With SBAC poised to announce earnings this afternoon, and with AMT and CCI’s previous positive reporting for macrocell growth, we thought we would address the
We are currently working on a bespoke research project for a client where we examine the overlap between Sprint and T-Mobile cell sites. The merger
The Wireless Infrastructure Show is the pre-eminent tower show in the US. The WIA who puts on the show consists of both tower companies and
Sprint’s partner, Mobilitie, allegedly building mini-macros without adequate regulatory approvals Tickers: S, AMT, CCI, SBAC Tags: Ken Schmidt, Wireless infrastructure Background: Sprint has dramatically underspent
You can't make this stuff up. Mobilitie allegedly erected a new mini-macro tower in Goliad, TX – which we posted about on LinkedIn previously. Subsequent
In Penitas, Texas, what appears to be a new small cell pole was erected overnight near a busy thoroughfare. There is a great news
Implications for TowerCos and Construction Companies Tickers: CMCSA, COMM, MTZ, DY, CCI, AMT, SBAC Tags: Ken Schmidt, Wireless infrastructure Background: Analysts have been speculating about
We have to start off by clarifying that this isn’t an April’s Fools joke- despite the timing and it feeling like one. On the eve
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
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
