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 […]
The 3/6/19 FCC Filing by T-Mobile attempts to recharacterize how the merger “benefits” the consumer by expanding fixed or nomadic wireless broadband service. The filing suggests that T-Mobile will utilize the combined assets of the two companies to provide an alternative to home wired broadband in LTE in the near term and 5G in the […]
On January 14, 2019, the FCC’s Declaratory Ruling and Third Report and Order went into effect and significantly reduced the rights of state and local public entities regarding their control of the placement of small cell or small wireless facilities. It limited their ability to charge wireless service providers for access to municipally owned poles […]
Before the announcement by Sprint and T-Mobile of their merger, Reuters ran a story that suggested that a T-Mobile/Sprint deal “may cast shadow over tower companies”. The article points out that one of the major synergies of the Sprint/T-Mobile merger is “decommissioning cell sites”. No surprise here so far other than why the author of this article uses […]
I find it fascinating how non-technical reporters (for example An Investor’s Primer: 5G, the Internet of Things, and Augmented/Virtual Reality and 5G Wireless Will Redraw the Wireless Industry Map: Who Stands to Lose?) try to simplify 5G and explain it in nearly binary fashion. So let’s get a few things straight: 1. Stop calling it a […]
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 […]
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 […]
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 […]
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 […]