SBA Communications Corp (LTS:0KYZ)
$ 188.21 +5.35 (+2.93%) Market Cap: 20.16 Bil Enterprise Value: 35.28 Bil PE Ratio: 20.01 PB Ratio: 0 GF Score: 83/100

SBA Communications Corp at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 3, 2026 / 07:30 PM GMT
Release Date Price: $197.21 (-1.15%)


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E D I T E D V E R S I O N

SBAC.OQ - SBA Communications Corp
SBA Communications Corp at Morgan Stanley Technology, Media & Telecom Conference
Mar 03, 2026 / 07:30PM GMT

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Presentation
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Okay. So let's get started. Cameron McVeigh, the communications infrastructure analyst here at Morgan Stanley, Ben Swinburne, the communications infrastructure, media, telecom cable analyst, and Mark Montani, the CFO of SBA Communications. Welcome, Mark.

Thank you.

Before we get started, let me read this.

For important disclosures, please see the Morgan Stanley Research disclosure website. If you have any questions, please reach out to your Morgan Stanley sales representative.

And with that, we will get started. So Mark, to start, I want to get your thoughts on the growth outlook, the broader power industry, and, what you consider the main growth
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