Real Estate
American Tower's Q2 FY2026 total revenue grew 5% year-over-year to $2,749.1 million, driven by strong growth in Africa & APAC (23%), Data Centers (13%) and Latin America (13%) property segments, though total other expense fell 62% to $259.5 million partly due to favorable foreign currency movements, while the company continues to navigate disputes with AT&T Mexico and the now-bankrupt DISH Wireless."
Key risk: DISH Wireless Bankruptcy and Contract Termination Risk
DISH Wireless defaulted on its Strategic Collocation Agreement as of January 2026 and filed for Chapter 11 bankruptcy on June 30, 2026, after AMT terminated the SCA effective June 2, 2026. DISH represented approximately 2% of total annual property revenue and 4% of U.S. & Canada property revenue in 2025, and the company recorded $17.5 million in DISH-related impairment charges during H1 FY2026, with full DISH revenue now reflected in churn.
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