Crown Castle10-Q: Customer concentrationAug 5, 2026

93% of site rental revenue is derived from T-Mobile, AT&T, and Verizon Wireless.

What happened

This heavy reliance on three major carriers creates significant risk, as changes in their network strategies, spending, or consolidation could materially impact CCI's business. The recent loss of DISH highlights the financial vulnerability associated with customer churn.

Source

SEC EDGARAug 5, 2026

Quarterly report (Form 10-Q)

Crown Castle 10-Q

Filing excerpt

For the six months ended June 30, 2026, approximately 93% of our site rental revenues were derived from T-Mobile, AT&T and Verizon Wireless.

sec.gov/Archives/edgar/data/1051470/000105147026000074/cci-20260630.htmRead the full source

Other signals in this filing (7)

Customer churnLoses major customer DISH, resulting in an expected $220M annual revenue reduction.Customer churnAug 5, 2026
Major contract lossLost DISH Wireless as a customer, resulting in a $220M annual revenue reduction.Major contract lossAug 5, 2026
DivestitureCompleted divestiture of Fiber Business, using proceeds to repay $7.2B in debt.DivestitureAug 5, 2026
Margin pressureQ2 site rental revenue fell $41M (4%) and gross margin fell $39M (5%) YoY.Margin pressureAug 5, 2026
Debt refinancingRepaid $7.2B in debt and repurchased $1B in stock following a major asset sale.Debt refinancingAug 5, 2026
Capacity constraintSpending $102M in H1 2026 to upgrade tower capacity for additional tenants.Capacity constraintAug 5, 2026
Competitor namedCites revenue loss from T-Mobile/Sprint network consolidation ("Sprint Cancellations").Competitor namedAug 5, 2026

Extracted by Autobound

From the Signal API record

Signal: 10-Q: Customer concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end: 06/30
Filed: Aug 5, 2026

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SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-QSep 25, 2026

The full record

From the Signal API record

Numbers

Percent: 93% (Portion of site rental revenues from T-Mobile, AT&T, and Verizon Wireless)

Details

CIK: 1051470
Accession number: 0001051470-26-000074
Timeframe: Current year
Filing year: 2026
Fiscal year: 0
Why it matters: Diversification strategy
Signal category: Market

Topics and mentions

Vendors

T-Mobile
AT&T
Verizon Wireless

Extraction

Confidence: High
Relevance: 70%
Sentiment: Neutral
Detected: Aug 11, 2026
signal_type: sec-10q
signal_subtype: customerConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

linkedin_urlValue in the API
industriesValue in the API
employee_count_lowValue in the API
employee_count_highValue in the API
revenueValue in the API
descriptionValue in the API

Signal

signal_nameValue in the API
associationValue in the API

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Show the full JSONThe record on this page and the API request

GET /v1/signals/f4760b06-57d3-48ce-a544-1d1bcc6f27c3 returns this record as JSON. POST /v1/companies/enrich returns every signal for crowncastle.com.

{
  "signal_id": "f4760b06-57d3-48ce-a544-1d1bcc6f27c3",
  "signal_type": "sec-10q",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-08-11T08:09:02.754+00:00",
  "company": {
    "name": "Crown Castle",
    "domain": "crowncastle.com"
  },
  "data": {
    "detail": "This heavy reliance on three major carriers creates significant risk, as changes in their network strategies, spending, or consolidation could materially impact CCI's business. The recent loss of DISH highlights the financial vulnerability associated with customer churn.",
    "metrics": {
      "pct": 0.93,
      "timeframe": "current_year",
      "pct_context": "Portion of site rental revenues from T-Mobile, AT&T, and Verizon Wireless"
    },
    "summary": "93% of site rental revenue is derived from T-Mobile, AT&T, and Verizon Wireless.",
    "excerpts": "For the six months ended June 30, 2026, approximately 93% of our site rental revenues were derived from T-Mobile, AT&T and Verizon Wireless.",
    "relevance": 0.7,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1051470/000105147026000074/cci-20260630.htm",
    "filing_date": "2026-08-05",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Diversification strategy",
    "signal_category": "market",
    "vendors_mentioned": [
      "T-Mobile",
      "AT&T",
      "Verizon Wireless"
    ]
  }
}

curl https://signals.autobound.ai/v1/signals/f4760b06-57d3-48ce-a544-1d1bcc6f27c3 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"crowncastle.com","limit":20}'

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