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…

3 months ago

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…

1 year ago

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…

4 years ago

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…

4 years ago

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…

4 years ago

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…

5 years ago

The main points non-technical reporters get wrong about 5G

I find it fascinating how non-technical reporters (for example An Investor's Primer: 5G, the Internet of Things, and Augmented/Virtual Reality and…

6 years ago