Crown Castle

CCI Q1 2025 Earnings

Reported Apr 30, 2025 at 4:17 PM ET · SEC Source

Q1 25 EPS

$-1.07

Q1 25 Revenue

$1.06B

vs S&P Since Q1 25

-40.6%

TRAILING MARKET

CCI -11.6% vs S&P +29.0%

Market Reaction

Did CCI Beat Earnings? Q1 2025 Results

Crown Castle posted a steep headline loss in the first quarter of 2025, reporting earnings per share of -$1.07 and revenue of $1.06 billion, as the tower company absorbed an $830 million loss on disposal tied to its landmark agreement to sell its sma… Read more Crown Castle posted a steep headline loss in the first quarter of 2025, reporting earnings per share of -$1.07 and revenue of $1.06 billion, as the tower company absorbed an $830 million loss on disposal tied to its landmark agreement to sell its small cells and fiber solutions businesses to EQT and Zayo for $8.50 billion in aggregate. That transaction drove a net loss of $464 million for the quarter, swinging sharply from net income of $311 million a year earlier, and left Crown Castle reclassified as a pure-play U.S. Tower operator with the Fiber Business now in discontinued operations. Beneath the headline noise, the underlying tower franchise held relatively steady; organic contribution to site rental billings grew 5.1% excluding Sprint cancellations, though $51 million in Sprint cancellations produced a 5.3% year-over-year decline in site rental revenues. Adjusted EBITDA fell 4% to $722 million, while AFFO came in at $1.10 per share. Management maintained its full-year 2025 outlook unchanged, targeting AFFO of $4.06 to $4.17 per share, with the fiber sale expected to close in the first half of 2026.

Key Takeaways

  • 5.1% organic growth in tower business excluding Sprint Cancellations, driven by strong U.S. activity levels
  • Core leasing activity of $28M consistent with prior quarters
  • Escalators contributed $24M in Q1 2025
  • $21M decrease in SG&A costs from staffing reductions and office closures announced June 2024
  • $6M increase in services contribution
24/7 Wall St

CCI YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

CCI Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25
24/7 Wall St

CCI Revenue by Geography

Regional revenue distribution

“We delivered solid operational and financial results in the first quarter, as a continuation of strong activity levels in the U.S. drove 5% organic growth in our tower business excluding the impact of Sprint Cancellations, positioning us well to meet our full year 2025 Outlook.”

— Dan Schlanger, Q1 2025 Earnings Press Release