Ken Schmidt

Pricing War in South Africa with Chinese Tower Manufacturers

In a random web search, I came across this document on tower steel pricing which is from a South African…

10 years ago

Key Takeaways from American Tower (AMT) Q4 2015 Earnings Call

American Tower Corporation (AMT) provided its 4th Quarter 2015 earnings call this past week.  In reviewing the transcript, here are…

10 years ago

T-Mobile’s Misleading Superbowl Ad- “Drop the balls”

In last night’s Superbowl ad, T-Mobile has Steve Harvey announced that T-Mobile has doubled their LTE Coverage and that T-Mobile…

10 years ago

Key Takeaways from Crown Castle (CCI) 2015 4th Quarter Earnings Call

We reviewed the transcript and presentation materials for the CCI earnings call for the 4th quarter of 2015 and compared…

10 years ago

We Assessed the Accuracy of Wireless Coverage Maps per Carrier, and the Results Disappoint

It’s been a dozen years since Verizon’s catchphrase “Can you hear me now?” became a commonplace precept for any mobile…

10 years ago

Towers and Tenant Collocation Rent Trends: 2016-Beyond

In their article "Tower Rents May See Pressure from Carriers", AGL Magazine cites three sources to justify their overreaching conclusion…

10 years ago