EarningsSBAC reported upside 2Q25 results and raised 2025 revenue, EBITDA and AFFO/share guidance.
Leasing ActivityManagement expects increased domestic leasing activity and plans to exit 2025 at a $10-11MM/quarter run-rate.
Secular DemandManagement remains confident in secular demand drivers noting that carriers remain focused on footprint densification, growing FWA coverage, rural expansion, and artificial intelligence.