SBAC · Sba Communications Corp
$181.90
-4.39 (-2.36%)
At close · Jul 30
Market Cap
$19.29B
Shares
106.06M
Sba Communications Corp Earnings Call Transcripts
Every quarterly earnings call for Sba Communications Corp (SBAC) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲13.3%
$652.01M
$69.52M
'22 Q2
22-08-01
▲14.6%
$675.58M
$100.01M
'22 Q3
22-10-31
▲15.3%
$686.09M
$103.28M
'22 Q4
23-02-21
▲9%
$675.52M
$101.22M
'23 Q1
23-05-01
▲4.1%
$678.50M
$203.65M
'23 Q2
23-07-31
▲1%
$682.54M
$87.42M
'23 Q3
23-11-02
▼1.6%
$675.02M
$109.53M
'23 Q4
24-02-26
▼2.6%
$657.86M
$154.54M
'24 Q1
24-04-29
▼2.7%
$660.48M
$162.83M
'24 Q2
24-07-29
▼2.2%
$667.60M
$258.53M
'24 Q3
24-10-28
▲2.8%
$693.70M
$173.63M
'24 Q4
25-02-24
▲1%
$664.25M
$220.73M
'25 Q1
25-04-28
▲5.8%
$698.98M
$225.79M
'25 Q2
25-08-04
▲9.7%
$732.33M
$236.82M
'25 Q3
25-11-03
▲3.7%
$719.58M
$370.29M
'25 Q4
26-02-26
LATEST
▲5.9%
$703.44M
$184.83M
'26 Q1
26-04-29
Earnings call
FY26 · Q1
2026-04-29
Sba Communications Corp Q1 FY2026 Earnings Call
Confident tone
Balance sheet and investment-grade migration
Capital allocation and dividends
Millicom/Central America integration and new builds
Revenue
$703.44M
▲ 5.9% YoY Diluted EPS
$1.74
▼ 14.7% YoY Gross margin
75.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-10
SBA Communications Corporation to Speak at The Deutsche Bank 34th Annual Media, Internet and Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-03-03
SBA Communications Corporation to Speak at the Morgan Stanley Technology, Media and Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-26
Sba Communications Corp Q4 FY2025 Earnings Call
Positive tone
Spectrum and future growth (6G, upper C-band)
U.S. carrier organic growth
Capital allocation / share buybacks
Revenue
$719.58M
▲ 3.7% YoY Diluted EPS
$3.47
▲ 115.5% YoY Gross margin
75.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-03
Sba Communications Corp Q3 FY2025 Earnings Call
Confident tone
Verizon long-term agreement
Leverage policy and balance sheet
Spectrum and future network investment
Revenue
$732.33M
▲ 9.7% YoY Diluted EPS
$2.20
▼ 8.3% YoY Gross margin
74.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
Sba Communications Corp Q2 FY2025 Earnings Call
Confident tone
Full year guidance increase
Portfolio review and Millicom acquisition
Canada market exit and capital allocation
Revenue
$698.98M
▲ 5.8% YoY Diluted EPS
$2.09
▲ 38.4% YoY Gross margin
75.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-28
Sba Communications Corp Q1 FY2025 Earnings Call
Confident tone
Services Business
Domestic Leasing Activity & Backlog
Full Year Guidance Increase
Revenue
$664.25M
▲ 1% YoY Diluted EPS
$2.04
▲ 43.7% YoY Gross margin
76.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-24
Sba Communications Corp Q4 FY2024 Earnings Call
Positive tone
Millicom acquisition and Central America expansion
International churn and consolidation
Domestic leasing and 5G demand
Revenue
$693.70M
▲ 2.8% YoY Diluted EPS
$1.61
▲ 59.4% YoY Gross margin
78.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-28
Sba Communications Corp Q3 FY2024 Earnings Call
Confident tone
Millicom Central America acquisition
Balance sheet, leverage, and hedging
Full-year 2024 guidance raise
Revenue
$667.60M
▼ 2.2% YoY Diluted EPS
$2.40
▲ 200% YoY Gross margin
77.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-29
Sba Communications Corp Q2 FY2024 Earnings Call
Positive tone
International markets and consolidation
Demand drivers and long-term growth outlook
Full-year guidance and FX impact
Revenue
$660.48M
▼ 2.7% YoY Diluted EPS
$1.51
▼ 19.3% YoY Gross margin
78.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
Sba Communications Corp Q1 FY2024 Earnings Call
Positive tone
Balance sheet and debt refinancing
2024 financial outlook and guidance
Capital allocation: buybacks, dividends, and acquisitions
Revenue
$657.86M
▼ 2.6% YoY Diluted EPS
$1.42
▲ 52.7% YoY Gross margin
79.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-26
Sba Communications Corp Q4 FY2023 Earnings Call
Positive tone
Quarter results vs. outlook
Balance sheet and leverage
International growth and churn
Revenue
$675.02M
▼ 1.6% YoY Diluted EPS
$1.01
▲ 7.4% YoY Gross margin
78.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Sba Communications Corp Q3 FY2023 Earnings Call
Revenue
$682.54M
▲ 1% YoY Diluted EPS
$0.80
▼ 12.1% YoY Gross margin
78.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-31
Sba Communications Corp Q2 FY2023 Earnings Call
Revenue
$678.50M
▲ 4.1% YoY Diluted EPS
$1.87
▲ 192.2% YoY Gross margin
77.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-01
Sba Communications Corp Q1 FY2023 Earnings Call
Revenue
$675.52M
▲ 9% YoY Diluted EPS
$0.93
▼ 45.9% YoY Gross margin
75.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-21
Sba Communications Corp Q4 FY2022 Earnings Call
Revenue
$686.09M
▲ 15.3% YoY Diluted EPS
$0.94
▲ 113.6% YoY Gross margin
74.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-31
Sba Communications Corp Q3 FY2022 Earnings Call
Revenue
$675.58M
▲ 14.6% YoY Diluted EPS
$0.91
▲ 111.6% YoY Gross margin
73.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
Sba Communications Corp Q2 FY2022 Earnings Call
Revenue
$652.01M
▲ 13.3% YoY Diluted EPS
$0.64
▼ 53.3% YoY Gross margin
74.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-25
Sba Communications Corp Q1 FY2022 Earnings Call
Revenue
$619.77M
▲ 12.9% YoY Diluted EPS
$1.72
Gross margin
75.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-28
Sba Communications Corp Q4 FY2021 Earnings Call
Revenue
$595.26M
▲ 11.1% YoY Diluted EPS
$0.44
▼ 53.2% YoY Gross margin
76.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-01
Sba Communications Corp Q3 FY2021 Earnings Call
Revenue
$589.30M
▲ 12.7% YoY Diluted EPS
$0.43
▲ 115% YoY Gross margin
76.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-02
Sba Communications Corp Q2 FY2021 Earnings Call
Revenue
$575.53M
▲ 13.5% YoY Diluted EPS
$1.37
▲ 585% YoY Gross margin
76.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-26
Sba Communications Corp Q1 FY2021 Earnings Call
Revenue
$548.74M
▲ 6.1% YoY Diluted EPS
$-0.11
Gross margin
76.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-22
Sba Communications Corp Q4 FY2020 Earnings Call
Revenue
$535.90M
▲ 4.3% YoY Diluted EPS
$0.94
▲ 59.3% YoY Gross margin
76.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-02
Sba Communications Corp Q3 FY2020 Earnings Call
Revenue
$522.94M
▲ 3% YoY Diluted EPS
$0.20
▲ 5.3% YoY Gross margin
76.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-03
Sba Communications Corp Q2 FY2020 Earnings Call
Revenue
$507.23M
▲ 1.4% YoY Diluted EPS
$0.20
▼ 28.6% YoY Gross margin
78.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Sba Communications Corp Q1 FY2020 Earnings Call
Revenue
$517.07M
▲ 4.8% YoY Diluted EPS
$-1.14
▼ 595.7% YoY Gross margin
77.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-20
Sba Communications Corp Q4 FY2019 Earnings Call
Revenue
$513.66M
▲ 6.2% YoY Diluted EPS
$0.59
▲ 18% YoY Gross margin
76.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1034054
CUSIP
78410G104
13F (30d)
224 filings
197 filers
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