American Tower Corporation Q1 2026 Earnings Call Summary
Management attributes the raised full-year outlook to a combination of favorable foreign exchange dynamics, straight-line revenue tailwinds, and strengthening global demand for digital infrastructure. Performance is underpinned by a strategic shift toward developed markets and high-quality carriers, which management believes has placed the company on its strongest strategic footing in a decade. The CoreSite data center business reached a clear inflection point in interconnection activity, which manage ...