•
Sep 30, 2022

SBA Q3 2022 Earnings Report

Reported strong third-quarter results, driven by high levels of wireless deployment and strategic acquisitions.

Key Takeaways

SBA Communications Corporation reported a strong third quarter with significant growth in revenue, net income, and AFFO per share. The company exceeded consensus estimates, driven by robust wireless carrier activity and successful execution. They updated their full year 2022 outlook and declared a quarterly cash dividend.

Net income was $99.8 million, or $0.91 per share.

AFFO per share increased 15.1% over the prior year period on a constant currency basis.

Total revenue reached $675.6 million, a 14.6% increase over the prior year period.

The company closed on a deal to purchase 2,632 sites in Brazil.

Total Revenue
$676M
Previous year: $589M
+14.6%
EPS
$0.91
Previous year: $0.43
+111.6%
Tower Cash Flow Margin
80.6%
Previous year: 81.5%
-1.1%
AFFO per Share
$3.1
Previous year: $2.71
+14.4%
Dividend per Share
$0.71
Previous year: $0.58
+22.4%
Gross Profit
$498M
Previous year: $449M
+10.9%
Cash and Equivalents
$201M
Previous year: $188M
+7.1%
Free Cash Flow
$275M
Previous year: $218M
+26.2%
Total Assets
$9.95B
Previous year: $9.67B
+2.9%

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.

Revenue & Expenses

Visualization of income flow from segment revenue to net income