The earnings call reflected a mixed sentiment. While there were positive indicators such as strong organic growth and an increased full-year outlook, significant challenges were noted due to Sprint cancellations and non-cash revenue reductions. The industry trends remain promising, but operational challenges and deferred expenditures pose concerns.
Company Guidance
During Crown Castle's Q3 2025 earnings call, the company provided guidance highlighting several key metrics. The full-year 2025 outlook was increased, with site rental revenues expected to rise by $10 million, adjusted EBITDA by $30 million, and AFFO by $40 million. The company reported a 5.2% organic growth in the tower business, translating to $52 million, excluding Sprint cancellations. However, Sprint cancellations negatively impacted site rental revenues, adjusted EBITDA, and AFFO by $51 million, alongside a $39 million reduction in non-cash straight-line revenues and a $17 million decrease in non-cash amortization of prepaid rent. The updated guidance includes a reduction in discretionary capital expenditures, now expected to be $155 million or $115 million net of $40 million of prepaid rent. Crown Castle also plans to maintain its dividend payout ratio between 75% and 80% of AFFO, excluding amortization of prepaid rent, and to spend between $150 million to $250 million annually on net capital expenditures. The company remains focused on operational efficiencies and anticipates benefiting from the sale of its fiber segment, which is expected to close in 2026.
Strong Organic Growth in Tower Business
The tower business achieved 5.2% organic growth, equivalent to $52 million, excluding the impact of Sprint cancellations.
Increased Full-Year 2025 Outlook
Increases at the midpoint of $10 million to site rental revenues, $30 million to adjusted EBITDA, and $40 million to AFFO were announced, driven by strong demand and operational efficiency.
Promising Long-Term Industry Trends
Mobile data demand increased by over 30% for the third consecutive year, indicating strong long-term demand for Crown Castle's assets.
Crown Castle (CCI) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CCI Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$97.70
$98.27
+0.58%
Jul 23, 2025
$108.51
$112.64
+3.81%
Apr 30, 2025
$103.47
$104.00
+0.51%
Mar 13, 2025
$91.50
$100.99
+10.37%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Crown Castle (CCI) report earnings?
Crown Castle (CCI) is schdueled to report earning on Jan 28, 2026, After Close (Confirmed).
What is Crown Castle (CCI) earnings time?
Crown Castle (CCI) earnings time is at Jan 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.