American Tower Corporation (AMT) Presents at UBS Global Media and Communications Conference 2025 Transcript

Core Insights - The company has a robust business model characterized by long-term durable growth, supported by strong secular trends and long-term contracts, combined with high operating leverage that allows for high-margin revenue conversion [2] Group 1: Strategic Priorities - The primary focus for the upcoming year is to maximize organic growth within the portfolio, particularly in the U.S. market where mobile data growth has averaged 35% annually over the past three years and is expected to continue at a rapid pace [3] - Experts predict that mobile carriers will need to double their network capacity within the next five years, indicating significant growth opportunities in the industry [3] Group 2: Financial Goals - The overall goal is to drive industry-leading AFFO (Adjusted Funds From Operations) per share growth, with key priorities organized around this objective [2] - The company plans to supplement its growth strategy with selective investments and maintain an investment-grade balance sheet to enhance its market position [2]