VZ Verizon Communications Inc. Loading...

From SBAC earnings calls
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21:00
Aug 03 ◎
Brendan Cavanagh President and Chief Executive Officer, SBA Communications C… SBAC Q2 FY26 call
Verizon's win in the recent spectrum auction will drive future amendment and deployment activity on SBA's towers, as existing agreements can be modified to accommodate new spectrum.
VZ
HIGH
22:00
Feb 26 ◎
Brendan Cavanaugh CEO, SBA Communications Corporation SBAC Q4 FY25 call
Verizon is shifting capex to small cells, which SBA does not own, and away from macro towers, but the recent MLA with minimum commitments could offset this. — Verizon's strategic shift to small cells for densification could reduce future macro tower demand, making the minimum commitments in the MLA a key buffer.
VZ
MED

About VZ Analyst Coverage

Buzzberg tracks VZ (Verizon Communications Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Brendan Cavanagh, Brendan Cavanaugh.