CLAIM #7096 · American Tower Corp (AMT) · 2026Q1 earnings call · Apr 28, 2026 · due Dec 31, 2026
“These same sector tailwinds will translate into accelerating momentum at CoreSite.”
Steven Vondran · CEO
How to check this claim
Look at: CoreSite segment revenue growth rate (or leasing/bookings momentum as reported), year-over-year
It came true if: CoreSite revenue growth accelerates versus prior quarter/year-ago comparable growth rate
Where: American Tower quarterly earnings release and segment disclosures (CoreSite results, 10-Q/10-K and earnings call commentary)
In context
“s are the only scalable solution capable of meeting this demand, and towers remain the most efficient, economical and flexible means of delivering network capacity, advantages that we believe will only become more pronounced over time. These demand dynamics extend across our international footprint as well. In our European markets, mobile data traffic is expected to more than double by the end of the decade, which is expected to drive significant amendment and colocation activity. There are emerging markets, mobile data traffic is expected to nearly triple by the end of the decade, providing a long runway for growth as these less mature markets develop. Over the long term, we continue to expect our international markets, and our emerging markets in particular, to grow faster than the U.S. These same sector tailwinds will translate into accelerating momentum at CoreSite. Demand is scaling rapidly on top of an already strong foundation, with sustained growth in hybrid and multi-cloud deployments and even sharper ramp in AI-driven workloads, including inferencing. Importantly, this quarter marked a clear inflection in interconnection activity, enhancing both the profitability of the platform and the long-term durability of customer relationships. CoreSite continues to stand apart as a uniquely differentiated digital infrastructure platform. Positioning its convergence of network connectivity, cloud on-ramps and enterprise ecosystems, CoreSite drives resilient leasing demand while capturing a high-margin interconnection revenue stream. This powerful combination delivers structurally higher returns and positions the business to outperform traditional single-t”
Verify independently
SEC filings for AMT ↗ · Claim quote is verbatim from the 2026Q1 earnings call.