American Tower (NYSE: AMT) ends DISH deal and continues litigation

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

8-K

Rhea-AI Filing Summary

American Tower Corporation has terminated its Strategic Collocation Agreement and related agreements with DISH Wireless L.L.C., effective June 2, 2026. The agreement was originally entered into in March 2021. The company states that, beginning on January 1, 2026, 100% of DISH revenue has been treated as churn, so this termination is not expected to affect its financial results for the year ending December 31, 2026. American Tower also notes that it is continuing litigation against DISH regarding obligations under the terminated agreement and includes standard cautionary language about forward-looking statements.

Insights

American Tower ends DISH tower pact already treated as churn.

American Tower has formally ended its Strategic Collocation Agreement with DISH Wireless, effective June 2, 2026. The relationship had already been economically unwound, as 100% of DISH revenue has been reflected in churn since January 1, 2026.

Because DISH-related revenue was fully included in churn starting in 2026, the company does not expect additional impact on financial results for the year ending December 31, 2026. This frames the step as a legal and contractual clean-up rather than a new financial shock.

The company continues litigation with DISH over obligations under the agreement, introducing some legal uncertainty without quantified exposure in this disclosure. Future company filings may provide more detail on any resolution or financial effects from this dispute.

8-K Event Classification

Item 8.01 — Other Events

1 item

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Key Figures

Termination effective date: June 2, 2026 DISH revenue treated as churn: 100% of DISH revenue Financial impact period: Year ending December 31, 2026 +1 more

4 metrics

Termination effective date June 2, 2026 Effective date of DISH agreement termination

DISH revenue treated as churn 100% of DISH revenue Classified as churn beginning January 1, 2026

Financial impact period Year ending December 31, 2026 Termination not expected to impact this period’s results

Agreement start date March 2021 Date Strategic Collocation Agreement with DISH was entered into

Key Terms

Strategic Collocation Agreement, churn, litigation, forward-looking statements, +1 more

5 terms

Strategic Collocation Agreement financial

"The Company’s Strategic Collocation Agreement entered into in March 2021 (the “SCA”)"

churn financial

"Beginning on January 1, 2026, 100% of DISH revenue has been reflected in churn"

Churn is the rate at which customers or subscribers stop using a company’s product or service over a given period; it can be measured by number of customers lost or by lost revenue. Investors care because high churn is like a leaky bucket — the company must add more new customers or spend more on marketing to keep sales and profits from falling, which can slow growth and reduce long-term value.

litigation regulatory

"The Company continues to pursue litigation against DISH with respect to its obligations"

Litigation is the formal process of resolving disputes through the court system, where one party sues another and a judge or jury decides the outcome. For investors it matters because lawsuits can lead to large fines, settlement costs, injunctions or changes in business operations that reduce profits or create uncertainty—like a costly, public argument that can divert management time, drain cash and change the company’s future prospects.

forward-looking statements regulatory

"contains “forward-looking statements” concerning the Company’s goals, beliefs, expectations"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

Risk Factors regulatory

"those factors set forth under the caption “Risk Factors” in Item 1A of its most recent annual report"

Risk factors are elements or conditions that could cause an investment's value to decrease or lead to potential losses. They are like warning signs or obstacles that can affect the success of an investment, making it uncertain or more unpredictable. Recognizing risk factors helps investors understand the possible challenges and make more informed decisions.

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Understanding 8-K Material Events →

06/04/2026 - 04:39 PM

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON D.C. 20549

FORM 8-K

CURRENT REPORT PURSUANT

TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of Earliest Event Reported): June 2, 2026

AMERICAN TOWER CORPORATION

(Exact Name of Registrant as Specified in Charter)

Delaware

001-14195

65-0723837

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

222 Berkeley Street

Boston, Massachusetts 02116

(Address of Principal Executive Offices) (Zip Code)

(617) 375-7500

(Registrant's telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, $0.01 par value	AMT	New York Stock Exchange
0.450% Senior Notes due 2027	AMT 27C	New York Stock Exchange
0.400% Senior Notes due 2027	AMT 27D	New York Stock Exchange
4.125% Senior Notes due 2027	AMT 27F	New York Stock Exchange
0.500% Senior Notes due 2028	AMT 28A	New York Stock Exchange
0.875% Senior Notes due 2029	AMT 29B	New York Stock Exchange
0.950% Senior Notes due 2030	AMT 30C	New York Stock Exchange
3.900% Senior Notes due 2030	AMT 30D	New York Stock Exchange
4.625% Senior Notes due 2031	AMT 31B	New York Stock Exchange
1.000% Senior Notes due 2032	AMT 32	New York Stock Exchange
3.625% Senior Notes due 2032	AMT 32B	New York Stock Exchange
1.250% Senior Notes due 2033	AMT 33	New York Stock Exchange
4.000% Senior Notes due 2033	AMT 33D	New York Stock Exchange
4.100% Senior Notes due 2034	AMT 34A	New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐

Item 8.01 Other Events.

American Tower Corporation (the “Company”) is providing an update regarding its relationship with DISH Wireless L.L.C., a subsidiary of DISH Network Corporation (“DISH”). The Company delivered a notice of termination, effective June 2, 2026, to DISH of the Company’s Strategic Collocation Agreement entered into in March 2021 (the “SCA”) and related agreements with DISH. Beginning on January 1, 2026, 100% of DISH revenue has been reflected in churn and this termination is not expected to impact the Company’s financial results for the year ending December 31, 2026. The Company continues to pursue litigation against DISH with respect to its obligations under the SCA.

Cautionary Language Regarding Forward-Looking Statements

This current report on Form 8-K contains “forward-looking statements” concerning the Company’s goals, beliefs, expectations, strategies, objectives, plans, future operating results and underlying assumptions and other statements that are not necessarily based on historical facts. Actual results may differ materially from those indicated in the Company’s forward-looking statements as a result of various factors, including those factors set forth under the caption “Risk Factors” in Item 1A of its most recent annual report on Form 10-K, and other risks described in documents the Company subsequently files from time to time with the Securities and Exchange Commission. The Company undertakes no obligation to update the information contained in this current report on Form 8-K to reflect subsequently occurring events or circumstances.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


		AMERICAN TOWER CORPORATION
		(Registrant)

Date:	June 4, 2026	By:	/s/ Rodney M. Smith
			Rodney M. Smith
			Executive Vice President, Chief Financial Officer and Treasurer

Source: View Original Filing on SEC EDGAR

FAQ

What agreement did American Tower (AMT) terminate with DISH?

American Tower terminated its Strategic Collocation Agreement and related agreements with DISH Wireless, effective June 2, 2026. The original agreement was signed in March 2021 and governed DISH’s use of American Tower’s infrastructure.

Will ending the DISH agreement affect American Tower (AMT) 2026 financial results?

American Tower does not expect the termination to affect 2026 results. Since January 1, 2026, 100% of DISH revenue has already been reflected in churn, so the company views the financial impact as already recognized.

How has American Tower (AMT) treated DISH revenue in 2026?

Beginning January 1, 2026, American Tower has treated 100% of DISH revenue as churn. This accounting approach means the revenue loss from DISH was already incorporated into its 2026 financial profile ahead of the agreement’s termination.

Is American Tower (AMT) involved in litigation with DISH?

Yes. American Tower states it continues to pursue litigation against DISH regarding obligations under the now-terminated Strategic Collocation Agreement. The filing does not quantify potential outcomes or financial exposure from this ongoing dispute.

What forward-looking statement warnings did American Tower (AMT) include?

American Tower notes that its disclosure contains forward-looking statements subject to risks described in its latest Form 10-K under “Risk Factors” and in subsequent SEC filings. It also states it assumes no obligation to update these forward-looking statements.

Filing Exhibits & Attachments

4 documents

American Tower (NYSE: AMT) ends DISH deal and continues litigation

Rhea-AI Filing Summary

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