SBA Communications Corp at RBC Capital Markets Global Communications Infrastructure Conference Transcript

Jan 23, 2024

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May 24, 2022 / 08:40PM GMT
Jonathan Atkin - RBC Capital Markets, Research Division - MD & Senior Analyst

Welcome, everybody. I'm Jon Atkin. I cover the tower stocks at RBC. And pleased to spend the next 30 minutes with the Chief Executive Officer of SBA Communications, Jeff Stoops. Welcome.

Jeffrey A. Stoops - SBA Communications Corporation - CEO, President & Director

Thanks, Sean. Happy to be here. Good afternoon.

Questions and Answers:

Jonathan Atkin - RBC Capital Markets, Research Division - MD & Senior Analyst

If there's questions from the audience at any time, just raise your hand, and I will call on you.

I want to ask a couple of questions just about -- financially oriented, but your guidance for U.S. leasing, given that you called out on your call, you sound very kind of optimistic about the backlog and current demand, but there is an implied acceleration as we kind of head through the end of the year to get to the full year guide. How do we think about how much of that is contractually locked in versus

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