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SBA Communications Company (SBAC) Presents at UBS World Media and Communications Convention 2025 Transcript

EditorialBy EditorialDecember 10, 2025No Comments2 Mins Read

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Batya Levi
UBS Funding Financial institution, Analysis Division

Nice. In order that — it is that point of the yr. Perhaps when you might simply speak slightly bit about what you are targeted on as we head into ’26.

Marc Montagner
Government VP & CFO

Effectively, I believe the main focus is absolutely to create long-term shareholder worth. And the best way to do it, I believe, is rising the highest line and capital allocation. I believe that is the best way I believe it will go.

So, on the highest line, I believe you have just lately seen we signed a brand new MLA with Verizon, 10-year transaction. I believe it is a good partnership there. I believe we wish to make it simpler and sooner for them to deploy gear when it comes to protection and densification. And for us, for minimal dedication, we safe, I believe, a minimal development price. So I believe it is a good settlement for each of us. That is one technique to deal with the highest line. And capital allocation, clearly, I believe when you actually look, we might discuss it later, nevertheless it’s $1.9 billion roughly of EBITDA utilizing a tough quantity, and also you see $475 million for the dividend, $435 million for money curiosity bills, $35 million for money taxes, $50 million in upkeep CapEx, $200 million in development CapEx and also you’re left with about $700 million of capital

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