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21:00
Apr 29 ◎
Brendan Cavanaugh CEO, SBA Communications Corporation SBAC Q1 FY26 call
SBA is seeing early signs of 6G deployment, with carriers installing higher-capacity radios and denser antennas, a trend that is beginning to drive incremental tower leasing. — This could be an early but durable revenue driver for tower REITs like SBA, and indicates sustained capital spending by carriers on radio and antenna upgrades, potentially benefiting equipment vendors.
COMM
MED

About COMM Analyst Coverage

Buzzberg tracks COMM (CommScope Holding Company Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Brendan Cavanaugh.