Core Viewpoint - American Tower exceeded Wall Street expectations for third-quarter revenue, driven by strong demand for data centers and significant spending from telecom companies on network coverage [1] Group 1 - American Tower reported better-than-expected revenue for the third quarter [1] - The growth was supported by robust demand for data centers [1] - Telecom companies increased their spending on network coverage, contributing to the revenue boost [1]

Q3 2025 Financial Performance - Total property revenue increased by 5.9% year-over-year to $2616 million, or 4.2% on an FX-Neutral basis[5] - Total revenue increased by 7.7% year-over-year to $2717 million, or 6.1% on an FX-Neutral basis[5] - Net income attributable to AMT common stockholders was $853 million, a 207.7% increase compared to a loss of $792 million in Q3 2024[5] - Adjusted EBITDA increased by 7.6% year-over-year to $1816 million, or 6.2% on an FX-Neutral basis[5] - AFFO attributable to AMT common stockholders increased by 5.3% year-over-year to $1303 million, or 3.9% on an FX-Neutral basis[5] - AFFO attributable to AMT common stockholders, as adjusted, increased by 10.4% year-over-year to $1303 million, or 8.8% on an FX-Neutral basis[5] Updated 2025 Outlook - The company is raising its property revenue outlook midpoint by $40 million to $10250 million, primarily due to FX tailwinds[21] - The company is raising its Adjusted EBITDA outlook midpoint by $45 million to $7085 million, primarily due to FX tailwinds and U S Services outperformance[25] - The company is raising its Attributable AFFO outlook midpoint by $50 million to $5000 million, primarily due to FX tailwinds, conversion of topline growth and net interest benefits[28] Capital Allocation - The company is targeting a common dividend declaration of approximately $32 billion[32, 35] - Discretionary capital projects are allocated as follows: U S Data Centers ~40%, U S & Canada ~25%, Europe ~15%, and Emerging Markets ~20%[32]

American Tower REIT swung to a third-quarter profit on strong revenue growth and ratcheted up its 2025 earnings projection. ...

Exhibit 99.1 Contact: Spencer Kurn Senior Vice President, Investor Relations Telephone: (617) 375-7517 AMERICAN TOWER CORPORATION REPORTS THIRD QUARTER 2025 FINANCIAL RESULTS CONSOLIDATED HIGHLIGHTS (1)(2) Third Quarter 2025 Boston, Massachusetts – October 28, 2025: American Tower Corporation (NYSE: AMT) today reported financial results for the quarter ended September 30, 2025. Steven Vondran, American Tower's Chief Executive Officer, stated, "We delivered another strong quarter, resulting in mid-to-high si ...

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Core Viewpoint - American Tower Corporation (AMT) is a leading player in the telecommunications infrastructure industry, specializing in wireless and broadcast communications real estate [1] Financial Performance - AMT is set to release its quarterly earnings on October 28, 2025, with an estimated earnings per share (EPS) of $2.62, reflecting a slight decline of 0.8% year-over-year [2][6] - Projected revenues are approximately $2.66 billion, indicating a year-over-year increase of 5.2% [2][6] - The anticipated revenue growth is driven by the rollout of 5G technology, expansion in cloud services, and investments in macro-towers [3][6] Operational Insights - Analysts expect revenues to reach around $2.65 billion, with growth across all operating segments, although higher churn in U.S. and Canada properties may offset some gains [3] - There may be a slight decline in adjusted funds from operations (AFFO) per share, with the previous quarter's AFFO per share reported at $2.60 [4] Financial Metrics - AMT's financial metrics include a price-to-earnings (P/E) ratio of approximately 69.32 and a price-to-sales ratio of about 8.74 [5] - The enterprise value to sales ratio is around 12.95, and the enterprise value to operating cash flow ratio is approximately 25.32 [5] - The company's debt-to-equity ratio stands at about 12.18, indicating a significant level of debt compared to its equity, while the current ratio is approximately 0.61, suggesting potential challenges in covering short-term liabilities [5][6]

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Core Viewpoint - American Tower Corporation (AMT) is expected to report third-quarter 2025 results on October 28, with anticipated year-over-year revenue growth but a slight decline in adjusted funds from operations (AFFO) per share [1][7]. Financial Performance - In the last quarter, AMT reported an AFFO of $2.60 per share, meeting consensus expectations, with revenue growth driven by its property and service operations [2]. - The consensus estimate for quarterly revenues stands at $2.65 billion, reflecting a 5.2% increase from the previous year [6][9]. Revenue Segments - The Total Property segment is projected to generate operating revenues of $2.59 billion, indicating a 5.1% increase year-over-year [4]. - The Services segment is expected to see revenues of $58.2 million, representing an 11.9% growth compared to the prior year [4]. - The Data Centers segment is estimated to achieve revenues of $268 million, up from $234 million in the same quarter last year, benefiting from trends in cloud computing and IT infrastructure demand [5]. Market Dynamics - The demand for AMT's services is likely to remain strong due to increased capital expenditures by wireless carriers driven by rising wireless penetration and 5G network deployment [3]. - However, elevated churn in AMT's U.S. and Canada property segments may negatively impact overall performance [6][9]. Analyst Sentiment - Analysts have shown caution regarding AMT's upcoming quarter, with the consensus estimate for AFFO per share remaining unchanged at $2.62, indicating a slight decrease from the previous year [7]. - The company's Earnings ESP is currently at 0.00%, suggesting no clear prediction of a surprise in AFFO per share for the upcoming quarter [10].

American Tower (NYSE:AMT) is one of the best infrastructure stocks to buy with huge upside. On October 6, CoreSite, which is an American Tower company that offers interconnected data center solutions, celebrated a major construction milestone for its new DE3 data center in Denver. The development expands the company’s existing Denver market footprint, which currently includes two facilities downtown: DE1 at 910 15th Street, which is the recently purchased Denver Gas and Electric Building and is one of the ...

Core Insights - American Tower Corporation (AMT) has a market cap of $89.7 billion and is a leading independent owner, operator, and developer of multitenant communications real estate with nearly 150,000 communications sites [1] - The company is expected to report a fiscal Q3 2025 AFFO of $2.55 per share, a 3.4% decrease from the previous year, but has a strong track record of exceeding Wall Street estimates [2] - For fiscal 2025, analysts forecast an AFFO of $10.21 per share, down 3.1% from fiscal 2024, but expect a 6.5% year-over-year growth to $10.87 per share in fiscal 2026 [3] Performance Overview - American Tower shares have declined 15.8% over the past 52 weeks, underperforming the S&P 500 Index's 13.5% gain and the Real Estate Select Sector SPDR Fund's 6.6% decrease [4] - On July 29, shares fell 4.2% after the company lowered its 2025 organic tenant billings growth outlook to about 4.3% and cut its leasing forecast by approximately $5 million, alongside a reduced net income forecast due to weaker foreign currency impacts [5] Analyst Sentiment - The consensus view on AMT stock is strongly optimistic, with a "Strong Buy" rating from 16 out of 23 analysts, one "Moderate Buy," and six "Hold" recommendations [6] - The average analyst price target for American Tower is $240.30, indicating a potential upside of 25.5% from current levels [6]