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American Tower(AMT) - 2023 Q3 - Earnings Call Presentation
2023-10-26 17:18
Third Quarter 2023 Earnings Conference Call Agenda Introduction Adam Smith Senior Vice President, Investor Relations Opening Remarks Tom Bartlett President and Chief Executive Officer Financial Results Rod Smith Executive Vice President, Chief Financial Officer and Treasurer ...
American Tower(AMT) - 2023 Q3 - Quarterly Report
2023-10-25 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One): ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. For the quarterly period ended September 30, 2023. ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. Commission File Number: 001-14195 AMERICAN TOWER CORPORATION (Exact name of registrant as specified in its charter) Delaware 65-0723837 (State or other jurisdiction of Incorporation or ...
American Tower Corporation (AMT) Bank of America 2023 Global Real Estate Conference (Transcript)
2023-09-12 19:14
American Tower Corporation (NYSE:AMT) Bank of America 2023 Global Real Estate Conference September 12, 2023 11:05 AM ET Company Participants Rod Smith - Executive Vice President, Chief Financial Officer and Treasurer Conference Call Participants Dave Barden - Bank of America Dave Barden So, thank you guys all for joining this session. My name is Dave Barden. I head up the Telecommunications and Comm Infrastructure Research Group for Bank of America in the U.S. and Canada. We're really pleased to have with u ...
American Tower Corporation (AMT) Goldman Sachs 2023 Communacopia + Technology Conference (Transcript)
2023-09-06 20:40
American Tower Corporation (NYSE:AMT) Goldman Sachs 2023 Communacopia + Technology Conference September 7, 2023 12:30 PM ET Company Participants Rod Smith - CFO Conference Call Participants Brett Feldman - Goldman Sachs Brett Feldman All right. If everyone could please take their seats, we are going to go ahead and get started here with our next session. It's a pleasure to welcome back to the Communacopia + Technology Conference. Rod Smith, the Chief Financial Officer of American Tower. Rod, thanks for bei ...
American Tower Corporation (AMT) Presents at TD Cowen 9th Annual Communications Infrastructure Summit Conference (Transcript)
2023-08-12 16:09
American Tower Corporation (NYSE:AMT) TD Cowen 9th Annual Communications Infrastructure Summit Conference Call August 8, 2023 1:15 PM ET Company Participants Steve Vondran - Executive Vice President and President, U.S. Tower Conference Call Participants Greg Williams - TD Cowen Greg Williams Alright. LetÂ's get started. Good morning. For those of you who donÂ't know me, my name is Greg Williams. I work at TD Cowen covering the cable, wireless towers and telco space, joined today at this session by Steve Von ...
American Tower Corporation (AMT) Management Presents at KeyBanc Capital Markets Technology Leadership Forum (Transcript)
2023-08-07 18:38
Summary of American Tower Corporation Conference Call Company Overview - **Company**: American Tower Corporation (NYSE: AMT) - **Event**: KeyBanc Capital Markets Technology Leadership Forum - **Date**: August 7, 2023 - **Participants**: Ed Knapp (CTO), Brandon Nispel (KeyBanc Capital Markets) Key Industry Insights 5G Deployment and Capital Spending - The U.S. 5G deployment has progressed through multiple phases, with approximately **50% of American Tower's sites touched by 5G** [6][7] - The first phase focused on coverage, while the second phase will emphasize building demand and enhancing network performance [8][9] - Operators are expected to continue capital investments to cover suburban and rural areas, indicating a long tail of growth ahead [8][10] Technology Deployment Variations - Different operators are employing various technologies for 5G deployment, including **massive MIMO** and **carrier aggregation** [15][16] - The U.S. market has seen a delay in mid-band spectrum availability, impacting the speed of 5G rollout compared to other countries [16][18] - The introduction of **dual-band radios** is anticipated to enhance carrier aggregation and performance [20][26] Future Use Cases and Demand Drivers - Emerging applications such as **fixed wireless**, **4K video**, and **mixed reality** (e.g., Apple VisionPro) are expected to drive significant bandwidth demand [13][29][33] - The potential for **Voice over NR** and enhanced interactive video experiences could transform mobile network usage [32][33] - The automotive sector and machine-to-machine communications are identified as future growth areas, with 5G modems starting to enter production [34] Operational Insights Power Consumption and Sustainability - American Tower is focusing on optimizing power consumption at sites, particularly in regions with unreliable grids, using solar and battery solutions [43][44] - The company is exploring shared power solutions to enhance efficiency and sustainability [45] AI and Data Center Integration - AI is seen as a transformative force for the CoreSite business, facilitating hybrid multi-cloud models and enhancing interconnection capabilities [47][49] - The integration of AI computing closer to tower sites is viewed as an opportunity to improve operational efficiency and reduce power consumption [50] Additional Considerations - The complexity of deploying 5G technology, including the need for various radio configurations and power management, presents challenges for operators [41][42] - The ongoing evolution of device costs and capabilities is expected to further drive 5G adoption and market penetration [18][19] This summary encapsulates the critical points discussed during the conference call, highlighting American Tower's strategic focus on 5G deployment, technology advancements, and operational efficiencies.
American Tower(AMT) - 2023 Q2 - Earnings Call Transcript
2023-07-27 15:29
American Tower Corporation (NYSE:AMT) Q2 2023 Earnings Conference Call July 27, 2023 8:30 AM ET Company Participants Adam Smith - SVP, IR Tom Bartlett - President and CEO Rod Smith - EVP, CFO and Treasurer Conference Call Participants Eric Luebchow - Wells Fargo Simon Flannery - Morgan Stanley Matthew Niknam - Deutsche Bank Michael Rollins - Citigroup Inc. Richard Prentiss - Raymond James Jonathan Atkin - RBC Capital Markets Gregory Williams - TD Cowen Batya Levi - UBS Unidentified Analyst - Operator Ladie ...
American Tower(AMT) - 2023 Q2 - Earnings Call Presentation
2023-07-27 12:32
Second Quarter 2023 Earnings Conference Call July 27, 2023 Agenda Introduction Adam Smith Senior Vice President, Investor Relations Opening Remarks Tom Bartlett President and Chief Executive Officer Rod Smith Financial Results Executive Vice President, Chief Financial Officer and Treasurer Q&A 2 Forward-Looking Statements "Safe Harbor" Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements within the meaning of federal securities laws conc ...
American Tower(AMT) - 2023 Q2 - Quarterly Report
2023-07-26 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One): ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. For the quarterly period ended June 30, 2023. ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. Commission File Number: 001-14195 AMERICAN TOWER CORPORATION (Exact name of registrant as specified in its charter) Delaware 65-0723837 (State or other jurisdiction of Incorporation or Orga ...
American Tower Corporation (AMT) Presents at Nareit REITweek 2023 Investor Conference (Transcript)
2023-06-07 19:40
Start Time: 11:45 January 1, 0000 12:15 PM ET American Tower Corporation (NYSE:AMT) Nareit REITweek 2023 Investor Conference June 07, 2023, 11:45 AM ET Company Participants Tom Bartlett - President and CEO Conference Call Participants Rick Prentiss - Raymond James Rick Prentiss All right. Good morning still, everybody. We'll be going into good afternoon soon. I'm Rick Prentiss, head of telecom services research for Raymond James. We will keep Nareit on schedule, although the Elevator Bank is way better here ...