Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
American Tower Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Real Estate Investment Trusts
No intraday reading yet this session.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of AMT revenue | Skew |
|---|---|---|---|
| TAT&T Inc. | 1.44% | 17.00% | 12× |
| VZVerizon Communications Inc. | 1.08% | 14.00% | 13× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“• Europe: Telefónica S.A. ("Telefónica") accounted for an aggregate of 70% of Europe property segment revenue.”
$7.5B relationship
basisAMT fy2025 · closed 2025-12 $10.6B
FILING10-K0001053507-25-000025cik 0001053507
“For the year ended December 31, 2025 2024 2023 T-Mobile 18 % 19 % 19 % AT&T 17 % 18 % 18 %”
$1.8B relationship12× more of AMT’s book than T’s
basisAMT fy2025 · closed 2025-12 $10.6BT fy2025 · closed 2025-12 $126B
FILING10-K0001053507-26-000035
“For the year ended December 31, 2025 2024 2023 T-Mobile 18 % 19 % 19 % AT&T 17 % 18 % 18 % Verizon Wireless 14 % 13 % 14 %”
$1.5B relationship13× more of AMT’s book than VZ’s
basisAMT fy2025 · closed 2025-12 $10.6BVZ fy2025 · closed 2025-12 $138B
FILING
“For the year ended December 31, 2025 2024 2023 T-Mobile 18 % 19 % 19 % AT&T 17 % 18 % 18 % Verizon Wireless 14 % 13 % 14 % Telefónica 10 % 10 % 10 %”
$1.1B relationship
basisAMT fy2025 · closed 2025-12 $10.6B
FILING10-K0001053507-26-000035
“DISH represented approximately 2% and 4% of our total annual property revenue and total annual U.S. & Canada property revenue, respectively, for 2025.”
$426M relationship
basisAMT fy2025 · closed 2025-12 $10.6B
FILING10-K0001053507-26-000035
“• Latin America: América Móvil; AT&T; Telefónica; and TIM S.p.A. accounted for an aggregate of 74% of Latin America property segment revenue.”
FILING10-K0001053507-25-000025cik 0001053507
“We expect that our churn rate in our U.S. & Canada property segment will continue to be elevated through 2025 due to contractual lease cancellations and non-renewals by T-Mobile US, Inc. ("T-Mobile"), including legacy Sprint Corporation leases, pursuant to the terms of our master lease agreement with T-Mobile (the "T-Mobile MLA") entered into in September 2020.”
FILING10-K0001053507-25-000025cik 0001053507
“• Africa & APAC: Bharti Airtel Limited ("Airtel"); and MTN Group Limited ("MTN") accounted for an aggregate of 81% of Africa & APAC property segment revenue.”
FILING10-K0001053507-25-000025cik 0001053507
“• Africa & APAC: Bharti Airtel Limited ("Airtel"); and MTN Group Limited ("MTN") accounted for an aggregate of 81% of Africa & APAC property segment revenue.”
FILING10-K0001053507-25-000025cik 0001053507
“• Latin America: América Móvil; AT&T; Telefónica; and TIM S.p.A. accounted for an aggregate of 74% of Latin America property segment revenue.”
FILING10-K0001053507-25-000025cik 0001053507
“In the third quarter of 2022, one of our largest customers in India, Vodafone Idea Limited ("VIL"), communicated that it would make partial payments of its contractual amounts owed to us (the "VIL Shortfall").”
FILING10-K0001053507-25-000025cik 0001053507
“For example, we are currently engaged in a legal dispute (the "Arbitration") with one of our customers in Mexico, AT&T Comunicaciones Digitales, S. de R.L. de C.V. and related entities (collectively, "AT&T Mexico").”
FILING10-K0001053507-26-000035cik 0001053507
“AT&T Mexico, which represented approximately $300 million of tenant revenue in 2025, is challenging the calculation of the monthly lease amount established under our Master Lease Agreement with AT&T Mexico (the "MLA"), as well as certain other provisions of the MLA, seeking rent abatement both retroactively and prospectively, and withheld certain tower rents during 2025.”
FILING10-K0001053507-26-000035cik 0001053507
“Additionally, on September 24, 2025, one of our U.S. customers, DISH Wireless L.L.C., a subsidiary of DISH Network Corporation ("DISH"), delivered a notice purporting to be excused from its contractual obligations under our Strategic Collocation Agreement entered into in March 2021 (the "SCA").”
FILING10-K0001053507-26-000035cik 0001053507
“We expect that our churn rate in our U.S. & Canada property segment will remain elevated through 2025 due to contractual lease cancellations and non-renewals by T-Mobile, including legacy Sprint Corporation leases, pursuant to the terms of the T-Mobile MLA entered into in September 2020.”
FILING10-K0001053507-25-000025cik 0001053507
“Our primary business is the leasing of space on communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities and tenants in a number of other industries.”
FILING10-K0001053507-26-000035cik 0001053507
“We spent approximately $123.0 million for acquisitions, including $25.7 million in payments made for acquisitions completed in 2023, $59.1 million in payments for sites acquired in connection with the AT&T transaction described in note 18 to our consolidated financial statements included in this Annual Report.”
FILING10-K0001053507-25-000025cik 0001053507
Watchlist prices, news filtered to it, and its next report on your desk.
American Tower Corp has 1 disclosed supplier and 16 disclosed customers. Each one is named in an SEC filing, either American Tower Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
AMT (American Tower Corp) has 1 disclosed suppliers and 16 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.