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Which US Tower Companies Were Most Active in Jan. 2024?
We examined applications for environmental notice to the FCC for the last month. Here are the companies that have been most active in submitting
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.
AT&T’s Brilliant Strategy to Double Dip from Public Funding to Build a Better Wireless Network (Investor Research Note from Steel in the Air)
We have been getting a lot of questions from investors related to FirstNet equipment and the potential impact on TowerCos, with most questions pertaining
5 Themes from WIA Show 2017
The Wireless Infrastructure Show is the pre-eminent tower show in the US. The WIA who puts on the show consists of both tower companies and
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
Verizon’s Unlimited Plan- Short Term Pain vs Long Term Gain
Don’t misread Verizon’s about-face on unlimited plans solely as a sign of network confidence. Tickers: VZ, T, S, TMUS, AMT, CCI, SBAC, COMM, DY, ZAYO
SITA Research Reveals the Real Big Game in Houston was in Small Cells
A new competitive dynamic emerges in the fight for densification dominance Tickers: ZAYO, CCI (Disclosure- author holds positions in ZAYO) The deployment of small cells
Crown Castle Small Cell and Tower Update- 2ndQ 2016
While the call itself was pretty understated as compared to even other CCI calls, it was in the Q&A where the call got interesting. Here
Key Takeaways from Crown Castle (CCI) 2015 4th Quarter Earnings Call
We reviewed the transcript and presentation materials for the CCI earnings call for the 4th quarter of 2015 and compared to the same call back
- Cell Tower and Cell Site Development ·
Which US Tower Companies Were Most Active in Jan. 2024?
- Cell Tower and Cell Site Development ·
Our 2022 Predictions for the Wireless Industry
Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses
- 5G ·
AT&T’s Brilliant Strategy to Double Dip from Public Funding to Build a Better Wireless Network (Investor Research Note from Steel in the Air)
- Cell Tower Companies in the News ·
5 Themes from WIA Show 2017
- Cell Tower and Cell Site Development ·
Comcast Wireless 2.0: This time it could actually work.
Verizon’s Unlimited Plan- Short Term Pain vs Long Term Gain
- Cell Tower and Cell Site Development ·
SITA Research Reveals the Real Big Game in Houston was in Small Cells
- Cell Tower and Cell Site Development ·