Core Points - SBA Communications Corporation will release its third quarter results on November 3, 2025, after market close [1] - A conference call will be held on the same day at 5:00 PM (EDT) to discuss the results [1] - The company operates a portfolio of over 44,000 communications sites across the Americas and Africa [2] Company Overview - SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure, including towers, buildings, rooftops, distributed antenna systems (DAS), and small cells [2] - The company is listed on NASDAQ under the symbol SBAC and is part of the S&P 500 [2] - SBA is recognized as one of the top Real Estate Investment Trusts (REITs) by market capitalization [2]

Company Overview - RF Industries, Ltd. (RFIL) shares increased by 12.7% to close at $8.51, with trading volume significantly higher than usual, and a total gain of 36.8% over the past four weeks [1] - The company is expanding its portfolio with new applications including small cells, distributed antenna systems, industrial connectivity, and DAC thermal cooling, in addition to its interconnect product offerings [1] Earnings Expectations - RF Industries is projected to report quarterly earnings of $0.06 per share, reflecting a year-over-year increase of 700% [2] - Expected revenues for the upcoming quarter are $18.52 million, which is a 10% increase compared to the same quarter last year [2] Stock Performance and Trends - The consensus EPS estimate for RF Industries has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - RF Industries currently holds a Zacks Rank of 1 (Strong Buy), suggesting strong potential for future performance [3] Industry Context - RF Industries is part of the Zacks Semiconductors - Radio Frequency industry, where another company, Qorvo (QRVO), has a consensus EPS estimate of $0.62, representing a year-over-year decline of 28.7% [4] - Qorvo holds a Zacks Rank of 3 (Hold), indicating a more cautious outlook compared to RF Industries [4]

Core Viewpoint - IHS Holding Limited is expected to report first-quarter 2025 results on May 20, with a strong year-over-year revenue growth driven by high demand for communication infrastructure solutions [1][2]. Group 1: Financial Performance Expectations - The Zacks Consensus Estimate for IHS Holding's revenues in the March quarter is $421.26 million, reflecting an increase from $417.74 million in the same quarter last year [5]. - The consensus estimate for adjusted earnings per share is set at 17 cents [5]. Group 2: Market Demand and Growth Drivers - IHS Holding is experiencing robust demand for its communication infrastructure services, particularly in emerging markets like Africa and Latin America, due to increased mobile adoption and high-bandwidth application usage [3]. - The company's initiatives in exploring new revenue opportunities in fiber, Distributed Antenna Systems, small cells, and data centers are contributing positively to its growth [2]. Group 3: Infrastructure Developments - IHS Brazil's neutral infrastructure model is facilitating 5G implementation in urban areas, with distributed antenna systems gaining traction in key locations such as shopping centers and airports [4]. - The company is investing in base transceiver stations, fiber connectivity, and telecom towers to enhance colocation opportunities, which is expected to positively impact first-quarter earnings [5].