NYSE$CCI

Crown Castle International · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Reported fourth quarter and full year 2021 results and increased its full year 2022 outlook.

Crown Castle International Corp. reported significant growth in 2021, driven by the initial phase of the 5G build-out in the U.S. The company anticipates continued tower leasing growth in 2022 and secured commitments for over 50,000 new small cell nodes during the last twelve months.

  • Generated 14% AFFO per share growth in 2021.
  • Increased common stock dividend per share by 11%.
  • Secured commitments for more than 50,000 new small cell nodes during the last twelve months.
  • Expect elevated levels of tower leasing to continue in 2022.

Headline financials

Total Revenue

$1.65B

Previous: $1.49B+10.8%
EPS (adj)

$1.77

Previous: $2.33-24.0%
Cell Towers

40.0K

No prior period
Fiber Route Miles

80.0K

No prior period
Net Income

$353M

Previous: $508M-30.5%
Operating Income

$522M

Previous: $680M-23.2%
Gross Profit

$1.13B

Previous: $991M+14.0%
Cash & Equivalents

$292M

Previous: $232M+25.9%
Total Assets

$39B

Previous: $38.8B+0.7%
Stock-Based Comp

$29M

Previous: $30M-3.3%

Revenue & EPS history

Crown Castle · Revenue · Quarterly

$1.65B

Q4 2021+10.8%vs Q4 2020
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Crown Castle · $1.17B total across 2 segments · Q4 2021

  • Site Rental
    $985M+11.4%
  • Services & Other
    $180M+27.7%

Forward guidance

Crown Castle updated its full year 2022 Outlook to reflect approximately $250 million of additional straight-lined site rental revenues for full year 2022 for its Towers segment resulting from the previously announced long-term tower and small cell agreement with T-Mobile.

Tailwinds

  • Site rental revenues are projected to be between $6,202 million and $6,247 million.
  • Income from continuing operations is projected to be between $1,634 million and $1,714 million.
  • Adjusted EBITDA is projected to be between $4,249 million and $4,294 million.
  • FFO is projected to be between $3,318 million and $3,363 million.
  • AFFO per share is projected to be between $7.31 and $7.41.

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 Q4 2021

Historical avgQ4 2021

-0.3%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-0.1%

Avg return

30 days after

54%

38 / 70 earnings

Positive

+8.5%

Q4 2024

Best reaction

-9.0%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.0%+0.2%+6.3%
Q4 2025-9.0%-1.8%+5.0%
Q3 2025+0.6%-3.2%-7.9%
Q2 2025+0.6%+1.8%-5.6%
Q1 2025+0.5%+0.6%-5.1%
Q4 2024+8.5%+9.7%+1.7%
Q3 2024-2.2%-3.6%-9.2%
Q2 2024+1.1%+0.0%+5.7%
Q1 2024+0.4%+1.2%+9.5%
Q4 2023+2.6%+0.9%+0.7%
Q3 2023-8.0%-7.3%+11.3%
Q2 2023-2.8%+0.8%-9.3%
Q1 2023-4.1%-6.0%-14.6%
Q4 2022+1.9%-0.4%-9.7%
Q3 2022-4.9%-8.2%+1.8%
Q2 2022-0.3%-1.2%+3.8%
Q1 2022+1.3%-0.5%-6.0%
Q4 2021-5.8%+0.2%-8.0%
Q3 2021+2.9%+2.8%+6.3%
Q2 2021-5.5%-5.4%-2.6%
Q1 2021+0.7%+1.7%+1.4%
Q4 2020-3.3%+0.5%-4.7%
Q3 2020-5.0%-2.8%+1.5%
Q2 2020-0.9%-4.5%-4.7%
Q1 2020-1.1%-2.2%+6.8%
Q4 2019-9.0%-4.2%-16.0%
Q3 2019+3.7%+6.5%+0.0%
Q2 2019-4.4%-4.7%+7.7%
Q1 2019-1.6%-1.6%+2.1%
Q4 2018+2.5%+4.8%+9.8%
Q3 2018-0.3%-1.0%+4.9%
Q2 2018+0.1%-1.9%+2.7%
Q1 2018-3.3%-1.1%-3.7%
Q4 2017-1.6%-0.5%+0.1%
Q3 2017+1.8%+2.5%+8.5%
Q2 2017+0.7%+2.6%+7.7%
Q1 2017-1.3%-1.0%+5.9%
Q4 2016+0.4%-1.0%+5.6%
Q3 2016+3.5%+2.4%-7.3%
Q2 2016+0.4%-1.8%-5.2%
Q1 2016+0.2%
Q4 2015+1.4%
Q3 2015+4.4%
Q2 2015+3.1%
Q1 2015+1.0%
Q4 2014+4.0%
Q3 2014-5.3%
Q2 2014-2.3%
Q1 2014-1.6%
Q4 2013-1.6%
Q3 2013-1.4%
Q2 2013-4.1%
Q1 2013+4.6%
Q4 2012-0.6%
Q3 2012+1.3%
Q2 2012+4.8%
Q1 2012+2.3%
Q4 2011+0.2%
Q3 2011+2.7%
Q2 2011-5.1%
Q1 2011+2.2%
Q4 2010-3.1%
Q3 2010-1.8%
Q2 2010+0.2%
Q1 2009+2.8%
Q1 2010+0.2%
Q4 2009+2.9%
Q2 2009+2.9%
Q3 2009+6.4%
Q2 2008-3.9%

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