We examined applications for environmental notice to the FCC for the last month. Here are the companies that have been most active in submitting
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
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.
We have been getting a lot of questions from investors related to FirstNet equipment and the potential impact on TowerCos, with most questions pertaining
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
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
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
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
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
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
