American Tower

Edge Data Centers at Tower Sites: The High Bar and the Real Opportunity

Over the last decade, we’ve heard plenty of talk about how cell tower sites would be perfect locations for edge…

2 months ago

Is Verizon Selling Towers?

Recent news reports have confirmed that Verizon has engaged a third-party advisor to evaluate the sale of its remaining cell…

1 year ago

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…

1 year ago

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…

4 years ago

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…

5 years ago

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…

5 years ago

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…

6 years ago

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…

7 years ago