10-QPeriod: Q3 FY2010

CROWN CASTLE INC. Quarterly Report for Q3 Ended Sep 30, 2010

Filed November 5, 2010For Securities:CCI

Summary

Crown Castle Inc. (CCI) reported its third-quarter 2010 financial results, showing continued revenue growth driven primarily by its site rental business. For the nine months ended September 30, 2010, net revenues increased by 11% to $1.38 billion, with site rental revenues growing 10% to $1.25 billion, reflecting strong demand from wireless carriers expanding their networks. The company experienced a net loss attributable to CCIC stockholders of $351.8 million for the nine months ended September 30, 2010, a significant increase from the $132.5 million loss in the prior year. This widened loss was primarily due to substantial non-cash charges, including $292.3 million in losses on interest rate swaps and $138.4 million in losses from debt repurchases. Despite these significant net losses, the company's operational performance, as measured by Adjusted EBITDA, showed strength, increasing 15% year-over-year to $860.5 million, underscoring the underlying profitability of its core tower leasing operations. Financially, Crown Castle has taken steps to enhance its liquidity and manage its debt profile. It successfully issued $3.5 billion in new debt and used a portion of the proceeds to repay older, more expensive debt. The company ended the quarter with $304 million in cash and cash equivalents and had $400 million in undrawn revolving credit facility availability, providing substantial financial flexibility. Management reiterated its expectation for continued growth in site rental revenues and its strategy to optimize shareholder value through capital allocation, including share repurchases and strategic acquisitions like the recent NewPath DAS network acquisition.

Financial Statements
Beta
Revenue$481.89M
SG&A Expenses$41.42M
Operating Expenses$325.93M
Operating Income$155.96M
Interest Expense$101.01M
Net Income-$135.01M
EPS (Basic)$-0.49
EPS (Diluted)$-0.49
Shares Outstanding (Basic)286.12M
Shares Outstanding (Diluted)286.12M

Key Highlights

  • 1Net revenues increased 11% to $1.38 billion for the nine months ended September 30, 2010, driven by a 10% rise in site rental revenue.
  • 2Adjusted EBITDA, a key operational profitability metric, grew 15% year-over-year to $860.5 million for the first nine months of 2010, indicating strong underlying business performance.
  • 3The company reported a net loss attributable to CCIC stockholders of $351.8 million for the nine months, significantly impacted by $292.3 million in losses on interest rate swaps and $138.4 million in debt repurchase losses.
  • 4Crown Castle successfully issued $3.5 billion in new debt and utilized proceeds to refinance older debt, extending maturity dates and enhancing financial flexibility.
  • 5The company completed the acquisition of NewPath Networks for approximately $128 million in September 2010, expanding its Distributed Antenna System (DAS) network capabilities.
  • 6Cash flows from operating activities increased by 4% to $407.7 million for the nine months ended September 30, 2010.
  • 7As of September 30, 2010, the company maintained a solid liquidity position with $304 million in cash and $400 million in undrawn revolving credit facility availability.

Frequently Asked Questions

The primary driver of Crown Castle's revenue growth is its site rental business, which generates recurring revenue from wireless carriers leasing antenna space on its communication towers. For the nine months ended September 30, 2010, site rental revenue increased by 10% year-over-year.

The significant net loss for the period was primarily due to substantial non-cash charges, including significant losses on interest rate swaps ($292.3 million) and losses incurred from repurchasing debt ($138.4 million). These items, while impacting the net income, do not reflect the core operational performance of the tower leasing business, which is better represented by Adjusted EBITDA.

Crown Castle has actively managed its debt by issuing $3.5 billion in new debt during 2010 to refinance older, higher-cost debt and extend maturity dates. This strategy, along with strong operating cash flows, has resulted in a robust liquidity position, with $304 million in cash and $400 million in available credit as of September 30, 2010.

The acquisition of NewPath Networks for approximately $128 million in September 2010 is significant as it expands Crown Castle's presence in the Distributed Antenna System (DAS) market. DAS networks are crucial for enhancing wireless coverage and capacity in dense urban areas and venues, complementing the company's core tower business and positioning it for future growth in wireless data demand.