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Dec 31, 2020

American Tower Q4 2020 Earnings Report

American Tower reported strong Q4 2020 results, driven by organic growth, accretive acquisitions, and new site construction.

Key Takeaways

American Tower Corporation reported a 10.3% increase in total revenue to $2,123 million for Q4 2020. Net income decreased by 36.5% to $362 million, while Consolidated AFFO increased by 8.9% to $936 million.

Total revenue increased by 10.3% to $2,123 million.

Property revenue increased by 10.0% to $2,100 million.

Net income decreased by 36.5% to $362 million.

Consolidated AFFO increased by 8.9% to $936 million.

Total Revenue
$2.12B
Previous year: $1.92B
+10.3%
EPS
$2.1
Previous year: $1.93
+8.8%
US/Canada Organic TB Growth
4%
Previous year: 6.2%
-35.5%
Europe Organic TB Growth
2.6%
Previous year: 2.6%
+0.0%
Africa Organic TB Growth
9.4%
Previous year: 10%
-6.0%
Gross Profit
$1.55B
Previous year: $1.37B
+12.8%
Cash and Equivalents
$1.75B
Previous year: $1.5B
+16.3%
Free Cash Flow
$769M
Previous year: $719M
+7.0%
Total Assets
$47.2B
Previous year: $42.8B
+10.4%

American Tower

American Tower

American Tower Revenue by Segment

American Tower Revenue by Geographic Location

Forward Guidance

American Tower provided full year 2021 outlook, which does not include any impact from the Pending Telxius Acquisition.

Positive Outlook

  • Total property revenue is expected to be between $8,500 million and $8,650 million, representing a 7.8% growth rate.
  • Net income is projected to be between $2,165 million and $2,265 million, a 31.0% increase.
  • Adjusted EBITDA is anticipated to be between $5,590 million and $5,690 million, reflecting a 9.4% growth rate.
  • Consolidated AFFO is estimated to be between $4,060 million and $4,160 million, an 8.5% increase.
  • Discretionary capital projects are expected to be between $475 million and $505 million, including the construction of 6,000 to 7,000 communications sites globally.

Revenue & Expenses

Visualization of income flow from segment revenue to net income