SBA Communications Yönetim

Yönetim kriter kontrolleri 4/4

SBA Communications CEO'su Brendan Cavanagh, Jan2024 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 5.01M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14.5% maaş ve 85.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.05% ine doğrudan sahiptir ve bu hisseler € 10.72M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6 yıl ve 12.4 yıldır.

Anahtar bilgiler

Brendan Cavanagh

İcra Kurulu Başkanı

US$5.0m

Toplam tazminat

CEO maaş yüzdesi	14.5%
CEO görev süresi	less than a year
CEO sahipliği	0.05%
Yönetim ortalama görev süresi	6yrs
Yönetim Kurulu ortalama görev süresi	12.4yrs

Son yönetim güncellemeleri

Recent updates

CEO Tazminat Analizi

Brendan Cavanagh'un ücretlendirmesi SBA Communications'un kazancına kıyasla nasıl değişti?
Tarih	Toplam Tazminat	Maaş	Şirket Kazançları
Sep 30 2024	n/a	n/a	US$685m
Jun 30 2024	n/a	n/a	US$514m
Mar 31 2024	n/a	n/a	US$555m
Dec 31 2023	US$5m	US$725k	US$502m
Sep 30 2023	n/a	n/a	US$496m
Jun 30 2023	n/a	n/a	US$508m
Mar 31 2023	n/a	n/a	US$374m
Dec 31 2022	US$6m	US$680k	US$461m
Sep 30 2022	n/a	n/a	US$407m
Jun 30 2022	n/a	n/a	US$355m
Mar 31 2022	n/a	n/a	US$438m
Dec 31 2021	US$4m	US$654k	US$238m
Sep 30 2021	n/a	n/a	US$295m
Jun 30 2021	n/a	n/a	US$269m
Mar 31 2021	n/a	n/a	US$139m
Dec 31 2020	US$5m	US$615k	US$24m
Sep 30 2020	n/a	n/a	-US$14m
Jun 30 2020	n/a	n/a	-US$15m
Mar 31 2020	n/a	n/a	-US$6m
Dec 31 2019	US$4m	US$600k	US$147m
Sep 30 2019	n/a	n/a	US$137m
Jun 30 2019	n/a	n/a	US$131m
Mar 31 2019	n/a	n/a	US$42m
Dec 31 2018	US$4m	US$575k	US$47m
Sep 30 2018	n/a	n/a	-US$2m
Jun 30 2018	n/a	n/a	US$31m
Mar 31 2018	n/a	n/a	US$98m
Dec 31 2017	US$3m	US$500k	US$104m

Tazminat ve Piyasa: Brendan 'ın toplam tazminatı ($USD 5.01M ) German pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 4.74M ).

Tazminat ve Kazançlar: Brendan 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Brendan Cavanagh (52 yo)

less than a year

Görev süresi

US$5,009,927

Tazminat

Mr. Brendan Thomas Cavanagh, CPA, serves as CEO, President and Director ta SBA Communications Corporation since January 1, 2024. He had been Chief Financial Officer of SBA Communications Corporation since...

Liderlik Ekibi

İsim	Pozisyon	Görev süresi	Tazminat	Sahiplik
Brendan Cavanagh	CEO, President & Director	less than a year	US$5.01m	0.050% € 10.7m
Steven Bernstein	Founder & Independent Director	35.9yrs	US$406.76k	0.058% € 12.3m
Mark Ciarfella	Executive Vice President of Operations	10.9yrs	US$2.70m	0.031% € 6.7m
Richard Cane	Executive VP & President – International	5.1yrs	US$2.67m	0.0036% € 764.2k
Marc Montagner	Executive VP & CFO	less than a year	Veri yok	0.00099% € 212.5k
Brian Lazarus	Senior VP & Chief Accounting Officer	16.3yrs	Veri yok	0.028% € 6.1m
Elvis Clemetson	Senior VP & Chief Information Officer	2.8yrs	Veri yok	Veri yok
Joshua Koenig	Executive Vice President	1.9yrs	Veri yok	0.0062% € 1.3m
Michelle Eisner	Senior VP & Chief Human Resources Officer	6.2yrs	Veri yok	Veri yok
Neil Seidman	Senior Vice President of Mergers and Acquisitions	15.9yrs	Veri yok	Veri yok
Lawrence Harris	Senior Vice President of U.S. Business Development	5.8yrs	Veri yok	Veri yok
Donald Day	Executive Vice President of Site Leasing	6.6yrs	Veri yok	0.0046% € 998.2k

6.0yrs

Ortalama Görev Süresi

56yo

Ortalama Yaş

Deneyimli Yönetim: 4SB 'un yönetim ekibi deneyimli ve deneyimlidir ( 6 yıldır).

Yönetim Kurulu Üyeleri

İsim	Pozisyon	Görev süresi	Tazminat	Sahiplik
Brendan Cavanagh	CEO, President & Director	less than a year	US$5.01m	0.050% € 10.7m
Steven Bernstein	Founder & Independent Director	35.9yrs	US$406.76k	0.058% € 12.3m
Jeffrey Stoops	Non-Executive Chairman	25.3yrs	US$11.26m	0.33% € 70.6m
Kevin Beebe	Independent Director	15.2yrs	US$262.73k	0.014% € 2.9m
Jack Langer	Lead Independent Director	20.6yrs	US$318.75k	0.021% € 4.5m
Mary Shio Chan	Independent Director	9.6yrs	US$262.73k	0.0048% € 1.0m
Laurie Bowen	Independent Director	1.6yrs	US$224.89k	0.00015% € 32.2k
George Krouse	Independent Director	15.2yrs	US$290.74k	0.0075% € 1.6m
Amy Wilson	Independent Director	1.6yrs	US$224.89k	0.00023% € 49.4k
Jay Johnson	Independent Director	2.8yrs	US$277.73k	0.00035% € 75.1k

12.4yrs

Ortalama Görev Süresi

63yo

Ortalama Yaş

Deneyimli Yönetim Kurulu: 4SB 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 12.4 yıldır).

Şirket Analizi ve Finansal Veri Durumu

Veri	Son Güncelleme (UTC saati)
Şirket Analizi	2024/12/18 13:58
Gün Sonu Hisse Fiyatı	2024/12/18 00:00
Kazançlar	2024/09/30
Yıllık Kazançlar	2023/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

Paket	Veri	Zaman Çerçevesi	Örnek ABD Kaynağı ^*
Şirket Finansalları	10 yıl	Gelir tablosu Nakit akış tablosu Bilanço	SEC Form 10-K SEC Form 10-Q
Analist Konsensüs Tahminleri	+3 yıl	Finansal tahminler Analist fiyat hedefleri	Analist Araştırma Raporları Blue Matrix
Piyasa Fiyatları	30 yıl	Hisse senedi fiyatları Temettüler, Bölünmeler ve Eylemler	ICE Piyasa Verileri SEC Form S-1
Sahiplik	10 yıl	En büyük hissedarlar İçeriden öğrenenlerin ticareti	SEC Form 4 SEC Form 13D
Yönetim	10 yıl	Liderlik ekibi Yönetim Kurulu	SEC Form 10-K SEC Form DEF 14A
Önemli Gelişmeler	10 yıl	Şirket duyuruları	SEC Form 8-K

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Buradan daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları Github sayfamızda mevcuttur, ayrıca raporlarımızın nasıl kullanılacağına dair kılavuzlarımız ve Youtube'da eğitimlerimiz bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları 'da mevcuttur.

Analist Kaynakları

SBA Communications Corporation 44 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

Analist	Kurum
Christopher Watts	Atlantic Equities LLP
Brendan Lynch	Barclays
Amir Rozwadowski	Barclays

SBA Communications Yönetim

Yönetim kriter kontrolleri 4/4

Anahtar bilgiler

Son yönetim güncellemeleri

SBA Communications Corporation, Annual General Meeting, May 23, 2024

SBA Communications Corporation Announces Executive Changes, Effective August 1, 2024

SBA Communications Corporation Announces Board Appointments

Founder & Independent Chairman recently sold €1.7m worth of stock

CEO, President & Director recently sold €8.2m worth of stock

CEO, President & Director recently sold €24m worth of stock

Recent updates

Third quarter dividend of US$0.98 announced

Third quarter 2024 earnings released: EPS: US$2.41 (vs US$0.81 in 3Q 2023)

SBA Communications Corporation (NasdaqGS:SBAC) has entered into an agreement to acquire Portfolio of approximately 7,000 towers of Millicom International Cellular S.A. (NasdaqGS:TIGO) for approximately $980 million.

SBA Communications Corporation to Report Q3, 2024 Results on Oct 28, 2024

Second quarter dividend of US$0.98 announced

SBA Communications Corporation Declares A Quarterly Cash Dividend on Class A Common Stock, Payable on September 18, 2024

Second quarter 2024 earnings released: EPS: US$1.52 (vs US$1.88 in 2Q 2023)

SBA Communications Corporation to Report Q2, 2024 Results on Jul 29, 2024

SBA Communications Corporation(NasdaqGS:SBAC) dropped from Russell Midcap Growth Index

First quarter dividend of US$0.98 announced

First quarter 2024 earnings released: EPS: US$1.43 (vs US$0.94 in 1Q 2023)

SBA Communications Corporation Revises Earnings Guidance for the Full Year 2024

SBA Communications Corporation, Annual General Meeting, May 23, 2024

SBA Communications Corporation to Report Q1, 2024 Results on Apr 29, 2024

Upcoming dividend of US$0.98 per share

Fourth quarter dividend of US$0.98 announced

SBA Communications Corporation Declares Quarterly Cash Dividend on Class A Common Stock for the Fourth Quarter Ended December 31, 2023, Payable on March 28, 2024

Full year 2023 earnings released: EPS: US$4.64 (vs US$4.27 in FY 2022)

Asterion, SBA Communications and Phoenix Reportedly Circle Cellnex's Irish Unit

SBA Communications Corporation to Report Q4, 2023 Results on Feb 26, 2024

SBA Communications Corporation Announces Executive Changes, Effective August 1, 2024

SBA Communications Corporation Announces Board Appointments

Founder & Independent Chairman recently sold €1.7m worth of stock

CEO, President & Director recently sold €8.2m worth of stock

CEO, President & Director recently sold €24m worth of stock

SBA Communications Corporation Updates Earnings Outlook for the Year 2023

SBA Communications Corporation Updates Earnings Outlook for the Year 2023

Third quarter 2023 earnings released: EPS: US$0.81 (vs US$0.93 in 3Q 2022)

SBA Communications Corporation to Report Q3, 2023 Results on Nov 02, 2023

SBA Communications Corporation Announces CEO Changes, Effective January 1, 2024

Upcoming dividend of US$0.85 per share at 1.5% yield

Second quarter 2023 earnings released: EPS: US$1.88 (vs US$0.65 in 2Q 2022)

SBA Communications Corporation Revises Earnings Guidance for the Full Year of 2023

SBA Communications Corporation to Report Q2, 2023 Results on Jul 31, 2023

SBA Communications Corporation to Report Q2, 2023 Results on Jul 31, 2023

Now 20% undervalued after recent price drop

Upcoming dividend of US$0.85 per share at 1.4% yield

Now 21% undervalued after recent price drop

First quarter 2023 earnings released: FFO per share: US$2.9 (vs US$3.40 in 1Q 2022)

Upcoming dividend of US$0.85 per share at 1.3% yield

Full year 2022 earnings released: EPS: US$4.27 (vs US$2.17 in FY 2021)

SBA Communications Corporation to Report Q4, 2022 Results on Feb 21, 2023

Insufficient new directors

Upcoming dividend of US$0.71 per share

Third quarter 2022 earnings released

SBA Communications Corporation Updates Revenue Guidance for the Full Year 2022

SBA Communications Corporation to Report Q3, 2022 Results on Oct 31, 2022

Upcoming dividend of US$0.71 per share

Independent Director recently sold €388k worth of stock

Second quarter 2022 earnings released: EPS: US$0.65 (vs US$1.40 in 2Q 2021)

SBA Communications Corporation Declares Quarterly Cash Dividend, Payable on September 20, 2022

SBA Communications Corporation to Report Q2, 2022 Results on Aug 01, 2022

SBA Communications Corporation Announces Management Changes

Now 21% undervalued

CEO, President & Director recently sold €9.6m worth of stock

Upcoming dividend of US$0.71 per share

First quarter 2022 earnings released: EPS: US$1.75 (vs US$0.11 loss in 1Q 2021)

Sba Communications Corporation Declares Quarterly Cash Dividend on Class A Common Stock, Payable June 14, 2022

SBA Communications Corporation to Report Q1, 2022 Results on Apr 25, 2022

SBA Communications Corporation, Annual General Meeting, May 12, 2022

SBA Communications Announces Election of Jay L. Johnson to Board of Directors

Independent Director recently sold €151k worth of stock

Now 20% undervalued after recent price drop

Full year 2021 earnings: Revenues and EPS in line with analyst expectations

SBA Communications Corporation Provides Earnings Guidance for the Full Year 2022

SBA Communications Corporation to Report Q4, 2021 Results on Feb 28, 2022

Now 21% undervalued

Paradigm Infrastructure Limited and SBA Communications Corporation (NasdaqGS:SBAC) acquired Telecommunications Tower Assets Of Airtel Africa In Tanzania from Airtel Africa Plc (LSE:AAF) for approximately $180 million.

Upcoming dividend of US$0.58 per share