New Street Research - SBA Communications Corp. Class A (SBAC) SBAC 3Q21 Results

Report

New Street Research

Jonathan Chaplin

SBAC 3Q21 Results

What's new: SBAC reported strong results this evening, with revenue, EBITDA and AFFO all ahead of consensus.

01/11/2021 2 EN

Underlying

SBA Communications Corp. Class A

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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US78410G1040 NASDAQ Stock Market United States

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Analysts

Jonathan Chaplin

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SBAC 3Q21 Results

SBA Communications Corp: 1 director

SBAC Model Update

SBAC 1Q25 Quick Take: Site leasing a touch soft; guidance up slightly

Microsoft vs. OpenAI: Implications for investors?

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

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