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 […]

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 […]