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 them. This past year was a particularly strong year for tower companies and landowners. Looking forward into 2022, we see more of the same. Wireless Service Provider Predictions. Wireless service […]
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 for American Tower. (Mostly right) Here are 10 of our observations. American Tower confirmed guidance for 2020. While many industries and companies are withholding guidance for 2020 due to the […]
In terms of deliverables for FirstNet, AT&T seems to be ahead on most accounts. The chart below shows their progress in the two primary phases. (The report was done on data from July 2019). The GAO did note some comments and concerns addressed in their interviews with stakeholders. In reading the following, it is important […]
Verizon’s site acquisition agent reached out to our client to propose a “swap of (9) existing radios with (9) new radios”. They suggested to the client that there should be no rent increase for these modifications as it is just replacement of existing radios which care also known as remote radio units or RRU’s. On […]
Recently, Fierce Wireless ran an article about AT&T’s threat to public tower companies about how “successful” their tower development project with Tillman Infrastructure has been. The article cites a Morgan Stanley report which claims that “On a national basis in a 0.5-mile radius, ~65% of towers have no competitor and just ~15% have more than […]
As pointed out by Inside Towers, construction drawings for a DISH NB-IOT installation are available here. We reviewed the drawings carefully and have some observations. What is DISH installing? DISH appears to be using one 3′ satellite dish for backhaul purposes. The drawings include a designation that a second location must be available on the […]
Every year, we put together our prognostications for the coming year. This year, we are obviously a little late – primarily because the beginning of the year has been very active for SITA. In the final days of 2017, I drafted a “State of SITA” email to our staff, predicting that 2018 would be the […]
My wife and I visited Denmark, Sweden, and Norway while attending a friend's wedding in Denmark. While there, I took a good amount of photos of cell sites in the three countries as we walked or biked in each of the countries. While my wife is a professional photographer and carried her DSLR with […]
By Ken Schmidt, Omar Masry, and Rick Edwards Are you a homeowner who’s recently received a notice indicating that a new small cell antenna is going to be erected on or near your property? Or a lawmaker who has received one of the industry’s new opinion papers about small cell antenna regulations? Or an FCC […]
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 […]