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 […]
We reviewed the Elliott Management slickly produced attack on Crown Castle ($CCI). In short, Elliott believes that CCI has underperformed its peers, American Tower (AMT) and SBA Communications (SBAC). While the underperformance is clear, I also think that Elliott’s analysis omits to give proper credence to the opportunity that fiber/small cells may provide to Crown Castle that its peers will miss.
As we do every year around this time, we provide our predictions for what we expect to happen in the upcoming year. Some of our predictions are safe and some are not. Some end up being correct and some aren’t. 1. 5G Continues to Underwhelm Consumers (For Now) . Wireless service providers launched their commercial […]
A client of ours reached out to us yesterday with the following request: “The City of Philadelphia is undergoing a total reassessment of commercial properties. Until 2017 we have not been charged, as a component of our property taxes, for the cell sites on our roof. (There are reasons for this which are not relevant to the […]
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 […]
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 […]
Sunday night, California Governor Jerry Brown vetoed a contentious statewide small cell bill (SB649) which is one of many similar bills already passed in eleven other states. The bill would have removed local control over the placement of small cells and would have limited the fees that municipalities could charge for access to municipal pole […]
The Wireless Infrastructure Show is the pre-eminent tower show in the US. The WIA who puts on the show consists of both tower companies and wireless carriers although it has mostly been run by the tower companies. The Show is a great show to get a chance to talk to and hear from people in […]
Sprint’s partner, Mobilitie, allegedly building mini-macros without adequate regulatory approvals Tickers: S, AMT, CCI, SBAC Tags: Ken Schmidt, Wireless infrastructure Background: Sprint has dramatically underspent competitors over the past few years, arguing that its superior spectrum position, coupled with its densification efforts, allowed it to serve wireless customers at a fifth of the cost of […]
In the Florida House of Representatives, a bill is being pushed through to significantly limit the control that a local municipality can exert over small cell installations. The bill also limits the fees that a city may charge for access to municipal poles. In committee hearings, Rep. Nicholas Duran (D-Miami) said that the “City […]