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Sep 30, 2020

SBA Q3 2020 Earnings Report

SBA Communications Corporation reported strong financial results, exceeding expectations and raising the full year 2020 outlook across key metrics.

Key Takeaways

SBA Communications Corporation reported strong third quarter results, with net income of $22.6 million and site leasing revenue of $486.8 million. The company saw AFFO per share growth of 15.3% and repurchased 1.0 million shares. They also increased the full year 2020 outlook for revenue, tower cash flow, adjusted EBITDA, and AFFO.

Net income was $22.6 million, or $0.20 per share, and site leasing revenue reached $486.8 million.

AFFO per share grew by 15.3% compared to the previous year on a constant currency basis.

The company repurchased 1.0 million shares cumulatively during the third quarter and subsequent to quarter end.

Full year 2020 outlook was increased for Revenue, Tower Cash Flow, Adjusted EBITDA, and AFFO.

Total Revenue
$523M
Previous year: $508M
+3.0%
EPS
$0.2
Previous year: $0.19
+5.3%
Tower Cash Flow Margin
81.6%
Adjusted EBITDA Margin
71.5%
AFFO
$270M
Gross Profit
$401M
Previous year: $384M
+4.5%
Cash and Equivalents
$272M
Previous year: $129M
+111.1%
Free Cash Flow
$262M
Previous year: $200M
+30.9%
Total Assets
$9.03B
Previous year: $9.2B
-1.8%

SBA

SBA

SBA Revenue by Segment

SBA Revenue by Geographic Location

Forward Guidance

The Company is updating its full year 2020 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