SBAC quick thoughts following the call
We picked up two points from the call with implications for the broadband and wireless companies – one on FWA and one on EchoStar. We don’t have insights to share on SBAC specifically this quarter (but we will next quarter).
SBA Communications is a holding company. Through its subsidiaries, the company is an owner and operator of wireless communications infrastructure, including tower structures, rooftops, and other structures that support antennas used for wireless communications. The company's operations are in the U.S. and its territories. In its site leasing business, the company leases antenna space to wireless service providers on towers that the company owns or operates and manages rooftop and tower sites for property owners under various contractual arrangements. In its site development business, the company assists wireless service providers in developing and maintaining their own wireless service networks.
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