SBA Communications Corporation (SBAC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript [Seeking Alpha]
Morgan Stanley (MS)
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Marc Montagner - Executive VP & CFO Conference Call Participants Cameron McVeigh - Morgan Stanley, Research Division Presentation Cameron McVeigh Morgan Stanley, Research Division Okay. So let's get started. Cameron McVeigh, the communications infrastructure analyst here at Morgan Stanley; Ben Swinburne, the communications infrastructure, media, telecom, cable analyst; and Marc Montagner, the CFO of SBA Communications. Welcome, Marc. Marc Montagner Executive VP & CFO Thank you. Question-and-Answer Session Cameron McVeigh Morgan Stanley, Research Division Before we get started, let me read this. For important disclosures, please see the Morgan Stanley Research Disclosure website. If you have any questions, please reach out to your Morgan Stanley sales representative. With that, we will get started. Marc, just to start, I want to get your thoughts on the growth outlook for the broader tower industry and what you consider the main growth drivers for the indus
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