American Tower discloses legal dispute with AT&T Mexico; ~$300M tenant revenue at risk

AMERICAN TOWER CORP /MA/

AT&T Mexico withholding tower rents since start 2025; represented ~$300M tenant revenue in 2024.
Company incurred $10M reserves in Q2 2025 and expects additional reserves if withholding continues.
Arbitration hearing scheduled for August 2026; company asserts valid defenses and enforceable MLA.
DISH represents ~2% of total annual property revenue and ~4% of U.S. & Canada property revenue.

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