SBA Communications Corp at Deutsche Bank Media, Internet and Telecom Conference Transcript

Mar 10, 2026 / 02:45PM GMT

Release Date Price: $195.37 (+0.10%)

Transcript

Benjamin Soff

Deutsche Bank AG - Analyst

Good morning, everyone. My name is Benjamin Soff. I'm an equity analyst here at Deutsche Bank, and I'm very pleased to welcome Brendan Cavanagh, SBA Communications President and CEO. Welcome, Brendan.

Brendan Cavanagh

SBA Communications Corp - President, Chief Executive Officer, Director

Thanks. Nice to be here, Ben. Thanks.

Questions & Answers

Benjamin Soff

Deutsche Bank AG - Analyst

You reported 4Q earnings a couple of weeks ago. Looking back to 2025, what were some of the highlights? And what are some of the key areas of focus for SBA in 2026?

Brendan Cavanagh

SBA Communications Corp - President, Chief Executive Officer, Director

Yes. Thanks. Well, we had a very solid 2025, a number of good things that happened, engaged with all of our customers who are busy investing in their networks. We saw pretty good organic leasing activity, both domestically and internationally. And in particular, we signed a master lease

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