Carrier ConsolidationLatAm will be a low growth market through 2027 amid carrier consolidation.
Contract DisputesNews of the EchoStar contract dispute has weighed on tower stocks, but AMT highlighted that such disputes come up from time to time and feels confident about the terms of the agreement.
Market Cap LossAMT has lost $13bn of market cap since T announced the acquisition of SATS spectrum compared to our estimated NPV of $1.7bn from future SATS payments.