What’s Happened So Far in Wireless in 2017?
As we look back over the first half of 2017, there has been much non-activity on the merger front. Many people (myself included) expected greater
September 20, 2017
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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
July 17, 2017
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AT&T Wins FirstNet but TowerCos are the Real Winners
FirstNet Award to AT&T Confirmed: Checks Confirm Amendment Activity before Official Announcement Tickers: T, AMT, CCI, SBAC Tags: Ken Schmidt, Wireless Infrastructure In Examining FirstNet
March 30, 2017
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Everest Infrastructure Partners: The Phoenix of Tristar Investors?
HISTORY OF TRISTAR INVESTORS Back in 2008-2013, a company called Tristar Investors was attempting to acquire ground leases under American Tower Corporation (AMT) and Crown
February 27, 2017
5 Comments
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
February 21, 2017
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A Tale of Two Small Cell Providers – Part Two
Last year in April, we wrote about how Crown Castle and Mobilitie respectively approached the City of Orlando regarding small cells. In that post,
January 11, 2017
2 Comments
Steel in the Air – Wireless Predictions for 2017
As we have done in years past, we look ahead to 2017 and share our forecasts for the coming year. All things considered, 2016
January 4, 2017
2 Comments
Comcast Wireless 2.0- Maybe It Won’t Fail?
On September 20, Comcast’s Brian Roberts announced that Comcast Wireless – a second iteration wireless venture – is scheduled to roll out in mid-2017. While
September 22, 2016
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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
July 26, 2016
1 Comment
Crown Castle (CCI) Small Cell Initiatives and Reporting
So as a clear indication that Wall Street is very focused on small cell initiatives by the public tower companies, Crown Castle started reporting their
April 26, 2016
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- 5G ·
What’s Happened So Far in Wireless in 2017?
As we look back over the first half of 2017, there has been much non-activity on the merger front. Many people (myself included) expected greater…
- Cell Tower Companies in the News ·
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…
AT&T Wins FirstNet but TowerCos are the Real Winners
FirstNet Award to AT&T Confirmed: Checks Confirm Amendment Activity before Official Announcement Tickers: T, AMT, CCI, SBAC Tags: Ken Schmidt, Wireless Infrastructure In Examining FirstNet…
Everest Infrastructure Partners: The Phoenix of Tristar Investors?
HISTORY OF TRISTAR INVESTORS Back in 2008-2013, a company called Tristar Investors was attempting to acquire ground leases under American Tower Corporation (AMT) and Crown…
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…
- Cell Tower and Cell Site Development ·
A Tale of Two Small Cell Providers – Part Two
Last year in April, we wrote about how Crown Castle and Mobilitie respectively approached the City of Orlando regarding small cells. In that post,…
- Cell Tower Companies in the News ·
Steel in the Air – Wireless Predictions for 2017
As we have done in years past, we look ahead to 2017 and share our forecasts for the coming year. All things considered, 2016…
- Cell Tower Companies in the News ·
Comcast Wireless 2.0- Maybe It Won’t Fail?
On September 20, Comcast’s Brian Roberts announced that Comcast Wireless – a second iteration wireless venture – is scheduled to roll out in mid-2017. While…
- Cell Tower and Cell Site Development ·
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…
Crown Castle (CCI) Small Cell Initiatives and Reporting
So as a clear indication that Wall Street is very focused on small cell initiatives by the public tower companies, Crown Castle started reporting their…