惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

有赞技术团队
有赞技术团队
美团技术团队
博客园 - 司徒正美
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
阮一峰的网络日志
阮一峰的网络日志
S
SegmentFault 最新的问题
博客园_首页
雷峰网
雷峰网
V
V2EX
The Cloudflare Blog
博客园 - 三生石上(FineUI控件)
量子位
Last Week in AI
Last Week in AI
人人都是产品经理
人人都是产品经理
爱范儿
爱范儿
奇客Solidot–传递最新科技情报
奇客Solidot–传递最新科技情报
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
博客园 - 聂微东
V
Visual Studio Blog
Hugging Face - Blog
Hugging Face - Blog
博客园 - 【当耐特】
Jina AI
Jina AI
月光博客
月光博客
L
LangChain Blog

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
SBA Communications Corporation (SBAC) Q1 2026 Earnings Ca...
2026-04-30 · via All Articles on Seeking Alpha

Q1: 2026-04-29 Earnings Summary

EPS of $1.74 misses by $0.00

 | 

Revenue of

$703.44M

(5.90% Y/Y)

beats by $8.58M

SBA Communications Corporation (SBAC) Q1 2026 Earnings Call April 29, 2026 5:00 PM EDT

Company Participants

Louis Friend - Vice President of Capital Markets & Finance
Marc Montagner - Executive VP & CFO
Brendan Cavanagh - CEO, President & Director

Conference Call Participants

Ric Prentiss - Raymond James & Associates, Inc., Research Division
Michael Rollins - Citigroup Inc., Research Division
Batya Levi - UBS Investment Bank, Research Division
Brendan Lynch - Barclays Bank PLC, Research Division
Nicholas Del Deo - MoffettNathanson LLC
David Barden - New Street Research LLP

Presentation

Operator

Welcome, and thank you for joining the SBA First Quarter 2026 Results. [Operator Instructions]

With that, I'll turn the call over to Louis Friend, Vice President of Finance and Capital Markets. Please go ahead.

Louis Friend
Vice President of Capital Markets & Finance

Good evening and thank you for joining us for SBA's First Quarter 2026 Earnings Conference Call. Here with me today are Brendan Cavanagh, our President and Chief Executive Officer, and Marc Montagner, our Chief Financial Officer.

Some of the information we will discuss on this call is forward-looking, including, but not limited to, any guidance for 2026 and beyond. In today's press release and in our SEC filings, we detail material risks that may cause our future results to differ from our expectations. Our statements are as of today, April 29, and we have no obligation to update any forward-looking statements we may make.

In addition, our comments will include non-GAAP financial measures and other key operating metrics. The reconciliation of and other information regarding these items can be found in our supplemental financial data package, which is located on the landing page of our Investor Relations website.

With that, I will now turn it over to Marc to comment on the first quarter results and 2026 outlook.

Marc Montagner