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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ric Prentiss | Raymond James | 16 questions · 0% challenging |
| Nick Del Deo | MoffettNathanson | 15 questions · 0% challenging |
| Mike Rollins | Citigroup | 14 questions · 0% challenging |
| Jim Schneider | Goldman Sachs | 11 questions · 18% challenging |
| Eric Luebchow | Wells Fargo | 9 questions · 22% challenging |
| Ben Swinburne | Morgan Stanley | 6 questions · 0% challenging |
| Dave Barden | New Street Research | 6 questions · 50% challenging |
| Richard Choe | JPMorgan | 5 questions · 0% challenging |
| Batya Levi | UBS | 5 questions · 0% challenging |
| Mike Funk | Bank of America | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Raymond James | 1 analyst | 16 questions · 0% challenging |
| MoffettNathanson | 1 analyst | 15 questions · 0% challenging |
| Citigroup | 1 analyst | 14 questions · 0% challenging |
| Goldman Sachs | 2 analysts | 13 questions · 15% challenging |
| Morgan Stanley | 3 analysts | 11 questions · 9% challenging |
| Wells Fargo | 1 analyst | 9 questions · 22% challenging |
| New Street Research | 1 analyst | 6 questions · 50% challenging |
| UBS | 1 analyst | 5 questions · 0% challenging |
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Calendar quarter Q1 2026Earnings call Apr 28, 2026
FY2026 Q1 in brief
American Tower delivered Q1 with property revenue growing approximately 3% (excluding straight-line and FX) as CoreSite data center revenue surged on AI and interconnection demand.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for American Tower (AMT), FY2026 Q1: 6/10. Scores: American Tower’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AMT daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
American Tower delivered Q1 with property revenue growing approximately 3% (excluding straight-line and FX) as CoreSite data center revenue surged on AI and interconnection demand. DISH churn created a 400 basis point AFFO per share headwind that largely offset the underlying growth. European tower expansion accelerated with 700 new builds in the quarter, and management raised the AFFO outlook by $0.12 per share representing a 1% increase to the prior guidance.
Reporting soon: earnings call Tuesday, Oct 27
A pre-earnings brief is ready for AMT: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
GAAP revenue YoY +6.82% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Demand | Competitive Dynamics | Revenue Growth | Cloud & AI | Capital Allocation | Geographic Expansion | Margin | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 4 | 3 | 2 | 3 | 1 | 1 |
| 2025Q1 | 9 | 6 | 6 | 2 | 2 | 2 | 3 | 2 |
| 2025Q2 | 6 | 4 | 4 | 4 | 3 | 2 | 1 | |
| 2025Q3 | 4 | 5 | 5 | 3 | 4 | 2 | 1 | |
| 2025Q4 | 4 | 2 | 4 | 3 | 2 | 4 | 3 | 1 |
| 2026Q1 | 2 | 5 | 1 | 3 | 2 | 3 | 5 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 9 | 6 | 4 | 4 | 2 |
| Competitive Dynamics | 2 | 6 | 4 | 5 | 2 | 5 |
| Revenue Growth | 4 | 6 | 4 | 5 | 4 | 1 |
| Cloud & AI | 3 | 2 | 4 | 3 | 3 | 3 |
| Capital Allocation | 2 | 2 | 3 | 4 | 2 | 2 |
| Geographic Expansion | 3 | 2 | 2 | 4 | 3 | |
| Margin | 1 | 3 | 1 | 2 | 3 | |
| M&A | 1 | 2 | 1 | 1 | 5 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.55B | +3.7% | $2.62 | +1355.6% | 42.4% | 48.3% | $756M |
| FY2025 Q1 | $2.56B | +2.0% | $1.04 | -46.9% | 48.9% | 19.1% | $964M |
| FY2025 Q2 | $2.63B | +3.2% | $0.78 | -59.4% | 45.6% | 14.0% | $977M |
| FY2025 Q3 | $2.72B | +7.7% | $1.82 | +207.7% | 45.4% | 31.4% | $995M |
| FY2025 Q4 | $2.74B | +7.5% | $1.75 | -33.2% | 42.4% | 30.0% | $848M |
| FY2026 Q1Selected | $2.74B | +6.8% | $1.84 | +76.9% | 45.3% | 31.4% | $951M |
| FY2026 Q2 | $2.75B | +4.7% | $1.86 | +138.5% | 46.2% | 31.6% | $1.17B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What AMT said about other companies on its FY2026 Q1 call, and what other companies said about AMT on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“last week, SpaceX had a 3-day kind of diligence meeting, I guess the buy-side guys, sell-side guys are there.”
An analyst raises SpaceX's investor diligence roadshow and the thesis that satellite could disrupt terrestrial wireless; AMT frames satellites as complementary rather than a threat.
“What does it mean if SBA gets taken private?”
An analyst probes the industry implications of rumored take-private interest in competitor SBA Communications and what valuation multiple it might command.
“the European market is outperforming the original business case that we underwrote the Telefonica deal with.”
AMT's European towers, anchored by carrier customer Telefonica (including a 3,000-site build-to-suit contract), are exceeding the deal's original underwriting.
“the Spectrum deal between EchoStar DISH and AT&T seems to be going very slowly.”
An analyst notes the EchoStar/DISH-to-AT&T spectrum transaction is progressing slowly amid Washington scrutiny, a signal on AT&T's spectrum acquisition timing.
“we've completely derisked our earnings and our guidance by taking DISH out of our numbers.”
American Tower has removed all DISH (EchoStar) revenue from its guidance as it defends the contract in litigation, signaling continued churn risk on the EchoStar/DISH relationship.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| AMTAmerican Tower | 6 | +6.8% | CoreSite data center revenue surges on AI and interconnection | |
| CCICrown Castle | 3 | -4.8% | Full Year 2026 Guidance Reiterated After Solid Q1 Start | |
| DLRDigital Realty | 8 | +12.0% | Record Core FFO of $2.04 Delivers 15% YoY Growth | |
| EQIXEquinix | 8 | +9.8% | Equinix posted Q1 2026 revenues of $2.4B, up 8%, with AFFO per share of $10.79 growing 10% and adjusted EBITDA of $1.2B up 13% at a 51% margin | |
| IRMIron Mountain | 9 | +21.6% | Iron Mountain delivered extraordinary Q1 2026 results with revenue of $1.94 billion up 22%, driven by data center revenue surging 47% on hyperscale demand and ALM revenue nearly doubling with 92% growth | |
| SBACSBA Communications | 7 | +5.9% | Full Year 2026 Outlook Raised Across All Key Metrics | |
| WYWeyerhaeuser | 5 | -2.0% | Weyerhaeuser's Q1 2026 marked a sharp sequential rebound with adjusted EBITDA surging 120% to $308 million, driven by lumber's return to profitability ($84 million swing to $27 million EBITDA) as prior industry curtailments and lean inventories lifted Southern Yellow Pine pricing 13% |
CoreSite data center revenue surges on AI and interconnection
Equinix posted Q1 2026 revenues of $2.4B, up 8%, with AFFO per share of $10.79 growing 10% and adjusted EBITDA of $1.2B up 13% at a 51% margin
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| AMT | 7 | 6 | 6 | 7 | 8 | 6 |
| CCI | 5 | 4 | 6 | 5 | 2 | 3 |
| DLR | 7 | 6 | 8 | 8 | 8 | 8 |
| EQIX | 7 | 7 | 8 | 8 | 8 | 8 |
| IRM | 8 | 7 | 8 | 7 | 9 | 9 |
| SBAC | 6 | 6 | 7 | 8 | 7 | 7 |
| WY | 3 | 3 | 3 | 7 | 3 | 5 |
Iron Mountain delivered extraordinary Q1 2026 results with revenue of $1.94 billion up 22%, driven by data center revenue surging 47% on hyperscale demand and ALM revenue nearly doubling with 92% growth
Full Year 2026 Outlook Raised Across All Key Metrics
Weyerhaeuser's Q1 2026 marked a sharp sequential rebound with adjusted EBITDA surging 120% to $308 million, driven by lumber's return to profitability ($84 million swing to $27 million EBITDA) as prior industry curtailments and lean inventories lifted Southern Yellow Pine pricing 13%