American Tower Corp at MoffettNathanson Technology, Media and Telecom Conference Summary - Thomson StreetEvents

American Tower Corp at MoffettNathanson Technology, Media and Telecom Conference Summary

American Tower Corp at MoffettNathanson Technology, Media and Telecom Conference Summary - Thomson StreetEvents
American Tower Corp at MoffettNathanson Technology, Media and Telecom Conference Summary
Published May 15, 2024
16 pages (12051 words) — Published May 15, 2024
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Abstract:

Preliminary Brief of AMT.N presentation 15-May-24 2:00pm GMT

  
Brief Excerpt:

...A. And I would say, Nick, when we laid out the guidance at the start of the year, we took a perspective that we would anticipate seeing elevated leasing over the course of the year and kind of a gradual pickup coming from Q1, Q2 and into the back half of the year. B. And that includes one customer that's probably around 80%. C. And when you look at our services guys, probably weighted 40% in the front half of the year, 60% in the back half of the year. D. Our Q4 applications more or less support services volumes -- Q1 services was probably a 68% to 70% pickup versus Q4. E. Q1 applications are probably 70% higher than Q4. F. But I think when you kind of start talking about a business, it's got $4.5 billion of tenant billings in the U.S. Any pickup in activity here in 2024, probably isn't going to move us too materially off the 4.7%. G. Yes, we would expect it to be 90% to 100%. H. It will lay out what the escalator term is in the U.S., typically a fixed 3%. I. So getting back to your question,...

  
Report Type:

Brief

Source:
Company:
American Tower Corp
Ticker
AMT.N
Time
2:00pm GMT
Format:
PDF Adobe Acrobat
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MLA:
Thomson StreetEvents. "American Tower Corp at MoffettNathanson Technology, Media and Telecom Conference Summary" May 15, 2024. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/American-Tower-Corp-at-MoffettNathanson-Technology-Media-and-Telecom-Conference-B15999789>
  
APA:
Thomson StreetEvents. (2024). American Tower Corp at MoffettNathanson Technology, Media and Telecom Conference Summary May 15, 2024. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/American-Tower-Corp-at-MoffettNathanson-Technology-Media-and-Telecom-Conference-B15999789>
  
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