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SBA Communications Corporation (SBAC) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript

Seeking Alpha
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SBA Communications reported Q4 2026 earnings with EPS of $3.47, missing estimates by $0.59, while revenue reached $719.58M, a 3.73% year-over-year increase but $6.22M below expectations. Executive VP and CFO Marc Montagner addressed carrier consolidation churn at the 47th Annual Raymond James Institutional Investor Conference, suggesting the U.S. market is nearing the end of this transitional phase. Montagner provided updates on SBA’s relationship with DISH during the March 2, 2026, conference, though specific details were not disclosed in the transcript. The discussion highlighted ongoing challenges in the tower industry, including carrier mergers and network optimization, which have impacted SBA’s financial performance. Raymond James analyst Ric Prentiss framed the conversation around telecom infrastructure trends, emphasizing the evolving dynamics between tower companies and wireless carriers.
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SBA Communications Corporation (SBAC) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript

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SA Transcripts158.74K FollowersFollow5ShareSaveCommentsQ4: 2026-02-26 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $3.47 misses by $0.59 | Revenue of $719.58M (3.73% Y/Y) misses by $6.22M SBA Communications Corporation (SBAC) 47th Annual Raymond James Institutional Investor Conference March 2, 2026 9:15 AM EST Company Participants Marc Montagner - Executive VP & CFO Conference Call Participants Ric Prentiss - Raymond James & Associates, Inc., Research Division Presentation Ric PrentissRaymond James & Associates, Inc., Research Division All right. Good morning, everybody. I'm Ric Prentiss, Head of TMT Research at Raymond James. And my definition of TMT was towers, and we've got Marc Montagner from SBAC here with us today. Media. We just literally jumped off the Warner Bros. Paramount call. Brent was able to ask the question for me because I had to run up here. And then telecom and satellite services. And 47 years of Raymond James Institutional Investor Conference, my 30th conference. So glad to see everybody here. And as I've always said, it's never dull and I'm still standing. And boy, is it never dull. So Marc, thanks for joining us. Marc MontagnerExecutive VP & CFO Ric, thanks for having me, and congratulations on an amazing run. Ric PrentissRaymond James & Associates, Inc., Research Division Yes. Marc MontagnerExecutive VP & CFO Keep going for another 20 years. Question-and-Answer Session Ric PrentissRaymond James & Associates, Inc., Research Division Yes. As we think about the tower industry I think on the earnings call last week, gosh, it was just Thursday, I guess. You mentioned that we're close to the carrier consolidation churn probably being done in the United States. And I know it's an awkward topic, but why don't you just update people in the room and on the webcast, where are we at with SBAC and DISH just so we know kind of to set the stage. Marc MontagnerExecutive VP & CFO Right. So DISH... Ric PrentissRaymond James & Associates, Inc., Research Division

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Source: Seeking Alpha