5G
SITA’s Good and Bad for 2025
Good and Bad for 2025 Rather than the usual brag-fest, here’s what actually happened in 2025—the good, the bad, and the stuff that keeps me
March 3, 2026
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Cell Tower Companies in the News
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Backhaul
Edge Data Centers at Tower Sites: The High Bar and the Real Opportunity
Over the last decade, we’ve heard plenty of talk about how cell tower sites would be perfect locations for edge data centers. The logic seemed
August 20, 2025
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Cell Tower Companies in the News
Is the Rivalry Intensifying Among Major Tower Companies? A Look at Recent Events Suggests It Might Be.
In a telling shift, AT&T recently relocated a cell site from an American Tower Corp. (ATC) site to a Crown Castle tower, seemingly to escape
May 9, 2024
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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
March 26, 2024
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Cell Tower Companies in the News
Which US Tower Companies Were Most Active in Jan. 2024?
We examined applications for environmental notice to the FCC for the last month. Here are the companies that have been most active in submitting
February 17, 2024
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Wireless Industry Market Dynamics
2024 Rural Cell Tower Lease Update – Steel in the Air
As we enter 2024, we thought it might be helpful to summarize what we have been seeing with new leases and existing leases in rural
December 1, 2022
2 Comments
Cell Tower Companies in the News
5G Site Marketing: Scam or Opportunity?
One of the more disturbing trends in 2021 and early 2022 is the rise of the “5G site marketing companies.” Over the past year, we
March 23, 2022
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Cell Tower and Cell Site Development
Our 2022 Predictions for the Wireless Industry
Steel in the Air’s 2022 Predictions for Cell Tower Leasing and Valuation While 2021 certainly impacted many industries negatively, the wireless industry wasn’t one of
January 18, 2022
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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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- 5G ·
SITA’s Good and Bad for 2025
Good and Bad for 2025 Rather than the usual brag-fest, here’s what actually happened in 2025—the good, the bad, and the stuff that keeps me…
- Backhaul ·
Edge Data Centers at Tower Sites: The High Bar and the Real Opportunity
Over the last decade, we’ve heard plenty of talk about how cell tower sites would be perfect locations for edge data centers. The logic seemed…
- Cell Tower Companies in the News ·
Is the Rivalry Intensifying Among Major Tower Companies? A Look at Recent Events Suggests It Might Be.
In a telling shift, AT&T recently relocated a cell site from an American Tower Corp. (ATC) site to a Crown Castle tower, seemingly to escape…
- 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…
- Cell Tower Companies in the News ·
Which US Tower Companies Were Most Active in Jan. 2024?
We examined applications for environmental notice to the FCC for the last month. Here are the companies that have been most active in submitting…
- Wireless Industry Market Dynamics ·
2024 Rural Cell Tower Lease Update – Steel in the Air
As we enter 2024, we thought it might be helpful to summarize what we have been seeing with new leases and existing leases in rural…
- Cell Tower Companies in the News ·
5G Site Marketing: Scam or Opportunity?
One of the more disturbing trends in 2021 and early 2022 is the rise of the “5G site marketing companies.” Over the past year, we…
- Cell Tower and Cell Site Development ·
Our 2022 Predictions for the Wireless Industry
Steel in the Air’s 2022 Predictions for Cell Tower Leasing and Valuation While 2021 certainly impacted many industries negatively, the wireless industry wasn’t one of…
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…