Comcast Wireless 2.0: This time it could actually work.

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 the winners of the FCC spectrum auction and the implications of those wins for the better part of a year. With the auction coming to a close and an announcement expected […]

Verizon Appears to be Rivada Partner in FirstNet Bid

In examining the summary of the FirstNet/Rivada litigation as prepared by RCR Wireless, there may be confirmation that Verizon was the silent "carrier" partner of Rivada.  Specifically, in the recently made public documents, the court indicated "the first set of deficiencies related to ‘Rivada’s lack of financial stability, capacity, and required funding'” — including the riskiness […]

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 Assumptions 12/9/2016, we reviewed the likelihood that AT&T would win the FirstNet RFP and the impact on TowerCos, Equipment OEMs, and FiberCos. As the time, the FirstNet award was stalled […]

Small Cells Per State in United States

To show the impact of 100,000 small cells being deployed in the US over the next few years, we looked at total population per state and created this map which assumes that small cell deployment will follow population.   In other words, a state's relative population is used as a proxy for small cell need […]

Steel in the Air – Wireless Predictions for 2017

As we have done in years past, we look ahead to 2017 and share our forecasts for the coming year. All things considered, 2016 was a mediocre year for the industry. 2017 looks to be all about repositioning – meaning that while we don’t expect growth in CapEx, we do anticipate industry development in some […]

5G and LTE-U Test Markets for Each Wireless Carrier

We were curious what markets we would start seeing modifications requests come in for new antennas on existing cell towers for 5G and LTE-U installations.   These trials in most cases will require new antennas with new frequency bands.   So we created the map that you can see below- or see the online version of […]

Why are Investments Flowing Into Private Cell Tower Companies?

Why Are Investments Flowing into Private Cell Tower Companies?  by Ken Schmidt INVESTMENT BANKS & TOWERS “Cell tower acquisition & development in the U.S. has traditionally been the purview of large, public tower companies, such as American Tower (AMT), Crown Castle (CCI), and SBAC. In the last 2-3 years, Investment Banks have shown an increasing willingness to […]

Our 2015 2nd-Half: Cell Tower Lease Forecast

The year of 2015 has started out flatter than most industry pundits expected.  The expectation was that first half 2015 would be fairly robust, but it hasn’t been.  We expected the first half to find at least two wireless carriers actively building out new cell towers, but that hasn’t been the case.  We examined our leads so far […]