AMERICAN TOWER CORP /MA/ 8-K

What Happened
American Tower Corporation (AMT) announced on Jan. 28, 2026 (Form 8-K, Item 8.01) that DISH Wireless L.L.C. (a DISH Network subsidiary) has failed to meet payment obligations and is in default under the Strategic Collocation Agreement (SCA) entered in March 2021. American Tower says it has filed a complaint seeking a declaratory judgment that the SCA remains in full force and that DISH is required to perform its obligations. The company stated it does not expect the default to affect its financial results for the year ended December 31, 2025.

Key Details

• Party: DISH Wireless L.L.C., subsidiary of DISH Network Corporation.
• Agreement: Strategic Collocation Agreement (SCA), originally executed in March 2021.
• Action: American Tower filed a complaint seeking a declaratory judgment that DISH has not been excused from its SCA obligations and that the SCA remains in effect.
• Financial impact: Company does not anticipate the default will affect AMT’s results for the year ended Dec. 31, 2025. Filing date: Jan. 28, 2026.

Why It Matters
This update informs investors that a major tenant/counterparty (DISH) is in contractual default and that American Tower has initiated litigation to enforce the agreement. While AMT says there’s no expected impact on 2025 results, the ultimate outcome of the dispute could affect future cash flows, contractual revenues, and timing of payments depending on the court’s decision or any settlement. Investors should watch for further legal developments and company disclosures, and consider the risks described in AMT’s most recent Form 10-K.