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HEADLINES:

SBA Communications Corporation to Speak at the Barclays Global Technology, Media and Telecommunications Conference

GlobeNewswire (Wed, 12:00PM)
SBA Communications Corporation to Speak at the 41st Annual J.P. Morgan Global Technology, Media and Telecom Conference

GlobeNewswire (May 7, 2013)
SBA Communications Management Discusses Q1 2013 Results - Earnings Call Transcript
Tue, Apr 30
SBA Communications Corporation Reports 1st Quarter 2013 Results; Provides 2nd Quarter and Updated 2013 Outlook

GlobeNewswire (Apr 29, 2013)
Conversion Right Triggered on SBA Communications' 4.0% Convertible Senior Notes (CUSIP# 78388JAM8)

GlobeNewswire (Apr 15, 2013)
SBA Communications Corporation Sets Date for 1st Quarter 2013 Earnings Release

GlobeNewswire (Apr 9, 2013)
SBA Announces Pricing of $1.33 Billion of Secured Tower Revenue Securities

GlobeNewswire (Apr 4, 2013)
SBA Communications' CEO Presents at Deutsche Bank's DbAccess 21st Annual Media and Telecom Conference (Transcript)
Mon, Mar 4
Wireless Tower Firms Call On Moats To Succeed
Morningstar • Wed, Feb 27 • 4 Comments
American Tower Reports A Strong Quarter
Aaron Murdock • Tue, Feb 26
SBA Communications Corporation to Speak at the Raymond James 34th Annual Institutional Investors Conference

GlobeNewswire (Feb 26, 2013)
SBA Communications Management Discusses Q4 2012 Results - Earnings Call Transcript
Fri, Feb 22
SBA Communications Corporation to Speak at the Deutsche Bank 21st Annual Media & Telecom Conference

GlobeNewswire (Feb 22, 2013)
SBA Communications Corporation Reports 4th Quarter 2012 Results; Provides 1st Quarter, and Updated Full Year 2013 Outlook

GlobeNewswire (Feb 21, 2013)
SBA Communications Corporation to Speak at the J.P. Morgan Global High Yield & Leveraged Finance Conference

GlobeNewswire (Feb 12, 2013)
Beware Of The Price / Sales Trap II
George Kesarios • Fri, Feb 8 • 14 Comments
SBA Communications Corporation Elects Settlement Method of 1.875% Convertible Senior Notes Due 2013

GlobeNewswire (Feb 1, 2013)
SBA Communications Corporation Sets Date for 4th Quarter 2012 Earnings Release

GlobeNewswire (Jan 30, 2013)
Conversion Right Triggered on SBA Communications' 4.0% Convertible Senior Notes (CUSIP# 78388JAM8) and 1.875% Convertible Senior Notes (CUSIP# 78388JAN6)

GlobeNewswire (Jan 2, 2013)
SBA Communications Corporation to Speak at the Citi Global Internet, Media & Telecommunications Conference

GlobeNewswire (Jan 2, 2013)

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SBA Communications: Too Much Debt, Not Enough Growth
Geoffrey Rocca • Mon, Oct 4, 2010 • 1 Comment

Wireless Tower Firms Call On Moats To Succeed
Morningstar • Wed, Feb 27 • 4 Comments
American Tower Reports A Strong Quarter
Aaron Murdock • Tue, Feb 26
Beware Of The Price / Sales Trap II
George Kesarios • Fri, Feb 8 • 14 Comments
Annual Changes To NASDAQ-100 Index Highlight Opportunity And Risk
Kirk Lindstrom • Thu, Dec 20, 2012 • 2 Comments
Buy American Tower To Benefit From Growth In High Speed Data Demand
Qineqt • Thu, Sep 20, 2012 • 3 Comments
The 2 Towers - SBA Communication And American Tower
Camelot Portfolios, LLC • Thu, Sep 13, 2012 • 3 Comments
Cramer's Lightning Round - Pandora's Box Of Shorts (9/5/12)
SA Editor Miriam Metzinger • Thu, Sep 6, 2012 • 3 Comments
Top 5 Insider Sells Filed On August 30
Markus Aarnio • Fri, Aug 31, 2012 • 2 Comments
American Tower: MSCI Excludes From REIT Index (Again) Plus Opaque Disclosure
Analytic Firepower • Thu, May 17, 2012 • 3 Comments
Top Undervalued High-Dividend Telco Services Stocks Being Accumulated By Mega Funds
GuruFundPicks • Fri, May 11, 2012 • 7 Comments
Billion Dollar Problems Haunting American Tower
Analytic Firepower • Mon, Apr 30, 2012 • 7 Comments
Top Undervalued High Dividend Wireless Services Stock Picks By World's Largest Money Managers
GuruFundPicks • Sun, Apr 29, 2012 • 1 Comment
Cramer's Mad Money - 18 Things To Watch In The Coming Week (4/27/12)
SA Editor Miriam Metzinger • Sun, Apr 29, 2012 • 4 Comments
Crown Castle Vs. The Competition? No Winners Here
Christopher Grosvenor, CMT • Wed, Apr 11, 2012 • 2 Comments
Cramer's Mad Money - Don't Go Bottom Fishing In RIM Or Yahoo (4/4/12)
SA Editor Miriam Metzinger • Thu, Apr 5, 2012 • 7 Comments
Towers And Sliced Bread: Another Look At American Tower
Analytic Firepower • Fri, Mar 23, 2012 • 8 Comments
American Tower: Trouble Ahead, Trouble Behind
Analytic Firepower • Mon, Mar 5, 2012 • 18 Comments
American Tower: Key Index Inclusion Still Elusive...
Analytic Firepower • Fri, Feb 17, 2012 • 3 Comments
More Problems Coming For American Tower
Analytic Firepower • Mon, Feb 6, 2012 • 5 Comments
Equinix: Worth More As A REIT?
Paolo Gorgo • Mon, Jan 30, 2012

SBA Communications Management Discusses Q1 2013 Results - Earnings Call Transcript
Tue, Apr 30
SBA Communications' CEO Presents at Deutsche Bank's DbAccess 21st Annual Media and Telecom Conference (Transcript)
Mon, Mar 4
SBA Communications Management Discusses Q4 2012 Results - Earnings Call Transcript
Fri, Feb 22
SBA Communications Management Discusses Q3 2012 Results - Earnings Call Transcript
Tue, Nov 6, 2012
SBA Communications' CEO Discusses Q2 2012 Results - Earnings Call Transcript
Fri, Aug 3, 2012
SBA Communications' CEO Discusses Q1 2012 Results - Earnings Call Transcript
Tue, May 1, 2012
SBA Communications' CEO Discusses Q4 2011 Results - Earnings Call Transcript
Fri, Feb 24, 2012 • 1 Comment
SBA Communications CEO Discusses Q3 2011 Results - Earnings Call Transcript
Tue, Nov 1, 2011
SBA Communication's CEO Discusses Q2 2011 Results - Earnings Call Transcript
Tue, Aug 2, 2011
SBA Communications Q1 2009 Earnings Call Transcript
Tue, May 5, 2009
SBA Communications Corporation Q4 2008 Earnings Call Transcript
Fri, Feb 27, 2009
SBA Communications Corporation Q3 2008 Earnings Call Transcript
Fri, Oct 31, 2008
SBA Communications Corp. Q2 2008 Earnings Call Transcript
Mon, Aug 4, 2008
SBA Communications Corp. Q1 2008 Earnings Call Transcript
Thu, May 1, 2008
SBA Communications Corp. Q4 2007 Earnings Call Transcript
Fri, Feb 22, 2008
SBA Communications Corporation Q3 2007 Earnings Call Transcript
Sun, Nov 4, 2007
SBA Communications Q2 2007 Earnings Call Transcript
Sun, Aug 5, 2007

SBA Communications Corporation to Speak at the Barclays Global Technology, Media and Telecommunications Conference

GlobeNewswire (Wed, 12:00PM)
SBA Communications Corporation to Speak at the 41st Annual J.P. Morgan Global Technology, Media and Telecom Conference

GlobeNewswire (May 7, 2013)
SBA Communications Corporation Reports 1st Quarter 2013 Results; Provides 2nd Quarter and Updated 2013 Outlook

GlobeNewswire (Apr 29, 2013)
Conversion Right Triggered on SBA Communications' 4.0% Convertible Senior Notes (CUSIP# 78388JAM8)

GlobeNewswire (Apr 15, 2013)
SBA Communications Corporation Sets Date for 1st Quarter 2013 Earnings Release

GlobeNewswire (Apr 9, 2013)
SBA Announces Pricing of $1.33 Billion of Secured Tower Revenue Securities

GlobeNewswire (Apr 4, 2013)
SBA Communications Corporation to Speak at the Raymond James 34th Annual Institutional Investors Conference

GlobeNewswire (Feb 26, 2013)
SBA Communications Corporation to Speak at the Deutsche Bank 21st Annual Media & Telecom Conference

GlobeNewswire (Feb 22, 2013)
SBA Communications Corporation Reports 4th Quarter 2012 Results; Provides 1st Quarter, and Updated Full Year 2013 Outlook

GlobeNewswire (Feb 21, 2013)
SBA Communications Corporation to Speak at the J.P. Morgan Global High Yield & Leveraged Finance Conference

GlobeNewswire (Feb 12, 2013)
SBA Communications Corporation Elects Settlement Method of 1.875% Convertible Senior Notes Due 2013

GlobeNewswire (Feb 1, 2013)
SBA Communications Corporation Sets Date for 4th Quarter 2012 Earnings Release

GlobeNewswire (Jan 30, 2013)
Cramer Navigates Treacherous Tech-Scape

at CNBC.com (Jan 10, 2013)
Conversion Right Triggered on SBA Communications' 4.0% Convertible Senior Notes (CUSIP# 78388JAM8) and 1.875% Convertible Senior Notes (CUSIP# 78388JAN6)

GlobeNewswire (Jan 2, 2013)
SBA Communications Corporation to Speak at the Citi Global Internet, Media & Telecommunications Conference

GlobeNewswire (Jan 2, 2013)
SBA Communications Announces Acquisition of 800 Towers in Brazil

GlobeNewswire (Dec 26, 2012)
SBA Communications Corporation Releases Information Regarding Contemplated Combination of Sprint and Clearwire

GlobeNewswire (Dec 19, 2012)
Where to put your money now that Obama has won

at MarketWatch.com (Nov 6, 2012)
SBA Communications Corporation Reports 3rd Quarter 2012 Results; Provides 4th Quarter, Updated 2012 and Initial 2013 Outlook

GlobeNewswire (Nov 5, 2012)
Telecom Stocks: Sprint deal drives Clearwire, tower stocks

at MarketWatch.com (Oct 15, 2012)

SBAC vs. ETF Alternatives

Company Description

We are a leading independent owner and operator of wireless communications towers. Our principal operations are in the continental United States. In addition, we have towers in Canada, Puerto Rico and the U.S. Virgin Islands. Our principal business line is our site leasing business, which... More

Sector: Services

Industry: Rental & Leasing Services

Country: United States

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| Earnings
| Dividends
| M&A
| On the move

Friday, May 17, 9:10 AM Leap Wireless (LEAP) -2.5% after Barclays starts coverage with an Underweight and $4 PT as part of a broader coverage launch of U.S. telecom service providers. Tower owners SBA (SBAC) and American Tower (AMT) have been started at Overweight, and so has Verizon (VZ). AT&T (T) and T-Mobile USA (TMUS) have been started at Equal Weight. Comment! [Tech, On the Move]
Monday, April 29, 4:14 PM SBA Communication (SBAC): Q1 EPS of -$0.18 beats by $0.04. Revenue of $313.1M beats by $11.3M. (PR) Comment! [Earnings, Breaking News]
Monday, April 29, 12:10 AM Notable earnings after Monday’s close: ANAD, ANH, BWLD, CBL, CRK, CSE, CYH, DTLK, ESRX, GGP, HIG, HLF, HTZ, IDTI, JEC, MAS, MSTR, NEM, PCL, QGEN, RGR, RJET, RVBD, SBAC, SSW, SU, TXRH, VECO 1 Comment [Earnings]
Sunday, April 28, 5:35 PM Notable earnings after Monday’s close: ANAD, ANH, BWLD, CBL, CRK, CSE, CYH, DTLK, ESRX, GGP, HIG, HLF, HTZ, IDTI, JEC, MAS, MSTR, NEM, PCL, QGEN, RGR, RJET, RVBD, SBAC, SSW, SU, TXRH, VECO 1 Comment [Earnings]
Thursday, April 25, 3:20 PM "We had an excellent first quarter," says Crown Castle (CCI +5.9%) CEO Ben Moreland. More from the company's Q1 report: while revenue came in well ahead of expectations, the bottom line was impacted by a $36M loss related to the retirement of debt (net income was $15M inclusive of that charge). Adjusted EBITDA came in above the high end of guidance and the company raised its Q2 and FY13 EPS guidance to between $0.08-0.22 per share and between $0.35-0.68 per share respectively. Also: Macuarie upgrades the stock to Outperform from Neutral. Other tower stocks trading higher: AMT +3.38% , SBAC +2.45% . Comment! [Tech, Earnings]
Thursday, February 21, 4:56 PM Tech guidance roundup: 1) Sourcefire (FIRE - earnings) expects Q1 revenue of $56M-$58M and EPS of $0.11-$0.13 vs. a consensus of $55.3M and $0.15. 2) WebMD (WBMD - earnings) expects 2013 revenue of $430M-$455M and EPS of -$0.45 to -$0.13, largely above a consensus of $422.1M and -$0.44. Q1 revenue is expected to exceed $105M, consensus is at $93.6M. 3) SBA (SBAC - earnings) 2013 revenue of $1.19B-$1.22B, largely above a consensus of $289.6M and $1.19B. 2013 AFFO of $462M-$496M expected. FIRE +12.4% AH. WBMD +10.4%. SBAC unchanged. Comment! [Tech, Earnings, On the Move]
Thursday, February 21, 4:17 PM SBA Communications (SBAC): Q4 EPS of -$0.41 misses by $0.26. Revenue of $293.8M (+60% Y/Y) beats by $5.06M. (PR) Comment! [Earnings, Breaking News]
Thursday, February 21, 12:10 AM Notable earnings after Thursday’s close: ACTG, AIG, ARUN, ATLS, BMRN, BV, CENX, CLGX, COG, CUBE, CYH, DRYS, EXEL, EXR, FIRE, FLS, FTR, GDI, HPQ, INT, INTU, ITMN, JWN, MRVL, NEM, NPSP, ONXX, PSA, SBAC, SWN, TS, WBMD Comment! [Earnings]
Wednesday, February 20, 5:35 PM Notable earnings after Thursday’s close: ACTG, AIG, ARUN, ATLS, BMRN, BV, CENX, CLGX, COG, CUBE, CYH, DRYS, EXEL, EXR, FIRE, FLS, FTR, GDI, HPQ, INT, INTU, ITMN, JWN, MRVL, NEM, NPSP, ONXX, PSA, SBAC, SWN, TS, WBMD 2 Comments [Earnings]
Thursday, January 3, 10:22 AM SBA Communications (SBAC -1.7%) and American Tower (AMT -2.4%) slip after receiving downgrades to Neutral from Macquarie. The downgrades come a day after SBA announced its 4% senior notes due 2014 and 1.875% senior notes due 2013 had hit their equity conversion prices. Crown Castle (CCI -1.7%) is also lower. Comment! [Tech]
Wednesday, November 7, 2012, 1:36 PM U.S. cell tower owners American Tower (AMT +2.4%), SBA (SBAC +1.6%), and Crown Castle (CCI +0.8%) are also getting a lift from AT&T's (T -2.3%) capex plans, which include a push to offer 4G LTE services as a broadband option for rural areas. Wells Fargo expects AMT to benefit from AT&T's plan to adds 10K new cell sites and 40K small cells, while Citi views Ciena (CIEN +8%), Juniper (JNPR +1.8%), Cisco (CSCO -0.9%), and Adtran (ADTN +4.2%) as beneficiaries of Ma Bell's wireline investments. 1 Comment [Tech, On the Move, Quick Ideas]
Monday, November 5, 2012, 4:30 PM SBA Communications (SBAC): Q3 EPS of -$0.43 misses by $0.21. Revenue of $238.6M (+36% Y/Y) beats by $4M. (PR) Comment! [Earnings]
Monday, November 5, 2012, 12:10 AM Notable earnings after Monday’s close: ALNY, CF, CLNE, CTRP, CVI, DEPO, ED, ENOC, EOG, ESRX, FIS, FNF, JIVE, LF, LYV, MDR, MED, MM, MMLP, MR, MYGN, NRP, PAA, PDLI, PNG, SBAC, TEG, THQI, TWTC, UAN, VVC, WLT, WTW, XL, Z Comment! [Earnings]
Sunday, November 4, 2012, 5:35 PM Notable earnings after Monday’s close: ALNY, CF, CLNE, CTRP, CVI, DEPO, ED, ENOC, EOG, ESRX, FIS, FNF, JIVE, LF, LYV, MDR, MED, MM, MMLP, MR, MYGN, NRP, PAA, PDLI, PNG, SBAC, TEG, THQI, TWTC, UAN, VVC, WLT, WTW, XL, Z Comment! [Earnings]
Wednesday, October 3, 2012, 5:49 PM U.S. cell tower owners rallied today, possibly in response to the MetroPCS/T-Mobile deal. SBAC +2%. AMT +1.4%. CCI +2.8%. While the reverse merger will result in some duplicate cell sites being eliminated - American Tower just announced MetroPCS and T-Mobile share space on ~1,000 of its sites - it also puts T-Mobile's 4G LTE ambitions on better footing, both by increasing its spectrum assets and allowing the carrier to tap U.S. capital markets. Comment! [Tech, On the Move]
Monday, October 1, 2012, 5:11 PM SBA Communications (SBAC) -2% AH after announcing a public offering for the 4.6M shares it issued to help acquire cell site owner TowerCo II Holdings. SBA announced the completion of the TowerCo II acquisition earlier today. Comment! [Tech]

ltfinger
Today's New Downgrades (3/18/13): , $LBTYA, $LRCX, $LUFK, $LULU, $MA, $NXPI, $PNRA, $QCOM, $RL, $SBAC, $SOXL, $SYK, $TSCO, $MTB, $NSR
Mar 19, 7:37 AM
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ltfinger
Today's Potential Downgrades (cont'd) (3/15/13): $LBTYA, $MA, $MPLX, $NUS, $PNRA, $PRLB, $QCOM, $RGR, $SBAC, $VC
Mar 15, 7:39 PM
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ltfinger
$BKS, $SBAC returns to an upgraded status on the weekly charts...
Mar 4, 3:04 AM
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The Wall Street Transcript
$CMCSA, $SBAC and $CHTR are J.P. Morgan Analyst's Top Entertainment Picks- http://su.pr/2YYS25
11/28/12
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The Wall Street Transcript
4G Infrastructure Spending Lands on Tower Companies; Analyst Discusses $AMT, $CCI, $SBAC, $VZ, $T, $S - http://su.pr/2gyJqo
7/24/12
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GuruFundPicks has published: Top Undervalued High Dividend Wireless Services Stock Picks By World's Largest Money Managers
4/29/12
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JeffCohn
Why Cell Phone Tower Stocks Tanked Today AMT SBAC CCI http://bit.ly/ePXCkv
3/21/11
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Dr. Kris
Today's *Blue Plate Specials* long portfolio pix: BBD, BBEP, EXXI, FMCN, LXK, MDSO, MGLN, SBAC, HSOL, TICC. See website for more info.
9/29/10
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Joe Kunkle
Earnings Bulls: $BGC, $EMR, $PH, $HK, $BHI, $RDN, $PFE. Earnings Bears: $SBAC, $POWI, $PG, $COH, $SPR, $MRO. Short Vol. $CTSH $VRSN
8/2/10
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Martini2
Can we expect a reaction at CCI and AMT and SBAC from AT&T's announcment of a plan to spend 2 bn more on mobile communication?
2/1/10
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