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What changed in AMT's 10-Q
Source: 10-Q filed 2026-04-28 · compared against 10-Q 2025-10-28. Every passage below is quoted verbatim from the filing itself.
Customer concentration risk
This filing
beginning on January 1, 2026, 100% of DISH revenue will be reflected in churn
Legal dispute
This filing
AT&T Mexico, which represented approximately $300 million of tenant revenue in 2025, is challenging the calculation...
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel, plus 3 further changes without a quotable passage — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.