American Tower Corp at Cowen Communications Infrastructure Summit (Virtual) Transcript

Jan 22, 2024

Aug 09, 2022 / 05:10PM GMT
Gregory Bradford Williams - Cowen and Company, LLC, Research Division - Director

Good morning. My name is Greg Williams. I cover telco and comm infra here at Cowen. Joined for this session by Steve Vondran, the EVP and President of the U.S. Tower Division for American Towers. Steve, thank you for joining.

Steven O. Vondran - American Tower Corporation - Executive VP & President of US Tower Division

Thanks. Glad to be here.

Questions and Answers:

Gregory Bradford Williams - Cowen and Company, LLC, Research Division - Director

Great. I want to start with demand in the U.S. and organic growth. On your earnings call, American reiterated U.S. guidance and expects the second half and a 2023 acceleration in U.S. gross bookings. Just help us understand this confidence. Is it primarily the MLA mechanics? Is it an actual increase in carrier activity? Or is it both?

Steven O. Vondran - American Tower Corporation - Executive VP & President of US Tower Division

Sure. So we

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