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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 towers. Verizon is rumored to
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.
Desperate to Get Back at the Tower Companies: The Verizon, AT&T, and Tillman Infrastructure JV
Yesterday, in a surprise press release by Verizon, Verizon indicated that it had formed a joint venture with AT&T and Tillman Infrastructure to develop “hundreds”
Questions for SBAC Earnings Call This Afternoon
With SBAC poised to announce earnings this afternoon, and with AMT and CCI’s previous positive reporting for macrocell growth, we thought we would address the
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
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
Global Tower Partners is Up for Sale
While we had heard about this previously, the news was not public until yesterday. Reuters is reporting that MacQuarie has put Global Tower Partners
AT&T-T-Mobile Merger Impact on Tower Companies 2
A follow up story by the Wall Street Journal mentioned reports from American Tower and SBA who confirmed the number of leases impacted: American Tower
Public Tower Company Exposure to AT&T/T-Mobile Merger
We went through the annual reports for 2009 for Crown Castle, American Tower, and SBA Communications to gauge which of the tower companies might have
The Largest U.S. Tower Companies
From RCR News- the largest tower companies in the US. Please note that the list is fairly incomplete and just shows those that have contacted
- Cell Tower Valuation and Brokerage ·
Is Verizon Selling Towers?
Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses
- Cell Tower Companies in the News ·
Desperate to Get Back at the Tower Companies: The Verizon, AT&T, and Tillman Infrastructure JV
- Cell Tower Companies in the News ·
Questions for SBAC Earnings Call This Afternoon
AT&T Wins FirstNet but TowerCos are the Real Winners
- Cell Tower Companies in the News ·