U.S. Carrier Aggregation and Capital Expenditure

Carrier aggregation is a complex technology, to say the least, however the goal is relatively easy to understand. The basic idea is that LTE carrier aggregation technology allows independent carriers to pool their spectrum bands together to create a contiguous and wider band, resulting in a faster connection for subscribers and high data rates.

Rural Deployment is all the Rage this Coming Year. Here’s Why

In recent months, there have been a number of merger rumors and announcements between various wired and wireless telecom companies.  AT&T announced its proposed acquisition of DirecTV, while Comcast and Time Warner announced their merger.  Sprint and T-Mobile have been seen dancing together since the beginning of the year, and their union is currently at […]

AT&T-T-Mobile Merger Impact on Tower Companies 2

A follow up story by the Wall Street Journal mentioned reports from American Tower and SBA who confirmed the number of leases impacted: American Tower has 3,100 towers where AT&T and T-Mobile are both on the tower out of 36,000 sites or 8.6% overlap.   American Tower’s lease agreements with T-Mobile have between 5 and 6 […]

And Immediately They Pounce…

As landowners and tower owners just start to hear of the AT&T – T-Mobile merger news, the lease buyout firms and optimization firms have started aggressive campaigns to encourage landowners to either sell or renegotiate the terms of their leases IMMEDIATELY.    Despite the fact that the AT&T and T-Mobile merger will take a year to […]

Public Tower Company Exposure to AT&T/T-Mobile Merger

We went through the annual reports for 2009 for Crown Castle, American Tower, and SBA Communications to gauge which of the tower companies might have the greatest amount of risk due to the AT&T and T-Mobile merger.   Below is a graph showing the percentage of net revenue that each company generates from the various big […]

MD7 and the Value of a “Guarantee”

In the last 6 months, Md7 has been offering landowners a guarantee on their T-Mobile ground and rooftop leases equivalent to 10 years. What may not be clear when they offer this guarantee is that T-Mobile is not the company making the guarantee- instead a subsidiary of Md7 named Md7 Capital Three is making the guarantee.