Over the last decade, we’ve heard plenty of talk about how cell tower sites would be perfect locations for edge data centers. The logic seemed
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.
Every year, we put together our prognostications for the coming year. This year, we are obviously a little late – primarily because the beginning of
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
The CommScope Second-Quarter earnings call was interesting, more so due to what they couldn’t report as opposed to what they did report. Here are our
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
We have been starting to see requests being made to our landowner clients where Verizon is seeking to get consent to add utilities. Initially, the
