NASDAQ$SBAC

SBA Communications Corporation · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

SBA Communications Corporation reported strong first quarter results, driven by growth in AFFO per share and strategic capital allocation.

SBA Communications Corporation reported first quarter 2021 results with a net loss of $11.7 million, but showed strong growth in AFFO per share, up 16.2% year-over-year on a constant currency basis. The company executed new agreements with Verizon and Dish, completed the PG&E acquisition, and repurchased 0.7 million shares. The company also declared a quarterly cash dividend of $0.58 per share.

  • Net loss of $11.7 million or $(0.11) per share including a $57.0 million loss on currency-related remeasurement of intercompany loans.
  • AFFO per share growth of 16.2% over the year earlier period on a constant currency basis.
  • Signed a new global leasing agreement with Verizon subsequent to quarter end.
  • Repurchased 0.7 million shares at an average price per share of $258.33.

Headline financials

Total Revenue

$549M

Previous: $517M+6.1%
EPS (adj)

-$0.11

Previous: $0.38-128.9%
AFFO

$286M

Previous: $260M+10.2%
AFFO per Share

$2.58

Previous: $2.28+13.2%
Quarterly Dividend per Share

$0.58

Previous: $0.47+24.7%
Tower Cash Flow Margin

81.6%

Previous: 81.2%+0.5%
Adjusted EBITDA Margin

71.2%

Previous: 71.9%-1.0%
Capital Expenditures

-$24.5M

Previous: -$39.3M+37.6%
Free Cash Flow

-$36.3M

Previous: -$166M+78.2%
Net Income

-$11.7M

Previous: -$127M+90.8%
Operating Income

$174M

Previous: $151M+14.8%
Gross Profit

$419M

Previous: $402M+4.3%
Cash & Equivalents

$177M

Previous: $184M-4.1%
Total Assets

$9.76B

Previous: $9.36B+4.3%
Stock-Based Comp

$20.4M

Previous: $16.3M+25.5%

Revenue & EPS history

SBA · Revenue · Quarterly

$549M

Q1 2021+6.1%vs Q1 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

SBA · $43.6M total across 1 segment · Q1 2021

  • Site Development
    $43.6M+76.5%

Forward guidance

The Company is updating its full year 2021 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.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

-0.1%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+0.7%

Avg return

30 days after

50%

32 / 64 earnings

Positive

+9.4%

Q3 2023

Best reaction

-9.6%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.7%+0.1%-6.6%
Q4 2025+4.7%+2.2%-13.1%
Q3 2025+1.3%+2.0%-1.8%
Q1 2025+6.8%+8.4%+3.1%
Q4 2024+3.0%+2.4%+1.7%
Q3 2024-4.2%-6.7%-5.5%
Q2 2024+1.5%+7.0%+6.0%
Q1 2024-5.2%-1.6%-5.0%
Q4 2023-6.1%-2.2%+2.4%
Q3 2023+9.4%+5.8%+20.7%
Q2 2023-2.4%-3.5%-2.8%
Q1 2023-5.3%-8.2%-15.0%
Q4 2022-7.9%-8.3%-12.2%
Q3 2022+2.1%+0.9%+10.8%
Q2 2022+0.7%+2.9%-3.1%
Q1 2022-4.1%-5.3%-5.5%
Q4 2021+3.2%+7.8%+11.8%
Q3 2021+3.8%-0.3%-1.7%
Q2 2021+1.5%+1.8%+7.4%
Q1 2021-0.6%+1.1%+0.7%
Q4 2020-5.0%-2.5%+4.1%
Q3 2020+0.2%+5.6%-2.0%
Q2 2020-0.4%-0.1%+0.8%
Q1 2020-0.1%+1.2%+4.2%
Q4 2019+2.0%+0.4%-20.9%
Q3 2019-2.2%-1.6%-2.7%
Q2 2019+4.9%+5.0%+11.1%
Q1 2019+1.3%+2.9%+1.3%
Q4 2018-0.2%-1.1%+7.7%
Q3 2018+0.8%+4.0%+3.0%
Q2 2018-1.1%-1.0%-1.6%
Q1 2018-0.9%+0.1%+0.0%
Q4 2017-5.6%-11.6%-1.4%
Q3 2017+7.1%+5.3%+15.7%
Q2 2017-0.2%+1.7%+11.2%
Q1 2017+2.0%+2.5%+9.2%
Q4 2016+4.1%+3.4%+7.8%
Q3 2016-5.2%-6.4%-15.2%
Q2 2016+2.0%+0.5%+1.0%
Q1 2016-3.9%
Q4 2015-1.1%
Q3 2015-8.6%
Q2 2015+1.0%
Q1 2015-1.2%
Q4 2014+4.1%
Q3 2014-1.7%
Q2 2014-1.2%
Q1 2014+5.7%
Q4 2013-3.2%
Q3 2013+4.0%
Q2 2013-1.0%
Q1 2013+1.1%
Q4 2012+1.0%
Q3 2012+0.4%
Q2 2012+0.1%
Q1 2012-0.4%
Q4 2011+1.6%
Q3 2011-1.7%
Q2 2011-9.6%
Q1 2011+2.1%
Q4 2010-0.8%
Q3 2010-2.1%
Q2 2010+1.6%
Q1 2010+3.0%

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