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Is the Rivalry Intensifying Among Major Tower Companies? A Look at Recent Events Suggests It Might Be.
In a telling shift, AT&T recently relocated a cell site from an American Tower Corp. (ATC) site to a Crown Castle tower, seemingly to escape
Our 2022 Predictions for the Wireless Industry
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
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.
What We Found Most Interesting in American Tower’s Q1 2020 Earnings Call.
American Tower announced earnings earlier this week and we reviewed their earnings call transcript to get a better feel about what went right and wrong
American Tower and Home Developer Can’t Come to An Agreement Regarding Two Cell Towers
American Tower has two cell towers on a piece of property in Batavia, IL. A home developer appears to have put together a plot plan
Seem Like Offers to Buy or Extend Your Cell Tower Lease Are Getting Better?
Coupled with low cost of capital and their recent conversions to REITs, tower companies have every incentive to convert leases (long term operating expense) to easements (upfront capital expenditure).
American Tower’s Aggressive Response to Build-To-Relo Towers
Previously, we wrote about Tillman Infrastructure, a tower company that has expanded significantly to build towers near existing towers to encourage wireless carriers to move from
Desperate to Get Back at the Tower Companies: The Verizon, AT&T, and Tillman Infrastructure JV
Yesterday, in a surprise press release by Verizon, Verizon indicated that it had formed a joint venture with AT&T and Tillman Infrastructure to develop “hundreds”
Research In Progress- Sprint vs. T-Mobile Site Overlap
We are currently working on a bespoke research project for a client where we examine the overlap between Sprint and T-Mobile cell sites. The merger
Comcast Wireless 2.0: This time it could actually work.
Implications for TowerCos and Construction Companies Tickers: CMCSA, COMM, MTZ, DY, CCI, AMT, SBAC Tags: Ken Schmidt, Wireless infrastructure Background: Analysts have been speculating about
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Is the Rivalry Intensifying Among Major Tower Companies? A Look at Recent Events Suggests It Might Be.
- May 9, 2024·
- 0 Comments·
- Cell Tower and Cell Site Development ·
Our 2022 Predictions for the Wireless Industry
- January 18, 2022·
- 2 Comments·
Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses
- July 7, 2020·
- 0 Comments·
What We Found Most Interesting in American Tower’s Q1 2020 Earnings Call.
- May 1, 2020·
- 0 Comments·
- Cell Tower and Cell Site Development ·
American Tower and Home Developer Can’t Come to An Agreement Regarding Two Cell Towers
- September 13, 2019·
- 0 Comments·
Seem Like Offers to Buy or Extend Your Cell Tower Lease Are Getting Better?
- May 31, 2019·
- 2 Comments·
American Tower’s Aggressive Response to Build-To-Relo Towers
- June 11, 2018·
- 0 Comments·
- Cell Tower Companies in the News ·
Desperate to Get Back at the Tower Companies: The Verizon, AT&T, and Tillman Infrastructure JV
- November 14, 2017·
- 1 Comments·
- Cell Tower Companies in the News ·
Research In Progress- Sprint vs. T-Mobile Site Overlap
- July 17, 2017·
- 0 Comments·
- Cell Tower and Cell Site Development ·
Comcast Wireless 2.0: This time it could actually work.
- April 10, 2017·
- 0 Comments·