AT&T Terminated 630 Cell Sites in 2019

AT&T (via BlackDot), is contacting tower owners and landowners and trying to convince them to renegotiate their leases.  If you have read our previous content- there isn’t much new to this renegotiation story except for the following letter that they provided to one of our clients. The highlighted part is the interesting part- AT&T claims […]

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 predictions are safe and some are not. Some end up being correct and some aren’t. 1. 5G Continues to Underwhelm Consumers (For Now) . Wireless service providers launched their commercial […]

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 41 (Clearwire 2500 MHz spectrum) to T-Mobile’s rad center. See the image below with the antennas that service B41. Because the lease the client has with T-Mobile prevents the addition […]

Lendlease’s New Renegotiation Efforts on Sprint Rooftop Sites

If you have followed our musings over the years, you know that we don’t like the lease renegotiation industry.  In the past we have observed some companies (not Lendlease, Tower Alliance, or Softbank/Sprint) use high-pressure tactics, sometimes outright misrepresentations, and downright aggressive salespeople to convince landowners to agree to terms that are not advantageous to […]

Weird Revenue Sharing Clause

One of our clients received a proposal from a tower company that included a revenue share clause. Generally, revenue shares are not proposed by wireless carriers and even less so by tower companies. However, because our client is a governmental entity, I assume the tower company figured it would be better to put a revenue […]

What’s Happened So Far in Wireless in 2017?

As we look back over the first half of 2017, there has been much non-activity on the merger front. Many people (myself included) expected greater merger and acquisition activity but other than a few fiber related transactions, nothing material has transpired. Sprint and T-Mobile are still separate companies, and DISH has not merged with or […]

AT&T’s Brilliant Strategy to Double Dip from Public Funding to Build a Better Wireless Network (Investor Research Note from Steel in the Air)

  We have been getting a lot of questions from investors related to FirstNet equipment and the potential impact on TowerCos, with most questions pertaining to the timing and revenue from amendment activity from FirstNet antenna modifications. You may recall that in AT&T FirstNet Revisited, we reviewed the impact of AT&T winning the FirstNet RFP and […]