American Tower Q4 Earnings Call Highlights

On towers, management cited ongoing growth in mobile data consumption, 5G adoption, and Fixed Wireless Access (FWA). Vondran said secular demand is expected to require a “doubling in wireless network capacity between now and 2030,” and he added that AI investment could further increase bandwidth needs, lower latency requirements, and uplink capacity demand. In the U.S., he described carriers as moving from coverage-oriented 5G activity toward capacity-oriented work, with densification expected as networks p ...