What American Tower's latest 10-Q says: 8 signals
American Tower filed its latest 10-Q with the SEC on Jul 28, 2026. It discusses cash flow concern, customer churn and customer concentration.
Public (AMT)Telecommunications1,001 to 5,000 employeesamericantower.comLinkedIn
- Filed
- Jul 28, 2026
- Filings
- 2
- Signals
- 19
10-Q · latest 10
What American Tower's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 8 signals
DISH defaults on service agreement and files for Chapter 11 bankruptcy, impacting 4% of US revenue.
The loss of DISH as a tenant following their default in January 2026 and subsequent bankruptcy filing on June 30, 2026, creates immediate revenue loss and future uncertainty.
4%
total annual U.S. & Canada property revenue from DISH for 2025
Facing major revenue risk from DISH bankruptcy and $300M AT&T Mexico dispute.
AMT is experiencing significant revenue pressure from key customers.
$300M
Annual tenant revenue from AT&T Mexico in 2025
4%
DISH's share of total annual U.S. & Canada property revenue for 2025
Arbitration with major customer AT&T Mexico puts ~$300M in annual revenue at risk.
AMT is in a legal dispute with AT&T Mexico over lease calculations, resulting in withheld rent payments and the company setting aside $50M in reserves.
$300M
Tenant revenue from AT&T Mexico in 2025
The company explicitly states its reliance on a small number of customers, a risk now realized through a major customer bankruptcy (DISH) and a significant legal dispute (AT&T Mexico).
Major customer DISH files for bankruptcy, putting up to 4% of U.S. & Canada revenue at risk.
DISH, a key customer representing 4% of 2025 U.S.
4%
portion of 2025 U.S. & Canada property revenue from DISH
EchoStar Corporation
A failure to meet specific Debt Service Coverage Ratio (DSCR) tests would trigger a 'cash trap,' preventing the company from accessing excess cash flow from certain assets.
AMT divested its tower assets in the Philippines and Bangladesh in June 2026.
The company completed the sale of its Philippines operations (ATC Philippines) on June 15, 2026, and its Bangladesh operations on June 29, 2026.
AMT's financing costs rise due to inflation, threatening capital for growth initiatives.
The company is facing direct financial pressure from rising interest rates, with a 10% rate increase projected to add $6.2 million in interest expense over six months.
$6.2M
additional interest expense over six months from a 10% rate increase
- SEC EDGAR
10-Q
Filed · 11 signals
DISH defaults on contract, representing 4% of U.S. & Canada property revenue
DISH has failed to meet its payment obligations and is in default under its SCA as of January 2026.
4%
total annual U.S. & Canada property revenue from DISH for 2025
In arbitration with AT&T Mexico over contract representing ~$300M in annual revenue
A dispute with major customer AT&T Mexico, which represented $300 million in 2025 revenue, is in arbitration.
$300M
Annual tenant revenue from AT&T Mexico in 2025
Showing 10 of 19 filing signals. The Signal API returns all of them.
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American Tower earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Announced $1.7 billion capital expenditure plan for 2025The company has a $1.7B CapEx plan, with $1.5B dedicated to discretionary growth projects including building 2,150 new towers and a $600M spend on data centers. This represents a massive, defined budget for infrastructure and expansion. | |
| Delivered double-digit growth in attributable AFFO per shareThe company achieved approximately 10% year-over-year growth in attributable AFFO per share, demonstrating strong operational performance and profitability. This financial strength supports their ability to fund strategic initiatives and investments. | |
| Experiencing record leasing demand for hybrid and multi-cloud deploymentsThe CoreSite data center business signed record retail new leasing revenue, driven by strong demand for hybrid and multi-cloud solutions. This indicates ongoing investment and expansion in their data center capacity to meet this demand, creating opportunities for cloud ecosystem partners. | |
| Filed lawsuit against DISH over contract payments totaling 2% of revenueDISH is attempting to exit its payment obligations under a long-term agreement, prompting AMT to file a lawsuit to enforce the contract, which represents 2% of total property revenue. | |
| Planning future efficiency initiatives to expand marginsManagement is planning to announce new cost efficiency initiatives with their 2026 outlook, focusing on streamlining operations and leveraging global scale. This signals an upcoming evaluation of vendors and solutions related to automation, supply chain, and operational software. | |
| Facing revenue uncertainty from customer consolidation and disputesThe company is navigating multiple revenue headwinds, including potential churn from the T-Mobile/UScellular deal, DISH's network exit, and an ongoing legal dispute with AT&T Mexico over rent payments. |
Signal API · MCP
Track American Tower with the Signal API
One POST /v1/companies/enrich call with americantower.com returns American Tower 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"americantower.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .