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American Tower Corporation (AMT) Presents at Morgan Stanley 2021 Technology, Media and Telecom Conference (Transcript)

Mar. 02, 2021 9:08 AM ETAmerican Tower Corporation (AMT) Stock
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American Tower Corporation (NYSE:AMT) Morgan Stanley 2021 Technology, Media and Telecom Conference March 1, 2021 9:30 AM ET

Company Participants

Rod Smith - CFO

Conference Call Participants

Simon Flannery - Morgan Stanley

Simon Flannery

Good morning, and welcome to the Morgan Stanley TMT Conference 2021 coming to you virtually. It's my great pleasure to welcome Rod Smith from American Tower. Welcome, Rod. Thanks for joining us today. Before we get started, please note for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. So welcome, Rod.

Rod Smith

Thank you, Simon. It's great to be here with you.

Simon Flannery

Great. Good to have you with us. So last week, we saw you report your earnings and also put out your guidance, not just for 2021, but also some very long-term guidance. So perhaps we could start with the priorities for the company for 2021.

Rod Smith

Yes, that sounds great, Simon. Thanks for having me. It's great to be here with you. And hopefully, we can be together soon at some point and not virtual.

Simon Flannery

For sure.

Rod Smith

In terms of 2021, we're looking forward to another great year. We just wrapped up 2020 and had a what was really a very good year through 2020 despite the effects of the pandemic and the pandemic itself. One of the things that the pandemic really did demonstrate is that wireless networks and wireless connectivity around the globe is just so critical and so essential. And it highlighted the fact that the infrastructure that supports those networks is also just as critical, not just in the U.S. but really around the globe.

But as we move into 2021, we're looking forward to

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