Data Center AcquisitionData center demand was strong, with revenue growth of 13.3% above estimates, driven by a significant data center acquisition.
International GrowthAMT’s international business is expected to see strong growth, particularly in Africa and Europe, with low carrier churn and steady deployments.
Leasing GrowthU.S. carrier application volumes were +50% y/y, which combined with near-record services revenues is a good leading indicator for leasing and should help alleviate concerns related to the lowered U.S. leasing guidance.