AT&T Shifting Capex into Small Cells

Implications: T, S, ZAYO, CCI, AIRO, COMM, DY, ERIC, NOK  (Disclosure- author holds position in ZAYO) Looks like T's finally cutting over to small-cell investment as S continues to under invest. Carrier capex budgets for 2017 and forecasts for 2018 aren't out yet, but our checks indicate that AT&T, which has to-date been a relative […]

Steel in the Air – Wireless Predictions for 2017

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 […]

Sprint vs. Verizon Standoff on Network Reliability and Capex

Verizon wasn’t happy about Sprint stealing their “Can you hear me now?” spokesperson or Sprint’s efforts to suggest that Sprint’s network reliability performs within 1% of AT&T and Verizon‘s networks. Verizon issued their own press release full of pretty interesting facts that attempt to demonstrate that network reliability is important- but that Verizon’s network is […]

5G and LTE-U Test Markets for Each Wireless Carrier

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 […]

Crown Castle (CCI) Small Cell Initiatives and Reporting

So as a clear indication that Wall Street is very focused on small cell initiatives by the public tower companies, Crown Castle started reporting their small cell financials separately from their tower financials in the Q1 2016 quarterly earnings and call.   They must have been receiving a significant number of questions from the analysts because […]

T-Mobile’s Rampant Success

Just thought this was worth sharing- a great article on T-Mobile’s Tremendous Success in the last quarter of 2015.  Also of interest is that Sprint seems to be churning its good established customers while adding new customers presumably at 1/2 of the rate of the other wireless service providers.  That can’t be a sustainable business model.

Good news for rural landowners: more cell sites

Sprint adds 15 rural carriers to its Rural Roaming Network, an initiative that originally launched during the first half of 2014 with 12 regional wireless providers.  Currently, Sprint has expanded its LTE footprint across 565,000 square miles in 27 states.  Sprint is also involved in a Small Market Alliance with NetAmerica, which will provide rural […]