SBA Communications projects steady growth in tower leasing driven by densification and market expansion, with a focus on upgrades supporting 5G and legacy network enhancements in the U.S. for Q4 2025.
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What is SBA Communications' outlook on U.S. carrier activity and tower leasing growth in Q4 2025?
While the excerpts don’t provide a standalone Q4 2025 leasing forecast figure, they do provide a full-year U.S. colocation/amendment assumption that management says is consistent with current activity:
Given that SBA’s Q4 actual activity included $10 million of domestic new leases and amendment billings, that is broadly consistent with the “steady through the year” framing around the $35 million assumption. 3 2
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