American Tower Corporation (AMT) Annual JPMorgan Global Technology, Media and Communications Conference (Transcript)
American Tower Corporation (NYSE:AMT ) Annual JPMorgan Global Technology, Media and Communications Conference May 13, 2025 10:50 AM ET Company Participants Steve Vondran - President and CEO Conference Call Participants Richard Cho - JPMorgan Richard Cho Hi. My name is Richard Cho.
American Tower's Quiet Phase May Be Ending - Why It Still Has Legs To Run
American Tower benefits from strong secular trends in mobile data demand, 5G infrastructure expansion, and edge computing, driving robust top-and-bottom-line results. Despite recent sluggish stock performance, AMT's Q1 report highlights resilience with solid property revenues and AFFO growth, overcoming forex headwinds and the Sprint churn. AMT's dividend profile is impressive, with consistent growth and solid interest coverage, despite a modest yield compared to the sector median.
American Tower Stock Gains on Q1 AFFO Beat, Revenues Rise Y/Y
AMT's Q1 results reflect a year-over-year rise in revenues, led by property and service operations segment revenues. Strong organic tenant billing growth aids results.
Compared to Estimates, American Tower (AMT) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for American Tower (AMT) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
American Tower Corporation (AMT) Q1 2025 Earnings Call Transcript
American Tower Corporation (NYSE:AMT ) Q1 2025 Earnings Conference Call April 29, 2025 8:30 AM ET Company Participants Adam Smith - Senior Vice President, Investor Relations and FP&A Steve Vondran - President & Chief Executive Officer Rod Smith - Executive Vice President, Chief Financial Officer & Treasurer Conference Call Participants Matt Niknam - Deutsche Bank Jim Schneider - Goldman Sachs Ric Prentiss - Raymond James & Associates Michael Rollins - Citi Nick Del Deo - Moffett Nathanson Batya Levi - UBS Eric Luebchow - Wells Fargo Michael Funk - Bank of America Ben Swinburne - Morgan Stanley Jonathan Atkin - RBC Capital Markets Operator Ladies and gentlemen, thank you for standing by. Welcome to the American Tower First Quarter 2025 Earnings Conference Call.
Curious about American Tower (AMT) Q1 Performance? Explore Wall Street Estimates for Key Metrics
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for American Tower (AMT), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
uniQure: Bullish On Near-Term Catalysts After Breakthrough Therapy Designation For AMT-130
uniQure's AMT-130 gene therapy for Huntington's Disease shows promising trial data, leading to significant stock price increases and potential for FDA accelerated approval. QURE's stock has seen volatility but has near-term catalysts like BLA submission and 36-month trial data, suggesting potential for immediate further gains. Despite competition from PTC518, AMT-130's effectiveness and one-time treatment advantage could drive substantial revenue and stock price growth.
Don't Put All Of Your REIT Eggs In One Basket
Reflecting on past financial losses, I emphasize the importance of diversification to mitigate risks, as exemplified by my own experience with real estate investments. I advocate for a diversified investment portfolio, including REITs, BDCs, MLPs, Preferreds, Asset Managers, and Dividend Aristocrats, to ensure sustained high cash flow. Highlighting eight high-yielding REITs in the S&P 500, I provide insights into their performance, risks, and growth potential, emphasizing the need for diversification within the REIT sector.
uniQure: AMT-130 For HD Progresses Forward With Q2 2025 FDA Meeting
uniQure's AMT-130 gene therapy showed an 80% slowing of Disease progression in Huntington's Disease patients in a phase 1/2 study. Financially strong with $448 million in cash, uniQure can fund operations through H2 2027, reducing immediate financial risk. AMT-191 for Fabry Disease and AMT-162 for ALS are also advancing, diversifying uniQure's pipeline and potential market impact.
5 Winning Plays Outperforming the S&P This Year
While macroeconomic headwinds, tariffs, inflation, interest rates, and fears of a recession impact the broad market S&P 500, not all stocks are in the same position.
5 of the Safest Stocks Billionaire Money Managers Bought Ahead of Wall Street's Historic Volatility
For more than a century, the stock market has been the premier wealth creator for investors. But this doesn't mean stocks move higher in a straight line.
5 Highest-Rated Dividend Stocks According to MarketBeat
MarketBeat has many tools, including the Top Rated Dividend Stocks screener. It ranks the top-100 dividend-paying stocks according to analysts' sentiment, giving a 4.00 to those with 100% Buy ratings and a 1.00 to those with 100% Sell ratings.
