•
Mar 31, 2021

SBA Q1 2021 Earnings Report

SBA Communications Corporation reported strong first quarter results, driven by growth in AFFO per share and strategic capital allocation.

Key Takeaways

SBA Communications Corporation reported first quarter 2021 results with a net loss of $11.7 million, but showed strong growth in AFFO per share, up 16.2% year-over-year on a constant currency basis. The company executed new agreements with Verizon and Dish, completed the PG&E acquisition, and repurchased 0.7 million shares. The company also declared a quarterly cash dividend of $0.58 per share.

Net loss of $11.7 million or $(0.11) per share including a $57.0 million loss on currency-related remeasurement of intercompany loans.

AFFO per share growth of 16.2% over the year earlier period on a constant currency basis.

Signed a new global leasing agreement with Verizon subsequent to quarter end.

Repurchased 0.7 million shares at an average price per share of $258.33.

Total Revenue
$549M
Previous year: $517M
+6.1%
EPS
-$0.11
Previous year: $0.38
-128.9%
Tower Cash Flow Margin
81.6%
Previous year: 81.2%
+0.5%
Adjusted EBITDA Margin
71.2%
Previous year: 71.9%
-1.0%
AFFO
$286M
Previous year: $260M
+10.2%
Gross Profit
$419M
Previous year: $402M
+4.3%
Cash and Equivalents
$240M
Previous year: $228M
+5.4%
Free Cash Flow
$261M
Previous year: $238M
+9.4%
Total Assets
$9.76B
Previous year: $9.36B
+4.3%

SBA

SBA

SBA Revenue by Segment

SBA Revenue by Geographic Location

Forward Guidance

The Company is updating its full year 2021 Outlook for anticipated results. The Outlook provided is based on a number of assumptions that the Company believes are reasonable at the time of this press release.

Revenue & Expenses

Visualization of income flow from segment revenue to net income