Now that the Rivada court challenge appears to be resolved, many pundits and experts expect AT&T to be awarded the FirstNet contract. Once the FirstNet contract is awarded to AT&T (only remaining qualified bidder), AT&T has 180 days to prepare state specific FirstNet plans. States then have 90 days to decide to opt-in or out. […]
The Super Bowl LI fans streaming into NRG Stadium in Space City expect to witness a game-winning touchdown that will go viral. However, seeing it once won’t be good enough – not in this retweet world. If you turn back the calendar to July 1969, there was a different type of touchdown trending. The brains […]
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 towers are used by many companies, not just cellular companies. To assist, we established the list of non-cellular cell tower leasing companies. Most people understand that the typical cell tower […]
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 is what we took from the call. TOWERS: ($115M organic revenue growth in 2nd Quarter) New Builds: In regards to new builds, CCI is not building many new towers- only […]
In a presentation at the Cohen and Company’s 44th Annual Technology, Media, and Telecom conference, AT&T’s CTO and President of AT&T Labs Krish Prabhu indicated that AT&T believes that small cells will make up the substantial majority of their future cell tower and cell site development over the next 5 years. In response to a […]
YouTube spokesperson said today that T-Mobile’s new BingeOn video streaming service, which it offers to subscribers for free, is interfering with and reducing the quality of YouTube video traffic. According to The Internet Association, an Internet advocacy group, “T-Mobile’s new ‘streaming optimization’ program appears to involve throttling of all video traffic, across all data plans, regardless […]
1. At heart, it’s all about network anti-congestion strategies. We’ve got to hand it to T-Mobile – they’ve been trying hard to market their shortcomings, such as network gaps and spectrum position relative to other wireless service providers, as advantages. T-Mobile was the first of the Big Four telecoms to offer WIFI calling, connecting phone […]
1. CELL SITES AS WE KNOW THEM, AND OUR ASSUMPTIONS RELATED TO THEM, WILL BE IRREVOCABLY CHANGED OVER THE NEXT 10 YEARS. The radio part of the cell site (analog) and the smart part of the cell site (digital) won’t need to be at the same location anymore. Historically, at every cell site, both parts […]
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 […]
American Tower speaking at REIT conference suggests that their ROI on towers is 5-6% for 1 tenant, 12-13% for 2 tenants, and 18-20% for 3 tenants.” For the first time, they are no longer emphasizing their top 50 or 100 BTA number of towers- instead saying that not being in urban areas reduces their risk […]