SBA Communications Corp at Moffettnathanson Media & Communications Summit (Virtual) Transcript

May 19, 2022 / 05:00PM GMT
Nicholas Ralph Del Deo - MoffettNathanson LLC - Senior Analyst

Thrilled to be joined by Brendan Cavanagh, the CFO of SBA Communications. Brendan, you've been at our conference a bunch of times over the years, and I really appreciate you doing this again for us.

Brendan Thomas Cavanagh - SBA Communications Corporation - CFO & Executive VP

Yes. Absolutely. Nick. It's nice to be with you. Thanks.

Questions and Answers:

Nicholas Ralph Del Deo - MoffettNathanson LLC - Senior Analyst

Okay. Well, listen, I just kind of jump into the U.S. business to start. Obviously, a lot of optimism in general about leasing accelerating as a result of 5G deployments and the spectrum that the carriers are bringing to work. We're seeing that in your results. We're seeing that in your peers' results. You've also suggested 2023 is looking like it's going to shape up to be a pretty good year. So I guess to start, maybe can you just expand a bit on your enthusiasm for the domestic leasing backdrop and without giving guidance, kind of
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