AMT 8-K
American Tower Corp /Ma/ (AMT)
8-K
2025-09-05
For: 2025-09-03
View Original
Added on
April 10, 2026
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON D.C. 20549
FORM 8-K
CURRENT REPORT PURSUANT
TO SECTION 13 OR 15(d) OF THE
SECURITIES EXCHANGE ACT OF 1934
Date of Report (Date of Earliest Event Reported): September 3, 2025
AMERICAN TOWER CORPORATION
(Exact Name of Registrant as Specified in Charter)
(State or Other Jurisdiction of Incorporation) | (Commission File Number) | (I.R.S. Employer Identification No.) | |||||||||||||||
(Address of Principal Executive Offices) (Zip Code)
(617 ) 375-7500
(Registrant's telephone number, including area code)
Not Applicable
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
Securities registered pursuant to Section 12(b) of the Act:
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered | ||||||
| | ||||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐
Item 7.01 Regulation FD Disclosure.
On September 3, 2025, Steven O. Vondran, the President and Chief Executive Officer of American Tower Corporation (the “Company”) attended the Citi 2025 Global TMT Conference where he participated in a “fireside chat” and one-on-one meetings with industry analysts and investors. Mr. Vondran mentioned that one of the Company’s customers in Mexico, AT&T Comunicaciones Digitales, S. de R.L. de C.V. and related entities (collectively, “AT&T Mexico”), and the Company are engaged in a legal dispute and that AT&T Mexico, which represented approximately $300 million of tenant revenue in 2024, has been withholding tower rents since the start of 2025. The Company incurred approximately $10 million of reserves in the second quarter of 2025 related to this customer, and if AT&T Mexico continues to withhold payment, the Company would likely incur additional reserves going forward. Mr. Vondran noted that the Company has valid defenses against AT&T Mexico’s claims, is vigorously defending the full enforceability of its Master Lease Agreement with AT&T Mexico (the “MLA”) and remains confident in the terms and conditions of the MLA. The arbitration is scheduled for a hearing in August 2026.
Separately, Mr. Vondran discussed the Company’s relationship with DISH Network Corporation (“DISH”), noting that DISH represents approximately 2% of the Company’s total annual property revenue and approximately 4% of the Company’s total annual U.S. & Canada property revenue, and the Company and DISH have a Master Lease Agreement that was signed in 2021 and expires in 2036.
Cautionary Language Regarding Forward-Looking Statements
This current report on Form 8-K contains “forward-looking statements” concerning the Company’s goals, beliefs, expectations, strategies, objectives, plans, future operating results and underlying assumptions and other statements that are not necessarily based on historical facts. Actual results may differ materially from those indicated in the Company’s forward-looking statements as a result of various factors, including those factors set forth under the caption “Risk Factors” in Item 1A of its most recent annual report on Form 10-K, and other risks described in documents the Company subsequently files from time to time with the Securities and Exchange Commission. The Company undertakes no obligation to update the information contained in this current report on Form 8-K to reflect subsequently occurring events or circumstances.
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| AMERICAN TOWER CORPORATION | |||||||||||
| (Registrant) | |||||||||||
| Date: | September 5, 2025 | By: | /s/ Rodney M. Smith | ||||||||
| Rodney M. Smith | |||||||||||
| Executive Vice President, Chief Financial Officer and Treasurer | |||||||||||