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Steel in the Air’s 2024 Cell Tower Industry Predictions
As we do every year, we like to make predictions about the year ahead. (It’s near the end of March, so you can see we
March 26, 2024
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Will Satellites Replace Cell Towers? Unpacking Black Dot’s Claims.
Recently, Black Dot (a cell tower lease optimization company) has been contacting landowners with a new slick produced video where they claim that cell towers
February 11, 2024
6 Comments
5G
STEEL IN THE AIR’S 2023 PREDICTIONS FOR CELL TOWER LEASING AND VALUATION
2022 turned out to be a strong year for wireless activity. Wireless capital expenditures were the highest in the last 5 years. Carrier activity focused
January 13, 2023
5 Comments
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.
July 7, 2020
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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 went right and wrong
May 1, 2020
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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 upcoming year. Some of our
January 29, 2020
4 Comments
Verizon Adds CBRS to Macrocell- Mischaracterizes New Antennas as Radios
Verizon’s site acquisition agent reached out to our client to propose a “swap of (9) existing radios with (9) new radios”. They suggested to the
July 31, 2019
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T-Mobile Sprint Merger Backup Plan?
One of our municipal clients has a water tower with T-Mobile and Sprint on it. T-Mobile has proposed to add antennas and equipment with Band
June 12, 2019
2 Comments
Will T-Mobile/Sprint’s Merger Plan for 5G Home Broadband Work without Significantly Higher Capex?
The 3/6/19 FCC Filing by T-Mobile attempts to recharacterize how the merger “benefits” the consumer by expanding fixed or nomadic wireless broadband service. The filing
April 8, 2019
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Opinion: Stories of small cell application agreements failure between carriers and cities are too often part of the wireless lobby efforts (in the media) to maintain profit margins.
This type of fluff pieces provide no actual statistical data on how most cities treat applications for small cells instead relies upon anecdotal examples from isolated
April 11, 2018
2 Comments
- 5G ·
Steel in the Air’s 2024 Cell Tower Industry Predictions
As we do every year, we like to make predictions about the year ahead. (It’s near the end of March, so you can see we…
- 5G ·
Will Satellites Replace Cell Towers? Unpacking Black Dot’s Claims.
Recently, Black Dot (a cell tower lease optimization company) has been contacting landowners with a new slick produced video where they claim that cell towers…
- 5G ·
STEEL IN THE AIR’S 2023 PREDICTIONS FOR CELL TOWER LEASING AND VALUATION
2022 turned out to be a strong year for wireless activity. Wireless capital expenditures were the highest in the last 5 years. Carrier activity focused…
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)…
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 went right and wrong…
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 upcoming year. Some of our…
Verizon Adds CBRS to Macrocell- Mischaracterizes New Antennas as Radios
Verizon’s site acquisition agent reached out to our client to propose a “swap of (9) existing radios with (9) new radios”. They suggested to the…
- 5G ·
T-Mobile Sprint Merger Backup Plan?
One of our municipal clients has a water tower with T-Mobile and Sprint on it. T-Mobile has proposed to add antennas and equipment with Band…
- 5G ·
Will T-Mobile/Sprint’s Merger Plan for 5G Home Broadband Work without Significantly Higher Capex?
The 3/6/19 FCC Filing by T-Mobile attempts to recharacterize how the merger “benefits” the consumer by expanding fixed or nomadic wireless broadband service. The filing…
- 5G ·
Opinion: Stories of small cell application agreements failure between carriers and cities are too often part of the wireless lobby efforts (in the media) to maintain profit margins.
This type of fluff pieces provide no actual statistical data on how most cities treat applications for small cells instead relies upon anecdotal examples from isolated…