Equipment Modifications & Lease Renegotiations
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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
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
Six Sectors for T-Mobile
First 6-sector cell site we have seen from T-Mobile. Most cell sites have 3-sectors. The additional sectors are added for capacity- note the LTE
AT&T Wins FirstNet but TowerCos are the Real Winners
FirstNet Award to AT&T Confirmed: Checks Confirm Amendment Activity before Official Announcement Tickers: T, AMT, CCI, SBAC Tags: Ken Schmidt, Wireless Infrastructure In Examining FirstNet
Verizon’s Unlimited Plan- Short Term Pain vs Long Term Gain
Don’t misread Verizon’s about-face on unlimited plans solely as a sign of network confidence. Tickers: VZ, T, S, TMUS, AMT, CCI, SBAC, COMM, DY, ZAYO
AT&T Shifting Capex into Small Cells
Implications: T, S, ZAYO, CCI, AIRO, COMM, DY, ERIC, NOK (Disclosure- author holds position in ZAYO) Looks like T’s finally cutting over to small-cell investment
Crown Castle Small Cell and Tower Update- 2ndQ 2016
While the call itself was pretty understated as compared to even other CCI calls, it was in the Q&A where the call got interesting. Here
FAA to Reduce Maximum Height of Towers Near Airports
In an effort to establish a wider flight safety path for airplanes that might “lose power during takeoff,” the Federal Aviation Administration (FAA) has recently
Smart Cell Site Deployment Can Benefit the Hotel Industry – Here’s How.
In 2012, wireless subscriber use surpassed 100% – meaning that the average person in the US had more than one wireless device – and this
Consent Requests for Fiber Optic Cable
Building owners and tower ground leaseholders nationwide are being contacted on a regular basis by the wireless carriers and tower companies who occupy their property
- 5G ·
What’s Happened So Far in Wireless in 2017?
- 5G ·
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)
- Cell Tower and Cell Site Development ·
Six Sectors for T-Mobile
AT&T Wins FirstNet but TowerCos are the Real Winners
Verizon’s Unlimited Plan- Short Term Pain vs Long Term Gain
AT&T Shifting Capex into Small Cells
- Cell Tower and Cell Site Development ·