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SBA Communications Corporation (NASDAQ:SBAC ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 12:50 PM EDT Company Participants Marc Montagner - Executive VP & CFO Conference Call Participants Michael Rollins - Citigroup Inc., Research Division Presentation Michael Rollins MD & U.S. Telecoms Analyst [Audio Gap] and infrastructure for Citi. Disclosures are available at the back of the room.
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AT&T's spectrum purchase is not a significant negative for SBA Communications Corporation—tower demand should remain strong as AT&T deploys new spectrum. SBAC's management confirmed signed lease contracts, supporting positive guidance and contradicting bearish doubts about future leasing volumes. AT&T's expansion of Internet Air and 5G coverage will likely increase demand for tower infrastructure, benefiting SBAC's long-term growth.
As previously reported, BofA analyst Michael Funk downgraded SBA Communications (SBAC) to Neutral from Buy with a price target of $230, down from $260, following the AT&T (T) and EchoStar (SATS) mid-band spectrum deal announcement. EchoStar exposure is not unique to SBA or towers and the firm does not expect the churn to be outsized for SBA, but it highlights the potential for incremental deployments on the AT&T side to be longer-dated and views positive catalysts as "longer-dated" post the announcement. SBA Communications -2.73 (-1.23%) EchoStar +20.99 (+70.25%) AT&T -0.18 (-0.63%)
As previously reported, BofA analyst Michael Funk downgraded SBA Communications (SBAC) to Neutral from Buy with a price target of $230, down from $260, following the AT&T (T) and EchoStar (SATS) mid-band spectrum deal announcement. EchoStar exposure is not unique to SBA or towers and the firm does not expect the churn to be outsized for SBA, but it highlights the potential for incremental deployments on the AT&T side to be longer-dated and views positive catalysts as "longer-dated" post the announcement. SBA Communications -2.73 (-1.23%) EchoStar +20.99 (+70.25%) AT&T -0.18 (-0.63%)
BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Brendan Cavanagh, President and Chief Executive Officer, is scheduled to speak at the Goldman Sachs 2025 Communacopia + Technology Conference on Tuesday, September 9, 2025 at 11:30 AM PT. The conference will be held at the Palace Hotel in San Francisco, California. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communicatio.
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BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Marc Montagner, Chief Financial Officer, is scheduled to speak at Citi's 2025 Global TMT Conference, Wednesday, September 3, 2025, at 12:50 PM ET. The conference will be held at The New York Hilton Midtown in New York. Marc Montagner is also scheduled to speak at the BofA Securities 2025 Media, Communications and Entertainment Conference, Thursday, September 4, 2025, at 2:00 PM ET. This confe.
Brendan Cavanagh Will Join the Company's Board of Directors Appointment Effective October 1, 2025 NEW YORK , Aug. 6, 2025 /PRNewswire/ -- Consolidated Edison, Inc. ("Con Edison") (NYSE:ED) today announced that its Board of Directors elected Brendan Cavanagh to Con Edison's Board of Directors, effective October 1, 2025. Mr. Cavanagh is currently the President and Chief Executive Officer of SBA Communications Corporation (NASDAQ: SBAC), a real estate investment trust that owns and operates wireless communications infrastructure including towers, buildings, rooftops, distributed antenna systems and small cells.