation Operator Welcome, and thank you all for joining today's call, SBA Third Quarter 2025 Results. Please note that today's call is being recorded.
SBA Communications Corporation (NASDAQ:SBAC ) Bank of America 2025 Media, Communications & Entertainment Conference September 4, 2025 2:00 PM EDT Company Participants Marc Montagner - Executive VP & CFO Presentation Unknown Analyst [Audio Gap] to the BofA Media Telecom Conference. We're going to wrap it up here on day-2 with SBA.
SBAC tops Q2 AFFO estimates, and lifts the 2025 outlook, but higher costs and interest weigh on profitability.
SBA Communications Corporation (NASDAQ:SBAC ) Q2 2025 Earnings Conference Call August 4, 2025 5:00 PM ET Company Participants Brendan Thomas Cavanagh - CEO, President & Director Marc R. Montagner - Executive VP & CFO Mark DeRussy - Vice President of Finance Conference Call Participants Batya Levi - UBS Investment Bank, Research Division Benjamin Daniel Swinburne - Morgan Stanley, Research Division Brendan James Lynch - Barclays Bank PLC, Research Division David Anthony Guarino - Green Street Advisors, LLC, Research Division Eric Thomas Luebchow - Wells Fargo Securities, LLC, Research Division James Edward Schneider - Goldman Sachs Group, Inc., Research Division Jonathan Atkin - RBC Capital Markets, Research Division Michael Ian Rollins - Citigroup Inc., Research Division Michael J.
While the top- and bottom-line numbers for SBA Communications (SBAC) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
SBA Communications (SBAC) came out with quarterly funds from operations (FFO) of $3.17 per share, beating the Zacks Consensus Estimate of $3.12 per share. This compares to FFO of $3.29 per share a year ago.
Evaluate the expected performance of SBA Communications (SBAC) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
SBAC may post higher Q2 revenues, but higher interest expenses and wireless industry shifts are likely to have weighed on AFFO per share.