American Tower Corporation (AMT) Presents at KeyBanc Capital Markets Technology Leadership Forum

American Tower Corporation (NYSE:AMT) KeyBanc Capital Markets Technology Leadership Forum August 11, 2025 1:00 PM ET

Company Participants

Edward M. Knapp – Senior VP & CTO

Conference Call Participants

Brandon Lee Nispel – KeyBanc Capital Markets Inc., Research Division

Brandon Lee Nispel

Good morning, everybody. My name is Brandon Nispel. Welcome to the KeyBanc Technology Leadership Forum. I cover comm

eighth year at the conference. Thank you for coming.

Edward M. Knapp

Eighth presentation, I think, too.

Question-and-Answer Session

Brandon Lee Nispel

Yes. Maybe just help us understand what’s your role, what’s your function as CTO at American Tower?

Edward M. Knapp

Thanks, Brandon. It’s great to be here. Brand-new venue, so really, I think everyone is appreciating that. At American Tower, I joined 8 years ago to try to help them get more technical in the sense to bridge the gap with just towers being a passive business to looking at additional extensions of those towers. And some of the areas I’ve worked on, and we’ve been successful in is data centers, for example. So we purchased CoreSite in 2021, and that’s a big part of our capital plan now.

Another part of it is satellite. So we invested in AST SpaceMobile. I sit on the Board there, and we’re seeing the convergence of satellite in terrestrial networks. Other areas, Power-as-a-Service is something that we do in Africa out of necessity. But if you think about how we need to transform. The data centers already do space-powered cooling, but tower business really never got into the power part of it. And as we look at pushing more and more virtualized platforms out to the tower, it’s going to look like small data centers, and we’ve been doing a lot of work on the Edge. So that’s a big part of my remit.