Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses

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.

Our Wireless Forecasts For 2020

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 […]

Not So Fast- California Governor Vetoes Small Cell Bill.

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 […]

5 Themes from WIA Show 2017

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 not-so-mini Mini-Macro Problem

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 […]

FL State Representative pushes Small Cell Legislation while his City Issues RFI on Leasing City Property for Macrocells

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 […]

Small Cells Aren’t Like a Pizza Box

WHAT THE INDUSTRY SAYS The wireless industry has been pushing the fiction that small cells are the size of a pizza box.   Here is a quote in a Wireless Week article–  "Americans will benefit tremendously from innovations like 5G and the Internet of Things, which require more small cell facilities – often the size of […]