American Tower Corporation: Difference between revisions
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|'''Demand - 13%'''Competition - 8% | |'''Demand - 13%'''Competition - 8% | ||
Sales & Marketing 4% | Sales & Marketing 4% | ||
Brand / Reputation 0% | Brand / Reputation 0% | ||
|25% | |25% | ||
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|'''Debt & Financing - 17%'''Corporate Activity and Growth - 4% | |'''Debt & Financing - 17%'''Corporate Activity and Growth - 4% | ||
Share Price & Shareholder Rights - 0% | Share Price & Shareholder Rights - 0% | ||
Accounting & Financial Operations - 0% | Accounting & Financial Operations - 0% | ||
|20.8% | |20.8% | ||
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|'''Regulation - 8%'''Environmental / Social - 8% | |'''Regulation - 8%'''Environmental / Social - 8% | ||
Taxation & Government Incentives - 4% | Taxation & Government Incentives - 4% | ||
Litigation & Legal Liabilities - 0% | Litigation & Legal Liabilities - 0% | ||
|20.8% | |20.8% | ||
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|'''Technology - 8%'''Trade secrets - 4% | |'''Technology - 8%'''Trade secrets - 4% | ||
Innovation - 0% | Innovation - 0% | ||
Cyber Security - 0% | Cyber Security - 0% | ||
|12.5% | |12.5% | ||
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|'''Economy & Political Environment - 4%'''Natural and Human Disruptions - 4% | |'''Economy & Political Environment - 4%'''Natural and Human Disruptions - 4% | ||
Capital Markets - 4% | Capital Markets - 4% | ||
International Operations - 0% | International Operations - 0% | ||
|12.5% | |12.5% | ||
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|'''Cost - 8%'''Manufacturing - 0% | |'''Cost - 8%'''Manufacturing - 0% | ||
Employment / Personnel - 0% | Employment / Personnel - 0% | ||
Supply Chain - 0% | Supply Chain - 0% | ||
|8.3% | |8.3% |
Revision as of 19:30, 8 August 2023
Summary
American Tower Corporation, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of approximately 219,000 communications sites.
Team
Member | Current Role | Career Path |
---|---|---|
Tom Bartlett | President and Chief Executive Officer |
|
Ruth Dowling | Executive Vice President, Chief Administrative Officer, General Counsel and Secretary |
|
Sanjay Goel | Executive Vice President and President, Asia-Pacific |
|
Edward Knapp | Senior Vice President and Chief Technology Officer |
|
Anthony Noble | Senior Vice President and Chief Strategy Officer |
|
Colleen Richards Powell | Senior Vice President and Chief Diversity, Equity and Inclusion Officer |
|
Olivier Puech | Executive Vice President and President, Latin America and EMEA |
|
Rod Smith | Executive Vice President, Chief Financial Officer and Treasurer |
|
Steven O. Vondran | Executive Vice President and President, U.S. Tower Division |
|
Market
Total Addressable Market
Here, the total addressable market (TAM) is the global commercial real estate market which, based on a number of assumptions and in terms of revenue, was valued at $35.0 trillion in 2022.[1]
Serviceable Available Market
Here, the serviceable available market (SAM) is the global telecom tower market which, based on a number of assumptions and in terms of revenue, is valued at $50.4 billion in 2022.
Fastest Growing Region
Asia-Pacific
Largest Region
Asia-Pacific
Market Drivers
- Increase in demand for highspeed internet services across the world.
- Digital transformation of businesses.
- Growing adoption of IoT-based devices.
- Launch of 5G connectivity.
Market Trends
- Development and deployment of green and sustainable towers
- Solar powered towers
- Energy efficient construction and installation methods
- Infrastructure sharing between telecom providers (tower sharing and tower leasing)
- Lowers capital investment
- Boosts operational efficiencies
- “Smart” towers
- Remote monitoring
- Predictive maintenance
Competitors
China Tower Corporation, Crown Castle International Corporation, Helios Towers Africa, T-Mobile Tower, SBA Communications, and Others.
Finance
Sources:
Risk
In the most recent earnings report American Tower disclosed 24 risk factors, two more since last quarter's report, including the following risk distributions:
Risk Distribution | Description | Risks | Overall Percentage |
---|---|---|---|
Ability to sell | Risks related to the company’s ability to sell goods and services | Demand - 13%Competition - 8%
Sales & Marketing 4% Brand / Reputation 0% |
25% |
Finance & Corporate | Financial and accounting risks. Risks related to the execution of corporate activity and strategy | Debt & Financing - 17%Corporate Activity and Growth - 4%
Share Price & Shareholder Rights - 0% Accounting & Financial Operations - 0% |
20.8% |
Legal & Regulatory | Litigation, compliance, new legislation, and taxation risks | Regulation - 8%Environmental / Social - 8%
Taxation & Government Incentives - 4% Litigation & Legal Liabilities - 0% |
20.8% |
Tech & Innovation | Risks related to the company’s reliance on technology and ability to make innovative products | Technology - 8%Trade secrets - 4%
Innovation - 0% Cyber Security - 0% |
12.5% |
Macro & Political | Risks related to catastrophic events or geopolitical conditions that may disrupt the company’s business | Economy & Political Environment - 4%Natural and Human Disruptions - 4%
Capital Markets - 4% International Operations - 0% |
12.5% |
Production | Risks related to the company’s ability to manufacture goods and services | Cost - 8%Manufacturing - 0%
Employment / Personnel - 0% Supply Chain - 0% |
8.3% |
References
- ↑ https://www.statista.com/statistics/1189630/commercial-real-estate-market-size-global/#statisticContainer
- ↑ https://www.americantower.com/Assets/beta.americantower.com/uploads/images/company/GlobalPresenceMap2023-1.png
- ↑ https://www.digitaljournal.com/pr/news/newsmantraa/telecom-towers-market-2023-is-booming-with-top-key-players-china-tower-corporation-american-tower-corporation-mer-sba-communications-crown-castle
- ↑ https://www.coherentmarketinsights.com/market-insight/telecom-towers-market-2826#