SBA Communications Corporation (SBAC) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.14K Followers Follow SBA Communications Corporation ( SBAC ) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 7:25 PM EDT Company Participants Brendan Cavanagh - CEO, President & Director Conference Call Participants Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Michael Ng Goldman Sachs Group, Inc., Research Division Great. Wonderful. Good afternoon, everybody. Welcome to the SBA Communications fireside chat at the Goldman Sachs Communacopia and Technology Conference. My name is Mike Ng, and I cover SBA and telecom services and infrastructure here at the firm. And I have the privilege of introducing Brendan Cavanagh, who's the CEO and President of SBA Communications. First and foremost, thank you so much for being here today, Brendan. It's a privilege to have you here. Brendan Cavanagh CEO, President & Director Yes. Happy to be here, Mike. Thanks for having me. Question-and-Answer Session Michael Ng Goldman Sachs Group, Inc., Research Division Great. To start things off, I was just wondering if we could kick things off and talk about big picture strategy, overall priorities. You spent a couple of years optimizing the asset portfolio. Maybe you can just walk through the opportunity set as you think about each of the regions and whether you see any specific market or segments that have a more meaningful monetization opportunity? Brendan Cavanagh CEO, President & Director Yes, sure. First of all, we are fortunate to be in one of the better businesses that was ever created in terms of the stability and the profile of it. And so our focus has been on maximizing our core business, trying to strengthen it in the areas where we've had challenges. Some of those challenges have come from consolidation among our customers, both here in the U.S. as well as in our international markets. And so we made a decision a couple of years ago to focus on trying