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Batya Levy

Research Analyst at UBS Investment Bank

Batya Levy is an Equity Analyst at UBS Investment Bank, specializing in telecom and related infrastructure sectors with a coverage roster that includes leading companies such as SBA Communications and BCE. Renowned for her in-depth industry insights and rigorous financial analysis, she has participated in significant earnings calls and generated influential views on sector performance, though specific performance metrics and rankings are not publicly available. Levy has held her analyst role at UBS for several years and is regularly featured in corporate disclosures and industry events; prior career history and previous firms are not documented in public records. Her professional credentials and securities licenses are not listed in public databases, but as a senior analyst at a major investment bank, she is presumed to meet the regulatory requirements for her position.

Batya Levy's questions to SBA COMMUNICATIONS (SBAC) leadership

Question · Q3 2025

Batya Levy (UBS Investment Bank) inquired about the specific impacts of the new Verizon Master Lease Agreement (MLA) on SBA's future new leasing revenue, including components like amendments and colocations, and how it addresses adjacent spectrum. She also asked for an update on DISH Network's current payment status and any discussions regarding early contract termination.

Answer

Brendan Cavanagh, President and CEO of SBA, highlighted the Verizon MLA's long-term growth potential, featuring minimum colocation commitments for the next decade and amendment components tied to activity. He clarified the agreement is more linear than the AT&T deal. Regarding DISH, Mr. Cavanagh confirmed they are current on rents and expected to honor agreements, while keeping details of ongoing correspondence private.

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