We reviewed the Elliott Management slickly produced attack on Crown Castle ($CCI). In short, Elliott believes that CCI has underperformed…
Yesterday, in a surprise press release by Verizon, Verizon indicated that it had formed a joint venture with AT&T and…
With SBAC poised to announce earnings this afternoon, and with AMT and CCI’s previous positive reporting for macrocell growth, we…
FirstNet Award to AT&T Confirmed: Checks Confirm Amendment Activity before Official Announcement Tickers: T, AMT, CCI, SBAC Tags: Ken Schmidt,…
On September 20, Comcast's Brian Roberts announced that Comcast Wireless - a second iteration wireless venture - is scheduled to…
While we had heard about this previously, the news was not public until yesterday. Reuters is reporting that MacQuarie…
A follow up story by the Wall Street Journal mentioned reports from American Tower and SBA who confirmed the number…
We went through the annual reports for 2009 for Crown Castle, American Tower, and SBA Communications to gauge which of…
From RCR News- the largest tower companies in the US. Please note that the list is fairly incomplete and just…
In recent weeks, we have heard evidence that the market for existing tower portfolios is red hot. Towers are bought…