“They are contributing a consistent level of activity in '26 that we saw in prior years, and we expect that to continue going forward.”

How to check this claim

Look at: Level of contribution/activity from this customer or business segment in fiscal 2026 (e.g., revenue or services contribution as reported)

It came true if: Fiscal 2026 contribution level consistent with (approximately equal to, within normal year-over-year variation of) prior years' reported levels

Where: Management commentary and segment/customer disclosures in quarterly earnings calls and 10-K/10-Q filings

Verify independently

SEC filings for AMT ↗ · Claim quote is verbatim from the 2025Q4 earnings call.