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
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
A new competitive dynamic emerges in the fight for densification dominance Tickers: ZAYO, CCI (Disclosure- author holds positions in ZAYO) The deployment of small cells
Last year in April, we wrote about how Crown Castle and Mobilitie respectively approached the City of Orlando regarding small cells. In that post,
As we have done in years past, we look ahead to 2017 and share our forecasts for the coming year. All things considered, 2016
Or How to Sell a Cell Tower for $2,000,000 A tower owner client of ours asked us for help in documenting for their lender that cell
On September 20, Comcast’s Brian Roberts announced that Comcast Wireless – a second iteration wireless venture – is scheduled to roll out in mid-2017. While
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
So as a clear indication that Wall Street is very focused on small cell initiatives by the public tower companies, Crown Castle started reporting their
The City of Orlando, Florida recently received two separate applications for two separate sets of DAS nodes and/or small cells. The applications were submitted by
We reviewed the transcript and presentation materials for the CCI earnings call for the 4th quarter of 2015 and compared to the same call back