SBA Communications Corporation (SBAC) Q2 2026 Earnings Call Transcript

SA Transcripts 161.45K Followers Follow SBA Communications Corporation ( SBAC ) Q2 2026 Earnings Call August 3, 2026 5:00 PM EDT Company Participants Louis Friend - Vice President of Capital Markets & Finance Marc Montagner - Executive VP & CFO Brendan Cavanagh - CEO, President & Director Conference Call Participants Batya Levi - UBS Investment Bank, Research Division Ric Prentiss - Raymond James & Associates, Inc., Research Division Michael Rollins - Citigroup Inc., Research Division Jonathan Atkin - RBC Capital Markets, Research Division Brendan Lynch - Barclays Bank PLC, Research Division Richard Choe - JPMorgan Chase & Co, Research Division Cameron McVeigh - Morgan Stanley, Research Division Ryan Smyth - New Street Research LLP Matthew Niknam - Truist Securities, Inc., Research Division Eric Luebchow - Wells Fargo Securities, LLC, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Nicholas Del Deo - MoffettNathanson LLC Aryeh Klein - BMO Capital Markets Equity Research Presentation Operator Welcome, and thank you all for joining today's SBA Second Quarter 2026 Results. Please note that today's call is being recorded. [Operator Instructions] With that, I'd now like to formally begin today's call and turn it over to Louis Friend, Vice President of Finance and Capital Markets. Please go ahead. Louis Friend Vice President of Capital Markets & Finance Good evening, and thank you for joining us for SBA's Second Quarter 2026 Earnings Conference Call. Here with me today are Brendan Cavanagh, our President and Chief Executive Officer; and Marc Montagner, our Chief Financial Officer. Some of the information we will discuss on this call is forward-looking, including, but not limited to, any guidance for 2026 and beyond. In today's press release and in our SEC filings, we detail material risks that may cause our future results to differ from our expectations. Our statements are as of today, August 3, and we have no obligation to update any forward-looking statements we may make.