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Mar 31, 2022

SBA Q1 2022 Earnings Report

Reported strong Q1 2022 results with double-digit growth in AFFO per share and increased 2022 outlook.

Key Takeaways

SBA Communications Corporation reported a strong start to 2022, with a 12.9% increase in total revenue to $619.7 million. Net income was $188.3 million, or $1.72 per share, and AFFO per share increased by 14.7% year-over-year. The company updated its full year 2022 outlook and declared a quarterly cash dividend of $0.71 per share.

Net income was $188.3 million, or $1.72 per share.

AFFO per share increased 14.7% over the prior year period.

Total revenue was $619.7 million, a 12.9% growth over the prior year period.

The company repurchased 1.3 million shares in the first quarter at an average price per share of $332.00.

Total Revenue
$620M
Previous year: $549M
+12.9%
EPS
$1.72
Previous year: -$0.11
-1663.6%
Tower Cash Flow Margin
80.8%
Previous year: 81.6%
-1.0%
AFFO per Share
$2.96
Previous year: $2.58
+14.7%
Dividend per Share
$0.71
Previous year: $0.58
+22.4%
Gross Profit
$467M
Previous year: $419M
+11.4%
Cash and Equivalents
$264M
Previous year: $240M
+9.7%
Free Cash Flow
$254M
Previous year: $261M
-2.5%
Total Assets
$10.1B
Previous year: $9.76B
+3.9%

SBA

SBA

SBA Revenue by Segment

SBA Revenue by Geographic Location

Forward Guidance

The Company is updating its full year 2022 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