Financial PerformanceSBAC delivered a modest 3Q EBITDA/AFFO beat, with upside to domestic net organic growth (mostly lower churn) and better-than-expected international performance.
Long-term AgreementsSBAC announced a new long-term MLA with Verizon, enhancing visibility into its long-term growth algorithm amid carrier spend uncertainty.
Organic GrowthNet organic growth of 1.6% topped expectations, largely driven by lower churn.