Author name: Ken Schmidt

Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses

We reviewed the Elliott Management slickly produced attack on Crown Castle ($CCI). In short, Elliott believes that CCI has underperformed its peers, American Tower (AMT) and SBA Communications (SBAC). While the underperformance is clear, I also think that Elliott’s analysis omits to give proper credence to the opportunity that fiber/small cells may provide to Crown Castle that its peers will miss.

Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses Read More »

What We Found Most Interesting in American Tower’s Q1 2020 Earnings Call.

American Tower announced earnings earlier this week and we reviewed their earnings call transcript to get a better feel about

What We Found Most Interesting in American Tower’s Q1 2020 Earnings Call. Read More »

Who is Octagon Towers, LLC?

Some landowners with AT&T towers on their property are being contacted by Octagon Towers. Octagon Towers asks the landowner to either extend the AT&T lease or consent to assignment by AT&T to Octagon. Read further to know what you should do about these requests.

Who is Octagon Towers, LLC? Read More »

Our Wireless Forecasts For 2020

As we do every year around this time, we provide our predictions for what we expect to happen in the

Our Wireless Forecasts For 2020 Read More »

Do Not Give Future Consent to Crown Castle (or any tower company)

What is “future consent” you might ask?  It is when a tower company asks for consent before they actually need

Do Not Give Future Consent to Crown Castle (or any tower company) Read More »

American Tower and Home Developer Can’t Come to An Agreement Regarding Two Cell Towers

American Tower has two cell towers on a piece of property in Batavia, IL. A home developer appears to have

American Tower and Home Developer Can’t Come to An Agreement Regarding Two Cell Towers Read More »

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