SBA Communications Corp
(STU:4SB)
€
224.1
-3.1 (-1.36%)
Market Cap: 24.08 Bil
Enterprise Value: 37.00 Bil
PE Ratio: 51.36
PB Ratio: 0
GF Score: 86/100 SBA Communications Corp at Goldman Sachs Communacopia Conference (Virtual) Transcript
Sep 22, 2021 / 03:20PM GMT
Release Date Price:
€306.1
(+1.09%)
Brett Joseph Feldman
Goldman Sachs Group, Inc., Research Division - Equity Analyst
Welcome back. I'm Brett Feldman, Goldman's US Telecom Infrastructure Analyst. It is my great pleasure to welcome back to Communacopia in our 30th year, Jeff Stoops, the President and CEO of SBA Communications. Jeff, thanks for being here with us.
Jeffrey A. Stoops
SBA Communications Corporation - President, CEO & Director
Happy to be here, Brett. And good morning to you and the audience.
Questions & Answers
Brett Joseph Feldman;
Goldman Sachs Group, Inc., Research Division - Equity Analyst
So domestic leasing activity appears to have hit a positive inflection point over the last few quarters. I think on your most recent call, you noted that bookings were at their highest quarterly level since 2014 and your backlog was at a multi-year high. Can you just reframe for us what's finally starting to show up in the funnel and in the field? What are the big projects? And how much visibility does this give you?
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