American Tower Corporation

AMTleader

American Tower is one of the world's largest REITs and owner of wireless communications infrastructure, with over 225,000 towers across six continents and a growing data center portfolio.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($11.1B)

Data statis (memuat keuangan langsung…)

US & Canada Property (42%)

Asia-Pacific (18%)

Africa (16%)

Europe (10%)

Latin America (8%)

Data Centers (6%)

Komposisi segmen dan pelanggan utama

Detail produk

US Tower Leasing42%

Leasing antenna space on 43,000+ US communications towers to wireless carriers

International Tower Leasing45%

Tower leasing across India, Africa, Latin America, and Europe

Data Centers8%

CoreSite data center colocation and interconnection services

Fiber & Services5%

Managed network services and fiber connectivity

Hubungan Rantai Pasok

Pelanggan Utama

AT&T Inc.

Tower leasing for AT&T wireless network

Dampak: High — top US tenant

T-Mobile US, Inc.

Tower leasing for T-Mobile 5G

Dampak: High — major US tenant

Pesaing

Crown Castle Inc.

US cell tower leasing

Dampak: High — primary tower REIT competitor

Konteks makro dan pasar

부동산 (REIT)Berita sektor

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Katalis mendatang

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

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Analisis AI

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Tema Makro Terkait

Lihat Semua Tema

Cantillon Effect & QE

New money benefits those closest to the source first. QE inflates assets held by the wealthy before wages catch up — a structural wealth transfer.

Quantitative easingAsset inflationWealth concentration

Info Perusahaan

Kantor Pusat

Boston, Massachusetts, USA

Didirikan

1995

Karyawan

6,500+

Situs Web

americantower.com

Gambaran umum sektor — 부동산 (REIT)

Berita sektor